New Quick Start Guide – How to Merge and Email a Letter

 In Training Videos, Uncategorized

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The fifth Quick Start Guide and Video has now been released.

The new Quick Start Guide released is “How to Merge and Email a Letter”. This Guide and Video aims to show new users how to merge a template letter and then email it to their client along with an attached Form 956 (the details of how to merge this are in a previous Guide). Learning how to merge template letters provides a way for users to increase their productivity by enabling them to quickly generate letters and documents that harness the data contained within Migration Manager. This Quick Start Guide (with video) can be found by clicking this link: How to Merge and Email a Template Letter. The video that is included with the guide will also appear at the bottom of this blog post.

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.

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


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