/
May 2023 Document Template Workshop
May 2023 Document Template Workshop
- allison
- Sales
- Support
Owned by allison
Last updated: Dec 14, 2023
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.
, multiple selections available,
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.