If your firm creates the same documents for clients on a monthly, weekly, or even daily basis, it can be a struggle to constantly rewrite and maintain your documents effectively. By using variables to automatically pull information into your commonly used documents, you can save time without the hassle of duplicate entry.
The Intro to Coding Document Assembly Templates video walks you through the basics of creating new templates and coding documents to your specifications. Learn how to insert variables, create logic statements, and automate functions like creating a fee based on the completion of a document.
Watch this five-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”