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|  | Creating 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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|  | Form 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 ... |
|  | Script 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... |
|  | Insert | | Created by Bruce Fallen 5/16/2009 4:20:07 PM | 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... |
|  | 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... |
|  | The Idea behind Document Assembly (Mail Merge) | | Created by Bruce Fallen 5/14/2009 12:44:53 PM | 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... |
|  | Document 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... |
|  | 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 ... |
|  | About 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.
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|  | Set 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
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