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…
Our online Service Center has proven itself, with more than 500 articles and videos that cover nearly every question—but never all!—that can occur about using our software. The Service Center is designed to fit the user, with five different learning channels: everything from printed user manuals ranging from one to 200 pages, to hierarchical “classes”…
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…
Introducing The Lesson Plan in the Expert Guide Many of TheFormTool’s users are already familiar with the online version of The Learning Curve, a tutorial for learning to become truly proficient with our software. The Learning Curve is divided into four sections—In the Beginning, Basics, Intermediate, and Advanced—and we strongly urge any user who intends to…
The Community Treasure Chest As you know, with the exception of a single experimental area, we don’t inventory or supply forms. One exception are the dozen or so very sophisticated and very intelligent forms in The Community Treasure Chest. Many of the forms are contributed by graduates of our CCID certification course. If you’d like…