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How to add fields from the current user

This article outlines how to add fields from the current / executing user to a Template.

❶ Click on “Insert MailMerge Fields”

Figure 1: Insert MailMerge Fields


❷ Navigate to “Additional” and select “User Info” in the DropDown-Menu for “Add Relationship / Entity”


❸ You have now added a new relationship to the “User” record, which presents fields from the current user /executing user



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