Holiday Season is quickly approaching, so now is a good time to set up your Firm’s Holiday Letter Template! Slide into the new year using TrialWorks’ new drag/drop bookmarks feature to generate a template for each client, or, use the Mass Mailing Wizard to generate letters for multiple clients all at once!
This Season, create your holiday templates by simply dragging and dropping key bookmarks from the Ribbon Bar directly onto your document. Start with a blank page, identify the desired bookmark icon from the Ribbon Bar, and drag/drop it onto the document itself:
HOLIDAY HINT: COMMON BOOKMARKS FOR A LETTER
|Pulls the date the document is created
|Pulls the recipient address block for the letter
|Pulls the salutation for the recipient. Example: Mr. Doe
|Pulls the author signing the letter.
|Reference field from the Caption Tab for the case
Once the Holiday Letter is setup, convert it into a Template by using the Save As in TrialWorks Addin in Word:
Make sure to save the file as a Template in the Correspondence Template Library for use next year!
MORE HOLIDAY TIPS:
- Generate your letters individually from the Correspondence Tab.
- Use the Mass Mailing Wizard located on your Home Ribbon to send to all your current clients.
- Create the letter once and save it for future use for next season!
TrialWorks strives to make your daily work life easier and more productive. For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500 and ask for the Training Department. Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!