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

Related Articles