Ensure that your firm is using the best of the basics. In the 1st installment of our series, we show you how to: Create Case Captions, Template Bundles, Utilize Letterhead Merge Codes and more.

In the 2nd installment of our series, we review: Dynamic Merge Codes, Utilizing Signatures and How To Create Sophisticated Templates like: Pleadings, Demand Letters and Interrogatories.

In the 3rd installment of our series, we finish with important topics like: Merge Code Tables, Using Advanced Calculation Function In Merge Codes, Best Practices For PDF Templates, and more.