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.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • The Learning Curve, Three Training Courses
  • The Learning Curve Intermediate Level, #2

TLC 5 GRIDs and Roles

Learn how leveraging the TLC 5 GRIDs with roles can enhance productivity.

Written by Service Desk

Updated at September 4th, 2024

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.

Please fill out the contact form below and we will reply as soon as possible.

  • Introductions to our Software
  • The Learning Curve, Three Training Courses
    The Readers' Digest Condensed Version In the Beginning, The Lesson Plan #1 The Lesson Plan, The Lesson Plan #2 The Learning Curve Basics, #1 The Learning Curve Intermediate Level, #2 The Learning Curve Advanced Level, #3
  • Installations and Emergencies!
    Installation Instructions Network, Unusual, Troubled, or Manual Installations Emergencies — What to do when things turn hot
  • Deep Dives on Specific Features
    Form Sets Doxserá DB and Its External Sources
  • Doxserá DB Library
    Doxserá DB, What can it do? Doxserá DB, How does it work? Doxserá DB, In-depth features and functions
  • Resource Library
    Guides and Manuals Video demonstrations of the Lessons in the Expert Guide Organizing Files, Folders, Documents, Templates… and Your Life Converting WordPerfect to Word
  • The Community Treasure Chest
    Truly Complex Roles Complex Math and Date Formulae Tidbits That Can Improve Your Experience Company Organization and Formation Oklahoma Dissolution Form Examples Sources: Master Lists, Spreadsheets, and other data sources Elder Law Little Tools
  • Aurora
  • Word Warriors®
    About Micrsoft Word Tips & Tricks
  • News and Updates
    Announcements Staying up to date Live on The Learning Curve! Current Versions of Our Software Updates for Doxserá and TheFormTool Archives
  • More
    All Things Mac, Linux, Tablets, and Other Items Miscellaneous Affiliates Feature Requests
+ More

Managing roles in a document, matter or business is one of the most rewarding aspects of creating intelligent documents. Developing methods to standardize roles and the means to automate the process can save enormous amounts of time and save boatloads of potential errors. This video demonstrates one way to manage large numbers of entities is a document, each with their own role.

Your browser does not support HTML5 video.

 

video: 6:19   tags: buyer, seller, checkbox, list, singular, plural

framework roles

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • TLC 4 Using the Show/Hide Button
  • TLC 5 Protecting Your Forms
  • TLC 5 Managing Changes in Sets
  • TLC 4 Division with a Remainder in a Derived Answer
Recent posts
  • Multi-Party, Multi-Role Decisioning
  • The Fastest Training
  • Inflation is Going to Grow, a Lot
  • The lowest-hanging fruit
  • Technical tidbits from TheFormTool, LLC
  • Improving Your Firm’s Support Structure
  • The Knowledge Base
Request for information

Submit

Recent Tweets
  • While TheFormTool remains amazingly easy to use, it's fully capable of managing truly complex document assembly nee… https://t.co/DHPPwcNv1M6 days ago
  • It was in January 2021, that we first forecast massive inflation was coming our way. Whether it is called “quantita… https://t.co/Ab3MV1SLQz26 days ago
  • Low-hanging fruit: the most often used features of document assembly systems. Automatically: perfect pronouns and p… https://t.co/A5rg6zRSd8200 days ago
Copyright ©2012-2022 TheFormTool, LLC. All rights reserved.

Knowledge Base Software powered by Helpjuice

  • Home
  • Contact Us
  • Privacy
  • TheFormTool User License
  • Site Map
———bottom-nav
Expand