Creating Professional Documents Using Doc Merge

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Overview

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. 

Lessons

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