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

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.

https://youtu.be/5_HUqATyjio

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

https://youtu.be/qRMMmrR6iBw

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

https://www.youtube.com/watch?v=nXM0r2ALGN4

 

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