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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 ... |
|  | Difference 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... |
|  | 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... |
|  | 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... |
|  | Form Designer | | Created by Bruce Fallen 5/15/2009 12:31:36 PM | The WordFusion design studio is composed of several elements: the Menu toolbar, Standard toolbar, various tool windows docked or auto-hidden on the left, bottom, and right sides, as well as the editor space. You can easily move and dock windows using the visual guide diamond or temporarily hide windows using Auto-Hide.
Form Designer Window
Designer view allows you to specify the location of... |
|  | How 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. ... |
|  | 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 ... |
|  | 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
... |
|  | Conditional IF statement | | Created by Bruce Fallen 5/16/2009 5:42:13 PM | The IF statement is used in the document template to make decisions about optional content to be inserted into the document. If statements use the value of fields from the form or other hardcoded values to evaluate. IF statements can use and, or and use bracketing for precedence.
In addition the designer must place a bookmark around the IF statement in the Document Template, this will defin... |
|  | 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... |
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