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Topic
Boosting Productivity: Advanced Document Templates & Merge Code Strategies
Date & Time

Selected Sessions:

Mar 20, 2025 02:00 PM

Description
Document templates are powerful time-savers for any firm. In conjunction with merge codes, they significantly streamline the document generation process. Come spend some valuable time with Claude Simpson, Head of SmartAdvocate Training to learn some advanced techniques on how you can maximize the efficiency of your SmartAdvocate system and take your skills to the next level! Topics: 1. Create and Install the Firm Letter Head (Useful Tips + Some Do’s & Don’ts) 2. Use Custom Merge Codes & Builder Merge Codes to Create Customized Documents with Alternate Paragraphs 3. Uses for Conditional Merge Codes 4. Learn How to Effectively Use Table Merge Codes