Learn How to Use SmartAdvocate® Document Templates and Mass Mailing Features
We’ve just posted the eighth in our series of instructional videos. In this video, you’ll learn how to create document templates. You’ll also learn about SmartAdvocate’s mass mailing features. This video shows you how to use merge codes to create customized document templates that are specific to your firm and can be used over and over again to generate standard correspondence and other documents. You will also learn how to use the powerful mass mailing features built into SmartAdvocate so you can communicate with many parties simultaneously, without having to utilize an outside program.
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