Webinar Wednesdays

Join us for our monthly webinar series where we highlight features, integrations, and more.

Upcoming

Mail Merge

During the webinar, Yamini Velde will demonstrate how custom statements and late notices can be configured using the Mail Merge feature of Microsoft Word. She will cover the following material:

  • Available Merge Fields
  • Merge Field Switches
  • Commented fields
  • Configuring a completed document in NLS
  • Viewing the document once populated
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Next Month

Trust Accounting

In this webinar, Robert Buskirk will demonstrate how Trust accounting is managed within NLS. During the webinar he will cover the following material:

  • Disbursement and Trust account setup
  • Configuring disbursement accounts for contacts
  • Transaction entry and voucher creation
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