Cascade Certified: Document merges & email creation from Cascade

About this webinar

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