Create standard mailmerge letters using Intelliflow (Document Designer)


Job #: 10437 Post Date: 09.07.2017 14:19

We have started the process of building standard documents and letters utilising the document design module within Intelligent Office/ Intelliflo (a financial services back office and CRM system). We now need to get this task completed and as such you are asked to; ~ pick up and complete the work we have started and bring 6 documents to production level ready for use ~ review the organisation of the draft documents/ organise or delete from the main directory as appropriate ~ produce a series of standardised snippets which can be included in other documents and client facing material Whilst previous Intelliflo experience is not a necessarily a requirement experience with code based mail merge probably is to assist you, you will have access to our online help, training video and telephone support. PLEASE NOTE: You will be bound by an NDA. You will be working within a regulated environment

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