Document Templates

During this webinar, Yamini Velde will explain what Documents Templates are and how they can be configured within NLS. She will also cover the following topics:

• Creating the word document
• Configuring the document templates
• Keyword and custom fields
• Common document template examples
• Viewing a populated document template

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