In this demonstration, we’ll explore how Doxserá^® DB simplifies form creation using data from external sources like Excel, transforming complex, repetitive tasks into efficient processes for legal professionals.

We begin with an Excel spreadsheet that includes basic information such as names, addresses, salutations, and gender. Though simple, this data is the foundation for generating customized legal documents. To start, we’ll clean up the spreadsheet by adding key columns and labels, ensuring the data is ready for use within Doxserá^® DB.

Once the data is prepped, we link it to Doxserá^® DB as a data source. By creating a data source, Doxserá^® DB can pull information from the Excel workbook to generate tailored forms without requiring manual intervention. In this demonstration, we’ll create a simple form that pulls client details from the Excel sheet.

The form allows a user to select a client’s name from a dropdown list, generated from the data source. Based on the client selection, the form will automatically populate with relevant information such as the client’s name, address, and appropriate pronouns, all of which are pulled directly from the spreadsheet.

The flexibility of Doxserá^® DB allows us to customize how the information is displayed. For instance, we can choose how names appear in the form (e.g., “last name, first name”), or include additional details like the client’s location. The gender column in the data sheet is also leveraged to dynamically adjust pronouns in the form, ensuring accuracy.

With a few clicks, the system fills in all necessary information, transforming what could be a time-consuming manual process into an automated one. This demonstration highlights how Doxserá^® DB enables law firms to generate documents quickly and efficiently by utilizing existing data, significantly reducing errors and saving time.

By integrating data sources like Excel, Doxserá^® DB transforms data into actionable, dynamic legal forms, streamlining document creation for law firms and enhancing productivity.

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