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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...


imgScript Basics
Created by Bruce Fallen 5/15/2009 11:58:47 AM

WordFusion provides a very powerful programming language to provide the flexibility to perform any task during document assembly. WordFusion's script functionality makes use of the award winning Microsoft Visual Basic.Net language. Microsoft Visual Basic.Net is a language used by more programmers than any other language in the history of computing. It is one of the easiest languages to learn a...


imgTop 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 ...


imgDocument Assembly (Mail Merge) Uses within Various Medical Arenas
Created by Bruce Fallen 5/14/2009 12:39:21 PM

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...


imgDesigning new Forms
Created by Bruce Fallen 5/15/2009 11:49:30 AM

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...


imgHow Lawyers are Saving Time and Gaining Clients
Created by Bruce Fallen 5/14/2009 12:40:16 PM

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. ...


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 ...


imgDocument Assembly (Mail Merge) vs. Manual
Created by Bruce Fallen 5/14/2009 12:36:53 PM

 As a method of gathering information and assembling it into document templates, WordFusion provides numerous advantages over manual document creation and custom-built solutions.    WordFusion Manual Improved Efficiency WordFusion provides instant access to both design and assembly. WordFusion enables the rapid creation of Forms for users who may not have sophistica...


imgA 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...


imgCreating a Template Document
Created by Bruce Fallen 5/14/2009 1:09:07 PM

 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 ...

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