Forms & Letters: Word with Replacement Fields Video Tutorial

Description

The ClickClaims Forms Builder contains an option that permits data to be incorporated from both Microsoft Word and ClickClaims using mail merge technology to quickly and easily generate customized letters.  A Word document template, which includes ClickClaims’ Replacement Field source code, is created by a site administrator.  Then, utilizing the “Create Form Letter” functionality via ClickClaims embedded Forms Builder, users can generate the template-driven letter with the claim-specific data automatically populated.  This video tutorial reviews this functionality.



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