Workflow Document Merges

Navigate to the Workflow Module > Process Catalogue > Create New Workflow.

• Select the relevant Trigger event

• Add a stage

• Add a task > Choose Document Merge

The template you can choose will be any template bar Recruitment or Training unless you choose the type of workflow to be Training or Recruitment.

Within workflow you have the option to store this against the employee’s record or not.

Within your Tasklist, you will see a Document Mail Merge Task screen which indicates that a document merge is to be performed as per the workflow.

If you chose not to save, you will be prompted again when you run the task from your Tasklist to check if you wish for it to be saved in the Employee’s Document screen.