In this demonstration, we’ll explore how Doxserá^® DB can streamline document creation for law firms by leveraging data relationships between worksheets and automating the generation of complex forms.

The scenario involves two worksheets: one for individuals (names, addresses, and company IDs) and one for companies (names, IDs, and officer details). The key feature here is the relationship between these two datasets—each individual is linked to a company by a company ID, allowing us to easily pull in both personal and company information.

We begin by setting up Doxserá^® DB to recognize this relationship. First, we identify the key columns for both worksheets and establish that the company ID in the "persons" worksheet links to the company ID in the "companies" worksheet. This enables Doxserá^® DB to pull information from both sources simultaneously.

Next, we demonstrate creating a shareholder meeting notice letter. Using Doxserá^® DB, we build a form that dynamically fills in the recipient’s name, address, and their company details. By utilizing the relationship between individuals and their respective companies, the form can automatically populate company-specific information such as meeting dates and officer titles.

In addition, Doxserá^® DB allows us to generate customized lists. For example, we can pull a list of officers for a particular company, filtering the results to include only directors or managers. This powerful functionality reduces errors and ensures that each letter contains accurate and relevant information, all based on the data relationships in the worksheets.

We also demonstrate the flexibility of Doxserá^® DB by automatically handling singular/plural grammar, adjusting terms like “is/are” based on the number of directors or managers.

By leveraging existing relationships in data sources, Doxserá^® DB transforms the tedious task of manual document creation into a seamless, automated process, saving time and reducing human error in legal workflows.

This is the power of Doxserá^® DB—simplifying the complexity of legal document generation while maximizing efficiency

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