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imgInsert
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...


imgDifference between WordFusion Versions
Created by Gwen M 5/16/2009 9:38:46 AM

WordFusion is available in two versions that allow users to open forms, assemble and produce documents. WordFusion is available in two versions that allow users to open forms, assemble and produce documents. WordFusion also allows a designer to create and modify documents. Objectives To be able to understand the difference between a User and a Form Designer To be abl...


imgForm 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 ...


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 ...


imggetDataValue
Created by Bruce Fallen 5/16/2009 5:15:10 PM

getDataValue is used to get the value of a field from the form. This function allows you to retrieve any value from the form or its repeats if they are currently loaded in a field or not. Syntax getDataValue(string xpath) Parameters xpath This is an xml xpath statement that equates to a field value in the InfoFile or any of its repeats Return ...


imgHow 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...


imgFilling out Forms
Created by Bruce Fallen 5/15/2009 12:01:21 PM

Forms help users enter and submit information in a consistent way. This reduces the likelihood of data-entry errors and improves the overall process of gathering similar information from different users. This information is then used to assemble the document based on the rules contained in the Forms.     To begin assembling a Forms select a Form from the Library and click Assemble on...


imgDesigning Document Templates
Created by Gwen M 5/20/2009 5:21:13 PM

Requirements Microsoft Word 2007 Basic word processing skills Objectives To be able to create a Template Document To be able to create a Merge Field To be able to incorporate the document into the WordFusion Library Purpose of The Template Document is a normal word document that can be reused many times without further adjustm...


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. ...


imgAbout Forms
Created by Bruce Fallen 5/15/2009 11:45:55 AM

In WordFusion, you can either fill out existing Forms or create your own Forms  in Design Studio.  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. Among other things, a Form determines: ...

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