Doxserá DB, our most powerful-ever document automation software, has completed its Stage One external beta test with flying colors. Doxserá DB incorporates both the ease of use and all the features of TheFormTool PRO and Doxserá, and expands on those by adding the ability to access information in SQL databases and Excel spreadsheets. Customers who…
Perfection normally takes lots of practice and a fair amount of discovery through error. This video will allow you to skip both steps. This is one to share with your colleagues and training staff. It will pay for the minutes invested in the very first day. You can see The Expert’s Questionnaire and dozens more…
We continue to be awed by the inspiring stories from users of our software about the time, effort, and errors saved, the stress reduced, and, once or twice, the businesses rescued by their mastery of TheFormTool or Doxserá. Yesterday’s comment from a global wealth management firm that using Doxserá coupled with 100% best practices had…
We’re constantly adding information, directions and examples to the Service Center in response to customer’s questions and suggestions. We often harvest several videos from our live presentations on the Learning Curve each Wednesday morning and post them under the two dozen subject-specific categories on the Service Center. All the subjects and contents are keyword searchable…
Our webinar Not for the Faint of Heart for experienced and expert users of TheFormTool PRO and Doxserá was an outstanding success. It will probably be the first in a series of “How-to” demonstrations for the rocket scientists among us, users who want to be artists of document assembly, and the merely curious who wonder…