To update letter merge fields in a workflow in Procedure File Maintenance please follow the below steps :
From the workflow in Procedure File Maintenance, select Setup, Document,
Select the Letter you wish to update, Open.
Navigate with your mouse where you would like this merge field to appear on the document.
Select Insert Merge from the ribbon.
Select the information or Merge you wish to populate in this section of the document and Save.
If you do not see the information you wish to populate in your document then please perform the following :
Please note that any information you wish the system to populate into a document must be a question in the workflow, if you need to add a question please see the "Adding a Question to A Workflow" article.
From the Workflow in Procedure File Maintenance, select Setup, Document to open the Document Library.
Right-click on the document you wish to create a merge field for and select Exports.
The Exports for Document screen will then open, the table at the top shows all the available exports that this document currently has. To add another option you will need to locate a question from the table below where this information is answered in the workflow.
To view all the options select the icons to expand the list.
Once you have located the information you wish to add, drag and drop this into the above table or highlight and select Add.
Select Ok once the changes are made and follow the 1st section of this article to then populate this new merge field in the document.
It is also worth noting that these additional merges created will not populate all the documents in the workflow each must be added as an Export specifically to that document.
For any further advice or guidance needed about the merge field please raise a new case online and reference the title of this article.