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imgForm MergeText
Created by Bruce Fallen 5/15/2009 11:53:11 AM

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 ...


imgConditional IF statement
Created by Bruce Fallen 5/16/2009 5:42:13 PM

The IF statement is used in the document template to make decisions about optional content to be inserted into the document. If statements use the value of fields from the form or other hardcoded values to evaluate. IF statements can use and, or and use bracketing for precedence. In addition the designer must place a bookmark around the IF statement in the Document Template, this will defin...


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


imgThe Usefulness of Document Assembly (Mail Merge) in Real Estate
Created by Bruce Fallen 5/14/2009 12:44:26 PM

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, ...


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...


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...


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...


imgAbout InfoFiles
Created by Bruce Fallen 5/15/2009 12:23:15 PM

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.


imgManaging Tabs (Pages)
Created by Gwen M 5/27/2009 3:23:48 PM

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 ...


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...

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