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idcourseoverview

Group

Courses

Name

APM - Merge Documents User Training

Type

User Training

Level

Intermediate

Duration

60 minutes

Modules

Documents

Users

All Users

CourseID

100200.4501

Excerpt
nameCustomerContent

Description

This course suits participant who is to work with the Documents module, merging data from the Adonis system into pre-defined Word documents with bookmarks and distributing to the employees via mail or in the Adonis Employee portal for electronic signing.

Objectives

  • Get a basic understanding of what the Documents module is used for

  • Understand how bookmarks in the Word document is related to fields in Adonis

  • Know how to merge a document for one or more persons

  • Understand how documents can be setup with editable fields and how to use them

  • Know how to use the different output functions

  • Know how to distribute the documents using the different options available

Prerequisites

https://adonishr.atlassian.net/l/c/43UqyEms

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