This article describes the service and responsibilities we have for delivering the product of Word Merge Document

The Document module and Word Merge documents are used to generate standard letters where personal information will change based on the person the letter is generated for. The full manual can be found here.

The Merge Documents are based on Bookmarks in Word, combined with SQL statements in APM that fetch the info into these Bookmarks. The SQL statements are added to the properties of each Merge document. 

Cost Savings for Customer

• Savings on time spent on manually filling in the information in standard documents and letters

Customer Benefits

Using the Word Merge Documents have the main benefits of:

• Less error in data input as they are fetched from the system instead of manually inputted

• Standard letters are automatically filled in instead of manually typing

• Documents can be sent for electronic signing

• Documents can be sent directly to the employees via email

• Easy maintenance of all documents as they are in Word format

Service

Adonis Responsibilities

As part of the delivery of a Merge Document, the following tasks are included: 

1. Specification of the bookmarks and where to fetch the data from the system

2. Creation of the SQL statement

3. Testing of the SQL statement

4. Documentation of how the SQL Statement works

5. Documentation of how the SQL Statement must be added to the Merge Document

6. Link to manual for how to create a new Merge document and insert Bookmarks

7. Support for the upload and maintenance of the Document

Customer responsibility

1. Assisting with the specification of the Word Merge Document

2. Creation and maintenance of the Word Merge Document template

3. Inserting Bookmarks and provide Adonis the bookmark names and Word Merge Document template, before Adonis continue with the SQL statements

4. Upload of the Word Merge Document

5. Final testing of the Word Merge Document

6. Maintenance of the Word Merge Document