![]() You access the Merge Tool from the Amadeus Merge Add-In tab in Microsoft Word.įollow the links and watch the videos below for all the details. Depending on the type of document you're creating (for example, a contract, proposal, booking check, or letter) the Merge Tool will provide the various fields and tables you'll need to create your merge template. ![]() When you're ready to begin building your merge documents, you'll need to download and install the Merge Tool. Or each property can create their own templates if they have unique requirements. ![]() ![]() This provides your users with fast and easy documents, like proposals and contracts, that they can create with the click of a button.Ĭorporate Administrators can create corporate merge templates that display for all properties. Instead, the goal should be for users to enter customer details into the Advanced Module one time, and then if they need that information on a document, it can be merged.Īdministrators create merge templates in Microsoft Word and then add them as a Document Template in the Advanced Module. In the dialog box that appears (see below), you can choose which form of the current project should be added to the Repository, and set the title, description, author, page, and icon, as usual. If they had to manually type all of the information for each customer, you could probably estimate 20 minutes for each document. Simply move to the form you want to add, right-click on it, and select Add to Repository from the local menu. Think about how many times a day each person needs a proposal, contract, group resume, etc. Providing document templates for your team to merge is probably the number one time-saving feature of this application.
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