Basic Documents Training

Learn the basics of creating and programming merge templates and using custom merge fields or conditional statements.

In this session, our vPro will train you and your team on the basics of creating and programming merge templates in Q-Law/Q-LawE. The vPro will first explain the process Q-Law/Q-LawE use when generating a completed merged document. Then we will discus the setup of a merge template, including but not limited to the data sources, document id’s, template screen setup and using custom merge fields or word if/then/else statements and formatting. Finally, during this session, our vPro will provide many tips and tricks that will make document automation easier and more effective, including the use of the wordlis2 table (Custom merge field strings).

The key to successful collections lies in the ability to efficiently and effectively generate large quantities of letters and pleadings to courts, consumers, attorneys, and others. Q-Law/Q-LawE Word Merge provides tools to help your firm be successful. In this session, you will learn not only how to set up a merge template and use the Word Merge functionality, but you will learn how to use conditional logic to program document output. You will also learn the power of using the custom merge fields to pull an infinite amount of data and variations of said data from the data source itself: Q-Law/Q-LawE. Lastly, not only will our vPro expert help your team to program a basic pleading or document in training, but we will teach you how to link it to a task code for batch processing and mass merging.