Training Archives | TheFormTool

The Small Words That Break Professional Documents

The Team at TheFormTool — Wed, 22 Jul 2026 20:56:08 +0000

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 in the document, a notice clause still refers to the prior party. A possessive pronoun no longer matches the signer. A paragraph written for one company is reused for two individuals. A defined role changes from Seller to Owner and back again.

Those are not large drafting mistakes in the dramatic sense. They are small words in the wrong places. In professional documents, however, small words carry structure. They tell the reader who has the duty, who receives notice, who signs, who owns the right, and whether the document is speaking about one person, several people, an organization, or a group.

Copy-and-paste drafting is especially weak at this level. It can be reasonably easy to replace a name on the first page. It is much harder to find every related pronoun, possessive, verb, defined term, signature title, and plural form across a long Word document or a set of related documents.

The problem is not only names

Most offices understand the risk of leaving an old name in a copied document. The deeper problem is that identity in a document is rarely represented by name alone. One person or organization may be referred to in several ways depending on where the reference appears.

A lease may use the full legal name in the introduction, Tenant in the operative sections, the signer’s individual name in a notice block, and a title in the signature block. A pleading may refer to plaintiff, plaintiffs, petitioner, respondent, defendant, or defendants. A corporate document may switch among the company name, the entity, it, its, officer, shareholder, or member. Each term may be correct in one place and wrong in another.

Find and Replace can help with repeated text, but it does not understand party relationships. It does not know that a person became two people, that a company should be described as it rather than he or she, or that an added guarantor should not be treated as the borrower. When users must remember each connected reference independently, proofreading becomes a search for linguistic residue from the last matter.

Pronouns are a drafting-control issue

Pronouns are often treated as a grammar detail, but in automated forms they are really a control issue. A template that asks for a person’s name should not guess how that person or organization should be described later. The safer process is to ask for the relevant information and then use the approved language consistently.

TheFormTool PRO supports that process through a Text answer with a pronoun selection. A form author can include a pronoun box beside a Text answer, allowing the form user to select he, she, it, or they. The selected pronoun can then be used by Pronoun Fields elsewhere in the form. This is not artificial intelligence deciding identity. It is an author-controlled form asking for a specific drafting choice and applying it where the author placed the related fields.

That distinction matters. In professional work, the template should not infer a person’s pronouns from a name, title, or assumption. The form should either ask the user for the approved choice, use an approved neutral construction, or route the issue to review. Automation should carry professional decisions through the document, not invent them.

Possessives and role words are where errors hide

The visible pronoun is only part of the problem. Possessives often create more subtle errors because they can look ordinary until the wrong party is connected to the wrong right or obligation.

The client shall deliver his records within ten days.
The company shall deliver her records within ten days.
The defendants shall deliver its records within ten days.

Each sentence is easy to read quickly. Each can also be wrong. A strong automated form does not merely replace a name. It controls the related words that describe the party and its relationship to the rest of the document.

TheFormTool’s Pronoun Fields can select words such as he/she and him/her, and can also automate gendered or role-related word pairs such as husband/wife, son/daughter, and testator/testatrix. In the right form, that means a single answer can support multiple related grammatical choices throughout the document.

Singular and plural language needs the same discipline

Adding a second party changes more than the caption. It can change verbs, nouns, possessives, defined terms, signature blocks, notices, and schedules. A sentence written for one seller may not work for two sellers. A clause written for one defendant may not work for several defendants. A duty assigned to a party may need to become a duty assigned to parties.

TheFormTool PRO includes Singular/Plural Fields that select the proper word based either on the selected pronoun or on the number of items in a series answer. That allows a form author to handle changes such as is/are, was/were, party/parties, defendant/defendants, and possessive forms such as defendant’s or defendants’.

The defendant{s} allege{s} as follows.
The above-named part{ies} agree to the following terms.
The defendant{s}{’s} rights have been violated.

The examples look small because the words are small. In a long document, those small changes can occur dozens of times. When they are handled manually, every one of them becomes a separate chance for inconsistency. When they are handled by an approved field or rule, the form author decides the pattern once and the user supplies the facts.

Party roles should be controlled, not remembered

Names and pronouns answer part of the question. Party roles answer another. A person may be the buyer in one document, the guarantor in another, the trustee in a third, and the signer for an organization in a fourth. A document may include several people with different roles in the same matter.

Professional forms should treat roles as drafting decisions. The form author should decide which role names are approved, how they are capitalized, which clauses use the defined term, which signature blocks apply, and which notices or schedules belong to each role. The user should not have to remember every place where that role affects the finished document.

In a Word-based automated form, party information can be collected in the Questionnaire or in a Grid. The template can then use fields, conditions, lists, and singular/plural logic to place the correct name, role, pronoun, possessive, signature title, or related section where it belongs. For repeating party groups, lists and grids allow the form to manage multiple people or organizations more coherently than a copied old document can.

When One Person Has More Than One Role

Some documents become more complicated because the same person appears in more than one capacity. This is especially common in estate, trust, probate, business succession, and family-related documents.

One person may be named as a beneficiary in one provision, a trustee in another, a personal representative in a related document, and a recipient of notice elsewhere in the same packet. In a business document, the same individual may appear as shareholder, officer, guarantor, signer, and contact person. The name may be the same, but the legal role is not.

That creates a different drafting problem from ordinary name replacement. The issue is not only whether the document says “Mary Williams.” The issue is whether the document is referring to Mary Williams as beneficiary, trustee, signer, fiduciary, owner, spouse, parent, manager, or some other role at that particular point in the document.

A controlled template can separate identity from capacity. The form may collect the person’s name once, but the template can still use different role-based references where the document requires them. One clause may need the person’s full legal name. Another may need a defined role. A signature block may need a title or fiduciary capacity. A notice provision may need a mailing address tied to that role.

This is one reason professional document automation is not simply a faster version of Find and Replace. The form author can build the document around the relationships that matter, so the form user is not required to remember every place where one person’s role changes the wording.

Where PRO fits, and where Doxserá expands the model

TheFormTool PRO is not limited to simple name replacement. It supports core Word-form intelligence: fields, answer types, pronoun selections, singular/plural fields, conditions, lists, grids, date and number formats, math, and related tools for building controlled single-document forms. For many offices, that is enough to turn a repeated Word document into a reliable starting draft.

Doxserá builds on that foundation when the work moves beyond one document. If the same answers should generate a letter, agreement, disclosure, checklist, and related forms, Doxserá can make the identity and grammar choices once and carry them through the document set. That is especially important when a party role affects not only one document but the entire packet.

Doxserá DB and Aurora add data-driven capabilities for organizations that need to work from external data sources or larger managed workflows. The Dox/DB/Aurora guide identifies data sources, relationships, pronoun columns in data, Folios, Form Sets, MultiDoc, and reporting among the expanded capabilities. Those features matter when party information and approved language need to come from shared data, reusable clause libraries, or higher-volume document operations.

A practical way to build identity-aware forms

A good identity and grammar process begins before fields are added. The form author should identify every person, organization, role, defined term, pronoun, possessive, verb, title, and signature block affected by party identity. That review usually reveals more connected language than the office expects.

The next step is to decide which choices belong in the Questionnaire and which should be controlled by the form. A user may need to enter the full legal name, select whether the party is an individual or organization, choose an approved role, and select the appropriate pronoun or neutral wording. The template should then apply those choices consistently through fields, conditions, lists, and plural rules.

Testing should include the combinations most likely to expose errors: one person, two people, one organization, several organizations, mixed individual and entity parties, changed roles, removed parties, and missing optional information. The purpose of testing is not to prove the form is clever. It is to make sure the form carries the author’s drafting decisions accurately into the documents users will actually create.

Review still belongs to the professional

Automating names, pronouns, roles, and plurals does not remove professional review. It changes what review has to fight through. A reviewer should still confirm the parties, relationships, clauses, definitions, and final language. The benefit is that the reviewer begins with a document built from controlled answers and approved rules rather than a prior document manually converted into a new one.

That is the larger point. Document automation is not valuable because it makes a Word document sound polished. It is valuable when it carries the right professional decisions into the right places, including the small words that hold the document together.

Conclusion

Names are only the beginning of identity in a professional document. Pronouns, possessives, plurals, defined terms, party roles, and signature language all help identify who is doing what, for whom, and in what capacity. When those details are edited by hand, inconsistency is easy to miss because the document often appears complete.

A controlled Word template lets the author define the choices in advance, ask the user for the necessary facts, and apply the connected language where it belongs. For repeated professional documents, that is the difference between replacing text and controlling meaning.

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Every Firm Has One Person It Can’t Afford to Lose

The Team at TheFormTool — Tue, 14 Jul 2026 23:31:43 +0000

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 remembers why a particular clause changed ten years ago.

Ask around the office who would be hardest to replace, and you’ll usually hear the same names. Most firms accept that reality.

One firm we worked with decided to change it.

Instead of allowing expertise to remain inside individual lawyers, they asked a different question:

How can the firm’s best lawyers work for everyone?

It was one of the most important management ideas we’ve encountered in nearly twenty years working with professional document systems.

A Different Way of Thinking

The firm was large enough that it didn’t have one “best” lawyer. It had dozens. Each was recognized as an authority in a particular practice area. Estate planning. Litigation. Real estate. Corporate. Employment. Tax.

Traditionally, that kind of expertise creates dependence. Other lawyers ask questions. Drafts circulate for review. The experts become increasingly busy because everyone relies on them.

This firm chose another path. Each expert became responsible for developing and maintaining the firm’s best work product in that area. Not merely writing documents. Capturing judgment. Explaining choices. Refining language. Improving procedures.

The firm’s technical specialists then transformed that expertise into intelligent document systems that every lawyer could use.

The result was remarkable.

A young lawyer could begin with the same carefully developed knowledge that previously required years of experience—or a call to one of the firm’s experts. The experts continued improving the system. Everyone else benefited from every improvement.

Expertise Became Infrastructure

Most organizations think of expertise as something people possess. This firm treated expertise as infrastructure. That single shift changed everything.

Instead of answering the same drafting questions repeatedly, experts improved the underlying system. Instead of correcting recurring mistakes, they eliminated the conditions that caused them. Instead of becoming bottlenecks, they became architects.

Every improvement they made strengthened the work of hundreds of other lawyers. Expertise no longer flowed one conversation at a time. It became part of the firm’s daily operation.

The Real Asset

Many firms believe their greatest assets are their people. That’s certainly true. But there is another asset hiding inside those people. Their accumulated judgment. Their experience. Their understanding of what works—and why.

If that knowledge leaves when someone retires, changes firms, or simply goes on vacation, the organization loses far more than another employee. It loses part of its institutional memory.

The most successful organizations we’ve observed understand that expertise should be captured while it is available, refined while it is current, and continually improved by the people most qualified to improve it. Not because experts are replaceable. Because they are irreplaceable.

The Experts Were Multiplied

One detail from that firm’s experience has stayed with us. The experts never became less important. Quite the opposite. Their influence expanded dramatically. Instead of helping one lawyer at a time, they helped hundreds. Instead of reviewing the same issues repeatedly, they invested their time making the entire organization better.

Their expertise became available every day, on every matter, to every lawyer using the firm’s systems. The experts weren’t replaced.

They were multiplied.

An Unexpected Outcome

Years later, the lawyer who first championed this strategy has become one of the firm’s senior partners. Looking back, that isn’t surprising. He wasn’t proposing a better way to create documents. He was proposing a better way to manage knowledge. He recognized that the firm’s greatest competitive advantage wasn’t software. It wasn’t templates.

It wasn’t even its lawyers. It was the expertise those lawyers had accumulated over decades of practice. His insight was that expertise should become an institutional asset rather than remain an individual possession.

Every Firm Has One Person It Can’t Afford to Lose

Actually, every firm has many. The question isn’t whether those people exist. The question is whether their knowledge benefits only the people who know to ask—or whether it strengthens the entire organization.

The firms that will thrive over the next decade won’t simply hire outstanding professionals. They’ll find ways to capture, preserve, improve, and distribute the expertise those professionals develop. Because the greatest contribution an expert can make isn’t solving today’s problem.

It’s making tomorrow’s professionals better equipped to solve theirs.

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Four Golden Rules of Form Design

The Team at TheFormTool — Thu, 04 Jun 2026 18:05:35 +0000

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 buyer married? What is the spouse’s name?

Ask: Buyer’s spouse’s name (if any)?

Now one answer provides two pieces of information.

Likewise, instead of asking: Is the seller a company? What is the seller’s name?

A smart answer can gather both pieces of information at once.

Ten questions become nine. Nine become eight. Then seven. Keep reducing.

Small reductions matter because every click and every keystroke consumes time and multiply errors.

Never Allow Double Typing

If someone typed: “John Smith” once, they should never need to type it again.

The first time users enter information they are careful. They check source documents and verify spellings. The second time they type it, they become faster and less careful. That is where errors happen.

Ask for information once. Reuse it everywhere.

Use Universal Field Names

Clients return and transactions change.

Information should move easily between matters.

Imagine a client visits your office for a will. Three months later the same client returns to create a partnership agreement. Wouldn’t it be useful if the information already entered could be leveraged automatically?

Universal field names allow that to happen.

More Work for You Means Less Work for Them

Sometimes you can spend an additional 45 minutes improving a form and save the user only a few minutes.

If the form will only be used once or twice, perhaps it’s not worth it. But if the form will be used every day for years, those minutes multiply quickly.

A little extra work during construction often creates enormous value later.

See hundreds of other productivity tips in our Knowledge Base.

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Great Question: How to Copy Answers from Excel into PRO and Doxserá?

The Team at TheFormTool — Wed, 14 Dec 2022 20:46:14 +0000

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 the number and order of the Answers exactly match the order and number of Excel cells. In the Questionnaire set TEXT format for all the Answers. On the Excel worksheet select the cells to copy and use command-C to copy their contents.

On PRO’s Questionnaire, select ALL the Answers to fill. Use command-V to paste.

Done.

There are nearly 1,000 other great ideas in the new, improved, and searchable Knowledge Base.

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Multi-Party, Multi-Role Decisioning

The Team at TheFormTool — Sat, 23 Jul 2022 22:37:59 +0000

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 multiple roles. The best approach will typically include a GRID using checkboxes or dropdowns to capture the Roles. Even accommodating multiple roles for each person (executor and beneficiary, or all-terrain and mud and snow for a tire.

Where things start to get really complex is when a specific role order is required, where John is first choice for executor and successor beneficiary while Sally is first choice for beneficiary. Or, perhaps a breakfast choice might be bacon with sausage as backup, with oatmeal but if there is neither bacon or sausage, then the fruit selection. A recent example described three Tiers of treatment for the current COVID variant based on patient circumstances, but then went further to describe how Tier 1 oral medication might be modified for a medication conflict, thereby preventing a Tier 3 approach, one with only 30% efficacy.

A new article in the Knowledge Base describes how an intelligent form can easily manage multiple choices for multiple roles in multiple orders. The article includes a working form that may be downloaded and used for free.

Complexity: Multiple Roles in Varying Orders of Usage

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The Fastest Training

The Team at TheFormTool — Mon, 18 Jul 2022 18:04:34 +0000

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 reading the entire User Manual. Each approach has its benefits, but for customers who ask, “How should I learn to be pretty good with the program, quickly?” our answer is to spend time with “The Lesson Plan” from the Knowledge Base.

The Lesson Plan is a collection of short videos (averaging 12 minutes) that match up with lessons from the User Manual. At the end of the course, which can be spread out over weeks or months, the user will be very competent and in the top 20% of all users.

Our online Knowledge Base has more than 600 articles and videos, answers for questions from simple to complex, as well as directions for every feature and function our software offers. Information is arranged five different ways, and is easily searchable. (Try a search for “gibberish” for instance!) Don’t necessarily limit yourself to the “quick answer,” clicking on Search will often expand the list.

Please note that registration at the Knowledge Base is completely separate from your account in our online store, where the security needs to be at a much higher level. So, if you haven’t done so already, register, ideally with a different email address and certainly with a lower-level password.

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The Knowledge Base

The Team at TheFormTool — Mon, 04 Oct 2021 20:17:30 +0000

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 3 minutes to one hour, all designed to teach the basics in ten minutes or to cover everything you’d ever want to know.

Please note that registration at the Knowledge Base is completely separate from your account in our online store, where the security needs to be at a much higher level. So, if you haven’t done so already, register, ideally with a different email address and certainly with a lower-level password.

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How to Master Complexity Building an Intelligent Form

The Team at TheFormTool — Wed, 13 May 2020 20:57:11 +0000

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 it the “Rule of Three.” This description may be too basic for you, but it helps make certain that we get it all in as far as “surrounding the issue”, so please excuse that.

1. Describe the goal, if possible in one sentence.

2. Describe the Rules that need to be followed by the eventual solution. Start broadly, setting no more than three Rules. They can be developed further in a bit, with each Rule further subdivided into up to three Rules.

3. Start building an example that will illustrate the issue; develop the possible solutions; and eventually illustrate the solution.

I know. It sounds basic, right? But it works better than all the alternatives we’ve tried over the last 10,000 or more service issues. The keys are to a) start from a fresh completely blank page; b) void any jargon at all; c) and proceed with one step at a time, proving each step as you go. We think of it as approaching the problem as a most basic new user would, one who doesn’t know anything and who is conditioned against taking shortcuts.

For a specific example, really do start from complete scratch to eliminate mental distractions caused by details that make no difference. Leave out all the jargon and instead use A, B, C or X, Y, and Z and 1,2,3 and Andy, Betty, and Charlie or Apple, Banana, Carrot. The key is to use words that have no meaning or merit so that our brains don’t leap ahead of themselves to make connections that don’t exist, or spending effort trying to decode the jargon in case it is important (it never is), Then reduce the number of examples to test to just three, a nice manageable number that has the added benefit of fitting on one page. Finally, reduce the number of drivers, whether they are Lists, Conditions, Tags, or rows in a spreadsheet to just three, again a manageable number. What’s cool is that it turns out that anything that works with three variables will work just as well with 53 but won’t burn up brain power trying to keep everything under control.

The added benefit of the approach is that if there is a problem with the program it becomes very easy to communicate the problem and show it by example.

Give this approach a try. It will allow you to either solve the issue by looking at it completely differently or make it really easy for us or other professionals to see it and “get it” if additional help is necessary.

How to Help Brilliant People Shine in Your Law Firm’s Office

The Team at TheFormTool — Tue, 24 Jul 2018 23:54:02 +0000

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 at cell phones and social media.

This article is about your employees and colleagues, but you might find it applies to you as well.

Distraction and Genius

It doesn’t take a genius to gaze at a cell phone—we all do it. And you don’t need a big IQ to check your emails or to reply to a text message. However, the brains of the smartest, most creative people don’t function in quite the same way as the rest of us.

For people with endlessly inquiring minds every thought or idea leads to another; every question answered poses one more. Their thirst for knowledge, for information, for further detail, can be relentless. Intelligent or creative thought processes are often erratic and restless. Their seeming randomness makes it hard to settle down, and every recovery from distraction seems to take longer.

At the workplace, an inherently wandering mind is difficult to keep on the task at hand. As an employer, the best way to harness their potential is to avoid assigning your brightest workers repetitive tasks.

Intelligent people are quite likely to have a strong work ethic. If you want to get the best out of them, cut out assigning them tasks from the dull pile. Give them more of the challenging, engaging stuff for which they probably joined your team.

The Steelcase Study

In 2016, a study by Steelcase attracted global attention. In addition to its own analysis, the company drew upon the work of neuroscientists and cognitive researchers to reach some interesting conclusions on attentiveness. It identified three key brain modes:

Focus: When the brain needs to focus it must actively avoid distractions like mobile phones or emails.
Regenerate & inspire: Sometimes it’s possible to focus too hard for too long on the same project. Higher quality may result from spending time away from the task and then coming back to it. Distraction can be useful when it is infrequent, turning vice into virtue.
Activate: Studies have shown that exercise stimulates the brain by pumping fresh blood and oxygen through it and releasing hormones. This enhances attention span and memory.

Sensible delegation of tasks, a conducive working environment and careful time management are all crucial aspects of getting the best from employees (and ourselves!) and running an efficient operation.

Demands on Services

In the modern world, the clients of most businesses have become ever more demanding. They want work done quickly and well. This, of course, creates a paradox. It’s rare anyone does their best work in the shortest space of time, but with fierce competition everywhere, we need to work to achieve just that.

One way to deliver work more quickly, without dropping standards, is to automate the most tedious tasks. Not only is this more efficient, it frees up the most talented employees to focus on areas that need deep thought or creativity. Those brilliant, unfulfilled workers, that we’ve already spoken of, will be more fully engaged when challenged with rewarding work. Satisfaction will improve. Productivity will improve. Results will improve.

A Solution: Document Assembly Software

Nobody likes performing repetitive tasks, but the brightest workers are often the worst candidates for doing them well. Great minds wander if there’s nothing compelling to focus on, and that’s where errors creep in.

Great document assembly software offers a way to create repetitive documents without the monotony. It assures accuracy, consistency, compliance, and quality across your company’s paperwork. In lines of work that create vast amounts of paperwork, the best software lends a vital helping hand.

Industries that benefit most from this software include:

Legal
Medical
Insurance
Finance
Government

As well as freeing up the best employees for more challenging and absorbing tasks, document assembly software greatly increases productivity. It needs less personal input and cuts out the time lost correcting mistakes and producing multiple drafts of the same work. Our typical customer reports a 70{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} improvement in throughput and a 100{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} reduction in errors in “A Billion Here…“.

How does Document Assembly Software Work?

Rather than writing documents from scratch or reworking old ones, document assembly software lets companies create document templates that can think for themselves and are usable over and over. There is almost no chance of error.

Once the first document is carefully checked for mistakes, it can be reused repeatedly. All the employee must do is answer a few questions to make every document completely unique, whether ten pages or 1,000. Multiple choice fields can be created to avoid the need for typing. Scores or thousands of variables can auto-complete based on conditions.

Document assembly software should be easily accessible by all employees so there is no time wasted in searching for local documents or by communication breakdowns between staff. Branding stays consistent and up to date, since any changes made to templates are instant and universal. Compliance is a given. Global changes can be made in seconds.

Instead of getting bogged down with hours of writing or editing paperwork, workers can quickly move on to tasks of greater value, tasks they’ll more likely actually enjoy. The more interesting the work is, the less minds tend to drift. Your best workers get a chance to flourish, to add even more to your equation.

Document Automation: Advanced features from TheFormTool

There are many other neat features in software from TheFormTool that save work and valuable time. For instance, if you create similar documents for the same client, you can save then load a full set of previous answers to create the new document in seconds.

Programs from TheFormTool will automatically adjust pronouns, verb forms and syntax to sync with the need.

TheFormTool PRO, Doxserá, and Doxserá DB include math and date calculations. So, for instance, you could enter a monthly fee or loan amount, rate and term, and have the repayment automatically created. Need a date equal to the “Friday after the first Tuesday in a month that is more than 90 days but less than 120 days” in the future? Documents automated by TheFormTool family of products will calculate that date and amount — instantly and automatically corrected should the document be edited.

Aside from handling variables and doing the math, an intelligent form created with our software can rearrange “sections” of itself to change the content order, or automatically add and remove text as necessary. This is useful if the utility or importance of various paragraphs or sections changes over time or according to the client.

Master lists let you keep oft-used data in one handy place for easy retrieval whenever you need it. Doxserá DB allows a form to pull data from external data sources, SQL, Access, Excel, and Outlook Contacts.

Versatility

There are countless uses for document assembly software that works seamlessly with MS Word for Windows and uses the same commands. The learning curve is not steep; you’ll be up and running with the basics in minutes.

Our software enables staff to create professional, attractive documents 70{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} faster on average than they otherwise would. You’ll get more work done at a higher standard and forge a reputation for efficiency.

Not least, you can assign more rewarding work to your talented staff, who will feel like they’re really getting somewhere and that their abilities are being more fully utilized.

Document assembly software disproportionately benefits the smartest people, who need it the most.

Find out how document assembly software makes companies more efficient and frees up the most intelligent workers for more important and challenging work at www.theformtool.com.

Download PDF

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Training Available 24/7

The Team at TheFormTool — Wed, 17 May 2017 19:41:41 +0000

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 100GB of data each month to users around the world. It is searchable, browsable, organized in order from beginner to rocket scientist, and available 24/7 at The Learning Curve.

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