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|  | Conditional 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... |
|  | Designing Document Templates | | Created by Gwen M 5/20/2009 5:21:13 PM | Requirements
Microsoft Word 2007
Basic word processing skills
Objectives
To be able to create a Template Document
To be able to create a Merge Field
To be able to incorporate the document into the WordFusion Library
Purpose of
The Template Document is a normal word document that can be reused many times without further adjustm... |
|  | Filling out Forms | | Created by Bruce Fallen 5/15/2009 12:01:21 PM | 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... |
|  | A Case for Document Assembly | | Created by Bruce Fallen 5/14/2009 12:34:55 PM |
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 flexibility. Because the native file format for Do... |
|  | About 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... |
|  | Managing 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 ... |
|  | Banking on Your Reputation and Increased Sales | | Created by Bruce Fallen 5/14/2009 12:36:11 PM | 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... |
|  | InsertWithHeader | | 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... |
|  | Top Benefits of Document Assembly (Mail Merge) | | Created by Bruce Fallen 5/14/2009 12:44:04 PM | 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 ... |
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