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Zen and the art of document automation

Written by Service Desk

Updated at April 2nd, 2025

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Table of Contents

Most people, even heavy users, don’t have a handle on how to think about, how to strategize, how to visualize document automation. Here's 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 is one you won’t want to miss, whether you’re among the 67% 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% of total office costs, so this one hour of training can really make a difference to almost every professional firm and company. Timestamp Subject 2:28 The Concept: Zen or "The Hitchhiker's Guide" 3:07 Sources and Sorcerer's Magic: The Form Author 6:30 The "Rosetta Stone" of Document Assembly Explains Everything 25:14 The Truly Intelligent Document 26:44 Three Very Different IQs 43:28 Document Assembly Without a Form 47:07 The Conclusion: An Intelligent Document

Most people, even heavy users, don’t have a handle on how to think about, how to strategize, how to visualize document automation.Head_Graphic.jpg

Here's 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 is one you won’t want to miss, whether you’re among the 67% 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% of total office costs, so this one hour of training can really make a difference to almost every professional firm and company.

 

 

Timestamp

Subject

2:28

The Concept: Zen or "The Hitchhiker's Guide"

3:07

Sources and Sorcerer's Magic: The Form Author

6:30

The "Rosetta Stone" of Document Assembly Explains Everything

25:14

The Truly Intelligent Document

26:44

     Three Very Different IQs

43:28

Document Assembly Without a Form

47:07

The Conclusion: An Intelligent Document

 

 

Click on the graphic to download the "Rosetta Stone" of document automation, a playguide to who, what, when, where and why

TFT_who_puts_what_where__when_and_why.jpg

document automation zen art

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