The Merging Document/Employees Wizard

You can create a document that can be linked to one or more employees. They can be linked in two ways: Either by adding one or more employees manually under the Employees tab before clicking Create/merge in the New document window or by adding employees using the wizard that opens when you click Create/merge. The program detects whether employees have been added when you click the button.

When the document has been created, it will be available under the Documents tab for every linked contact.

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

Wizard for creating a document linked to employees

Select View - Document and click New document.
Complete the fields. See New document for more information about respective fields.
Select a suitable document template. A document template will either have a merging basis for Contact or Employee, or no merging basis. Select a document template with Employee merging basis. Otherwise, you can also set up a New document template yourself.
Click Create/merge.

The program will check whether you have already linked employees under the Employees tab. If so, the document is created.

If the Employees (or Contacts) tab is empty, you can now choose whether to link to one or more employees. Do this in the following manner:

For one employee:

Click One employee.
Select an employee and click OK.
The document is created now in the program you have selected, e.g. Word.
Edit the document as desired.
Save and close the document.

For several employees:

Select More than one employee and click Next. The Select employees window opens.
Edit the selection by adding or removing employees. Click Complete.
The document is now created in the program you have selected, e.g. Word.
Edit the document as desired. To merge the fields (i.e. to show employees’ details such as name and address) click the ABC button on the toolbar (View Merged Data).
Save and close the document.

The Employees tab will be updated with the employees for whom the document has been created.