Features Overview
WordFusion is an enterprise document assembly and content management system that can automate complex rules based documents using advanced forms and document assembly features. In addition WordFusion provides a central repository called the Library where you can securely access and share your files over your network or the internet.
With WordFusion you can create forms to gather information from users, integrate with external systems such as Outlook, CRM, Practice, Workflow or other systems.
To accomplish this WordFusion provides a rich set of design tools that allow advanced business users to create Forms combined with Microsoft Word templates that can capture any business process to produce the most demanding document content.
WordFusion Library
The WordFusion Library is a central repository where you store your WordFusion files or any other file you need to access. WordFusion InfoFiles are data saved from information entered into forms by users. Typically this would contain your customer or client information as you fill out forms and assemble documents.These InfoFiles can then be used as containers to store compiled documents, emails, spread sheets or any other file you want to associate with your client’s file.
Access your files over your network or across the Internet. WordFusion Library’s can be accessed securely within your network or across the internet using industry standard web services technology. WordFusion can even be deployed as a single user application.
Open your files as Microsoft Word or Adobe PDF . On opening any document from the WordFusion Library you can choose to open it in Microsoft Word or Adobe PDF format.
Share your files. Use shared folders to provide read only or update access to your files.
1. folder sharing 2. file sharing
Version Control your files. Each time you create a new version of a compiled document or file in WordFusion the audit trail is updated when a new version is created.
Find Files with Centralized Search. Use WordFusion Enterprise search to find content in Microsoft Word, Excel, PDF, email or other files stored in WordFusion. As a centralized service each each user does not need to continually update local indexes of your network files.
Filling In Forms and Assembling Documents
WordFusion Forms are used to enter data which is then used in the document assembly and automation process and saved as InfoFiles for reuse later in other 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.
Advanced Forms. WordFusion Forms provide advanced controls with multiple pages and popups for complex information gathering, not just simple dialogs. A WordFusion designer has full control over layout and conditional logic. In addition there is no limit on drop downs, lists, repeated information or levels of repeated information.
Advanced Help. All WordFusion fields and pages feature rich RTF help. RTF help can display formatted text and images to guide users through your forms.
Outlook Integration. Outlook fields can be mapped to WordFusion fields during Form Fill-in
Designing Forms and Document Templates
The WordFusion Form Designer can be used to create advanced forms with full control over layout, controls and logic rather than limited popup dialogs. WordFusion is designed for both advanced business users and developers depending on the type of form your organization requires. Without writing script users can publish forms to gather information used during the document assembly process.
Controls. Text, numeric, masked, date, check, multiple choice, yes/no, picture, repeated data, rich text and even a spread sheet control can be used to gather information from the user. In addition tab controls and group boxes can be used to group and layout your controls.
Data Integration. Data source controls can be used to integrate external data such as MS Access, SQL Server, Oracle and other data sources. Advanced integration can be achieved using the embedded VB.NET script editor.
Spread sheets. Microsoft spread sheets can be embedded to gather information from the user and assemble cells, ranges or charts into a document template during assembly.
Microsoft Word Integration. The WordFusion Microsoft Word Add In provides direct integration to open, edit and save Document templates to the WordFusion Library. In addition fields, conditional sections, repeats and list regions can be created using the inbuilt wizards.
Conditional Region Editor.
Outlook Integration
Microsoft Outlook Integration. The WordFusion Microsoft Outlook Add In provides direct integration to open, edit and save emails to the WordFusion Library.
