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imgTop 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 ...


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...


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. ...


imgDesigning new Forms
Created by Bruce Fallen 5/15/2009 11:49:30 AM

When designing a WordFusion Form, starting with a blank Form provides the most flexibility and allows you to create a design that best fits your needs.   1. Add controls to the Form You can add functionality to your Form by inserting fields. The Fields toolbox provides access to all of the controls and fields available in InfoPath. You can add controls and fields to your f...


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 ...


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...


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...


imgCreating 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 ...


imgConditional 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...

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