I have been asked multiple times to create a video on how to use Tokens in a Word document to save time creating form letters that play well with Xactimate. I have to give credit to one of our members of the XM8 Mastery group for showing me how to successfully use the Tokens and where to import into Xactimate.
Creating these types of form letter templates helps with Homeowner letters to the insurance carriers or letters to sub contractors when you want them to bid a job. It alleviates duplicate data entry and saves you from typing the same letter over and over again in Word.
How would you use template docs? Let me know in the comments below as I love to hear your ideas about how to implement these types of time saving tools.
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