Skip to main content

How to Change the Order of Topics in the Document/Email

How to Change the Order of Topics in the Document/Email

Updated over a year ago

What you can do: Change the Topic Order on the Final Document

In order to change the topic order on the final document, you need to rearrange the merge fields from within the template.


How: Step-by-step directions on how to do that:

1. Navigate to the "Templates" on the sidebar menu and select the template you wish to change the topic order in.


2. When it comes to rearranging the order of topics in a document template, there are two options available:

First - Deleting and re-adding topics

Click into the block with the topic merge fields you want to reorder. Delete the topic merge field and insert it where you need it. Repeat it until you get the order you like. Save the changes.

Second - Cutting and pasting topics

Cut (CTRL+X) the topic merge field (CTRL+X) and paste (CTRL+V) it where you need it. Repeat it until you get the order you like. Save the changes.

3. Done! Now, topic headers in the final document will appear in the order you set.


Tips

  1. You can change the order of topics only on the template level.

Did this answer your question?