The Wizard for linking Employees to a Document

View - Document - New document

When creating documents you can either link employees manually via the Employees tab in the document card, or you can add a selection of employees with the help of a wizard. If the document is to be merged with a small number of employees it will be easiest to add these manually, whereas it would be quicker to use the wizard when wanting to link a larger selection of employees that are to receive the document.

Note! The wizard will only start if no employees were added manually in the Employees tab and if you selected a document template containing merge fields for employees.

The wizard is activated from the document card by clicking on the Create/Merge button. The program then first checks whether any employees were added manually in the Employees tab; if not, the wizard will start.

In the first step of the wizard you need to select the document which the employee(s) should be linked to. If you select One Employee the document will be created and the employee's contact information will be merged into the document, provided that the document contains the necessary merge fields for this.

If you select More than one employee (mail merge) you are taken to a new screen where you can enter criteria for the selection of employees to be linked into the document. When the document has been completed it will be available in the Documents tab of the employee card for all involved employees.

Note! It is possible to link employees once the document has been created, but a message will then be displayed stating that the document has already been created and that new contact information will not be merged into the document.

How to link in several employees via the wizard

Go to View - Document - New Document.
Select Employee from the drop-down list Type.
Click Create/merge.
Select More than one employee (mail merge) and click Next.
Make your selection for the employees. You can add or remove employees from the selection manually.
Click Complete.
Edit the selection manually as required, to add or remove individual employees.
Click Save and close the document.

The selected employees have now been merged into the document and the Employees tab in the document card is updated with the chosen employees.

Tip! If you would like to view all merged employees you need to click on the ABC button (View merged data). You can browse among the employees by clicking the arrows in the toolbar.