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hi everyone this is natasha from the customer success team action step and today im just going to go through merge fields what they do how are they useful to you and how will this actually help in your business what im going to do is just give a quick demo of an initial consult and an engagement and how we use merge fields to produce document templates email templates and a custom list view and youll see how this is useful in streamlining those processes so first of all im going to create a new matter okay ellens giving us a call he wants to sell his business im going to add the lawyer im going to add alan okay so the reason is for sale of business for the initial consult were going to create his appointment for next week at 11 oclock for jane and create that appointment okay so weve created our matter and weve put in our initial console now i do want to send alan an email just to let him know about his initial consult and i have an office map its a pdf that automatically
