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|  | 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... |
|  | 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... |
|  | 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. ... |
|  | Designing 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... |
|  | Insert | | 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... |
|  | 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
... |
|  | About 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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|  | 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... |
|  | 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... |
|  | 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 ... |
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