Sysero has Document Automation built into the software, to get started in using this functionality please see the steps below, note for any you are unsure about please contact your Sysero support:

1. Confirm your Sysero license includes relevant number of "Template Builder" licenses.  If in doubt or would like to discuss trial please see Contact Us.
2. Document Automation Requires you have "Sysero for Office Addin" installed and running on Microsoft Word connected to your Sysero instance.
3. You are a member of an Administrator role on the Sysero instance or you have been setup with a role that allows Document Automation.
4. You have a Knowledge Library or another Document Library to store automated documents in.
5. Watch the Training Videos.
6. Check the Knowledge Base for more information Knowledge Base.
7. For further help please contact us see Contact Us.