Webinar synopsis:
Automate Your Communications
Are you still creating letters manually? This session will walk through how to create and use a mail merge letter template from your own query data.
What You'll Learn:
• Create sophisticated queries specifically designed for mail merge functionality
• Master essential formulas including date formatting and address blocks
• Build professional document templates that pull data directly from Cascade
• Upload and configure templates for seamless integration
• Locate and utilise group actions to generate bulk communications
• Streamline your document creation process from start to finish
Perfect for: HR teams, administrators, and anyone responsible for creating regular employee communications, contracts, or bulk correspondence.
Say goodbye to manual letter writing - let Cascade do the heavy lifting while you focus on strategic HR tasks.
Arun Dablar
Implementation Consultant, IRIS Software Group
Dave Parker
Market Specialist, IRIS Software Group
Samantha Tennakoon
External Stakeholder Engagement, HMRC Making Tax Digital Programme
Gillian O'Dea CA
Director, J H Greenwood and Company
Eva Mrazikova (Moderator)
Accountancy Market Specialist, IRIS Software Group
