One Document or a Document Set? Choosing the Right Level of Word Automation The number of files is not the real question A firm may prepare several Microsoft Word documents for one matter: an engagement letter, agreement, disclosure, checklist, cover letter, and internal note. At first glance, the choice between one-document automation and multi-document automation…
When Should You Automate Your Microsoft Word Documents? Most offices do not begin with a document automation problem. They begin with a practical habit: open the last good document, save a copy, change the names, update the dates, adjust the details, and hope nothing old was left behind. For a one-time document, that may be…
Mail Merge vs. Document Automation: What Is the Real Difference? Mail Merge has been useful for a long time, and for the right job it still is. If the task is to send the same letter to a list of people, with each recipient’s name and address filled in from a spreadsheet, Mail Merge does…
How Document Automation Can Help Financial Services Reduce Errors In financial services, accuracy is not a luxury. An incorrect name, date, rate, account number or amount might stall an approval, create confusion across departments, undermine client confidence or raise compliance problems. Every day, finance teams produce several critical papers: loan packages, term sheets, client forms,…
Four Golden Rules of Form Design Good forms save time. Great forms save time without people realizing why. After years of building and reviewing forms, four rules continually rise to the top. Reduce the Number of Questions Every question requires user effort to answer and creates an opportunity for error. Instead of asking: Is the…
Q: “I’ve only been using TheFormTool Pro for the past two days, and I am blown away. I have little-to-no coding background, and yet, I’ve never been so excited for a programming adjacent project! Our Firm has an existing letterhead that we use. There is a master document that gets updated, and then all…
The Fastest Training Our program downloads include several training aids suited for every learning style, and the Knowledge Base has hundreds more. A fair number of our customers read the one-page instructional Cheat Sheet for their program and are off to the races. Others rely on the 20-page summary or even go the distance by…
. The lowest-hanging fruit People often ask about our software’s most-used features. It’s an interesting and extensive list, but the top three are: Pronouns/Plurals — The average form has dozens of embedded pronouns and singular/plural decisions. These are high-error items that eat a ton of time for not much reward. That TheFormTool can manage them…
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…
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…