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...

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...

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...

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...

If you are new to the technology of document assembly (Mail Merge) it may be helpful to learn a bit about it prior to purchasing the software. Put simply, document assembly (Mail Merge) software allows the user to assemble a database of information that can then be, in turn, entered into forms and automated into document templates. For example, you are a company that produces a substantial amou...

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...

In WordFusion, the content entered into Forms can be saved as InfoFiles. InfoFiles are saved in the WordFusion database and can be exported as an XML file on your computer. These InfoFiles can be reloaded into Forms for later use. The information entered in one Form will pre-populate the fields in another that match the same field name.

 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 ...

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 institution is highly compromised. How, then, does...

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 estate area of expertise chiefly involves rentals, ...