New Course: Mastering Professional Documents Using Doc Merge

Crafting polished documents can be time-consuming and daunting, especially when handling large amounts of data. Luckily, Sugar offers a dedicated feature to alleviate these concerns: Doc Merge.  

Creating professional documents efficiently is crucial for the success of any business. If you're looking to enhance your document-creating skills, we're excited to announce our new self-paced course, "Creating Professional Documents Using Doc Merge." This course provides a basic understanding of Doc Merge features, primarily focusing on defining what Doc Merge is and how it integrates seamlessly with the Documents Template module in Sugar.

What will you learn?

After completing this course, the learner will be able to:

  • Understand the fundamentals of Doc Merge. You will start by gaining a solid understanding of how Doc Merge works and its key features.
  • Create customizable document templates. You will learn how to create templates that suit your specific needs and branding requirements.
  • Merge data efficiently. You will learn to merge data from various Sugar records into your templates.
  • Address document merging issues,
  • Access previously merged documents.

Why choose our course?

  • Self-paced learning. Our course allows you to learn at your own pace so that you can fit it into your busy schedule.
  • Hands-on experience. You will gain practical experience by actively participating in interactive exercises and real-world scenarios.
  • Expert Guidance. You will learn from experienced professionals who are passionate about helping you succeed.
  • Ongoing support. You will get access to a community of learners and instructors for support and collaboration.

Who should take this course?

The intended audience for Doc Merge is Sugar Sell, Serve, and Enterprise customers who need to understand the Doc Merge feature and learn how to use it. 

Closing Thoughts

Whether you're a seasoned professional or a novice in the field, this course is an invaluable resource that will help you streamline your workflow and produce high quality documents in a timely and efficient manner.

Click the image below to enroll: