Thanks for your interest in WordFusion.
A Clause Library is created in the Library using the "New>Clause File" menu item (remember to choose a folder that has been added to your Library). Basically a Clause File is a .cxml file that contains a list of Document sub clauses (doc template to insert set by the Document Clause property) and the Field Name (Location of the field in the document to insert the document sub clause). To view a document clause select the .cxml file you created in the Library then you can view it in the preview window at the bottom of the Library.
To use a Clause File in a Form open your form in design mode then add a Clause Library control to your form, then set the "File Name" property to the .cxml file you created, when you "FillIn" the form the user can select from the list of optional clauses as provided by the Clause Library control.
Another way to insert optional clauses is to use the script which is quite easy and very powerful. Below is an example, where it says "INSERT_Attorney_Details" this is the field name in the document template the optional document clause will be inserted to.
Public Sub Form_OnAssemble ()
if fld.No_of_Attorneys.Answered = false then
MessageBox.Show("Please select number of attorneys")
elseif fld.No_of_Attorneys.value >1 then
Insert("INSERT_Attorney_Details", "C:\Program Files\Zumesoft\WordFusion\Samples\Inserts\Gen POA - Multi Att.doc")
else
Insert("INSERT_Attorney_Details", "C:\Program Files\Zumesoft\WordFusion\Samples\Inserts\Gen POA - 1 Att.doc")
end if
End Sub
To Create a Script click on the script tab in the Form Designer.
The Document templates can be stored anyway on you file system or network shares, they don't even need to be in the same location as the form as you just set the "Document Template" property of the form, at assemble time the forms uses this property to load the Template.
PDF functionality is coming soon (2-3 months), and I can recommend some free converters in the mean time. There is a Word Add-In in the pipe line and this should be available in a similar timeframe.
Also just to let you know that there is some major new functionality coming out in the next month that will make it very easy to load, update, delete, insert and search Microsoft Access data. This functionality will be available in the 2-3 weeks and will be free to existing users
We would certainly be interested in some feedback as to what features and enhancements you might find useful in WordFusion and especially those for a Word Add-In.
I hope this answers your questions, if you have any more then please let me know.