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3 - This is the template itself as we build it and it shows on the main work area of the window.
Insert Merge Fields
This button provides the functionality of adding dynamic fields to our template.
When clicked, a little modal will pop up:
And it contains all the available fields to be inserted into the template.
These fields have been added and it can be modified through the Template Manager's ribbon menu. The associated option to click on is "Open Merge Fields":