| The Basics |
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| The Basic Building Blocks – Tables and Fields
This is the one video everyone should see. The Q&A Table and document Fields are the DNA of TheFormTool, the raw material from which a truly intelligent document is created. Just as in so many other endeavors, those who master the basics are best positioned to become masters. In this video, Scott Campbell reveals tricks of the trade usable in both the free and PRO versions: questions and answers, dates, dollars, and formats. What more is there? Well, a great deal… but that’s for other videos. (Free and PRO versions.) Runtime (HD): 14:24
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| Saving/Storing TheFormTool’s Files
When you’re wondering how and where to save your shared templates, Master Lists, and customer files, this is the video that will helps you determine how to manage your files. Whether on your desktop or on a network, this one’s for you. Runtime (HD): 1:42
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| Find & Paste
It’s late and the document you need to automate must have at least a hundred “John Does” in it, each of which need to be made into smart fields instead, a process that might take an hour or two and still result in errors. Well, here’s your answer; with Find & Paste you can automate the automation and smarten further even your smartest document. You’ll be pressing the button just to watch the magic happen! Runtime (HD): 4:07
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| Converting WordPerfect to Word
Updating your documents can be a real task. Here’s a simple clue to minimize the difficulties, prevent data corruption, and save time. Don’t try converting WP until you’ve learned this easy trick. Runtime (HD): 2:16 Posted 10/13/2012
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Q & A Tables |
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| Saving & Reusing Q & A Tables
When you’re wondering how and where to save your shared templates, Master Lists, and customer files, this is the video that will helps you determine how to manage your files. Whether on your desktop or on a network, this one’s for you. Runtime (HD): 2:13 Posted 10/31/2012
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| Derived Answers
Derived Answers is one of the most powerful features of TheFormTool PRO, where the document author empowers the form to think for itself, to provide its own real-time answers to questions based on variables as they are included in the form. Runtime (HD): 9:35
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Dividers
No, this is neither science fiction nor a political commentary. Instead, it’s a great tool for making your smart documents even easier to understand and work with. Dividers aren’t a big thing, but like a one-button smart phone, you’ll wonder how you got along without them. Runtime (HD): 2:41 |
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Lists |
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Custom Lists
Lists are one of TheFormTool’s fundamental building blocks, a great way to include a related series of data points: 12 different products, three signers, six children, four purchasers. With a list, TheFormTool can identify the actors and their roles, determine their gender (or lack thereof), count their numbers and determine their relationships. While lists are valuable, their management can be difficult. TheFormTool makes it easy.Runtime (HD): 22:43 |
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Master Lists
Make large amounts of static or constant data instantly available to all your documents and all your users throughout the office. Runtime (HD): 13:36 |
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Conditions |
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Conditions 101, Basic Principles
This is your starting point to truly intelligent documents. In just six minutes, learn how Conditions work and how to construct simple decisions so that your documents can automatically include or exclude language based on user inputs. Runtime (HD): 6:08 Posted 10/31/2012 |
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| Conditions 102, A/AN and PeriodsHere are two simple Conditions that you’ll use almost every day. Professionalize your documents and save time by automating two decisions: when to use “a” or “an,” and preventing double periods at the end of a sentence. Runtime (HD): 1:47 Posted 10/31/2012 |
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| Conditions 201, Nested ConditionsOne automated decision is easy, two are interesting, three reflects serious thinking. In just three minutes, this video will teach how to create “smart” documents that complete themselves by thinking the way you do. Runtime (HD): 3:13 Posted 10/31/2012 |
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| Conditions 202, Sections
Seamlessly include or exclude entire sections, chapters or exhibits from documents based on a single answer or the conclusion of a complete train of logic. Runtime (HD): 6:29 Posted 10/31/2012
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| Conditions 203, Rows
When you’ve created a table, perhaps a statement or bill, or a column of figures within a document, and you want a row to “disappear” when its empty and unneeded, this is how to make that happen. Runtime (HD): 4:47 Posted 10/31/2012
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Conditions 301, Complex Conditions & Smart Answers
This is the “meat and potatoes” of conditional logic, a survey of TheFormTool’s tools you can use to create elegant and truly intelligent forms. This is the video to watch if your goal is to have the smartest documents in the city, so smart that others will think it’s magic. Runtime (HD): 20:40 Posted 10/31/2012 |
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Math |
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Date Offsets
How often do you need to reference an undetermined future date that’s dictated by another date or event? When you need to include a future (or past!) date that requires calculation, TheFormTool’s Date Offset is the feature to turn to.(Free and PRO versions.) Runtime (HD): 4:49 |
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Previews, Reviews and Power Users |
The Power and Economics of an Intelligent Document
This video is a condensed version of a webinar presented December 5, 2012 to TheFormTool’s power users from around the world. It describes the four levels of “document IQ” that can be invoked by a form author to create the most efficient and “intelligent” document possible. The video demonstrates several relatively complex documents and displays ways to analyze how much of TheFormTool’s most sophisticated capabilities are used in each. The presentation also shows practical methods for measuring the financial benefits of using intelligent documents for repetitive tasks. Astute observers will notice the first public use of TheFormTool running in Word for Windows on a native Mac OS. Runtime (HD): 34:31 Posted 12/7/2012 |
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| TheFormTool PRO v2.2
This update is the 14th in the series of free updates for owners of TheFormTool PRO, an incredible record of continuing value-add for owners.The six biggest improvements include: Simpler and more powerful Master Lists; Find & Paste to replace text with Fields; Find function within Field/List/Condition windows; a Clear Answers button to aid in construction; a Start button to help Users; and color-coded Dividers for complex or lengthy Q&A Tables. Runtime (HD): 8:53
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