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WordFusion is an advanced web-based Document Assembly Platform.  

WordFusion provides an intuitive project management tool to connect you to your clients and professional partners, to collaborate on the production of sophisticated and high-value documents.

Typical use for WordFusion

WordFusion is installed on a Professional Advisers desktop (e.g. Lawyer, Accountant or Financial Planner). This adviser may recommend that a Trust be created to further a client's financial needs. Using WordFusion the adviser opens a new Trust Form, enters the required information from the Client, and prepares a draft document. This begins the Document Lifecycle process. If the client is happy with the draft document the adviser is then able to submit the document for review. For example, if the adviser is an accountant, they may submit the document for review by a qualified lawyer.  If the adviser is a lawyer, they may submit the document for review by their superviser.  When the document has been reviewed, it can be assembled into a final form, and then printed and signed by the client.

WordFusion may be used for the distribution of documents to "retail" customers over the Internet. However WordFusion is ideally suited to the Professional Adviser "wholesale market".

 

 

WordFusion is free to download and install on as many desktops as you wish (in a similar manner to the Adobe Acrobat Reader). Accordingly, a lawyer who adopts WordFusion as a distribution method for their documents is able to provide WordFusion to all their clients without charge.  They are also able to provide a link to download WordFusion on their website – to encourage more "retail" use of their documents.

There is no cost to produce a draft document on the WordFusion platform. Accordingly, there is not risk to a client in initiating a document on the system. If they are not happy with the document, or do not wish to proceed, then the draft document is not finalised, and no charge applies.

Publishing content on WordFusion

To publish new Document Templates and Forms to the WordFusion Server there are two options:
  • Request Zumesoft to provide you with your own dedicated hosted WordFusion Server for a monthly or annual fee.  The fee is based on the number of licensed "Reviewers" for your content, i.e. persons with authority to log-on and review assembled content - once again, there is no limit to how many people can download WordFusion and use it to initiate documents over the web; or
  • Request Zumesoft to make your content available on our shared WordFusion Server. Under this scenario, your clients pay a fee per final document assembled.

 

 To find out more about deploying WordFusion within your organisation,

or among your professional network, contact us at enquiries@zumesoft.com

 

 
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To find out more about how to deploy WordFusion in your organisation contact us at enquiries@zumesoft.com

Articles and How To

imgForm Designer
Created by Bruce Fallen 5/15/2009 12:31:36 PM

The WordFusion design studio is composed of several elements: the Menu toolbar, Standard toolbar, various tool windows docked or auto-hidden on the left, bottom, and right sides, as well as the editor space. You can easily move and dock windows using the visual guide diamond or temporarily hide windows using Auto-Hide. Form Designer Window Designer view allows you to specify the location of...


imgSet the Properties for a Form
Created by Bruce Fallen 5/15/2009 11:52:02 AM

The properties for a Form are set in the Form properties window which can be selected by clicking the Form Menu, then the Properties menu item. Here you can set the Document template and email options. To specify the Form properties values follow the steps below. 1.   Select the value in the property window 2.   Enter your new value in the edit box


imgScript Basics
Created by Bruce Fallen 5/15/2009 11:58:47 AM

WordFusion provides a very powerful programming language to provide the flexibility to perform any task during document assembly. WordFusion's script functionality makes use of the award winning Microsoft Visual Basic.Net language. Microsoft Visual Basic.Net is a language used by more programmers than any other language in the history of computing. It is one of the easiest languages to learn a...


imgMail Merge vs. Document Assembly
Created by Bruce Fallen 5/14/2009 12:42:41 PM

What is the difference between mail merge and document assembly? This is a common question and one that has no single answer because both have features that overlap. Mail Merge Mail merge is a process of producing multiple (and potentially large numbers of) documents from a single document template and a structured data source. This technique is typically used to create personalised letters...


imgMaking the Case for Businesses
Created by Bruce Fallen 5/14/2009 12:43:34 PM

Paperwork and business are almost synonymous. Almost all areas of any business produce massive amounts of documents on a daily basis. Whether contracts are being formed and signed, purchase orders printed and sent, or expense reports are generated for approval, there is no doubt that a business could not survive without these documents. How much time is spent creating these documents each day? M...


imgInsert
Created by Bruce Fallen 5/16/2009 4:20:07 PM

Inserts a sub document into a field location of a parent document Syntax Insert(fldlocation as String, filepath as String) Insert(fldlocation as String, fileid as String) Parameters fldlocation      Location of the field where the sub document will be inserted filepath      Path of the sub document to insert fieldid      ID of the server document to...


imgA Case for Document Assembly
Created by Bruce Fallen 5/14/2009 12:34:55 PM

A Document Assembly (Mail Merge) solution should provide information workers with a set of tools that enable the creation of dynamic forms and rules to gather information and use that information to automate the creation of documents. Unlike traditional forms, Document Assembly (Mail Merge) should provide a high degree of information-gathering flexibility. Because the native file format for Do...


imgDifference between WordFusion Versions
Created by Gwen M 5/16/2009 9:38:46 AM

WordFusion is available in two versions that allow users to open forms, assemble and produce documents. WordFusion is available in two versions that allow users to open forms, assemble and produce documents. WordFusion also allows a designer to create and modify documents. Objectives To be able to understand the difference between a User and a Form Designer To be abl...


imgInsertWithHeader
Created by Bruce Fallen 5/16/2009 4:26:19 PM

Inserts a sub document into a field location of a parent document and includes the headers of the child document Syntax InsertWithHeader(fldlocation as String, filepath as String) InsertWithHeader (fldlocation as String, fileid as String) Para...


imgAbout Library Files
Created by Bruce Fallen 5/15/2009 12:07:32 PM

WordFusion Libraries are used to organize, preview and manage Forms, Info Files and Document Templates in related groups. For example, a debt recovery team might use a Library File to fill out, save, and view files related to account demand files. Folders in the Library are linked to a Windows Folder, when the user adds a folder to the Library  files contained in the folder will be displ...

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