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TLC 0 The Rosetta Stone, a starting point for future experts

Written by Service Desk

Updated at July 29th, 2022

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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

 

C

TFT_who_puts_what_where__when_and_why.jpg

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

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