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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: ...


imgMail Merge vs. Document Assembly
Created by Bruce Fallen 5/14/2009 12:42:41 PM

What is the difference between mail merge and document assembly? This is a common question and one that has no single answer because both have features that overlap. Mail Merge Mail merge is a process of producing multiple (and potentially large numbers of) documents from a single document template and a structured data source. This technique is typically used to create personalised letters...


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 ...


imgOverview
Created by Bruce Fallen 5/15/2009 12:39:01 PM

Document Templates: Created in Word (or any other word processor such as open office that creates .doc or .docx files) Mail merge Fields are added to the document template, you can do this by following the steps below (word 2003)  Select "Insert" > "Field" menu item Select "MergeField" from the List Enter the field name you want in...


imgMaking the Case for Businesses
Created by Bruce Fallen 5/14/2009 12:43:34 PM

Paperwork and business are almost synonymous. Almost all areas of any business produce massive amounts of documents on a daily basis. Whether contracts are being formed and signed, purchase orders printed and sent, or expense reports are generated for approval, there is no doubt that a business could not survive without these documents. How much time is spent creating these documents each day? M...


imgAbout 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...


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. ...


imgDocument 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...


imgA 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...


imgThe 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...

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