Global News
New Source Added to SQL, Access, and Excel
TheFormTool, LLC, a leader in document assembly and automation technology, is pleased to announce the release of Doxserá DB® 3.0, its most robust software for creating intelligent documents.
Doxserá DB® 3.0 adds the ability to access Outlook contacts to its previous connectivity with SQL and ACCESS databases and Excel spreadsheets.
Doxserá DB® offers all the features and functions of its document assembly and automation siblings, TheFormTool PRO and Doxserá®, including conditional text, lists, date offsets, math, pronouns, and scores of others. Dox DB adds the ability to access millions of data points to create millions of documents for millions of recipients.
Doxserá DB® allows easy access. It takes only seconds to “point” a form to Outlook, Excel, ACCESS or with the authorized DSN or connection code, to a SQL database. Then, the form author, a user, or the form itself can find and upload data, relate it to other data elsewhere, or use it to autonomously decide how it should construct itself for each use and each audience member.
“With Doxserá DB® 3.0,” comments Bob Christensen, Director of Customer Service for the firm, “a firm can convert one of its most valuable assets, its client or customer lists, into an earning asset. Past that, the ability to quickly access contact information will save time and eliminate errors.
“With access to nearly all forms of SQL, Access, Excel and now Outlook contacts, Doxserá DB® reinforces its standing as the easiest to use, most powerful and flexible, and best value in the document assembly and automation space.”
A case study illustrating Doxserá DB’s® amazing very first commercial use, Doxserá DB® Hits a Home Run on its Very First Use, is available for download without registration on its Home page.
TheFormTool PRO and Doxserá create rep and engagement letters and fee agreements with ease. Leases, wills and intake forms are a snap. Patient histories and insurance claims, audit checklists and control questionnaires, interview reports and personnel items can all be accomplished in a flash and error free. For any documents that are used repetitively and need personalization every time, TheFormTool PRO or Doxserá will reduce staff time and expense by up to 90% while increasing accuracy.
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