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|  | 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 ... |
|  | 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... |
|  | 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... |
|  | 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 ... |
|  | Document 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... |
|  | How Document Generation Software Can Save Money | | Created by Bruce Fallen 5/14/2009 12:39:49 PM | 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... |
|  | 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... |
|  | The 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, ... |
|  | 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... |
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