Place a cursor into the appropriate section of the document where a merge field is going to be inserted and select Insert Merge Fields from the X-Author Templates ribbon tab.

The Insert Merge Fields dialog lists the objects and associated merge fields.

Select Agreement Fields in the left column and click on appropriate merge field(s) to insert into the contract template. To deselect a merge field hold the Ctrl key down when clicking it. If you have selected Agreement Start Date merge field as below and clicked Insert, then in the template document it will be inserted as follows:

{ MERGEFIELD apts_agreement_contract_start_date \* MERGEFORMAT }

To see merge field codes in a template, press ALT+F9 once or twice. These keystrokes toggle field codes on and off in Word. If codes are turned on you will see merge fields similar to the following for the Agreement Name:

{ MERGEFIELD apts_agreement_name \* MERGEFORMAT }

If codes are turned off, the same merge field will appear with double brackets before and after the mergefield, as in «apts_agreement_name».

When inserting merge fields for agreement RecordType or RecordTypeId into a document, you must include both merge fields for recordtype and recordtypeid, otherwise when the template gets saved to salesforce, the merge field for RecordType will not be saved to Salesforce and will not get resolved correctly by the Apttus Merge Server. Make sure you include both:

{ MERGEFIELD apts_agreement_recordtype \* MERGEFORMAT }

{ MERGEFIELD apts_agreement_recordtype_id \* MERGEFORMAT }