Send course documentation

If you have built document templates in Document Maintenance, you can merge them from the Mail Merge tab for delegates who have attended the course.

  1. Go to Training then select Schedule from the Schedules section.

  2. Select the required schedule then select the Mail Merge tab.

     

  3. Select the document template from the list then select each delegate you want to include.

  4. Select Perform Merge. You can now print or save the documents.

  1. Click Save.