Tying Custom Forms, Form Letters and Proposals Together in Applied Epic

The ability to customize Epic is a very powerful tool for your agency. Creating custom forms/apps can make your agency's operations in niche markets much more efficient and effective. Frequently this is done as a stand-alone effort without regard to the additional functionality that should be considered such as integration with form letters, SOIs, and proposals. We will learn how to cohesively design all of these with the custom app as the starting point.

Learning Objectives:

Understand the importance of and know how to create clean and usable custom forms/applications in Epic.
Learn how to integrate formletters as an application template for your custom apps.
Know how to create a proposal template using the fields from your custom apps.

Presenter: Jason Hoeppner