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Course: Microsoft® Word Ideas for Intelligent Documents: Making Documents Work Harder for Applied Epic or Applied TAM

Recorded On: 04/16/2020

Many agencies have separate form letters for the same basic purpose. For instance, an endorsement cover letter could have separate versions for Additional Premium, Return Premium, No Premium Change and for Direct Bill and Agency Bill. Find out how you can have a single template automatically create a client document that has the correct wording no matter which of these situations applies.

Skill level: Intermediate
Product: Applied Epic, Applied TAM, Third Party
Target Audience: Administration, Customer Service, IT, Marketing, Operations, Sales
Presenter: Graham Blundell, GB Consulting
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members

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Course: Microsoft® Word Ideas for Intelligent Documents: Making Documents Work Harder for Applied Epic or Applied TAM
Many agencies have separate form letters for the same basic purpose. For instance, an endorsement cover letter could have separate versions for Additional Premium, Return Premium, No Premium Change and for Direct Bill and Agency Bill. Find out how you can have a single template automatically create a client document that has the correct wording no matter which of these situations applies. Skill level: Intermediate Product: Applied Epic, Applied TAM, Third Party Target Audience: Administration, Customer Service, IT, Marketing, Operations, Sales Presenter: Graham Blundell, GB Consulting Length: 60 minutes Price: 99.00 for Applied Client Network Members FREE for Advantage Members You must register to access.