May & August 2022: 1-Day Workshop: How To Create A Settlement Statement or Memorandum + Aug 15th/Aug 22 2-Part Weekly Workshop: How To Create A Settlement Memorandum

Owned by Sales
Last updated: Dec 14, 2023 by allison
1 min read

Watch as Claude Simpson, Head of SmartAdvocate Training demonstrated to our attendees:

  • What data fields are required to generate a complete Settlement Statement.

  • The importance of entering the data

  • How to construct a Document Template to create the Settlement
    Statement, using the appropriate Merge Codes.

  • PLUS: For those who have the eSignature integration (AssureSign or DocuSign), Claude demonstrated how to send the document to your client for eSignature

May 23rd Recording: 1 Day Workshop: How To Create A Settlement Statement or Settlement Memorandum.

May 23 2022 How To Create A Settlement Statement or Settlement Memorandum 1 Day Workshop

Aug 15th Recording: 2-Part Wkly Workshop: How To Create A Settlement Memorandum:

Aug 15 2022 2 Part Wkly Wkshp How To Create A Settlement Memorandum

Aug 22nd Recording: How To Create A Settlement Memorandum:

Aug 22 2022 2 Part Wkly Wkshp How To Create A Settlement Memorandum Pt2

 

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.