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. ...

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...

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...

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 ...

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...

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...

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...

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...

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...