“Automation software is smart — it can be trained to do complex functions like difficult math calculations or guide users though logic choices based on prior answers,” says Dale Marvin of Intelligent Words. With document assembly software Dale says, “You don’t use ‘find and replace’, ‘cut and paste’, rigid merge fields or other antiquated methods of assembling your documents.”
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You are the site administrator for a large legal firm, and you have set up a number of XpressDox applications. Each application has its own set of templates which are located in a folder for each application. Say for example there is an Estates application, a Litigation application and a Conveyancing application, and these are […]