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imgHow Document Generation Software Can Save Money
Created by Bruce Fallen 5/14/2009 12:39:49 PM

Any new idea that is to be incorporated into a business is going to raise some valid questions. Two of these are "How much money is it going to cost us?" followed "Can it save us money overall?" Document assembly (Mail Merge) software can unequivocally answer affirmatively to the second question. Before answering the "how" of that, let"s answer the first. The price of this type of document gener...


imgAbout InfoFiles
Created by Bruce Fallen 5/15/2009 12:23:15 PM

In WordFusion, the content entered into Forms can be saved as InfoFiles. InfoFiles are saved in the WordFusion database and can be exported as an XML file on your computer. These InfoFiles can be reloaded into Forms for later use. The information entered in one Form will pre-populate the fields in another that match the same field name.


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: ...


imgThe Usefulness of Document Assembly (Mail Merge) in Real Estate
Created by Bruce Fallen 5/14/2009 12:44:26 PM

Anyone in the business of real estate is well aware of the quantity of documents that are unavoidably created on a daily basis. If one is dealing primarily with the sale of real estate, these forms may include, but are not limited to, mortgage assignments, promissory notes, purchase contracts, and closing forms. If, on the other hand, one's real estate area of expertise chiefly involves rentals, ...


imgDocument Assembly (Mail Merge) Can Even Help Communities
Created by Bruce Fallen 5/14/2009 12:38:49 PM

 


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...


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...


imgForm MergeText
Created by Bruce Fallen 5/15/2009 11:53:11 AM

MergeText defined in the QuestionFile provides a list of values that can replace the values entered by the user during the Assembly process. This is based on the Mergetext name that is specified in the DocumentTemplate. QuestionFile Selecting the QuestionFile – MergeText menu item opens the MergeText list screen. This is where you can define the Mergetext List values ...


imgBanking on Your Reputation and Increased Sales
Created by Bruce Fallen 5/14/2009 12:36:11 PM

When in the business of banking, it goes without saying that it is crucial to provide good customer service, as well as accuracy. Ensuring paperwork is precise is, and should be, of utmost importance. Without accurate documents detailing the processes of whatever agreement is being delegated for each particular deal, the reputation of the banking institution is highly compromised. How, then, does...


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...

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