Ten Commandments for Effective Document Automation These are the two most important rules for effective for document assembly and automation I. Optimize Each Question to Maximize Benefits When creating forms for ourselves or for others we go to great lengths to reduce the total number of Questions to the absolute minimum while editing each to…
. 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…
$4,000 of Free Service? Yes, and worth every penny to us! Since its founding TheFormTool, LLC has offered 100% free service to all of its customers, even the thousands using only the free version of TheFormTool. Our team’s 10,000 service encounters have produced a 99.97% success rate solving the customer’s issue(s) and providing us with…
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…
To make our Diagnostic Portal even more useful and easier to use, we’ve added an interactive map to the Portal’s home page. The map is a logical graphic with paths that describe symptoms and clickable hotspots that allow a user to click to the appropriate solution. For those who prefer a graphical user interface, the…
Why I changed from HotDocs to Doxserá 1. The pandemic! I made a decision that the two lawyers in our firm would work from home and our legal assistant would work in our office. We would not see clients face-to-face and we would only see each other by video. It was a good call because…
The #1 request from our customers in recent years has been to be able to access Clio Contacts automatically, in real time. We’re delighted to report that we’ve crafted a system that does exactly that, it updates Clio Contacts to your choice of an Excel spreadsheet or Outlook Contacts. Doxserá DB is our software that…
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…
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 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…