In this demonstration, we introduce Doxserá^® DB which now provides access to Outlook contacts as a data source, making it easier for law firms, insurance companies, venture capitalists, and other professionals to automate document generation. Instead of manually typing names, addresses, and phone numbers into forms, users can pull this information directly from their existing Outlook data, saving time and reducing errors.

In this example, we're working with a form letter that asks for a recipient's name, address, and salutation, as well as referral sources and signers. Additionally, the letter includes conditional paragraphs that vary depending on the recipient's location, such as Idaho, Oregon, or Washington.

To begin, the form asks who the recipient is. By clicking the fetch button, I can access all of my Outlook contacts and select a recipient, like Robert Abbott. Then, I choose several referral sources from my Outlook contacts and finally select a signer. Without typing anything, I click Fill, and the form pulls all the necessary data from Outlook into the document, including names, addresses, and phone numbers.

Because Robert lives in Washington, the form dynamically selects the appropriate paragraph for Washington, skipping over the paragraphs meant for Idaho or Oregon. The signer's information is also automatically inserted into the signature block.

If I need to send this letter to multiple recipients, I can use the MultiDoc feature. After clicking the MultiDoc tab, I can either manually select recipients or filter by an Outlook category, such as "Red." I select the recipients and the system generates a separate, personalized letter for each one, adjusting the content based on their state of residence.

In this case, we see Joan Albee receiving a letter with the Idaho paragraph, and Carolyn Anderson getting the Washington version.

Doxserá^® DB makes it simple to leverage your Outlook contact data, boosting efficiency and accuracy in document generation.

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