Creating Documents
- How to Edit the Document Library
- How to Create a New Document Header
- How to Edit a Document Header
- How to Create a New Document Footer
- How to Change a Document Footer
- How to Create a New Document
- How to Attach a Header and a Footer to a Letter
- How to Change the Capitalisation of Merge Fields Manually
- How to Add Merge Fields to Documents in the Document Library
- How Do I Change the Salutation on a Letter and Identify Whether a Claim Refers to a Primary, Secondary or Both Clients?
- Configurable Merge Fields
- How to Download and Attach the New FOS Letter
- How to Change the Date Format to Remove the Time Entry
- How to Set a Default Printer for a Document in the Document Library
- How to Add Multiple Banks for Multiple Claims on to a Letter
- How to Add Mis-Selling Points to a Document
- How to Set Up a Document to Print if No Email Address is Available
- How to use Alternative Headers & Footers for Other Claim Types and Commissions
- Setting up an email to contain an attachment
- Setting up a Document to (re-)print an existing Attachment from client's history
- Number Formatting in a Merge Field
- Append a Summary CSV File to a PDF
- Add E-Signatures to Documents Through LogiClaim
- How to use Intelligent Mergefields