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Course

Systems Administration

(2644) Applied Epic and Microsoft Word: Advanced Features for Custom Templates and Proposals


Content Level: Advanced

Personas:

Products: Applied Epic

Monday, October 6, 2025
1:00 PM - 2:00 PM PT
In this advanced course, we'll review essential features for understanding the integration between Applied Epic® and Microsoft® Word to create customized, smart templates. By the end of the course, you’ll have a better understanding of IF Statements, including how to build advanced IF Statements that are nested, paired with Ask Variables, or a combination of both. We’ll also cover tips for using Microsoft functionality to reduce the amount of editing required by staff (i.e., Field Switches, INCLUDEPICTURE, etc.).