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Template Editor Part 3: Conditions and Questions

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

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