Contact Us
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
The Basics
- TLC 1 Golden Rules for Every Form Author
- TLC 1 The Anatomy of an Intelligent Form
- TLC 1 Creating Your Very First Intelligent Form
- TLC 1 The FREE Version: Menu Buttons
- TLC 1 Buttons, Buttons, Who's Got What Buttons
- TLC 1 The Basics: Questionnaires and Fields
- TLC 1 A Fast Course in How to Organize A Questionnaire
- TLC 1 Optimizing the Questionnaire
- TLC 1 Save/Load
- TLC 1 Sharing the Questionnaire
- TLC 1 Navigating the Questionnaire without a Mouse
- TLC 1 Replicating, Saving, Moving, Sharing and Modifying a Questionnaire
- TLC 1 Basic Pronouns
- TLC 1 Plurals and Pronouns
- TLC 1 Fields and Lists, What's the Diff?
- TLC 1 Conditions, Basic Principles
- TLC 1 The Math Screen
- TLC 1 The Math Screen, Directions and Tips
- TLC 1 Basic Math: Add, Subtract, Multiply and Divide
- TLC 1 Four Math Functions
- TLC 1 Formatting Fields
- TLC 1 Formating Fields, Lists, or Conditions in the document
- TLC 1 Make the Q&A Table go away before printing?
- TLC 1 Uninstalling the program
- TLC 1 The Check Form Tool
- TLC 2 Numbers and Dates, What's the Difference?
- TLC 2 What Now?
- TLC 2 Speedy Fill
- TLC 2 Find & Paste
- TLC 2 Creating Clues for Navigating Questionnaires
- TLC 2 How to Save a Questionnaire
- TLC 2 Moving Rows within the Questionnaire
- TLC 2 Building the Perfect Questionnaire
- TLC 2 Conditions, a Logic Primer
- TLC 2 Reviewing Conditions
- TLC 2 Reordering Answers for Conditions
- TLC 2 Basic Lists
- TLC 2 Basic Lists and Sublists, with Fields and Conditions
- TLC 2 How to Secure Your Forms Against Accidents
- TLC 2 How to Remove Metadata from a Document
- TLC 2 Master Lists
- TLC 2 Master Lists: Matching Billing Rates to Attorneys
- TLC 2 Gathering Name and Address Information, Choices
- TLC 2 Mailing Labels
- TLC 2 Creating Envelope Addresses
- TLC 2 Names and Addresses for a Variety of Uses
- TLC 2 Creating Envelopes and Labels, One, One Thousand or One Million
- TLC 2 Installing Across a Network
- TLC 2 Rounding Numbers
- TLC 2 The "Perfect" Age
- TLC 3 Use the Show/Hide Command to Make Users' Lives Easier
- TLC 3 Changing Possible Dropdown Answers in a Questionnaire
- TLC 3 Using Basic GRID Answers to Organize Related Data
- TLC 3 Adding Rows and Columns to a GRID
- TLC 3 When Are Series Answers Better Than GRIDs?
- TLC 3 How to Automatically Convert Series Answers to GRIDs
- TLC 3 Selecting specific items from within a GRID
- TLC 3 Date Offsets and a Discounted Price Quote
- TLC 3 Dates with Multiple Offsets and Complex Conditions
- TLC 3 Lease Term and Proration
- TLC 3 Attention Markers
- TLC 3 Managing Blank Lines
- TLC 3 Math and Pronoun Abbreviations
- TLC 3 Lists with Fields included
- TLC 3 Using Lists to Create Repeating Paragraphs
- TLC 3 Managing the Order of Items in a List
- TLC 3 Custom Lists
- TLC 3 List Item Fields
- TLC 3 Sorting Answers
- TLC 3 Conditions — Simple and Complex
- TLC 3 Formatting Conditional Paragraphs
- TLC 3 Conditions and Paragraph Numbering
- TLC 3 Letterheads on Letters to Multiple Recipients
- TLC 3 Choosing between an Attention Marker or Default Text
- TLC 3 When the Program Tab Disappears from Word's Menu Bar
- TLC 3 Text Boxes? No. One-Cell Tables, Yes
- TLC 3 On the Right Path
- TLC 3 Diagnosing and Fixing Path Errors
Intermediate
- TLC 4 Division with a Remainder in a Derived Answer
- TLC 4 After the Basics, Building an Efficient Form
- TLC 4 Conditional Page Breaks
- TLC 4 Creating an Invoice from Scratch
- TLC 4 Creating a Price Discount with a Derived Answer
- TLC 4 Managing Derived Answers
- TLC 4 Using the Show/Hide Button
- TLC 4 Reusing Elements from One Document to Another
- TLC 4 Moving From Lists to Sublists, Using GRIDs
- TLC 4 Customized and Complex Lists
- TLC 4 Sublists and ListSums
- TLC 4 Wrapper Overview
- TLC 4 Wrappers from PRO to Dox to DB
- TLC 4 Adding a Logo to a Letterhead
- TLC 4 Complex (Boolean) Conditions
- TLC 4 Deciding Between Conditional Text and Folios (Doxserá)
- TLC 4 Saving and Repurposing a Questionnaire
- TLC 4 Managing File and Folder Locations
- TLC 4 Barcodes
- TLC 5 Protecting Your Forms
- TLC 5 Managing Licenses on a Network
- TLC 5 Removing Unused Network Licenses
- TLC 5 How to Copy a GRID to a New Form
- TLC 5 Roles and Parties
- TLC 5 GRIDs and Roles
- TLC 5 GRIDs, SubLists, Links, Checkboxes and Roles
- TLC 5 Using Dropdown Answers with Linked Lists
- TLC 5 Wrappers: The Definitive Demonstration
- TLC 5 Numbering in Wrappers
- TLC 5 Converting Numerals to Text
- TLC 5 The Perfect Age... Formulation
- TLC 5 The Quick-Fill Button (Doxserá Only)
- TLC 5 Layered Lists, an Introduction to Complexity
- TLC 5 The Basics of Creating a Set (Doxserá Only)
- TLC 5 Using a Set to Build a Master Questionnaire (Doxserá only)
- TLC 5 Managing Changes in Sets
- TLC 5 Creating a PDF
Advanced
- TLC 6 Troubleshooting Sets
- TLC 6 Customizing Intelligent Forms
- TLC 6 Truly Sophisticated Role Management
- TLC 6 Doxserá: Introduction to Folios and Passages
- TLC 6 Folios and Passages: EVERYTHING There Is To Know (Doxserá)
- TLC 6 Folios — Passage Tags
- TLC 6 Using Passages for Lengthy Text (Dox only)
- TLC 6 Using Word Styles in Folios
- TLC 6 Paragraph Numbering in Passages (Doxserá)
- TLC 6 Using Passages for Images (Doxserá and Doxserá DB)
- TLC 6 Using Passages to Store and Insert Images
- TLC 6 Preventing or Removing Paragraph Breaks in Passages
- TLC 6 Q & A Table in Folios
- TLC 6 Using Folios to Increase Security (Dox only)
- TLC 6 The Authoring Button (Doxserá Only)
- TLC 6 Layered Lists
- TLC 6 Doxserá: When Forms Disappear from Sets
- TLC 6 Wrappers in DB's Multidocs: Sophisticated Magic
- TLC 6 Converting Numerals into Text
- TLC 6 Making Excel perform like a real database (DB only)
- TLC 7 Multi-Party, Multi-Role Decisioning in Specific Order
- TLC 7 Strategies for Maximizing Data Densities Using Nested Lists
- TLC 7 Connecting Doxserá DB to Access and SQL
- TLC 7 Building an Outlook Relationship in Doxserá DB
- TLC 7 Choosing Multiple Outlook Contacts (Doxserá DB)
- TLC 7 Using Outlook Contacts in 1st Column of a GRID (Doxserá DB)
- TLC 7 Moving External Sources
- TLC 7 Pronouns from Outlook Contacts (Doxserá DB)
- TLC 7 Basic Relationships in Excel Using Doxserá DB
- TLC 7 Building an Excel Relationship Source for Doxserá DB
- TLC 7 Formatting Excel to Feed Doxserá DB
- TLC 7 Moving Data from a Master List to an Excel Spreadsheet (DB only)
- TLC 7 Creating Lists with Fields Using an External Source (Dox DB only)
- TLC 7 Names and Addresses by the Thousands (DB only)
- TLC 7 Form Letters (DB only)
- TLC 7 How to Master Complexity Building an Intelligent Form
- TLC 7 Creating Custom Hotkeys (Doxserá and Doxserá DB only)
The Lesson Plan
- Lesson #1 Fixed Date Offsets (10:38)
- Lesson #2 Variable Date Offsets (12:42)
- Lesson #3 Pronouns and Plurals (28:03)
- Lesson #4 Conditions (9:14)
- Lesson #5 Compound Conditions: This AND That (7:03)
- Lesson #6 Conditions: This OR That AND The Other Thing (30:39)
- Lesson #7 Lists (11:51)
- Lesson #8 List Layers (24:58)
- Lesson #9 Lists with Linked Answers (11:09)
- Lesson #10 Lists with Previous Items (11:51)
- Lesson #11 Sublists (10:18)
- Lesson #12 Lists with GRIDs (29:42)
- Lesson #13 Derived Series Answers (21:14)
- Lesson #14 Sorting Lists (6:51)
- Lesson #15 Math (13:01)
- Lesson #16 Dates, Math and Derived Answers (14:23)
- Lesson #17 Lists in Table Formats with Master Lists and Math (24:50)
- Lesson #18 Creating Master Lists (6:41)
- Lesson #19 Using Master Lists (22:00)
- Lesson #20 Creating Folios (7:30)
- Lesson #21 Tagging Passages (4:32)
- Lesson #22 Folio Facts (6:34)
- Lesson #23 Advanced Folio Editing (9:42)
- Lesson #24 Asking for Passage Names from a Folio (6:43)
- Lesson #25 Folio Fetchers (5:06)
- Lesson #26 Asking for a Passage Tag fom a Folio (5:51)
- Lesson #27 Questionnaires in Folios (26:49)
- Lesson #28 Folio Passages in Lists (9:32)
- Lesson #29 Folio Facts in Lists (3:49)
- Lesson #30 Fetching Folio Passages (3:41)
- Lesson #31 Adding a Data Source (9:01)
- Lesson #32 Adding a Data Source to a Form (21:52)
- Lesson #33 Using Dividers in the Questionnaire (4:32)
Popular Articles
- Creating Envelopes and Labels, One, One Thousand or One Million
- TLC 6 Using Folios to Increase Security (Dox only)
- Changing Answer File Locations
- TLC 3 On the Right Path
- 4. Basic Lists and Sublists, with Fields and Conditions
- How to Properly Install an Update or Upgrade
- Organizing Documents, Templates, Files and Folders
- Organizing a (More Sophisticated) Network
- How to Build a Truly Intelligent Document