Doxserá® Update History

To determine if your copy of the Doxserá®  document management software is up to date, click on About in the Doxserá® menu, read your version number and compare it to the version number just below. If your version is not the most current, download the latest version below.

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Doxserá® Version History



Minor fixes: Fixed problem with some date calculations on computers with non-U.S. regional settings

Version 3.8.200805

Minor fixes: Standardized user messages and intelligent forms licenses

Version 3.8.191207

Fixes: Forms did not always automatically Reset before re-Filling; TFT variables in footnotes in Passages didn’t process properly.
h/t: Gregory  C. Picken, North Palm Beach, FL; Anthony I. Danielson, Esq.,  Sacramento, CA 

Version 3.8.191121

Enhancements: Made additional speed improvements when filling (up to 80% faster); Added “Speedy Fill” button in the Options menu (same as clicking Shift+Fill); Added a “Form Sets” button in the Sources menu (same as clicking Start in new document)
 Removed some metadata from all distribution files to be less susceptible to security blocks;
Failure to validate License Code within 15 days of expiration. Running Form Set with one of the forms open now gives message instead of error. issue using sublists to access nested date from external sources or when used with Dropdown answers.h/t: Steven Crute, UK; Lee Cave, Louisville, KY




Enhancements: Allows the selection of the last item in a list.



Fixes issues: where some Conditions inside Lists based on checkbox answers were not working; Check Form was not removing some conditions based that include reference to answer that no longer exists.

h/t: Mike Juliano, Mt. Laurel, NJ; Jerry McCullum, New Albany, Indiana



Fixes issues: where checkbox in Condition screen that sometimes appeared on top of Dropdown; error during Fill with Condition based on secondary column of Master List used as source of checkbox-type answer; error with boolean conditions based on secondary columns of master lists used as sources for checkbox answers.

h/t: Mike Juliano, Mt. Laurel, NJ 



Fixes issues: where filter did not work in sublist of master list items filtered to include only items where secondary column is empty; fields  defaulting to date format.

h/t: Evan Barash, Mt. Vernon, NY





Accelerator and Macro Features Added to most ribbon functions
Hotkey Features Added to most user windows
Compatibility maintained with TheFormTool PRO and Doxserá

Fixes issues where: 

Petrify and some other commands were giving an out of memory or out of stack space error; incorrect product mentions in various popup windows and menus; tab order was incorrect in some windows; Next Fields gave incorrect results when contained in a nested List layer; certain linked answers were not refreshing properly when items in the parent answer changed; filtered direct-from-data singular/plural field gave wrong result; the existence of a Pronoun column in a related table could cause duplicate items in a direct-from-data list; some folio answers in grids were not saved during Save/Load; error when direct-from-data field filter results in empty record set; adding a row to a Grid always added row at top of Grid; when editing a sublist with filter based on linked combobox-typed-here answer; minor issues.

h/t: Terry Nix, Broken Bow, OK; Alex Bainov, Oak Bluff, Manitoba





Accelerator and Macro Features Added to most ribbon functions
Compatibility maintained with TheFormTool PRO and Doxserá DB

Fixes issues where: Previous/Next fields were giving Current value in filtered Sublists that refer to checkbox answers; tab order was incorrect in some windows; Next Fields gave incorrect results when contained in a nested List layer; certain linked answers were not refreshing properly when items in the parent answer changed; some folio answers in grids were not saved during Save/Load; when editing editing a sublist with filter based on linked combobox-typed-here answer

h/t: Terry Nix, Broken Bow, OK; Alex Bainov, Oak Bluff, Manitoba




Fixes: Problem where form will not remember changes when editing a condition; and, an issue when a List immediately precedes a table

h/t: John Bardoel, Melbourne, Victoria; Dr. Bert Boeddeker, Eching, Germany



Fixes issue: to check hidden mode before allowing a Q’r to be saved; that could happen with first, next, last, previous, and numbered fields appear outside lists; where removing an answer from the questionnaire could remove an unrelated condition from the body of the form.

h/t: Stephen Crute, Kyrgyz Republic; Scott Vanden Bos, Wilsonville, OR; Victoria Hartien, Halifax, NS



Fixes: Error during Fill in forms where “OLE” bookmarks had been incorrectly applied; Form Set error on 64-bit computers when multiple grids are involved; problem where only the first two rows were populated with dropdown answers in the first column of a grid; inability to edit a compound condition based on a checkbox answer in a grid; rare instance where installation could fail; error that could occur when selecting a field in the Field screen.



Enhancement: Eliminates the program’s dependence on Windows’ Clipboard to prevent infrequent recurring but random errors caused by the Clipboard’s inability to keep pace with the speed requirements of large, complex forms and new computers.

Fixes: Issue recognizing License Code that might interfere with proper expiration.

h/t: Michele Whitlock, Philadelphia, PA; Victoria Hartien and Dustin MacDonald, Halifax, NS, Canada; Braden Montierth, Ogden, UT; John Vinci, Hamilton, VA; Karley Clawson, Sacramento, CA

Version 3.4i


Fixes: Problem where the dropdown box to choose a secondary column from a Master List was sometimes not appearing in the Field screen and number comparisons were compromised. Field renaming process looping with some section configurations. Check Form now catches Conditions with missing EOC markers. Create Condition around text that includes a hidden index entry field. Clarified info screen for missing end-of-condition marker

h/t: Henrietta Visscher, London, Ontario; Terry Nix, Broken Bow, OK

Version 3.4i


Fixes: Problem where some number formats used lowercase “s” where it should be capitalized. In one default List format an apostrophe was added to a Sublist of two items.

h/t: Peter Weise, Springfield, IL

Version 3.4h


Fixes: Potential for Fetchers in List to not pull Passages correctly in response for Folio Answers in GRID. Math Answer in a GRID Derived Answer used in a List was characterized as Text.

h/t: Heather Allman, Maryland Heights, Missouri; John Browning Kirk, Thornton, CO

Version 3.4g


FixesConditions that compare secondary columns in Master Lists were not working. When saved answers were loaded into a Grid that didn’t have enough rows to accommodate them and the first column of the Grid was a fetch-type answer, the loaded information was corrupted. When saved answers were loaded into a Grid that didn’t have enough rows to accommodate them and the first column of the Grid was a fetch-type answer, the loaded information was corrupted.

h/t: Charles Fulghum, Pascagoula, MS; Henrietta Visscher, London, Ontario, Canada

Version 3.4f


FixesIssue with Derived Answers in GRIDs not Refreshing properly

h/t: Chris Chen, San Francisco, CA

Version 3.4e


EnhancementsAdded functionality to Check Form tool.

FixesSaving/Loading Fetch-type answers in the first column of a GRID. Running Form Sets with a specific arrangement of linked and GRID answers.

Version 3.4d


FixesBug preventing correctly aggregated Questions in Questionnaires for Sets

h/t: Kyle JohnstonGuaynabo, Puerto Rico

Version 3.4c


FixesBug where List function returns only the first item in a Series answer. Bug that prevented editing {if: code in a List

h/t: Brady Cunningham, Mount Forrest, Ontario, CANADA; Victoria Hartlen, Halifax, Nova Scotia, CANADA

Version 3.4b


Fixes:  Bug introduced by Microsoft in Word 2016 update that prevents Paste command from working under specific circumstances; Use new “{IF:” format in a Condition in a List; Check Form tool now flags Track Changes; Default to Oxford comma.

Version 3.4a


 Fixes: Several minor bugs.

Version 3.4


EnhancementsAdded ability to choose secondary columns in Master List when creating criteria for Conditions and Sublists. Added pronoun fields for linked dropdown answers that use another answer as source. Added Wrappers in form Sets. Ignore empty rows in consolidated Questionnaires in form Sets

Fixes:  Problem with copy/pasting in tables. Smart Answer screen was sometimes creating duplicate dropdowns/checkboxes in Grids. In file naming screen, will now not add space between elements when “text” element is used. Fixes error when fetching answer for dropdown answer that uses Folio Names as source. Ignore Locations that have empty paths.

Version 3.3d



Adds ability to automatically create PDFs after creating a Set.
h/t: Emily Brockman, Pewaukee, WI

Version 3.3c


Fixes: An error that allowed Passages to be inadvertently duplicated within a document.
An error that allowed Derived Answers in a Grid to appear empty.
h/t: John Vinci, Herndon, VA; Stephen Crute, Abu Dhabi, UAE; Paul Saunders, Halifax, NS


Version 3.3b


Fixes: An error that could occur when a Form Set was Filled when one of the forms contained a Field that used a numeric format that included a decimal point.

Version 3.3a


Fixes: Folio-sourced answers that occurred in a Grid were not appearing as choices in the in Fetcher screen

h/t: Heather Allman, Maryland Heights, MO


Version 3.3


Fixed significant bug introduced in Doxserá® 3.0 that caused Singular/Plural Fields that are based on With-Pronoun Answers to sometimes give incorrect results.

We strongly encourage all users to update to version 3.3.


Version 3.2h


Fixed bug where Fields for secondary columns in a Grid could be blank when (1) they appeared within a sublist and (2) the first column of the grid was a dropdown based on another answer.

Version 3.2g


Fixed bug where a Field referring to a Derived Answer in a Grid could result in a blank.

h/t:  John Vinci, Herndon, VA; 


Version 3.2f


Fixed bugs where: Corrects an incorrect pronoun field result when first column of grid is dropdown that uses a series-pronoun answer as its source.

h/t:  Bruce Cheatham, Dallas, TX; John Vinci, Herndon, VA; 


Version 3.2e


Fixed bugs where:

Sublist could contain wrong items when its filter included reference to an item in a derived grid answer.
Check Form routine could get stuck in a loop.
A Condition could give the wrong result if (a) it appeared inside a List that was based on a Dropdown Series answer, and (b) the Condition referred to an answer that’s linked to the answer that’s used as the source for the Dropdown Series answer.
DerivedFirstDate and DerivedLastDate functions could give wrong result.
A Field in a List could give the wrong item in a linked answer.
DerivedList functions could give wrong results when used with a Derived Series Answer.
Derived Series Answers could fail in a Form Set if they did not appear in the first form.
A Sublist that uses a Yes/No answer in its filter was always checking for “Yes” even if a different filter was selected.

Fixed error that could happen when changing the path.
Fixed unnecessary repetition when processing derived answers in a Form Set.
Fixed “include N/A choice” option that was sometimes added to Yes/No answers even when it was not selected.
Eliminated error and added message when Locations include a missing drive.


Version 3.2d



Fixed issues with Reset and cursor location, rare Singular/Plural errors in lists and Derived Answers weren’t processing, as well as situations where the order of Conditionals could change during Resets.

Fixed error during Refresh for linked answer that uses Grid answer as source
Improved license code screen and error handling for improper codes
Fixed blank dividers in compiled questionnaire
Improved error handling when a Master List is missing
Added “save” and “load” indicators in Save/Load screen
Fixed bug that caused Pronoun field to only look at first item in series when it was supposed to consider entire series
Improved preservation of formatting when Form Set questionnaire is compiled

h/t: JP Desrochers, Edmonton, Alberta, CANADA; Victoria Hartien, Halifax, Nova Scotia, CANADA


Version 3.2



Corrects issue updating forms created prior to March 2012 that used illegal characters in Labels and Fields.

h/t: Marsha Kuhn, St. Johnsbury, VT


Version 3.1



New math function: Age. Date-with-hypens added as format when saving Sets

Several items in anticipation of future products.


Conditions based on dropdowns now allow other answers to show “is empty” choices
Enables changing path from shared back to local
Clear Answers command enables on linked dropdown answer
Conditions and sublists based on Yes/No answers reliably allows “is/is not” choices
Adding a Grid after a selected Grid adds new Grid at bottom of questionnaire
After peeking splits screen, avoids error on Peek with cursor in lower screen

Added flexibility when Licensing

Improved consolidated Questionnaire reliability

h/t: Noel French, MI; Bill Cutchin, FL; Brenda Havens, IN;


Version 3.0a



Corrects an intermittent error where in the form update process the “Check Form” would enter a loop when adding Layers to Lists.

h/t: Jerry McCullum, New Albany, New York


Version 3.0



80{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} faster

Derived Series Answers, with sorting, to act as “baskets” for unrelated data

Label Reports to organize and standardize Labels and Fields across libraries of forms

List Layers to allow lists to use cross-relational data

Licensing by machine or by person

Interface & feature improvements


More than 20 minor bug fixes

h/t: Thomas Gruich. Norton Shores, MI; Paul Keller, San Antonio, TX; Donald Lowrey, Las Vegas, NV; Jason Alcock, Stone Mountain, GA;  Erminio Van Malleghem, Orange City, FL; Alvaros Cubas, Cartagena, Columbia; Victoria Hartien, Halifax, Nova Scota, Canada; Jon Sutton, Malaga, Spain; David Aquilera, Chicago, IL


Version 2.3b



Adds a Metadata Scrubbing feature in the Options menu. Setting Metadata Scrubbing “On” scrubs ALL metadata (comments, document properties including author, email headers, annotations, track changes revisions, and routing slips) from a document when it is Petrified.


Improves Check Form tool removal of unused questions. Improves reliability of Conditions within a List when based on a Dropdown Series answer.

h/t: Donna Marino, The Florida Bar Foundation


Version 2.3a



Telescoping parens enables a document to automatically create the appropriate number of closing parenthesis in the center of a caption to separate the left and right sections of the caption header.



Version 2.3



Wrapper enables documents to change appearance instantly and automatically, managing fonts, styles, colors, borders, watermarks, headers and footers, logos and graphics.

Manage entire personalities, from industrial to fashionable, for jurisdictions and venues, divisions, affiliates, locations. Whether for a one-person conglomerate or a multi-line publisher, Wrapper is a major upgrade.

h/t: Ellen Treven, Sydney, Australia; Robert Weimer, New Orleans


Version 2.2b



Speed improvement: Fill command now skips Headers/Footers that are marked “Same as previous.” Added check to make sure Fill doesn’t skip Headers/Footers in first section of a document even if Word misreports status. Conditional a/an and periods now work in Derived Answers.


Fixed bug where related data could be mismatched when a Field from an answer that linked to a Checkbox answer appears in a List that’s created from the parent answer. Bug if {Fetch} code was last item in footnote, endnote, or table cell. Several minor bugs.



Version 2.2a



Reinstated ability to use a Series or List answer as the source for choices in a Checkboxes answer. Reinstated ability to create Dropdown answer in first column of GRID.  

Fill command now does pre-check to make sure there are no duplicates in first column of GRIDs.  


Fixed a bug introduced in Doxserá 2.2 that caused a nested list to repeat first item instead of listing all items.

Fixed a bug introduced in Doxserá 2.2 that prevented Checkboxes from operating properly.

h/t: Seth Wilson, Indianapolis; Sharon Marsh, Ellsworth, KS


Version 2.2

October 20, 2014

Enhancements: Improved the Smart Answer screen, improving functionality and greatly improving intuitiveness and ease of use.Improved spacing around checkboxes in Checkbox answers.

Terminology change: what used to be called the “Q&A Table and Grids” is now called the “Questionnaire”.

Changed labels on three buttons:  “Table” becomes “Questionnaire”, “Answer” becomes “Smart Answer”, and “Row/Col” becomes “Row/Column”.

GRIDs now have a white background by default instead of a transparent background.

Master Lists can now be shared with other offices the same way Folios are shared:  send a Master List editing document to the recipient, who opens the document then clicks Master List, Save and Close.

Changed single-option listboxes to dropdowns in Fetch and Fetch Tags screens.

When a Fetch answer is revisited, improved retention of previous answer.

Added Quick Fill command to Tools menu (be sure form is in a Reset state rather than a Filled state before using this command).

Added new command to manage licensed computers: Options/Uninstall/Remove computer(s) from list of licensed computers.

Added command to disable Authoring in Options menu.


Fixed bugs where Date Offset calculations could be in error and other minor bugs.

h/t: Mark Bucksbaum, Manchester, ME; Bruce Cheatham, Dallas, TX; Erminio Van Mallegham, Orange City, FL; Jim Evans, Haddonfield, NJ; Joseph Kellemen, Buffalo, NY; Paul Keller, San Antonio, TX; Barbara League, Seattle, WA; Terry Nix, Broken Bow, OK; Greg Picken, North Palm Beach, FL; Paul Saunders, Halifax, NS; Steven Sciple, Mobile, AL.


Version 2.1c


Fixes:When using an interrelated triplet of Grid, Series answer, and Linked answer:  If the Series answer used the Grid as its source for dropdowns, and a List was created from the Series answer, and the List contained fields from the Linked answer, the Linked answer fields were not filling properly. Dividers were sometimes not handled properly in Sets if the Show/Hide command had been used to hide labels in the forms contained in the Set. h/t: Jim Evans, Haddonfield; Bonnie Dickson, Federal Way

Version 2.1b


Enhancements: Added ability for Lists within Lists to maintain relationships through multiple relationship levels. Full-text searches of Folios is no longer case sensitive.Fixes: Minor bug fixes.

Version 2.1a


Enhancements: Improved processing of Lists-within-Lists.  Math functions “Integer” and “Remainder” now return zero when they are applied to empty answers. h/t: Jim Evans, Haddonfield, NJ; Alexander Davie, Nashville, TN.

Version 2.1


Enhancements:  Added 7 new math functions that analyze sequences of dates and numbers in derived answers such as might be generated in a subList. The new functions are DerivedCount, DerivedFirstDate, DerivedLastDate, DerivedMax, DerivedMin, DerivedMultiply, and DerivedSum. ListMax, ListMin, ListMultiply, and ListSum functions properly result in zero when the list is empty. Added an ability for a Passage to end without a hard return, improving usefulness when adding less than paragraph-length text. A derived answer in the Question & Answer Table can now refer to the result of a derived answer in a GRID.


In some circumstances a Fetch-type answer could become corrupted during the step when multiple Q&A Tables are combined into a single Q&A Table.h/t: Dave Maxfield, Columbia, SC; Katherine Speer, Denver, CO; Paul Keller, San Antonio, TX; Elliott Stapleton, Cincinnati, OH. 


Version 2.0a


Enhancements:Can now create a Condition around a Fetch code.{Fetch} codes that fetch passages specified in a fetch-type answer no longer add a blank line to the finished document when the answer is left blank.The Clear Answers command now clears fetch-type answers.Check Form tool now recognizes when an answer is used as a source in another answer so does not flag it as an unused answer to be removed.Improved handling of lists-within-lists (including lists that occur within Derived Answers that appear in Grids).  In particular, Sublists and Conditions that appear in a list-within-a-list now properly evaluate fields that occur in the outer list, the inner list, or both.For Word Warriors® building complex forms, an accessible Word macro (Alt+F8, TFTQuickFill) to speed processing during testing by skipping the Reset and Refresh cycles. When a field can’t be processed, the error message has been expanded to suggest 3 self-help steps.


Error that occurred when Fetch code was immediately followed by end-of-condition marker.

Bug where the Unknown button that appears in the Fetch screen when answering a fetch-type question was only partially clearing the answer.

Problem where fetch-type answers were not saved in answer file.

Problem where Fetcher that uses fetch-type answer to select multiple tags was only seeing the first selected tag.

Error that occurred when a condition was based on whether Item #X in a checkbox answer is checked, and the item number was greater than 10.

Bug where a condition within a list sometimes behaved as if it depended on a list item even if it depended on an answer external to the list, resulting in incorrect true/false results.

Bug where Up and Down commands that moved the first row in a grid could break a derived answer.

Drop down box in Math screen that was sometimes showing an unwanted second column.

Problem where in some cases a compound condition could not be created when multiple clauses of the condition referred to a checkbox-choice-type answer. h/t: Paul Keller, Austin, TX; Gregory Picken, North Palm Beach, FL; Paul Saunders, Halifax, NS, Canada; 


Version 2.0


Doxserá 2.0 adds powerful new features and functions that for the first time allow a document to reach outside of itself to access, search, and select text to include within itself. In essence, Doxserá empowers a document to create itself from external resources in order to fit the circumstances it is intended to address or answer.With Doxserá 2.0, text of any length and graphics can be stored as Passages and organized into Folios of related snippets. Passages and Folios are searchable by title, subject, keyword, tag, and text that can be included in a document manually or automatically using Doxserá’s intelligent logic functions. h/t: Steven Sciple, Mobile, AL; Michael Marnik, Orleans, MA; Janine Braier, London, UK; Paul Saunders, Halifax, NS; Aaren Jackson, Fairfax, VA; and a special hat tip to Paul Keller, Austin, TX for his tenacity.

Version 1.1c


Fixed slight offset from left margin that sometimes occurred in Lists formatted as tables.  Fixed “missing number” message that appeared when sequential number fields were used in Lists created from Choice-Checkbox Smart Answers.  Fixed error when offset was applied to ListFirstDate or ListLastDate functionh/t: Ethan Huizenga, Orange City, IA; Jim Evans, Haddonfield, NJ; Alexander Davie, Nashville, TN; Michael Lauterbach, Stevens Point, WI.

Version 1.1b


Fixes several errors: One that prevented use of the Path Browse button in certain network situations. Another that occurred when a Form Set contained particular arrangements of Dividers in its Q&A Tables. Particular colors used in coding sections of more than one Q&A Table interfered with the proper merge of Tables. Series Answers generated from Master Lists sometimes prevented development of a sufficient number of rows in the new Table. h/t: Cheryl Mallis, Garden City, NY; Jim Evans, Haddonfield, NJ; Alexander Davie, Nashville, TN; Michael Lauterbach, Stevens Point, WI.

Version 1.1


Introduces a new feature, “AutoFile,” so that Doxserá can individually name and automatically save the sets of documents that it creates.
h/t: Bob Morje, Columbus; Paul Keller, San Antonio; Michael Lauterbach, Stevens Point, WI; Erminio Van M, Orange City, Fl; Steve Stovall, Lakewood, WA; Quentin Solt, London; Bruce Cheatham; Dallas, TX.

Version 1.0


Introduces a “Form Sets” feature to complete multiple related documents simultaneously.
h/t:  Susan McNally Jones, Tacoma, WA ; Paul Keller, San Antonio, TX; Michael Lauterbach, Stevens Point, WI; Terry Nix, Broken Bow, OK; Jennifer B. Todd, Salem, OR; James van Dillen, St. Louis, MO; Eric Zaidins, Mt. Kisco, NY