A customer asked recently if we could automate adding and managing signatures to a document. Because our programs are embedded in Word, external signatures can be acquired and even certified through third party vendors. Our favorite is DocuSign, an affordable and convenient service to securely and quickly collect digital signatures from others. Similar services are…
DetailsWhatever the perspective, whether as a professional, a consumer, an economist,there is insufficient value to continue the practice of hourly billing The reasons to avoid it are legion and persuasive, but for this audience the most telling argument is that working for an hourly wage prevents the accumulation of wealth while it encourages an excessive…
DetailsHere are a few of the unusual uses customers in more than 80 countries are making with our software. The ones we remember instantly: A court-appointed child psychologist in U.K. doing child protection evaluations. She credits TFT with saving her practice… and now hundreds of children A tiny hospital emergency room in New England…
DetailsA 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…
DetailsTo celebrate the sons of one of our team members leading their team to a 2nd Place finish at the 2022 State Cross Country Championships we were tempted to yell, “Set ‘em up for all, barkeep!” for the thousands of adult attendees. However, more conservative thinkers suggested a more constructive approach: We should share…
DetailsWhat are Backups Worth? Too often backups are set only to safeguard documents and other front-of-mind items while critical off stage files are neglected. Remember to backup TheFormTool folder, where your Answers, Master Lists, Folios, and Sets are stored. Oftentimes the Answer folder itself is worth more than its weight in bitcoins, with thousands of…
DetailsThe single most-requested feature over the years has been Conditional Questions, where the interview changes the questions it asks based on the answers already received. The simplest examples are status (corporation, LLC, partnership, proprietor), goal (diagnosis, merger, estate plan, loan), and location (jurisdiction, tax, climate), but there are literally thousands of others. The objective is…
DetailsWe are satisfied that current versions of Microsoft Word and Office updates have cured this issue. While we continue to recommend against using automated Microsoft updates, a manual update will cure this issue. — August 8, 2023 Microsoft’s Word update Version 2208 (Build 15601.20088) released on August 31 contains at least one major bug that…
DetailsMulti-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…
DetailsThe 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…
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