April 2018 – Taking Advantage of Templates

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Taking Advantage of Templates

Sure, we set you up with some templates during implementation, but do you know how to tweak the templates you have? Do you know that you can use different templates for different document subtypes, or companies? Do you understand where bookmarked information is coming from? In short, are you taking full advantage of your templates?

In this webinar, we’ll go over the tools at your disposal to download, review, modify and upload your templates as your business needs change, and we’ll explain the options in the template library that can help
you be more specific in your template selections.

In this webinar, we’ll cover:

  • Different types of templates that are available to you
  • The Template tool (library) and its uses
  • How to set up Microsoft Word for use of bookmarks
  • How to find the data that is going into bookmarks
  • How to download, change and upload a template
  • And more!