Naming Our Newest Technology

. We’ve named the new Artificial Intelligence helper in the Diagnostic Portal our Diagnostic Assistant. We’re starting to think this technology may have a real future helping people filter huge amounts of information to find the specific bits and pieces they’re looking for. Our Diagnostic Assistant is being used by customers every day, is learning…

All Your Math in One Place

A huge percentage of our customers also use various levels of math in their Word documents, everything from simple sales tax, to extremely complex risk analytics, financings of all types, appraisals, secondary market debt purchases, and commercial construction quotations to name just a few. The big takeaway, pun intended, is Excel. With any of our…

Managing Signatures

A customer asked recently if we could automate adding and managing signatures to a document. Because our programs are embedded in Word, external signatures can be acquired and even certified through third party vendors. Our favorite is DocuSign, an affordable and convenient service to securely and quickly collect digital signatures from others. Similar services are…

The Fastest Training

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…