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...

 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 ...

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...

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...

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...

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.

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: ...

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 devoid of some type of software that is able to han...

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 which document generation proves to be valuable. ...

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, further reducing the time spent in this necessary ...