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Vault CRM: 02. Generating Letters - Video 0 hr 2 min
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Survey
Vault CRM: 02. Generating Letters - Video
Learn how to generate a letter.
In this video, we'll demonstrate how to generate a letter.
At the end of this video, you will be able to:
- Generate a letter by merging a template with contact or property data
- Explore available document actions after generation (e.g., download, send, edit)