Template Editor Part 2: Customizing Templates

Updated: 2019-08-16

Click a timestamp below to jump to a topic:

• Personalizing a letter for one client (1:14)
• Creating a blank template (4:13)
• Setting template properties (5:29)
• Testing templates (11:55)
• Copying a field code (12:59)
• Inserting a date constant (14:36)
• Finding field codes for EFILE status (16:45)
• Formatting field codes: dates (20:25)
• Finding field codes for workflow items (24:06)
• Writing and using conditions (26:39)

Date of broadcast: December 12, 2018
Presented by: Elizabeth Kohl

Jump to:

• Part 1: The Basics
• Part 3: Conditions and Questions