Step-By-Step Guide:
- Select Settings > Merge Fields in the administrator toolbar
- The merge field list will open in a new window
- You can find a merge field in the Search tab, the # is not required
- To edit, select the white arrow next to the merge field
- Type in the new value and save changes
- Refresh the browser and the change will have updated throughout the site
Video Guide:
Click to see larger size
Need more help?
Contact your CompliSpace Consultant Team
CompliSpace Help Desk
Phone: | 1300 132 030 |
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Email: | helpdesk@complispace.com |
Other resources
CompliSpace TV
Contains video tutorials on the administrator functions of the PolicyPlus and Assurance systems.
Requires a login to access (can be requested from the Help Desk)