How To Create an External User Account - Part III

1. Go to Z:\SI\CMiC\External Users - Apps-SD\EUR
2. Open one of the .docx templates (they are the same, we have duplicates in case more then one person is processing EUR's)

    NOTE: upon opening the .docx, there will be a couple of prompts. click OK, Yes... until the doc opens or it prompts you to "Find Data Source..." > Navigate to the EUR folder and open the .csv file you are working on


3. If you are not prompted to "Find Data Source..." click on Mailings in the menu options

4. Select Recipients > Use an Existing List... > Navigate to the EUR folder and open the .csv file you are working on

5. Click Preview Results to make sure the names and info in pulling in correctly


6. Click Finish & Merge
7. Select "Send Email Messages..."

8. In the popup window click OK


Time to close up the ticket!


9. Click Reply

10. Go to Canned Responses > Business Support > add EUR


11. Add the usernames of the accounts you created in the first section

     If you have existing accounts add those usernames along with the company they work for (you will find that information in Active Directory)


12. Click Send and Resolve

DONE!