Creating Forms with TheFormTool

The free version of TheFormTool will likely answer 80% of the needs for creating forms and automating documents in Microsoft Word. After all, it is the second most powerful and user-friendly tool of its kind.

You can view video demonstrations of all TheFormTool’s features and functions on the Video Support page.

Download or update a lifetime version of TheFormTool for free on the Updates page.

Q & A Table Makes data entry simple, fast and accurate
Fill, Reset, Blanks & Petrify commands Allow users to fill in forms several different ways
Text Fields Include full sets of capitalization options
Number Fields Provide a dozen different ways to format numbers
Date Fields Allow users to format dates any way that best suits their needs
Date Precedents Automatically computes date precedents, forward and backward
Quick Start Guide For the Type-A’s among us, a one page cheat sheet. For the rest, 20 pages (but don’t worry, it’s mostly pictures!) and away you go!
MS WORD™ commands TheFormTool’s learning curve is measured in minutes, not months

 

TheFormTool PRO

TheFormTool PRO is the full-featured version. It includes all of the above features and adds twelve powerful tools for creating smart documents and automated forms with MS Word.

This is the pro’s PRO, capable of managing hundreds of math equations (current record is 300 in a bandwidth sales contract), thousands of variables (the current record is 1,300 in a single document real estate closing document) and scores of thousands of words (current record is 27,000 in an estate planning document). We’d love to hear about your experiences!

Download or update the current version of TheFormTool PRO on our Updates page.

Derived Answers Create answers that automatically compute new information based on answers to previous questions, such as determining age given a birthdate, a discount given quantity or total order price given jurisdiction and tax rate.
Conditions Create completely dynamic forms, with appropriate words, phrases, sentences, paragraphs and entire pages automatically selected depending on the form user’s response to simple questions. Uses binary, Boolean and nested logic driven by text, numbers or dates.
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, each of which can be nested almost endlessly to perform complex calculations.
Pronoun, Singular/
Plural & Count fields
Automate forms even further using smart relationships between subjects and verbs
Smart Answers Accurately fill forms faster and easier using Text with Pronoun, List, Choice/Multiple Choice and Yes/No logic
Lists Can be formatted in narrative paragraphs, stacked signatures, tables (with or without headings and/or column totals) or customized for any circumstance
Master List Libraries Store frequently-used information in one place for use in multiple forms. Great for signature blocks and other standard items!
Attention Markers Flag areas of a form for special attention
Network Support Share information, answer files, master lists and Q & A Tables with other users
Save/Load Save answers used in one document for use in another document in the same matter, case, patient or deal file. Great for complex matters, patient intake, client work-ups and hundreds of other uses!
Peek command Allows users to take a quick peek at the location(s) in the document where their answers will be used
Lockdown Keeps form users from making unauthorized changes to the Q & A Table
Expert User Guide One hundred-plus pages of expert guidance for aspiring or accomplished Word Warriors™, including more than 50 pages of step-by-step illustrations. Contains everything, and we mean everything, one could possibly want to know about documents, templates, files, folders and forms while using TheFormTool PRO in a MS Word™ environment.