Common questions and support documentation

• Automation Entry Rules/Triggers
• Automation Actions
• Automation Overview (Video)
• Event Based Automations (Video)

• Pagination on Custom Forms
• Using Esignature in Microsoft Word Documents
• Sending Forms and Documents to Clients
• Contacts v. Matters
• Signature Templates vs. Custom Documents
• Microsoft Word Templates
• Importing Matters and Contacts - Including Custom Field Imports
• Relationships Overview (VIDEO)
• Pipeline Overview
• (VIDEO) Create Relationship Blocks on Forms

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• One-Time-Send Marketing Campaigns (Video)
• Create and Send Email Templates
• Email Design Suite (Video)
• (VIDEO) How to build a Drip Campaign
• Recurring Email Campaigns
• Create HTML Email Template
• GMail w/GSuite Email Connect
• Logging Email in Lawmatics
• Yahoo Email Connect
• Create Automated Birthday Email Campaign

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