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Zen and the Art of Document Automation

When planning the landscape at our home, even a sketch on a napkin helps us visualize what we have versus what we want, and avoid the mistaken outcome of tomatoes in the front yard and lawn in the back.GraphicsWhile teaching a class for one of TheFormTool’s largest customers, and confirmed later by interviews with several others, we stumbled on an interesting discovery: most people, even heavy users, don’t have a handle on how to think about, how to strategize, how to visualize document automation.

So we built a one-hour non-commercial “how to” class to teach people how to figure out what they’re doing before they actually do it.

This video recording of that presentation is one you won’t want to miss, whether you’re among the 67{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} thinking about moving up from cut & paste, already using our (terrific!) software, or using someone else’s tools. Whether you’re a relative novice or a world-class expert, this video will demonstrate how to grasp the structure of a document, determine the types of information required, choose the best sources for each, and determine how to most efficiently gather the information, modify it as needed, and automatically place it within a document.

The payoff for getting this right can be huge, on the order of 20{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of total office costs, so this one hour of training can really make a difference to almost every professional firm and company.

Timestamp

Subject

2:28The Concept: Zen or “The Hitchhiker’s Guide”
3:07Sources and Sorcerer’s Magic: The Form Author
6:30The “Rosetta Stone” of Document Assembly Explains Everything
25:14The Truly Intelligent Document
26:44     Three Very Different IQs
43:28Document Assembly Without a Form
47:07The Conclusion: An Intelligent Document

The “Rosetta Stone” of document automation

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