Selecting categories or document types for creation of documents

Create letter

Click this to create letters using the word merge process. For more information, see Creating letters with Word Merge.

Note: This is available only if the New Word Merge check box in the Word Merge section at Documents à Setup à Maintenance à Settings is selected.

Create email

Click this to create emails using the word merge process. For more information, see Creating emails with Word Merge.

Note: This is available only if the New Word Merge check box in the Word Merge section at Documents à Setup à Maintenance à Settings is selected.

Mail merge

Click this to create a mail merge. For more information, see Creating mail merge for single recipient.

Note: This is available only if the New Word Merge check box in the Word Merge section at Documents à Setup à Maintenance à Settings is not selected.

Close

Click this to exit.

Criteria section

Show

Select Category or Type to view the categories or document types respectively. The categories or document types displays are available for you to use when creating documents.

Note: You can only see Category in the Classic mode for document structure. For more information, see Document structure in Classic mode.

Recently created section

Type or select the required option to display the applicants in the specific cost center group.

Results / Select: Document type section

The Results section lists the categories that you can use to create documents. Click next to each main category or category to expand and show its corresponding categories or subcategories. Click the hyperlink of the subcategory to create a document in that subcategory. This section is available only if you select Category at Show.

The Select: Document type section lists the document types that you can use to create your document. Click this relevant document type to create a document. This is available only if you select Type at Show.