Installing the Word plugin and signing in

Before you can insert SwiftFox data into a Word document, you need to install the SwiftFox Templates add-in in Microsoft Word and sign in to your SwiftFox account. You only need to do this once per device.

Install the add-in

1. Open Microsoft Word.
2. Go to the Insert tab on the ribbon and choose Add-ins (sometimes labelled Get Add-ins or Office Add-ins).
3. In the add-ins window, search for SwiftFox.
4. Locate SwiftFox Templates in the results and click Add.
5. Open the add-in. It appears as a pane docked to the right-hand side of the Word window.

Sign in

1. In the right-hand SwiftFox Templates pane, click to log in.
2. Enter your SwiftFox credentials to sign in to your account.
3. Once signed in, the pane connects to your account and loads the fields available to you, ready to insert into your document.

What you'll see once you're signed in

• The pane displays the Merge field dropdown, listing every field available to your account.
• These include default contact details, finance fields, and any custom fields you have created.
• The pane also lets you choose the field type — Template field or Mail merge field — before you insert.

Tips

• Keep the pane open while you design so you can insert fields at any point.
• If the fields don't appear, confirm you are signed in to the correct SwiftFox account.
• Sign-in is tied to your account, so the fields you see reflect what that account has configured.

With the add-in installed and signed in, you are ready to design your document and insert fields — see Template field vs mail merge field and Inserting mail merge fields.