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How to Add Merge Fields in Recycly Word Templates

Document Templates Updated 5 March 2026 2 min read
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Overview

Recycly allows you to customise Microsoft Word (.docx) document templates by inserting  Merge fields.

Merge fields pull data dynamically from your Recycly records when the document is generated. For example, you can insert fields for:

  • Collection address
  • Order date
  • Customer name
  • Order reference
  • Any other available record field

This guide explains how to correctly add new merge fields to a Word template using either the Word men

Method 1 – Word UI (Non-Technical Friendly)

This method uses the Word interface instead of keyboard shortcuts.

Step 1 – Open Template

  1. Download the .docx from Recycly.

  2. Open it in Microsoft Word Desktop.

Step 2 – Insert a Merge Field Using Word Menu

  1. Place your cursor where the data should appear.

  2. Go to:

    Insert → Quick Parts → Field

  1. In the Field window:

    • Category: Mail Merge

    • Field name: MergeField

  3. In the field name/input box, enter:

record.collection_address_id.contact_address

  1. Click OK.

Step 3 – Save and Upload

  1. Save the document.
  2. Upload it back to Recycly.

Viewing or Editing a Merge Field

If you need to modify an existing field:

  1. Click inside the field.
  2. Press Shift + F9 to show the field code.

Example:

{ MERGEFIELD record.collection_address_id.contact_address }

  1. Edit if needed.

  2. Press F9 to update.

  3. Press Shift + F9 again to return to normal view.

Method 1 – Keyboard Shortcut (Fast & Technical)

This guide explains how to correctly insert new merge fields.

Step 1 – Download the Template

  1. Download the .docx template from Recycly.

  2. Open it in Microsoft Word Desktop (not Word Online).

Step 2 – Insert the Field Braces

  1. Place your cursor where you want the merge field to appear.

  2. Press:

    Windows:
    Ctrl + F9

    Mac:
    fn + Ctrl + F9

You will see:

{  }

⚠ Important:

  • These braces must be inserted using Ctrl + F9.

  • Do NOT type { } manually — Word will not recognise them as fields.

Step 3 – Enter the Merge Field Code

Inside the braces, type your field:

MERGEFIELD record.collection_address_id.contact_address

It should look like:

{ MERGEFIELD record.collection_address_id.contact_address }

Step 4 – Update the Field

  1. Click inside the field.

  2. Press F9 to update.

  3. To toggle between code and normal view, press:

    Shift + F9

Step 5 – Save and Upload

  1. Save the .docx file.

  2. Upload it back into Recycly.

More in Document Templates

Still stuck? Contact the Recycly support team