Doxserá 3.0 is a robust document automation system from TheFormTool, LLC. Doxserá builds on the ease of use and simplicity of TheFormTool PRO, to give the end user in any office environment the ability to quickly and easily create one document from multiple external sources and multiple documents at one time with superior accuracy.
Compatible with Microsoft Word for Windows, Doxserá users can now enable a document to intelligently “create itself” from external libraries of text or graphics using new “Fetch” and “Folio” functions, and to select and simultaneously complete multiple documents with just a single data entry via its “Form Sets” feature. Doxserá is also capable of managing hundreds of math equations, thousands of variables, and hundreds of thousands of words in one or more documents.
For example, an attorney can choose to create and customize all the documents needed for a corporate formation — articles, bylaws, certificates, and minutes — in seconds; or a contractor can now customize a parts list, statement of work, contract, and invoice simultaneously. Regardless of form applicability, Doxserá assures complete conformity and consistency across one or multiple documents without errors.
Similar to TheFormTool PRO, Doxserá requires less than 10 minutes training.
Doxserá Features:
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Truly Intelligent Assembly |
Enables a user to manually, or a document to automatically and intelligently, access, select, and incorporate text or graphics from external sources in order to organically “grow” a completely customized document. (Introduced with Doxserá 2.0) |
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Multiple Simultaneous Documents |
Allows for libraries of related forms from which to select the documents necessary to complete a task, such as a company formation; the initial filings for bankruptcy or litigation; an estate plan, securities filing, or corporate financing; an invoice, bill of materials and receipt; sales and financing agreements, and statements of work; and, thousands of other documents needed simultaneously. With just a click or two, Doxserá will automatically assemble and complete the documents. |
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Smart Answers |
Accurately fill forms faster and easier using Text with Pronoun, List, Choice/Multiple Choice and Boolean logic commands. |
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Boolean Logic (Conditions) |
Create dynamic forms with appropriate words, phrases, sentences, paragraphs and entire pages automatically selected depending on the user response to simple questions. |
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Math |
Math: Add, Subtract, Multiply, Divide; Absolute, Constant, Days, Field, Integer, List (Count, Number, Maximum, Minimum, Multiply, Sum), Logarithm, Maximum, Minimum, Months, Now, Payment, Raise to Power (Exponentiation), Remainder, Root, Round and Years; to perform even complex calculations entirely within a document |
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Pronouns and Singular/Plural |
Automate forms even further using smart relationships between subjects and verbs. |
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Derived Answers |
Create answers that automatically compute new information based on answers to previous questions, such as determining age given a birth date, a discount given quantity or total order price given jurisdiction and tax rate. |
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Lists |
Ability to format in narrative paragraphs, stacked signatures, tables (with or without headings and/or column totals) or customized for any circumstance. |
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Master Lists |
Store frequently-used information in one place for use in multiple forms. The Master List is great for signature blocks, contacts, prices, descriptions and other standard items. |
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Relational Data (GRID Answers) |
Allows for easy entry of related data, two-dimensional lists, and series of data for logical or arithmetic manipulation or management within a document. |
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Attention |
Flag areas of a form for special attention. |
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Network Support |
Share information, answer files, master lists and Q & A Tables with other users across a LAN, WAN, or Virtual network. Control authority to make changes. |
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Save/Load |
Save answers used in one document for use in another document in the same matter, case, patient or deal file. |
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Peek command |
Allows users to take a quick peek at the location(s) in the document where their answers will be used. |
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Lockdown |
Keeps form users from making unauthorized changes to the Q & A Table. |
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Multi-channel Instructionals |
Comprehensive Doxserá user guides in print, online, step-by-step, and video formats for aspiring or accomplished document automation users; contains everything you need to know about documents, templates, files, folders and forms |
Availability & Pricing
Compatible with all versions of Microsoft Word for Windows from 2007 onward, Doxserá is immediately available for purchase and download. An annual subscription is only $169.00 per user with volume discounts and consideration for enterprise relationships.
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