I feel like this is a stupid question - but when I worked for a law firm, they created these amazing templates that would auto-populate info (like names and addresses). The thing is, it wasn't something I would do a mail merge for? If I remember correctly, I was able to select from a list of names that would pop up when I opened the template? I don't know how they did it!



I work for an organization that has several committees and members. I was hoping to create an agenda template that could populate the different members into the template?

Not sure if I'm making sense. Appreciate any help or ideas you may have