New Quick Start Guide – How to Merge a Form

 In Training Videos, Uncategorized

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The Training team at Migration have now released the fourth in our series of Quick Start Guides and Video designed to help new users learn the basics of Migration Manager. As highlighted in our previous posts about the introduction of the Quick Start Guides, the aim of the Quick Start Series will be to show users how to quickly perform a number of the main tasks that many users make use of on a regular basis. Each guide will contain a written set of instructions with images of approximately 10 steps along with a short 2-3 minute video that demonstrates the instructions in practice.

The new Quick Start Guide released is “How to Merge and Send a Form”. This Guide and Video aims to show new users how to merge a PDF Form and then email it to their client from the Documents tab. This Quick Start Guide (with video) can be found by clicking this link: How to Merge and Email a FormThe video that is included with the guide will also appear at the bottom of this blog post.

As always, if you have any questions please do not hesitate to contact our support team.

 

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