Description
This course suits participant who will be administrators of the Merge documents, creating word templates, maintaining existing documents, and uploading new ones.
Objectives
Get a basic understanding of what the Merge Documents module is used for
Understand what type of documents can be used in the Documents module
Understand the different distribution options
Know how to create bookmarks in Word including adding company logo and signatures
Know how to create a new merge document in Adonis Personnel Manager
Know the process for making changes to the word template
Know how to define fields for manual input
Know how to define different document groups
Know how to work with the Merge Properties
Know how to work with the Attachment Properties
Know how to work with the Mail Properties
Know how to work with the Bookmark Setup
Prerequisites
We recommend undergoing the Basic Introduction and Training courses, however, this is not a requirement.
APM - Merge Documents User Training