Features

Merge Fields (October 2024)

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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:

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