Template Governance: Who Should Be Allowed to Change Automated Word Documents? Automated templates carry professional decisions. They should not be changed casually. A staff member finds outdated wording in an automated Word template. The correction looks obvious. A sentence needs to be updated. A role name should change. A clause should be removed. The person…
Scaling Expertise – Article 1 Every Firm Has One Person It Can’t Afford to Lose Every professional organization has one. The attorney everyone consults before filing an unusual motion. The partner who knows exactly how a complex transaction should be structured. The litigator who has refined an argument through years of experience. The assistant who…
Multi-Party, Multi-Role Decisioning Most of us are familiar with multi-party or multi-item uses of our software, where there are several signers, several choices from a sale catalog, or several symptoms described in a neurological exam. The “answer”, of course, is a List. Piece of cake. It’s a little more complex to combine multiple parties and…
A number of our more expert users have asked what approach we use internally to build a particularly complex component in a form. This is an approach that we’ve found very helpful. It recognizes that really intelligent users tend to over-complicate their searches for solutions to a form that doesn’t work as intended. We call…
Searching for a pro bono Partner We’re looking for a partner to co-sponsor pro bono legal access services to disadvantaged consumers using Aurora webData™, Doxserá DB and DB User for data collection and document assembly. Our software and services will be provided at no cost. The ideal candidate will be a law school, significant bar…
News happens in real time. Here’s how to stay informed without being overwhelmed Thanks to our enthusiastic customers, now representing more than 40 countries and more than 200 truly fascinating industries, there seems to be something new to share almost weekly. Recently, merely keeping up with it all has been a royal chore, with hundreds…
A new Doxserá DB® customer, Jeff Kinstler, stumbled a bit as he connected his software to his office database. While he was comfortable with our explanation that the thousands of variations in the DB world preclude us from covering all connection possibilities, he wished for more information than what we provide. (We suggest customers turn…
The Learning Curve, housed within our online Service Center, has grown substantially, both in numbers of viewers and in numbers of videos and the breadth of subject areas they cover. The Service Center itself now boasts hundreds of instructional and demonstration videos and articles exploring ways to maximize the return on time invested. This four…
Taking you “from the basics to rocket science” and beyond We’re excited to announce the launch of The Learning Curve™ video course, an online training tutorial covering all aspects of its software. The course is organized into scores of subject-specific videos assembled into levels of sophistication and subject matter into easily assimilated lessons. The videos…
Our customers, some of whom have thousands of dollars worth of time and expertise invested, are very interested in protecting their forms from two sources of potential risk. First is systemic risk to the library of forms. Whether the risk is an accidental overwrite or a malicious deletion, the result can be catastrophic. The lesser…