Document Assembly/Automation software is not a novel entity in areas of legalities. Those whose primary field has been estate planning have likely been utilizing this technology for quite some time now. Wills and power of attorney forms respond well to the software templates available in many packages. However, this is not the only legal area in w...

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 techniqu...

In today's fast paced medical world, it is imperative for the Health Maintenance Organization (HMO) or Preferred Provider Organization (PPO) to uphold up to date technological practices. The paperwork that is needed to maintain these organizations is likely insurmountable. How does an organization manage all the provider contracts they deal with d...

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 ...

Any new idea that is to be incorporated into a business is going to raise some valid questions. Two of these are "How much money is it going to cost us?" followed "Can it save us money overall?" Document assembly (Mail Merge) software can unequivocally answer affirmatively to the second question. Before answering the "how" of that, let"s answer th...

When in the business of banking, it goes without saying that it is crucial to provide good customer service, as well as accuracy. Ensuring paperwork is precise is, and should be, of utmost importance. Without accurate documents detailing the processes of whatever agreement is being delegated for each particular deal, the reputation of the banking ...

Instead of having to type in a specific name or other applicable data multiple times, with document assembly (Mail Merge) software a business needs only set the given field with the relevant data one time and it will be applied to all areas within the document in which it needs to be shown. Multiple documents can even be created at the same time, ...

 As a method of gathering information and assembling it into document templates, WordFusion provides numerous advantages over manual document creation and custom-built solutions.    WordFusion Manual Improved Efficiency WordFusion provides instant access to both design and assembly. WordFusion enables the rapid creat...

Anyone in the business of real estate is well aware of the quantity of documents that are unavoidably created on a daily basis. If one is dealing primarily with the sale of real estate, these forms may include, but are not limited to, mortgage assignments, promissory notes, purchase contracts, and closing forms. If, on the other hand, one's real e...

In WordFusion, you can either fill out existing Forms or create your own Forms  in Design Studio.  Forms Forms help users enter and submit information in a consistent, systematic way. This in turn reduces the likelihood of data-entry errors and improves the overall process of gathering similar information from different users. Among other things, a Form determines: ...

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...

Document Templates: Created in Word (or any other word processor such as open office that creates .doc or .docx files) Mail merge Fields are added to the document template, you can do this by following the steps below (word 2003)  Select "Insert" > "Field" menu item Select "MergeField" from the List Enter the field name you want in...

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...

Forms help users enter and submit information in a consistent way. This reduces the likelihood of data-entry errors and improves the overall process of gathering similar information from different users. This information is then used to assemble the document based on the rules contained in the Forms.     To begin assembling a Forms select a Form from the Library and click Assemble on...

MergeText defined in the QuestionFile provides a list of values that can replace the values entered by the user during the Assembly process. This is based on the Mergetext name that is specified in the DocumentTemplate. QuestionFile Selecting the QuestionFile – MergeText menu item opens the MergeText list screen. This is where you can define the Mergetext List values ...

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...

When designing a WordFusion Form, starting with a blank Form provides the most flexibility and allows you to create a design that best fits your needs.   1. Add controls to the Form You can add functionality to your Form by inserting fields. The Fields toolbox provides access to all of the controls and fields available in InfoPath. You can add controls and fields to your f...

 Being able to create a Template Document is critical in the Document Automation process. This tutorial demonstrates the Template Document's role in the Document Automation process as well as showing how to create a MergeField in your document. Requirements Microsoft Word 2007 Basic word processing skills Objectives To be able to understand the concept of a Template Document ...

Objectives To be able to add, remove, re-name and re-position Tabs during Form Design Purpose of To be used when working in Form Design and more than one page is required when constructing the Form For example: If you wish to hold Customer details, amounts and other personal information separate from Sales History, Quotes and Debt Recovery you can add Tabs to the Form ...