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Exact Synergy Enterprise   
 

Selecting categories or document types for creation of documents

Menu paths

  • Documents à Entry à Entry à Document: New
  • Click New: Document next to Documents on the left menu.

Introduction

This page allows you to select the categories or document types to be used to create documents. On this page, you can also create mail merge, letters, or emails.

Roles and rights

All users are able to create documents.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I create documents?

  1. At Show under the Criteria section, select Category or Type to list by categories or document type respectively.
  2. Select a category or document type hyperlink.
  3. On the Document: New page, define the relevant details of the document at the top of the page.
  4. Type the content of the document in the document editor.
  5. Click Save to create a document. For more information, see Creating and modifying documents.

Keep in mind: All fields with the "!" icon are mandatory.

How do I create letters with Word Merge?

  1. Click Create letter. The Applicant: New page will be displayed.
  2. Fill in the required information.
  3. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I create emails with Word Merge?

  1. Click Create email.
  2. On the Word Merge: Send email page, define the relevant fields.
  3. Click Create email.

Keep in mind: All fields with the "!" icon are mandatory.

How do I create mail merge?

  1. Click New. The Applicant: New page will be displayed.
  2. Fill in the required information.
  3. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.465.290
 Assortment:  Date: 01-10-2012
 Release: 240  Attachment:
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