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. ...

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...

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...

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, ...

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 ...

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: ...

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...

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...

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.

Any new idea that is to be incorporated into a business is going to raise some valid questions. Two of these are "How much money is it going to cost us?" followed "Can it save us money overall?" Document assembly (Mail Merge) software can unequivocally answer affirmatively to the second question. Before answering the "how" of that, let"s answer the first. The price of this type of document gener...