In this pre-recorded webinar, you'll get the essentials of using the new builder and your converted legacy file templates. Think of this as your guide to enhancing your client experience and optimizing efficiency with smart files.
In this webinar, we'll review:
What are “smart files” and where to start
Finding the new builder and your converted legacy file templates
The basics of building a smart file (what can they do?)
How to send a smart file to your client (spoiler alert: it doesn’t have to be in email!)
4 quick tips for getting started with smart files today
Still have questions? Click here to ask a question or send us a message — we’re happy to help!