Find out how Merge Fields can help you consolidate and leverage data in new, exciting ways.
In this 45-minute webinar, we'll guide you through what Merge Fields are and how to use them for your practice.
Topics include:
- How Merge Fields can help your practice - leverage and consolidate your data across workspaces, documents and more, while reducing risk.
- Elevating your Documents and Tasks - use Merge Fields to populate documents, providing dynamic personalisation in just a click. Bring more context to your internal tasks, allowing for better collaboration.
- Boosting Job Management and Automation with Merge Fields - implement a comprehensive job rollover process, allowing you to incrementally uplift your budgets, invoice upfront, and dynamically assign staff, start, and due dates for the work.
- How to troubleshoot Merge Fields - the team runs through some tips and tricks when working with Merge Fields, and answers the most common questions we get when using Merge Fields.
Click below to play a full recording of the webinar (45-minutes):
Useful Links & Resources
For more information regarding the features that were demonstrated and discussed in this webinar, refer to: