The Small Words That Break Professional Documents How names, pronouns, possessives, plurals, and party roles reveal whether a Word form is truly under control A professional document usually fails quietly before it fails visibly. The opening paragraph may identify the right client. The signature block may look complete. The date may be current. But later…
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…
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…
A customer asks whether there is an easy way to copy data from Excel to TheFormTool PRO’s Questionnaire. Of course we suggested Doxserá DB as the complete solution, but we recognize that Dox DB may be too much for only occasional use. Here’s a manual approach for a once-in-a-while need. Set up the Questionnaire so…
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…
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…
Our Knowledge Base offers more than 600 subject-specific articles and videos. They are keyword searchable (pronouns or conditions or divorce or Salesforce or thousands of others) and are also organized into six different formally organized courses. Our total training environment ranges from one page cheat sheets to 200 page manuals or anywhere in between, videos from…
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…
How to Help Brilliant People Shine in Your Firm’s Office Working in any office, there are hundreds of interruptions to distract you every day. The average worker is sidetracked every 3 minutes from the task at hand and checks emails 30 times an hour. That’s a lot of distraction. Then there’s the time spent looking…
Wistia hosts our library of highly-respected training videos. We’ve created almost 400 videos that have been viewed more than 125,000 times. They provide general overviews as well as detailed instructions and demonstrations of all of the features and functions available with our software. Started from scratch three years ago, the library now delivers more than…