Products & Solutions
Training & Support
SmartOffice Sign In
New Features in
Getting Started with SmartOffice 5
Base System Training
Pending Case Management
SmartView for Advisors
Listing by Topic
Listing by Date
DST Notice Updates
Training and Support
SmartOffice Training and Support
> SmartOffice Correspondence Course
Reach out to new leads, follow-up with prospects, and stay in contact with clients using SmartOffice Contact Correspondence.
View the movies in the order presented then log in to SmartOffice to practice the functionality presented in each lesson.
The SmartOffice Contact Correspondence Course
Getting Started >>
Individual Correspondence - Template >>
Individual Correspondence - Form Letter >>
Mass Correspondence >>
Creating Form Letters >>
Creating a Template >>
Letter Printing Options >>
SmartOffice Contact Correspondence
, continue on to the next course:
SmartOffice Data Mining.
Continue with SmartOffice Data Mining >>
Let us know what you think!
Please take a moment to give us some feedback on the
SmartOffice Contact Correspondence Course
Take Survey Now >>
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.