The course "Creating Professional Documents Using Doc Merge" is designed to give you a basic understanding of Doc Merge features. The primary focus of the course is on what Doc Merge is and how it seamlessly integrates with the Documents Template module in Sugar.
Please note that this course is not meant to cover all the details of Doc Merge. Instead, it aims to provide a solid foundation to help you learn the skills and knowledge required to use Doc Merge effectively.
Lesson 1: Understand an Overview of Doc Merge | |
Lesson 2: Create a Doc Merge Template | |
Lesson 3: Add the Template to the Document Templates module | |
Lesson 4: Merge Documents Using Doc Merge | |
Lesson 5: Takeaways |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance