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Automation
Automation Entry Rules/Triggers
Automation Actions
Event Based Automations (Video)
Automation Overview (Video)
CRM & Intake
Using Esignature in Microsoft Word Documents
Microsoft Word Templates
Importing Matters and Contacts - Including Custom Field Imports
Contacts v. Matters
Sending Forms and Documents to Clients
Getting Started Overview
Pagination on Custom Forms
Matter Tagging
Signature Templates vs. Custom Documents
Invoice Types
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Email & Marketing
Create and Send Email Templates
Create HTML Email Template
Email Design Suite (Video)
(VIDEO) How to build a Drip Campaign
Logging Email in Lawmatics
One-Time-Send Marketing Campaigns (Video)
Recurring Email Campaigns
GMail w/GSuite Email Connect
Create Automated Birthday Email Campaign
Yahoo Email Connect
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