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, SubLists, Links, Checkboxes and Roles

Written by Service Desk

Updated at September 20th, 2022

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

This is the expert-level description on how to manage roles and lists by integrating GRID answers with the Questionnaire to very selectively include data within a document.

tags: video, Lists, linked, beneficiaries, executors

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • 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
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