Training Resources

While anyone can learn to use the basics of our software in ten minutes or less, we encourage every user to complete at least enough of the training to become a polished and accomplished user.

We offer a wide selection of training resources for every time budget and learning preference.


Title Description Recommended Uses Location
One-Page Cheat Sheet 1 page manual Get up and go in ten minutes or less In program download zip folder
Quick Start Guide 22 pages A primer that covers all the basics In program download zip folder
Expert User Guide PRO version, 142 pages

DOX and DB versions, 209 pages

Everything there is to know In program download zip folder
Readers’ Digest Condensed Version 5 videos, 2 to 12 minutes The five videos lay out the philosophical underpinnings of assembly of intelligent documents for and by intelligent people, and demonstrate  techniques to put them into use. It’s a fun, highly educational and mind-expanding tour of possibilities. Knowledge Base

(See note below on KB access)

The Lesson Plan Videos average 20 minutes and use examples from the Expert Manual

PRO version – 19

DOX and DB – 33

An interactive, highly structured and logical approach to maximum learning in minimum time. The course consists of 33 formal Lessons where the audio-video content is linked to step by step instructions in the User Manual. This is for people who want to be in the top 20% of all users, quickly. Knowledge Base

(See note below on KB access)

The Learning Curve 3  groups of short videos (151 total) Our full online training program, The Learning Curve series of videos that are organized into three hierarchic levels that are each internally structured as well in The Basics, Intermediate, and Advanced, for a clear path of how to proceed, is the crown jewel of our training resources. Do a handful or complete them all; either way you’ll be miles ahead. Knowledge Base

(See note below on KB access)



If you don’t believe in training, have no time to learn the basics, or can’t wait for directions, then watch “Creating Your First Intelligent Form,” which is a TLC 1 Basic training video. In 25 minutes it will achieve two goals: get you well-started building working smart forms; and second, we hope, convince you that training isn’t so bad. We can pretty much guarantee the first achievement. The second will be up to you. 

The entire Knowledge Base, of which the formal courses are but one department, is searchable for hundreds of keywords across more than 600 subject-specific articles and videos. Give it a try!

There are several other approaches available as well. One or more will fit every learning preference.


Software Downloads

The product download packages each contain at least four different training manuals, ranging from one page to hundreds and everything in between. If it’s been awhile since your purchase, just download a fresh package and tuck the PDFs into your library.

Each program download package contains a number of resources, typically:

A Read Me text that is well worth the 15 seconds needed to read it

A 3-4 page heavily illustrated Installation Guide for when you flub the installation and decide to read the directions

A one-page Cheat Sheet for people who don’t need or appreciate instructions

A heavily illustrated Quick Study Guide, typically 20 pages or so, that illustrates how to do nearly everything your new program can do. This one will take less than 10 minutes. Please read it!

Finally, the appropriately named Expert User Guide

A library of our guides is maintained in the Resources section of the online Knowledge Base.

Consultants & Experts

If Doing It Yourself is not your thing, check out the consultants that we recommend on one of our Support pages for world-class experts who can do it for you.

Use these resources and you will be a real expert, efficient as all get out, and a credit to your profession or employer! And then, you might take a look at qualifying as a certified expert.