This is an interactive index of our world-class Knowledge Base of more than 600 subject-specific articles and videos.

It is divided into eight sections. Seven are categories that are of interest to our users, the eighth is an uncategorized alphabetical listing of more than 400 items of general interest.

This index is searchable by title; the Knowledge Base itself is searchable by title, keyword, and tag.

This is an Index. The actual Knowledge Base is much more complex and with very strong search keyword search capabilities.

We encourage you to tour this index at your leisure, let your imagination go wild. When you have a question about “whether” or “how”, or are just looking for ideas of what’s possible, browse or search here or do a deep search at the KB itself.

Below are buttons that will take you to sections, or just scroll down the page.

Aurora is a very sophisticate web-oriented data collection and storage system to provide Answers to Doxserá DB and DB User.
Everything from how to open a zip folder, to getting around Microsoft’s constantly evolving security settings, to network installations, integration with various DMS and virtual servers, and installation issues.
Seven different courses and levels from one page to training for world-class expert, including a video for people who have no time for a video.
All the Cheat Sheets, Quick Study Guides, and Expert User Manuals for each program along with a selection of form examples.
Here are a few dozen really useful, impressive things to do with our programs. Voted: Impressive.
How to manage our programs' relationships with various machines, operating systems and programs.
Wrth a tour so that you’ll know where to find it when you need a solution.
More than 400 uncategorized articles and videos covering every aspect, every function of our programs.

Installations and Emergencies!

Everything from how to open a zip folder, to getting around Microsoft’s constantly evolving security settings, to network installations, integration with various DMS and virtual servers, and installation issues.

The Learning Curve

Seven different courses and levels from one page to training for world-class expert, including a video for people who have no time for a video. Reader's Digest is a condensed version, The Lesson Plan is interactive and high speed, The Learning Curve is great from a beginner to world-class expert.

TLC 2 How to Secure Your Forms Against Accidents

TLC 2 How to Remove Metadata from a Document

TLC 2 Master Lists

TLC 2 Master Lists: Matching Billing Rates to Attorneys

TLC 2 Gathering Name and Address Information, Choices

TLC 2 Mailing Labels

TLC 2 Creating Envelope Addresses

TLC 2 Names and Addresses for a Variety of Uses

TLC 2 Creating Envelopes and Labels, One, One Thousand or One Million

TLC 2 Installing Across a Network

TLC 2 Rounding Numbers

TLC 2 The “Perfect” Age

TLC 3 Use the Show/Hide Command to Make Users’ Lives Easier

TLC 3 Changing Possible Dropdown Answers in a Questionnaire

TLC 3 Using Basic GRID Answers to Organize Related Data

TLC 3 Adding Rows and Columns to a GRID

TLC 3 When Are Series Answers Better Than GRIDs?

TLC 3 How to Automatically Convert Series Answers to GRIDs

TLC 3 Selecting specific items from within a GRID

TLC 3 Date Offsets and a Discounted Price Quote

TLC 3 Dates with Multiple Offsets and Complex Conditions

TLC 3 Lease Term and Proration

TLC 3 Attention Markers

TLC 3 Managing Blank Lines

TLC 3 Math and Pronoun Abbreviations

TLC 3 Lists with Fields included

TLC 3 Using Lists to Create Repeating Paragraphs

TLC 3 Managing the Order of Items in a List

TLC 3 Custom Lists

TLC 3 List Item Fields

TLC 3 Sorting Answers

TLC 3 Conditions — Simple and Complex

TLC 3 Formatting Conditional Paragraphs

TLC 3 Conditions and Paragraph Numbering

TLC 3 Letterheads on Letters to Multiple Recipients

TLC 3 Choosing between an Attention Marker or Default Text

TLC 3 When the Program Tab Disappears from Word’s Menu Bar

TLC 3 Text Boxes? No. One-Cell Tables, Yes

TLC 3 On the Right Path

TLC 3 Diagnosing and Fixing Path Errors

Advanced

TLC 6 Troubleshooting Sets

TLC 6 Customizing Intelligent Forms

TLC 6 Truly Sophisticated Role Management

TLC 6 Doxserá: Introduction to Folios and Passages

TLC 6 Folios and Passages: EVERYTHING There Is To Know (Doxserá)

TLC 6 Folios — Passage Tags

TLC 6 Using Passages for Lengthy Text (Dox only)

TLC 6 Using Word Styles in Folios

TLC 6 Paragraph Numbering in Passages (Doxserá)

TLC 6 Using Passages for Images (Doxserá and Doxserá DB)

TLC 6 Using Passages to Store and Insert Images

TLC 6 Preventing or Removing Paragraph Breaks in Passages

TLC 6 Q & A Table in Folios

TLC 6 Using Folios to Increase Security (Dox only)

TLC 6 The Authoring Button (Doxserá Only)

TLC 6 Layered Lists

TLC 6 Doxserá: When Forms Disappear from Sets

TLC 6 Wrappers in DB’s Multidocs: Sophisticated Magic

TLC 6 Converting Numerals into Text

TLC 6 Making Excel perform like a real database (DB only)

TLC 7 Multi-Party, Multi-Role Decisioning in Specific Order

TLC 7 Strategies for Maximizing Data Densities Using Nested Lists

TLC 7 Connecting Doxserá DB to Access and SQL

TLC 7 Building an Outlook Relationship in Doxserá DB

TLC 7 Choosing Multiple Outlook Contacts (Doxserá DB)

TLC 7 Using Outlook Contacts in 1st Column of a GRID (Doxserá DB)

TLC 7 Moving External Sources

TLC 7 Pronouns from Outlook Contacts (Doxserá DB)

TLC 7 Basic Relationships in Excel Using Doxserá DB

TLC 7 Building an Excel Relationship Source for Doxserá DB

TLC 7 Formatting Excel to Feed Doxserá DB

TLC 7 Moving Data from a Master List to an Excel Spreadsheet (DB only)

TLC 7 Creating Lists with Fields Using an External Source (Dox DB only)

TLC 7 Names and Addresses by the Thousands (DB only)

TLC 7 Form Letters (DB only)

TLC 7 How to Master Complexity Building an Intelligent Form

TLC 7 Creating Custom Hotkeys (Doxserá and Doxserá DB only)

Aurora webData

Aurora is a very sophisticate web-oriented data collection and storage system to provide Answers to Doxserá DB and DB User. Aurora moves the data input function out of your office and off of your P & L expense.

Resource Library

All the Cheat Sheets, Quick Study Guides, and Expert User Manuals for each program along with a selection of form examples.

Machines, Operating Systems, and Programs

How to manage our programs' relationships with various machines, operating systems and programs.

The Community Treasure Chest

Here are a few dozen really useful, impressive things to do with our programs.
Voted: Impressive.

Miscellaneous Issues

This is worth a tour so that you’ll know where to find it when you need a solution.

Hundreds of Features and How-Tos for TheFormTool Software (varies by Product)

More than 400 uncategorized articles and videos covering every aspect, every function of our programs.
If you’re looking for apex productivity or just enjoy window shopping, this is the place to be!

Understanding the Anatomy of an Intelligent Form

What Now?

What Can TheFormTool Do For Me?

Creating Your Very First Intelligent Form

Basic Lists and Sublists, with Fields and Conditions

The Ultimate Video for People Who Just Don’t Have Time for Videos

A Billion Here, and Another Billion Here

A complex but fun Calendar Offset solution to a difficult and high-error statutory document issue

A Fast Course in How to Organize A Questionnaire

A Full Suite of Intelligent Documents

A GRID’s First Column is Special

A Hitchhiker’s Guide to the Tools Menu

A NUMBER vs a DATE

A SImple Solution to the “a/an” Problem

A Solution for Successors

About Word for WIndows 365 Online

Accessing and Using a SQL Database with only a Word document

AcerCloud

Add graphic signatures to a signature block

Adding a Calendar to the Q & A Table or GRID

Adding a Logo to a Letterhead

Adding Numbering to Heading Styles

Adding ODBC Drivers to a Computer

Adding Rows and Columns to a GRID

Advanced Folio Editing

Affidavit in Support of Need for Creation of an OBRA 93 Special-Needs Trust

After the Basics, Building an Efficient Form

Alphabetize Master Lists

Another address list question

Answering a Fetch Question (Passages)

Answering a Fetch Question (Tags)

Are There Limits to TheFormTool?

Attention Markers

Aurora 2.0 Conditional Demo

Aurora 2.0 Conditionals Demo

Aurora 2.0 Introduces Conditional Questions

Aurora’s Two Minute Elevator Pitch

Automate Several Optional Paragraphs with a Single Choice

Automated installations over a network

Autonumber in Master List

Autonumbering

Barcodes

Basic Lists

Basic Lists and Sublists, with Fields and Conditions

Basic Math: Add, Subtract, Multiply and Divide

Basic Pronouns

Basic Questions and Answers and Fields

Basic Relationships in Excel Using Doxserá DB

Basics of the New Smart Answer Window

Best Practices for Multiple Trustees

Beta update history

Boolean Logic Basics

Building an Excel Relationship Source for Doxserá DB

Building an Outlook Relationship in Doxserá DB

Building the Perfect Questionnaire

Buttons, Buttons, Who’s Got What Buttons

Can I Avoid Using Excel for Inflation Adjustments?

Can we have others answer the Questions in the Q&A Table?

Can we use Conditions to build an entirely different document?

Capitalizing Items in a List

Changing Answer File Locations

Changing Computers

Changing Possible Dropdown Answers in a Questionnaire

Choices, choices

Choosing a Predefined Numbering Scheme

Choosing between an Attention Marker or Default Text

Choosing Multiple Outlook Contacts (Doxserá DB)

Citrix Installations

Clearing Answers from the Q&A Table

Click Here for Current Version Numbers

Color/Shade Text or Rows Conditionally

Comparing Drop Down Answers

Complex (Boolean) Conditions

Computing the Number of Years and Months

Condition to check a check box

Conditional Page Breaks

Conditional paragraphs

Conditions ‚—Simple and Complex

Conditions 102, a/an and Periods

Conditions 201, Nested Conditions

Conditions 202, Sections

Conditions 203, Rows

Conditions 301, Complex Conditions & Smart Answers

Conditions 302, Compound Conditions

Conditions and Paragraph Numbering

Conditions, a Logic Primer

Conditions, Basic Principles

Conditions, Part One

Conditions, sections, and re-formatting

Connecting a form to an Aurora database

Connecting Doxserá DB to Access and SQL

Convert fractional numbers to words

Convert HotDocs Forms to TheFormTool

Converting a Form to Draw Data From Aurora

Converting Numerals into Text

Converting Numerals to Text

Converting WordPerfect to Word

Covid: Working from Home

Create a Billing Statement

Create a Service List

Create a Sophisticated Signature Scheme Using Lists Within Lists

Create Mailing Labels

Create One Letter to Many Recipients

Create Personalized Letters to Multiple Recipients

Creating a Custom Numbering Scheme

Creating a Folio

Creating a PDF

Creating a Price Discount with a Derived Answer

Creating ALL CAPS in Level 1 Numbers

Creating an Invoice from Scratch

Creating Clues for Navigating Questionnaires

Creating Envelope Addresses

Creating Envelopes and Labels, One, One Thousand or One Million

Creating Lists with Fields Using an External Source (Dox DB only)

Creating Your Very First Intelligent Form

Custom Lists

Customized and Complex Lists

Customizing Intelligent Forms

Data from our surveys

Data: The Who, What, When, Where and Why of Information

Date Offsets

Date Offsets and a Discounted Price Quote

Dates and Dollars

Dates with Multiple Offsets and Complex Conditions

DB User Owner’s Guide

Dealing with a Troubled, Complex Form

Dealing with Lists That Need Section Breaks

Deciding Between Conditional Text and Folios (Doxserá)

Deleting a Custom Numbering Scheme

Derived Answers

Diagnosing and Fixing Path Errors

Disabling Author Menu Tools

Dividers

Division with a Remainder in a Derived Answer

Does the “Starter” version of Word support TheFormTool?

Don’t mess with the Q&A Table

Doxserá — An Introduction to Modern Document Automation

Doxserá and Doxserá DB Quick Start Guide

Doxserá DB Expert User Guide

Doxserá DB Installation Instructions

Doxserá Expert User Guide

Doxserá Installation Instructions

Doxserá v1.1 “AutoFile’

Doxserá v2.0 Overview

Doxserá v2.0, There’s Magic in the Air!

Doxserá, Doxserá DB, and Aurora Expert User Guide

Doxserá: Introduction to Folios and Passages

Doxserá: When Forms Disappear from Sets

Dropdowns: For Choices or Series? A: Both

Easy “Undo” for Conditions

Easy Installation

Eliminating Double Periods

Error when importing and clearing answers

Everything you need to know about TheFormTool in an 8-minute video

Everything you’d like to know, all in one place

Excel Relationships — The Basics

Expert User Guide

Fetching Passages Automatically

Fetching Passages Manually

Fetching with Tags

Fields and Lists, What’s the Diff?

Find & Paste

Finding Passages

Folio Facts

Folio Facts in Lists

Folios — Passage Tags

Folios and GRIDs

Folios and Passages: EVERYTHING There Is To Know (Doxserá)

Folios in Derived Anwers

Form Letters (DB only)

Form Sets from Soup to Nuts

Form Sets, Part One

Form Sets, Part Two

Formating Fields, Lists, or Conditions in the document

Formatting an Address Block

Formatting Conditional Paragraphs

Formatting Excel to Feed Doxserá DB

Formatting Fields

Forms with multiple possible parties

Four Math Functions

Full Auto

Gathering Name and Address Information, Choices

Generating the Table of Contents

Golden Rules for Every Form Author

Greetings!

GRID Adds Power and Simplicity

GRIDs and Roles

GRIDs, SubLists, Links, Checkboxes and Roles

Here comes Florida

Here comes STRETCH, v2.6

How can I repeat a form for each name in a List?

How do I manage paragraph numbering with conditional paragraphs?

How do I move my Templates from the desktop to the server?

How many licenses do I need for two computers?

How misusing Word’s Track Changes feature can turn your form to garbage

How to add additional rows in Q&A Tables?

How to Automatically Convert Series Answers to GRIDs

How to automatically create sophisticated file, catalog or product numbers

How to automatically number or bullet Lists

How to Avoid Holidays

How to Best Manage Word’s Files and Folders

How to Build a Truly Intelligent Document

How to build the very best Questionnaire ever

How to Compute a Monthly Lease Payment

How to Copy a GRID to a New Form

How to Copy Answers from Excel into PRO and Doxserá?

How to Count all the Fields, Lists, or Conditions in Your Form

How to create a list of all the variables in your Form

How to Create a Perfect Pleading

How to create singular/plurals, and counts in a list

How to Customize Singulars and Plurals

How to easily compute age, terms, or length in years

How to install TheFormTool on a Mac

How to integrate TheFormTool with Sharepoint?

How to make a document smart

How to manage page numbers in Word sections

How to Master Complexity Building an Intelligent Form

How to Properly Install an Update or Upgrade

How to Remove Metadata from a Document

How to Save a Questionnaire

How to Secure Your Forms Against Accidents

How to Set a Custom Default Numbering Scheme

How to stay informed about the online version of The Learning Curve, effortlessly

How to use Derived Answers to Simplify, Speed, and Beautify Your Form

How to Use the Service Center

I moved TheFormTool’s files and disabled the program. What now?

Importing answers to the answer table

Inserting Dynamic Page Numbers in a Document

Installing Across a Network

Installing for multiple users on a network

Installing or Changing TheFormTool License Code

Installing TheFormTool PRO in a Worldox environment

Interference

Intro to Doxserá v2.0 (Video)

Intro to TheFormTool PRO

Introducing Doxserá 3.0

Introduction to Doxserá, What Makes It Special?

Is there a way to save a “corrupt” Word document?

Keyboard shortcuts

Label and Field Formats

Layered Lists

Layered Lists, an Introduction to Complexity

Lease Term and Proration

Lesson #20 Creating Folios (7:30)

Lesson #21 Tagging Passages (4:32)

Lesson #22 Folio Facts (6:34)

Lesson #23 Advanced Folio Editing (9:42)

Lesson #24 Asking for Passage Names from a Folio (6:43)

Lesson #25 Folio Fetchers (5:06)

Lesson #26 Asking for a Passage Tag fom a Folio (5:51)

Lesson #27 Questionnaires in Folios (26:49)

Lesson #28 Folio Passages in Lists (9:32)

Lesson #29 Folio Facts in Lists (3:49)

Lesson #30 Fetching Folio Passages (3:41)

Lesson #33 Using Dividers in the Questionnaire (4:32)

Lesson #7 Lists (11:51)

Letterheads on Letters to Multiple Recipients

List Item Fields

Lists – [table format]

Lists with Fields included

Lists within Repeating Paragraphs

Lists, Lists in Lists, and Linked Lists

ListSum in GRID

Mac and CrossOver: A 2019 Update

Mailing Labels

Make the Q&A Table go away before printing?

Making Excel perform like a real database (DB only)

Managing Blank Lines

Managing Changes in Sets

Managing Conditional Section Breaks — End of Document Issue

Managing Derived Answers

Managing File and Folder Locations

Managing Roles Simply in the Q&A Table

Managing Roles within Documents using Lists

Managing the Order of Items in a List

Manual Installation

Manually Modifying CrossOver for PRO and DOX, late 2019

Marking Items for Table of Contents

Master Lists

Master Lists: Matching Billing Rates to Attorneys

Master Q&A Table Question

Math 101

Math and Pronoun Abbreviations

Missing text on command windows

More Tips for Word Addicts

Moving between machines

Moving Data from a Master List to an Excel Spreadsheet (DB only)

Moving External Sources

Moving Rows within the Questionnaire

Multi-Party, Multi-Role Decisioning in Specific Order

My Normal template keeps changing!

Names and Addresses by the Thousands (DB only)

Naming the Months Between Two Dates

Navigating the Questionnaire without a Mouse

Need Help with Advanced Math Problem in Form

Not all peaches and cream

Numbers and Dates, What’s the Difference?

Oklahoma Application for Temporary Orders (43 O.S. §110 )

Oklahoma Petition for Dissolution

On the Right Path

Online Answers

Optimizing the Questionnaire

Organizing a (More Sophisticated) Network

Organizing Documents, Templates, Files and Folders

Organizing Forms

Our product line

Paragraph Numbering in Passages

Passage Add Issue

Passages in Lists

Potential Paradigm Shifter

Pre-Select the Correct Q&A Table for Saving

Preventing or Removing Paragraph Breaks in Passages

Pricing Strategies

Probate Court of DeKalb County

Pronouns from Outlook Contacts (Doxserá DB)

Q & A Table in Folios

Q&A Table Organization — Best Practices

Reducing Word’s Irritating Features

Removing a Q&A Table

Removing Outline Formatting

Removing TOC Marks

Reordering Answers for Conditions

Replicating, Saving, Moving, Sharing and Modifying a Questionnaire

Reusing Elements from One Document to Another

Roles and GRIDs: Parties, Clients & Defendants

Roles and Parties

Roles determined by Conditions

Rounding

Rounding Numbers

Rounding Numbers UP

Runtime errors don’t mean much

Save/Load

Saving & Reusing Q & A Tables

Saving a Custom Numbering Scheme

Saving and Repurposing a Questionnaire

Saving Answers to a different computer

Saving Templates

Saving Time with the QuickFill Tool

Securing your Forms and Templates

Separate lines

Sequential descriptors for a list sequence

Series for Linked Answers

Shareholders Agreement

Show me!

Signature Blocks from Master Lists

Singular/Plural Verbs: “Certify”

Smart[er] Answers

Speedy Fill

Staying up to date with TheFormTool

Strange vertical line in Q&A Table

Strategies for Maximizing Data Densities Using Nested Lists

Sublists

Sublists and ListSums

SubLists: The Power to be Different

Support Forum For Users

Tagging Passages

Teaching Word that an Aurora Database Exists

Text Boxes? No. One-Cell Tables, Yes

Text Format (Font) Changes Randomly

That’s a Wrap!

The “Perfect” Age

The Anatomy of an Intelligent Form

The Authoring Button (Doxserá Only)

The Basic Principles of Construction

The Basics v1.0

The Basics v2.0

The Basics v4.0

The Check Form Tool

The first letter in my table cells is always capitalized? How to change that

The FREE Version: Menu Buttons

The How and Why of Aurora

The Math Screen

The Math Screen, Directions and Tips

The PEEK Command

The Perfect Age… Formulation

The Power and Economics of an Intelligent Document

The Power of Repeating Paragraphs

The Quick-Fill Button (Doxserá Only)

The Rosetta Stone, a starting point for future experts

The Ultimate Video for People Who Just Don’t Have Time for Videos

TheFormTool changes my capitalization

TheFormTool Glossary

TheFormTool in a Text Box?

TheFormTool Installation Guide

TheFormTool Installation Instructions

TheFormTool PRO Expert User Guide v3.x

TheFormTool PRO v2.6 — Sharing the Q&A Table

Troubled Installations

Troubleshooting Form Sets in Doxserá and Doxserá DB

Troubleshooting Sets

Truly Sophisticated Role Management

U. S. Counties by State

Understanding the Anatomy of an Intelligent Form

Use a Default Answer to Save Keystrokes

Use the Show/Hide Command to Make Users’ Lives Easier

Using Derived Answers to Create Customized File Numbers

Using Dropbox, Box or OneDrive as a virtual network

Using Folios to Increase Security (Dox only)

Using Intelligent Forms: The First Ten Minutes

Using Lists and Conditions to Make Service Lists Disappear

Using Master Lists in Aurora

Using Outlook Contacts in 1st Column of a GRID (Doxserá DB)

Using Word to Create a Perfect Pleading Sheet from Scratch

v2.0 Math

v2.1 Logic

v2.1(x) More Logic

v2.2 Master Lists, Conditional Power

v2.3 Increased Speed

v2.4 More Speed

v2.5 Boolean Logic, GRID Answers

V2.6 ‚—Speedy Fill for Monster Forms

Versions 3.0

Videos

Viewing TOC Marks

Want a Peek?

We love Macs and Mac owners. If you’re one, this is for you

We’d like our customers to be able to fill out the Q&A Table interview

We’ll install TheFormTool on your Mac

What Are Automatic Paragraph Numbers?

What Can TheFormTool Do For Me?

What Can TheFormTool Software Do For Me?

What Does Doxserá Add?

What Does Doxserá DB add?

What Now?

What to do when a Zip folder appears to be empty

What to do When the Program Tab Disappears

What’s in a Name? “Doxserá”

What’s it all about, Alfie?

What’s New? The incredibly cool Doxserá!

When a Set fails, a Microsoft Word Bug May Be the Cause

When License Activation Fails

When the Program code appears in your form

When the Program Tab Disappears from Word’s Menu Bar

When The Program Tab Has Disappeared from the Menu Bar

White Paper: Riggs Davie PLC

Why Can’t the Field Screen Stay Open?

Why Save/Load? Why not Just Save a Table?

Wide, Wider and Super-wide GRIDS

Will TheFormTool work on MSFT Surface Tablets?

Word “Compatibility Version”

Word 2013

Word crashes on TheFormTool Installation

Word numbered lists in TFT Lists – numbers continue in next iteration

Word resets Normal template to MSFT defaults on restart

Wrapper Overview

Wrappers from PRO to Dox to DB

Wrappers in DB’s Multidocs: Sophisticated Magic

Wrappers: The Definitive Demonstration

Zen and the art of document automation