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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...


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...


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 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...


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...


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 ...


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: ...


imgForm 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...


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...


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 ...

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