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News > Webinar recordings now available—Template Editor: Three-part webinar series

Webinar recordings now available—Template Editor: Three-part webinar series


Take your client communications to the next level with these video recordings from our latest three-part webinar series. Presented by Elizabeth Kohl, Director of Communications and User Experience at Trilogy Software.

Template Editor (Part 1)

Click a timestamp below to jump to a topic:

  • Finding and opening built-in templates (5:55)
  • Adding your logo and signature (7:44)
  • Sharing templates (10:46)
  • Understanding letterhead snippets (13:23)
  • Editing and previewing the letterhead snippets (16:42)
  • Emailing templates (25:10)
  • Personalizing a letter for one client (31:00)

Date of broadcast: December 11, 2017

Presented by: Elizabeth Kohl

Template Editor (Part 2)

Click a timestamp below to jump to a topic:

  • Creating a new template (4:14)
  • Inserting a snippet template into another template (5:35)
  • Formatting dates (10:59)
  • Setting template properties (15:27)
  • Choosing a template type email, letter, invoice, label (19:36)
  • Date constants (30:57)

Date of broadcast: December 12, 2017

Presented by: Elizabeth Kohl

Template Editor (Part 3)

Click a timestamp below to jump to a topic:

  • Sending batch emails (2:36)
  • Getting a list of slips from a return (8:16)
  • Creating a repeatable section (16:22)
  • Excluding content based on taxpayer (27:11)
  • Working with conditions and tables (30:58)

Date of broadcast: December 13, 2017

Presented by: Elizabeth Kohl



 

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