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WebsterJohn
Archer Employee
Archer Employee

To Register:

Course Description/Overview:  This free course covers how an Archer administrator can integrate the mail merge feature from Microsoft Word to generate dynamic reports in Archer. It consists of interactive content, links to external information, and a demonstration video. The course also provides an interactive guide which an Archer Administrator can use to practice incorporating mail merge in their organization's development environment.

Learning Objectives:  Upon completion of this training, participants should be able to:

  1. Create and Format a Mail Merge Template in Microsoft Word
  2. Identify Archer Field Aliases used to communicate with Word
  3. Locate Mail Merge Syntax Requirements in Archer Help
  4. Update Mail Merge Code Syntax with Archer Alias Information
  5. Create a Mail Merge Template in Archer and Import the Word File
  6. Generate a Mail Merge Report from an Archer Record
  7. Work with the Mail Merge Template Creator Third-Party Tool

Delivery Options/Type: On-Demand/Self-Paced

Cost: Free

Audience: Archer administrators who are already comfortable with basic Archer concepts.

Archer Version: 6.14

Duration:  2 to 3 Hours

Prerequisite Knowledge/Skills:  This course builds on skills learned in the Archer Administration I. This course does not include a laboratory environment and assumes participants have access to your organization’s development environment to practice developing the examples presented in this training.

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Last update:
‎2024-04-25 09:49 AM
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