Expert Guide. powered by. Version 3.0

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1 powered y Expert Guide Version 3.0 Converting forms from previous versions: Forms you reted with erlier version of Doxserá will work fine with this new version. But they ll work little fster if you onvert them to the new formt. To onvert n old form, lik Chek Form on the Doxserá t. Doxserá - Expert Guide (Version 3.0) 2016 Snpdone, Pge In. i

2 One-Pge Chet Sheet For those who re driven to get strted right now, without filler or fluff: 1. Instll Doxserá Right-lik the Doxser.zip file you downloded nd hoose Properties. If you see n Unlok utton, lik it to unlok the file, then lik Apply, OK. Doule-lik the sme Doxser.zip file to see the files it ontins. Doule-lik the Doxser.dom file to instll the progrm. 2. Ativte it Go to the new Doxserá t in Mirosoft Word, lik Options, Liense ode, nd enter the Registered Nme nd Liense Code we emiled to you. Or retrieve your liense ode y logging into your ount t Quik Tip: Wth our videos insted of Steps 3 nd 4: 3. Crete form Open doument or form you ve used in the pst, nd sve opy wherever you like to store forms. Older Files: If you re strting with n older doument (reted in Word 2003 or erlier), e sure to sve it in one of Word s new formts (.dox or.dotx) with the Mintin Comptiility hekox UNCHECKED. Add Questionnire t the ottom of the form y liking Questionnire, Crete on the Doxserá t. Type questions in the Question olumn nd short lel for eh question in the Lel olumn, like so: Lel Question Answer Signer Wht s the nme of the signer? DOB Wht s the irthdte of the signer? Doxserá () 2016 Snpdone, In. Add Fields to the form y pling the ursor wherever Field is needed nd liking result will look something like this: Field on the Doxserá t. The Sve nd lose the finished form. My nme is {Signer}. I ws orn on {DOB}. Signed: {SIGNER} 4. Use your new smrt form to rete doument Open the form you reted in Step 3. Type nswers in the Questionnire nd lik Fill on the Doxserá t. Done! 5. For lter: This mnul nd the Quik-Strt Guide re ville t long with videos, progrm support, nd forums where you n sk questions, report prolems, mke suggestions, nd exhnge tips with the uthors nd other users of Doxserá. Doxserá - Expert Guide (Version 3.0) Pge ii

3 Foreword Although this is mnul tht fouses exlusively on forms how to mke them more intelligent, more produtive nd more useful this Expert Guide is relly ll out people. It s written to help three groups in prtiulr: form s udiene, its uthor nd its user. First of ll, of ourse, re the Reders, the form s ultimte udiene, those seeking informtion. In the finl nlysis, Doxserá is ultimtely out lients nd their opposition; ompnies nd ustomers; judges nd ourt offiils; regultors nd speil interest groups; knowledge worker nd informtion user medi nd the generl puli. We hope Doxserá will improve ommunition etween you nd everyone you hope to influene with the written word, whether digitl or pper. This guide is written from the perspetive of the Form Author, the expert who wishes to expnd the influene of his or her expertise y mking it esier for others to omplete omplex form quikly, urtely nd s expertly s would the Author merely y nswering few questions. Doxserá llows the expert Author to ly out the ext irumstnes where A is pproprite, the exeptions where B or C should pply, nd the gry res where A should e modified ut not repled. Sine forms re y definition useful in repetitive similr-ut-notidentil irumstnes, the numer of lterntives for onsidertion nd inlusion re finite nd therefore mngele y softwre. Finlly, Doxserá is designed to mke rel differene to Form Users, the men nd women tsked with merging urrent informtion into pre-reted douments tht n t one e simplisti nd omplex, literl nd figurtive, stti nd dynmi. Doxserá works so well euse it uses tehnology to mke the dynmilly omplex lterntives uilt into form simple enough to e extly, urtely nd quikly replile y non-experts. The expert determines the outome he or she intends; then the non-expert furnishes the input in one-fifth the time otherwise required. As your use of Doxserá expnds, wth your produtivity inrese while your osts derese. Our ustomers report n verge three times inrese in produtivity nd 100% derese in errors, for 20% redution in totl osts, ompred to their previous doument ssemly tehnology. Doxserá - Expert Guide (Version 3.0) Pge iii

4 Contents Meet the Buttons... 1 Instlling Doxserá... 2 The Bsis... 3 Wht s It Do?... 3 Creting Bsi Form... 3 Using Bsi Form... 6 Turning Old Files Into New Forms... 6 Old File Formts... 6 Does it need to e onverted?... 6 Converting n old file... 7 Douments Versus Templtes... 7 Creting Smrter Forms... 7 Smrt Answers... 7 Text Answers... 8 Single/Series... 8 With Pronoun... 9 Dropdown Answers... 9 Single/Series... 9 Soure for Dropdown Choies Allow User to Write in Different Response Yes/No Answers Single/Series Inlude N/A Choie Chekoxes Answers Derived Answers Freeform Series of Answers Series of Pssges or Folios Hiding Derived Answers Grids Defult Answers Fields Text Fields Numer Fields Dte Fields Dte Formt Dte Offset Lesson 1: Fixed Dte Offset Lesson 2: Vrile Dte Offset Dte Funtion Pronoun Fields (Got Grmmr?) Singulr/Plurl Fields Lesson 3: Pronouns nd Plurls Count Fields Fields for Series Answers Custom Field Formts Doxserá - Expert Guide (Version 3.0) Pge iv

5 Modifying Fields Conditions Conditionl Text Lesson 4: Conditions Condition Mrkers Nested Conditions Conditions nd Answer Types Modifying or Removing Conditions Compound Conditions (/k/ Boolen Conditions) Lesson 5: This AND Tht Prentheses in Compound Conditions Lesson 6: This OR Tht AND the Other Thing Nested Conditions Speil Conditions Conditionl A/An Conditionl Period Conditionl Row in Tle Conditionl Setion in Doument Telesoping Prentheses Lists The Differene Between Field nd List Inserting List Three Cluses in Every List Lesson 7: Lists List Lyers Lesson 8: List Lyers Linked Answers in Lists Lesson 9: List with Linked Answer First, Previous, Current, Next, nd Lst Lesson 10: List with Previous Item Sulists Lesson 11: Sulists Grids nd Lists Lesson 12: List with Grid Lists with Derived Series Answers Lesson 13: Derived Series Answers Sorting Lists Lesson 14: Sorting List Mth Adding Mth to Field The Mth Sreen Lesson 15: Mth Fields The Mth T Mth Funtions Add, Sutrt, Multiply, Divide Asolute Constnt Doxserá - Expert Guide (Version 3.0) Pge v

6 Dys DerivedCount DerivedFirstDte DerivedLstDte DerivedMx DerivedMin DerivedMultiply DerivedSum Field FirstDte Integer LstDte ListCount ListFirstDte ListItem# ListLstDte ListMx ListMin ListMultiply ListSum Logrithm Mximum Minimum Months Now Pyment (PMT) RiseToPower (exponentition) Reminder (modulo) Root Round Yers Lesson 16: Dtes, Mth, nd Derived Answers Mth in Lists Lesson 17: List in Tle Formt, Mster List, nd Mth Attention Mrkers Using Smrter Forms Answering Questions in the Questionnire Ting Is the Best! Series Answers Refresh Dropdowns nd Chekoxes Feth Answers Peeking Filling in the Form Strt Fill Attention Mrkers Reset Blnks Petrify Doxserá - Expert Guide (Version 3.0) Pge vi

7 Cpturing nd Reusing Dt (Sve/Lod) Sving Answers Loding Answers Updting Answers Orgnizing Answer Files Shring the Questionnire Soures: Mster Lists Creting Mster Lists Lesson 18: Creting Mster Lists Modifying Mster Lists Import nd Export Mster Lists Using Mster Lists Lesson 19: Using Mster Lists Soures: Folios Creting Folios Bsi Folios Lesson 20: Creting Folios Folio nd Tgs Lesson 21: Pssge Tgs in Folios Folio Fts Lesson 22: Folio Fts Advned Folio Editing Lesson 23: Advned Folio Editing Import nd Export Folios Creting Forms tht Use Folios Feth Answers Lesson 24: Asking for Pssge Nmes from Folio Fethers Lesson 25: Folio Fethers Lesson 26: Asking for Pssge Tg from Folio Questionnires in Folios Lesson 27: Questionnires in Folios Folios nd Lists Pssges in Lists Lesson 28: Folio Pssges in Lists Folio Fts in Lists Lesson 29: Folio Fts in Lists Folios nd Styles Folio Sreen Detils Folios Sreen Feth Sreen Fether Sreen Using Folios Fething Pssges Lesson 30: Fething Folio Pssges Answering Feth Questions Doxserá - Expert Guide (Version 3.0) Pge vii

8 Soures: Wrppers Creting Wrppers Adding Wrppers to Forms Ask the User to Choose Wrpper Automtilly Apply Prtiulr Wrpper Automtilly Deide Whih Wrpper to Apply Wrppers nd Setion Breks Form Sets Creting Form Sets Using Form Sets More Tools for the Form Author The Field/List/Condition Sreen Blnk Lines Field/List/Condition Count Serh for Lel Alphetize Find Other Lotions to Pste Field Editing Questionnires nd Grids Questionnire Removl Row/Column Empty Cells Releling nd Deleting Questions Clering Answers Dividers Lesson 31: Dividers in Questionnires Reusing Questionnires Sving Questionnire Reusing Sved Questionnire Cheking Forms Chek Form Chek Lels in Multiple Forms Find nd Pste Highlighting Conditions nd Lists Lnguge for Dte Fields Options Authoring Holidys Metdt Sruing Shring Informtion Uninstlling Index Doxserá - Expert Guide (Version 3.0) Pge viii

9 Meet the Buttons Pge 119 Pge 120 Pge 120 Pge 120 Pge 119 Pge 120 Pge 121 Pge 119 Pge 119 Pge 119 Pges 160, 163 Pges 175 Pge 175 Pge 7 Pge 118 Pge 33 Pge 124 Pge 129 Pge 163 Pge 16 Pge 50 Pge 139 Pge 139 Pge 181 Pge 180 Pge 175 Pge 180 Pge 176 Pge 123 Pge 176 Pge 15 Doxserá - Expert Guide (Version 3.0) Pge 1

10 Instlling Doxserá Step 1: Is the File Bloked? Windows sometimes loks downloded files to protet you from viruses. Right-lik the Doxser.zip file you downloded nd hoose Properties. If you see n Unlok utton, lik it to unlok the file, then lik Apply, OK. Step 2: Open the Instlltion File Open the file you downloded to see its ontents. Doule-lik on the Doxser.dom file. (Depending on your omputer s onfigurtion, you might not see the.dom t the end of the filenme.) Step 3: Seurity Wrnings? Depending on Windows nd Mirosoft Word settings, you my need to respond to one or more seurity wrnings efore instlltion n proeed. If you see this... If you see this... You re lmost done. Clik Yes to the liense greement, then OK to instll. You n rered the liense greement lter y liking Follow the on-sreen instrutions to respond to your omputer s seurity wrnings. Options, Liense greement. Doxserá - Expert Guide (Version 3.0) Pge 2

11 Step 4: Close nd Reopen Word Close Mirosoft Word ompletely, inluding ll open douments. When you reopen Mirosoft Word, you ll find new t on Word s rion menu leled Doxserá. Clik tht t to revel Doxserá ommnds. If the Doxserá t does not pper, try restrting your omputer. If tht doesn t work, plese ontt us t so we n help get you strted. Step 5: Enter Liense Code To tivte Doxserá, lik Options, Liense ode nd enter the registered nme nd liense ode we emiled to you. If you need to uy liense, visit If you ve lost your liense ode, hek your emiled reeipt or log into your ount t (lik the Log In utton in top right orner). Step 6: Shring Informtion on Network If you own multiple lienses for Doxserá, see Shring Informtion on pge 182. Step 7: Updtes Chek for updtes periodilly t the Doxserá wesite To e notified when updtes re ville, susrie to our newsletter t The Bsis Wht s It Do? Authors Think of the proess of filling in form s series of questions nd nswers. The form uthor sks question ( Wht s the nme of the Grntor? ), nd the form user nswers the question ( Gretel Purell ). Doxserá mkes it esy for the form uthor to sk series of questions, nd esy for form users to nswer those questions. Creting Bsi Form We ll turn this doument into form. If you d like to work long with this exmple, egin y typing or opying the text shown here into lnk doument. My nme is Aigil Bentley. I ws orn on April 17, Signed: ABIGAIL BENTLEY Doxserá - Expert Guide (Version 3.0) Pge 3

12 Step 1: Crete the Questionnire Clik Questionnire, Crete on the Doxserá t to dd Questionnire to the end of the form. Lel Question Answer Doxserá () Snpdone, In. Meet the Questionnire! Tke moment to get fmilir with the three-olumn lyout of the Questionnire. One you re omfortle with the Lel/Question/Answer pttern, guru sttus is within reh. In this exmple, we need to sk the form user for the signer s nme nd irthdte. Type the two questions in the Questionnire, inluding short lel for eh. Doxserá () Snpdone, In. Lel Question Answer Signer Wht s the nme of the signer? DOB Wht s the irthdte of the signer? Adding Rows to the Questionnire When first reting the Questionnire, dd rows just s you would in ny other Word tle y pressing T when your ursor is in the tle s lst ell. Lter on, Doxserá loks the Questionnire so form users n t identlly lter it. But you n still dd rows y liking Row/Column, Add. Omit spe hrters in Lels. For exmple, SignerNme nd Signer_Nme re oth oky, ut don t use Signer Nme with spe in the middle. Also void speil hrters like rkets, slshes, nd res. But don t worry too muh if you try to use hrter tht s not llowed, Doxserá will utomtilly remove it for you during Step 2 elow. The Chek Form ommnd (pge 179) lso thes leling prolems nd is gret tool for every form uthor s elt. Step 2: Add Fields to the Form In the ody of the form, dd Fields wherever nswers need to e inserted. For exmple, this form needs three Fields. My nme is Aigil Bentley. I ws orn on April 17, Signed: ABIGAIL BENTLEY Selet Aigil Bentley nd lik Field (yes, it s the friendly Field Bunny) to open the Field sreen. My nme is Aigil Bentley. I ws orn on April 17, Signed: ABIGAIL BENTLEY Doxserá - Expert Guide (Version 3.0) Pge 4

13 All the questions in the Questionnire re listed here, using the lels you provided. In this exmple, there re only two: Signer nd DOB. Selet Signer. Vrious Field types nd formts n e seleted on the right side of the sreen. In this exmple, the defult is orret (Text, FreeForm). Clik OK to finish. Formtting Fields. The formt hoies ove tully hnge the text of Field rther thn using Word s font formtting feture from to ABC, for exmple. But you n lso pply ny type of font formtting to Field, using Word s ordinry formtting ommnds old, underline, font, smll ps, olor, et. Notie tht the Field you dded shows up s gry rketed item: {Signer}. Selet April 17, 1960 nd lik Field to dd the seond Field. Use the sme steps s ove, ut this time hoose the DOB lel nd the Dte type. Finlly, selet ABIGAIL BENTLEY nd lik Field to dd the lst Field. For this Field hoose the Signer lel nd UPPERCASE formt. After dding ll three Fields, the finished form looks like this. The first Field uses Text, FreeForm, the seond uses Dte, nd the third uses Text, UPPERCASE. Sve the finished form wherever you like to keep your forms. (Consider sving your forms s templtes insted of douments. See Douments Versus Templtes on pge 7.) My nme is {Signer}. I ws orn on April 17, Signed: ABIGAIL BENTLEY My nme is {Signer}. I ws orn on April 17, Signed: ABIGAIL BENTLEY My nme is {Signer}. I ws orn on {DOB}. Signed: ABIGAIL BENTLEY My nme is {Signer}. I ws orn on {DOB}. Signed: {SIGNER} Doxserá - Expert Guide (Version 3.0) Pge 5

14 Meet the Brkets. The gry rketed items ove ({Signer}, {DOB}, nd {SIGNER}) will eome fmilir sight. They mrk where eh nswer in the Questionnire elongs in the finished doument. One the novelty wers off, you ll find yourself omfortly deleting, opying, nd psting these rketed items just s you do other text, sometimes sving few liks y opying Field rther thn reting it from srth. Using Bsi Form Users Open form nd lik Strt to move to the Questionnire. Answer the questions, like so: Doxserá () 2016 Snpdone, In. Lel Question Answer Signer Wht s the nme of the signer? Hore Blixt DOB Wht s the irthdte of the signer? 5/23/72 Then lik Fill to fill in the form. Done! My nme is Hore Blixt. I ws orn on My 23, Signed: HORACE BLIXT Turning Old Files Into New Forms Authors Old File Formts You re using reent version of Mirosoft Word now, ut some of your old douments nd forms might hve een reted with erlier versions. It s importnt to onvert those old files to the new formt so ll Doxserá fetures re ville. Does it need to e onverted? Look t the top of the Word sreen. If you see [Comptiility Mode], the form needs to e onverted. Doxserá - Expert Guide (Version 3.0) Pge 6

15 Converting n old file Open your old doument or templte in Word. Depending on wht version of Word you use: Word Clik the Offie utton (the round utton in the top left orner), then lik Sve As. 2. In the Sve s type ox, hoose Word Doument (.dox) or Word Templte (.dotx). 3. Ner the ottom of the sreen, mke sure the Mintin omptiility with Word hekox is UNCHECKED. 4. Clik Sve. 1. Clik File, Sve As. Word 2010 nd lter 2. In the Sve s type ox, hoose Word Doument (.dox) or Word Templte (.dotx). 3. Ner the ottom of the sreen, mke sure the Mintin omptiility with previous versions of Word hekox is UNCHECKED. 4. Clik Sve. 5. If you still see [Comptiility Mode] t the top of the sreen, lik File, Info, Convert. Douments Versus Templtes As you rete forms, you n sve them s douments (files tht end with.dox) or templtes (files tht end with.dotx). Doxserá works fine with oth types of files, ut sving forms s templtes does hve one importnt dvntge: When form users doule-lik templte to open it, Word retes new unsved doument sed on tht templte. This mkes it impossile for the form user to identlly overwrite the originl form when they lik Sve, they re prompted to sve their rnd new doument elsewhere. As the form uthor, you will sometimes need to revise the originl form. Insted of doule-liking the templte to open it, right-lik nd hoose Open. This opens the form itself, rther thn reting new doument, so you n mke hnges nd sve the revised form. Creting Smrter Forms Doxserá uilds intelligene right into the form, utomtilly inluding or removing optionl text, hnging pronouns nd plurls, onverting dte nd numer formts, performing mth lultions, nd more. A single lik y the form user n hnge the entire lndspe of the finished doument. Smrt Answers Authors In the relm of form retion, different types of questions ll for different types of nswers. You might sk for yes/no response ( Is the signer U.S. itizen? ), or you might wnt to offer hoies ( In whih of these ounties is the property loted? ), or you might sk for series of items with single question ( List ll the shreholders. ). Doxserá provides severl types of nswers, mking it esy for form users to respond orretly nd intuitively to every question. To turn regulr nswer into Smrt Answer, first put the ursor in n nswer ox. Doxserá () Snpdone, In. Lel Question Answer Buyer Buyer s nme Seller Seller s nme These re nswer oxes one ox for the Buyer question, nd nother for the Seller question. Doxserá - Expert Guide (Version 3.0) Pge 7

16 To hnge the nswer type for prtiulr question in the Questionnire, put the ursor in its nswer ox nd lik Smrt Answer to open the Smrt Answer sreen. Ts ross the top of the sreen llow you to hoose one of five nswer types. Text Answers Eh nswer in the Questionnire egins s Text nswer nd stys tht wy unless you lter it. Text nswers re pproprite for questions like: Wht s the signer s nme? Wht s the ID numer? Wht ws the dte of the injury? Wht s the mount due? Single/Series Selet Single text ox when you re sking for single piee of info ( Who re you? ). Selet Series of text oxes to sk for severl piees of info ( Wht re the nmes of the shreholders? ). How mny items in series? When using series nswer, the form uthor need not speify the numer of items. By defult, the nswer will e reted with room for three items, ut the form user n lik Add to rete dditionl slots s needed. Linked series: If the form inludes nother series nswer, you hve the option of linking this nswer to it: selet Link to preeding series nswer or Grid, nd selet the other nswer. For exmple, the first question in your form might sk for list of diretors ( series nswer). The seond question ould e linked nswer sking for eh diretor s emil ddress. Note: linked nswers re old tehnology. You will usully wnt to use Grids insted (pge 15). Doxserá - Expert Guide (Version 3.0) Pge 8

17 With Pronoun To inlude pronoun ox longside Text nswer, selet With pronoun. The pronoun ox llows the form user to selet pronoun to go long with their nswer: he, she, it, or they. The form uthor n mke use of this info throughout the form, using Pronoun Fields (pge 24). Dropdown Answers Dropdown nswers present the form user with severl hoies in dropdown list. The question Wht s your fvorite olor? ould present dropdown list of red, green, lue, nd yellow. The question Wht diretion will you trvel? ould present dropdown list of north, south, est, nd west. Single/Series Selet Single dropdown when you re sking for single piee of info ( On wht ontinent do you live? ). Selet Series of dropdowns to sk for severl piees of info ( On wht ontinents hve you lived? ). Doxserá - Expert Guide (Version 3.0) Pge 9

18 Linked series: If the form inludes nother series nswer, you hve the option of linking this nswer to it: selet Link to preeding series nswer or Grid, nd selet the other nswer. For exmple, the first question in your form might sk for list of diretors ( series nswer). The seond question ould e linked nswer tht sks in whih ontinent eh diretor resides. Note: linked nswers re old tehnology. You will usully wnt to use Grids insted (pge 15). Soure for Dropdown Choies The list of hoies in the dropdown ox is drwn from one of four soures. Soure = typed here The list of hoies is typed right into the Smrt Answer sreen. Eh hoie is on seprte line. You my rerrnge items using Ctrl+C, Ctrl+X, nd Ctrl+P to opy, ut, nd pste. Clik to sort items lphetilly. Soure = nother nswer If the form inludes nother series nswer, you hve the option of using it s soure. For exmple, the first question in your form might sk for list of people who re offiers ( series nswer). The seond question ould sk who is the Tresurer, with dropdown listing the people identified in the previous nswer. Doxserá - Expert Guide (Version 3.0) Pge 10

19 Soure = Mster List If you hve reted ny Mster Lists (pge 124), you my selet one s soure. For exmple, lw offie might hve Mster List of memer ttorneys. A form ould sk for the nme of the ttorney signing this doument with Dropdown nswer listing ll the ttorneys in tht Mster List. Soure = Folios Folios (pge 129) re storge ins where Pssges n e stored nd lter inserted into forms when nd where needed. Folios nd Pssges re tegorized with Tgs. After hoosing Folios s the dropdown soure, you will hoose either Pssge Nmes, Folio Nmes, Pssge Tgs, or Folio Tgs to populte the dropdown list. See Feth Answers on pge 137. The ottom left re of the sreen identifies whih nmes or tgs will e inluded in the dropdown list. In the exmple pitured here, All Pssges ontined in the Dotors Folio will e inluded. Allow User to Write in Different Response When Allow user to write in different response is hekmrked, users hve the option of typing their own response insted of seleting one from the dropdown list. Doxserá - Expert Guide (Version 3.0) Pge 11

20 Yes/No Answers Yes/No nswers llow the form user to respond yes or no (nd sometimes n/). Single/Series Selet Single Yes/No when you re sking for single yes/no response ( Is the property for sle? ). If the form inludes nother series nswer, you hve the option to hoose Series of Yes/No s linked to preeding series nswer or Grid. This sks for yes/no response regrding eh item in the other nswer. For exmple, the first question in your form might sk for list of properties ( series nswer). The seond ould sk whether eh of those properties is zoned for ommeril use ( series of Yes/No s). Note: Creting series of Yes/No s this wy is old tehnology. You will usully wnt to use Grids insted (pge 15). Inlude N/A Choie When Inlude N/A hoie is hekmrked, users hve the option of responding n/ insted of yes or no. (N/A stnds for not pplile. ) Doxserá - Expert Guide (Version 3.0) Pge 12

21 Chekoxes Answers Chekoxes nswers llow the form user to hek or unhek series of leled hekoxes. The series of hekoxes is drwn from one of four soures: typed here, nother nswer, Mster List, or Folios. See pge 10 for detils out the four soures. Derived Answers Derived nswers utomtilly proess other nswers (nd sometimes Folios) to rete new nswers without ny further input from the form user. For exmple, if nother nswer provides the signer s irthdte, then Derived nswer ould perform lultion to determine the signer s ge. Freeform In Freeform Derived nswer, the nswer ox eomes the form uthor s privte workspe to perform omplex lultions ehind the senes. This is useful for: Conditions sed on the results of mth formule, dte offsets, or other Conditions. Given person s irthdte, Derived nswer n use dte nd mth funtions to lulte the person s ge. Tht ge n then e used s the sis for onditionl text in the form tht refers to the person s either n dult or minor. Improved redility. If the omplexity of prtiulr pssge mkes form diffiult to red, it n e tuked wy in Derived nswer out of the form user s view. Fster proessing. Use Derived nswer to perform omplex lultions one insted of repetedly. For exmple, given list of shreholders nd the numer of shres held y eh, Doxserá is le to determine the nme of the lrgest shreholder. If tht nme ppers mny times in the form, put the lultion in Derived nswer with the lel LrgestSH, then use {LrgestSH} Fields wherever needed in the form, rther thn repeting the whole lultion eh time the nme ours. Use ny omintion of text, Fields, Lists, nd Conditions in the nswer ox of freeform Derived nswer. Lesson 16 on pge 101 uses whole unh of Derived nswers. Doxserá - Expert Guide (Version 3.0) Pge 13

22 Freeform linked: If the form inludes series nswer, you hve the option of linking this nswer to it: selet Link to preeding series nswer or Grid, nd selet the other nswer. You n even hin-link nswers. For exmple, the first question in your form might sk for list of hildren ( series nswer). The seond question ould e linked nswer tht sks for eh hild s irthdte ( linked series). And the third question ould e derived nswer tht uses the seond nswer to lulte eh hild s ge (linked Derived). Note: linked nswers re old tehnology. You will usully wnt to use Grids insted (pge 15). Series of Answers You n lso rete Derived nswer tht is series of other nswers. Think of it s uket into whih you toss other nswers to rete new series. The other nswers my themselves e series nswers, nd you my filter them to inlude only some of the items they ontin. The resulting Derived series n e sorted lphetilly, numerilly, or y dte. Derived series nswers re enormously powerful nd flexile. See Lesson 13 on pge 80. Series of Pssges or Folios If you hve reted ny Folios (pge 129), Derived nswer n lso e used to generte list of Pssges or Folios. The ottom left re of the sreen identifies wht will e inluded. In the exmple pitured here, the list is omposed of Pssges, nd the Pssges inluded re the ones ontined in the Authority Folio. The resulting Derived nswer n e used to rete Fields, Lists, nd Conditions throughout the form just s if it were n ordinry series nswer. Doxserá - Expert Guide (Version 3.0) Pge 14

23 Grids Hiding Derived Answers Sine Derived nswers work utomtilly in the kground, they should e hidden from form users to void onfusion: fter you ve finished reting the form, lik Row/Column, Show/Hide to hide ll Derived nswers. If you need to revise the form lter, lik the sme utton gin to mke everything visile. Grids pper under the min Questionnire nd supplement it. They re omposed of whole olletion of linked series nswers, with eh nswer oupying olumn. Lel Question Answer DteSign Dte of signing? 12/29/2012 Doxserá () Snpdone, In. Grid { List ll the prties: Nme Street City Stte ZIP Terry Porter 555 Min Street Settle Wshington Grth Blinth 123 Symore Lne Chigo Illinois Ev Roette 868 Meridin Drive Houston Texs To dd Grid, lik Questionnire, Grid, Add, nd enter the numer of olumns desired. (Up to 63 olumns re llowed, ut you would hve to use very smll font!) To remove Grid, put the ursor nywhere in the Grid nd lik Questionnire, Grid, Remove. Or rerrnge the order of multiple Grids y pling the ursor in one nd liking Questionnire, Grid, Move Up or Move Down. Grids n ontin Smrt Answers. When you pply Smrt Answer in Grid, you re hoosing Smrt Answer for n entire olumn. To dd Smrt Answer, put the ursor nywhere in the desired olumn nd lik Smrt Answer. You will see tht some options in the Smrt Answer sreen re not ville for Grids. For exmple, the first olumn of Grid n only e Text or Dropdown nswer. Converting linked nswers to Grids. Linked nswers re old tehnology nd re generlly inferior to Grids. If you previously reted linked nswer nd hve now deided you d like to use Grid insted, Doxserá n utomtilly perform tht onversion for you. Put the ursor in the nswer ox of the series nswer to whih other nswers re linked, nd lik Tools, Convert to Grid. The series nswer nd its linked nswers re removed from the top prt of the Questionnire, nd rnd new Grid is reted. To prtie with Grids, see Lesson 12 on pge 72. Defult Answers To sve typing for the form user, provide defult nswers whenever prtil. For exmple, if your offie is in Wshington Stte, you n prtilly pre-fill the Questionnire with this nswer. The form user n lwys type different stte if neessry. Doxserá () 2016 Snpdone, In. Lel Question Answer SigNme Wht s the signer s nme? SigStte Wht s the signer s stte of residene? Wshington Doxserá - Expert Guide (Version 3.0) Pge 15

24 Fields Authors Severl types of Fields re ville when reting forms. Eh type hs its own set of formtting options, so single nswer in the Questionnire n e used mny different wys throughout the form. To insert Field in form, put the ursor in the doument where the Field elongs nd lik Field. Text Fields Text Fields re the most ommon. Choose FreeForm to pitlize text extly s it ws typed in the Questionnire, or one of the other formts to enfore prtiulr type of pitliztion: First pitl, Title Cse, lowerse, or UPPERCASE. Numer Fields Nmr Fields n e formtted s numerls with or without omms nd with vrious numers of deiml ples, s ordinls (1st, 2nd, 3rd ), or s upper- or lowerse words (one, Two, THREE), ordinl words (first, seond, third), or dollr mounts in severl formts (Three Dollrs nd 38 Cents). Numer Fields n e further utomted with mth funtions. Clik Mth to open the Mth sreen (pge 88). Doxserá - Expert Guide (Version 3.0) Pge 16

25 Interntionl numer formts. Numer formts shown in this sreen lwys use periods for deimls nd omms for digit grouping (for exmple, 1,000.00). But when the form is Filled, puntution will e reversed when neessry to onform to your omputer operting system settings (for exmple, 1.000,00). Dte Fields Dte Formt Dte Fields n lso e formtted mny wys, using oth words nd numers. You my even hoose to disply only portion of the dte tht s typed into Questionnire, like the nme of the month or dy of the week. Dte Offset Dte Fields n e further mnipulted with Dte Offsets. Clik Offset to open the Dte Offset sreen. In this sreen, relted dtes n e lulted from dte typed in the Questionnire y the form user. For exmple, the Questionnire might sk for tril dte, nd the form ould lulte severl other dtes, suh s meeting sheduled two weeks efore tril, or phone ll sheduled for the weekdy preeding tril. Dte Offsets re uilt one sentene t time. Clik to dd nother sentene, or to remove the lst one. Doxserá - Expert Guide (Version 3.0) Pge 17

26 1 Lesson 1 Lesson 1 Lesson 1 Lesson 1: Fixed Dte Offset Dte Field (pge 17) Dte Offset (pge 17) Crete the Questionnire Given tril dte, this form lultes two relted dtes. Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Your tril dte is Tuesdy, April 25, Interrogtory nswers must e filed 20 usiness dys efore tril, on Mrh 28, Plese hve your drft nswers to me no lter thn the preeding Fridy, Mrh 24, Lel Question Answer TrilDte Wht s the tril dte? Doxserá () Snpdone, In. 2 Add si Field Selet Tuesdy, April 25, 2017 nd lik Field Selet the TrilDte nswer Selet the Dte Field type d Selet the Mondy, My 1, 2010 formt nd lik OK Your tril dte is Tuesdy, April 25, Interrogtory nswers must e filed 20 usiness dys efore tril, on Mrh 28, Plese hve your drft nswers to me no lter thn the preeding Fridy, Mrh 24, d Doxserá - Expert Guide (Version 3.0) Pge 18

27 3 Lesson 1 Lesson 1 Lesson 1 Selet Mrh 28, 2017 nd lik Field Add the first Dte Offset Field Selet the TrilDte nswer Selet the Dte Field type d Clik Offset to open the Dte Offset sreen e Selet the offset minus 20 usiness dys f Red the desription to mke sure it s orret, then lik OK to lose the Dte Offset sreen nd OK gin to lose the Field sreen Your tril dte is {TrilDte}. Interrogtory nswers must e filed 20 usiness dys efore tril, on Mrh 28, Plese hve your drft nswers to me no lter thn the preeding Fridy, Mrh 24, e e e d f Dte Offsets re uilt one sentene t time. Most require only one sentene like the one ove, ut the one elow uses two sentenes to ome up with the Fridy preeding the dy 20 usiness dys efore tril. Doxserá - Expert Guide (Version 3.0) Pge 19

28 4 Lesson 1 Lesson 1 Lesson 1 Selet Mrh 24, 2017 nd lik Field Add the seond Dte Offset Field Selet the TrilDte nswer Selet the Dte Field type d Clik Offset to open the Dte Offset sreen e Selet the offset minus 20 usiness dys for the first sentene f Clik to dd seond sentene g Selet the offset go to preeding Fridy for the seond sentene h Red the desription to mke sure it s orret, then lik OK to lose the Dte Offset sreen nd OK gin to lose the Field sreen Your tril dte is {TrilDte}. Interrogtory nswers must e filed 20 usiness dys efore tril, on {TrilDte (offset}. Plese hve your drft nswers to me no lter thn the preeding Fridy, Mrh 24, d e e e g g g f h THE PAYOFF The form user nswers just one question, nd the form lultes ll three dtes. Doxserá () Snpdone, In. Your tril dte is Wednesdy, July 12, Lel Question Answer Interrogtory nswers must e filed 20 usiness dys efore tril, on June 13, Plese hve TrilDte Wht s the tril dte? 7/12/2017 your drft nswers to me no lter thn the preeding Fridy, June 9, Lesson 1 Lesson 1 Lesson 1 Doxserá - Expert Guide (Version 3.0) Pge 20

29 1 Lesson 2 Lesson 2 Lesson 2 Lesson 2: Vrile Dte Offset Numer Field (pge 16) Dte Field (pge 17) Dte Offset (pge 17) Crete the Questionnire Given ommenement dte nd length of term, this form lultes termintion dte. Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Lessor leses the Premises to Lessee for Term of 3 yers, eginning on Mrh 11, 2017, nd ending on Mrh 11, Lel Question Answer Dte Wht is the lese ommenement dte? Doxserá () Snpdone, In. Term How mny yers long is the term? Doxserá - Expert Guide (Version 3.0) Pge 21

30 2 Lesson 2 Lesson 2 Lesson 2 Add si Fields Selet 3 nd lik Field Selet the Term nswer Selet the Nmr Field type nd lik OK d Selet Mrh 11, 2017 nd lik Field e Selet the Dte nswer f Selet the Dte Field type nd lik OK Before Lessor leses the Premises to Lessee for Term of 3 yers, eginning on Mrh 11, 2017, nd ending on Mrh 11, d e f After Lessor leses the Premises to Lessee for Term of {Term} yers, eginning on {Dte}, nd ending on Mrh 11, Doxserá - Expert Guide (Version 3.0) Pge 22

31 3 Lesson 2 Lesson 2 Lesson 2 Add Dte Offset Field Selet Mrh 11, 2020 nd lik Field Selet the Dte nswer Selet the Dte Field type d Clik Offset to open the Dte Offset sreen e Clik the Vrile t f Selet the offset plus Term yers, lik OK to lose the Dte Offset sreen, nd OK gin to lose the Field sreen Lessor leses the Premises to Lessee for Term of {Term} yers, eginning on {Dte}, nd ending on e Mrh 11, d f f f If we knew how mny yers to dd, we d use the Fixed t. Sine the numer of yers will e provided y the form user, we use the Vrile t insted. THE PAYOFF Two responses in the Questionnire re used to lulte third item in the finished doument. Doxserá () Snpdone, In. Lel Question Answer Dte Wht is the lese ommenement dte? 8/6/2017 Term How mny yers long is the term? 5 Lessor leses the Premises to Lessee for Term of 5 yers, eginning on August 6, 2017, nd ending on August 6, Lesson 2 Lesson 2 Lesson 2 Dte Funtion Doxserá inludes severl dte funtions tht re not offsets: FirstDte, LstDte, Now, nd others To use one of these funtions, lik Funtion to open the Mth sreen (s in Lesson 16 on pge 101). You my ssign oth funtion nd n offset to Dte Field. The offset will e pplied to the result of the funtion. Doxserá - Expert Guide (Version 3.0) Pge 23

32 Pronoun Fields (Got Grmmr?) Pronoun Fields utomtilly hoose the proper word sed on Pronoun nswer words like he/she nd him/her. They lso utomte gender words like husnd/wife, son/dughter, nd testtor/testtrix. If you don t see the Pronoun option in this sreen, dd pronoun to this nswer ox (pge 9). The Arevite hekox hs no effet on finished douments, ut improves form redility y shortening four-prt Fields (like he/she/it/they or husnd/wife/spouse/spouses) to show only two prts (he/she or husnd/wife). If you prefer to see ll four prts displyed, unhek this hekox. As you rete Pronoun Fields, selet Title Cse for pronouns t the eginning of sentene, lowerse for pronouns in the middle of sentene, or UPPERCASE when needed. Singulr/Plurl Fields Sing/Plurl Fields utomtilly hoose the proper word depending on (1) whih pronoun is seleted in Pronoun nswer; or (2) how mny items pper in series nswer. If you don t see the Sing/Plurl option in this sreen, hnge this question s nswer to Pronoun nswer or series nswer. Word pirs like is/re nd ws/were re gret when speifi word is needed, ut the options shown here nd desried elow re flexile enough to e used in lots of different situtions. s (shows s when pronoun is plurl): Use this Field to tk n s onto the end of ny word (usully noun) when the nswer is plurl for exmple, fter defendnt in this form. The defendnt{s} llege{s} s follows Doxserá - Expert Guide (Version 3.0) Pge 24

33 s (shows s when pronoun is singulr): Use this Field to tk n s onto the end of ny word (usully ver) when the nswer is singulr for exmple, fter llege in this form. es (shows es when pronoun is plurl): Use this Field to tk n es onto the end of ny word (usully noun) when the nswer is plurl for exmple, fter reh in this form. When the ontrt reh{es} reh{es} vlue of es (shows es when pronoun is singulr): Use this Field to tk n es onto the end of ny word (usully ver) when the nswer is singulr for exmple, fter reh in this form. y ies: Use this Field t the end of words tht end with Y, s shown here. s (singulr/plurl possessive): Use this Field t the end of word to form possessive. The exmple shown here uses two Singulr/Plurl Fields the first shows n s when the pronoun is plurl, nd the seond shows either or s. This results in The defendnt s rights when there is one defendnt, or The defendnts rights for multiple defendnts. y s ies : Use this Field t the end of words tht end with Y to form possessive, s shown here. These fts re greed upon y the ove-nmed prt{ies}. The defendnt{s}{ s} rights hve een violted. The ove-nmed prt{ies } rights hve een violted. Doxserá - Expert Guide (Version 3.0) Pge 25

34 1 Lesson 3 Lesson 3 Lesson 3 Lesson 3: Pronouns nd Plurls Text-with-Pronoun nswer (pge 9) Dropdown nswer (pge 9) Pronoun Field (pge 24) Singulr/Plurl Field (pge 24) Using only few questions, you ll fully utomte prgrph to produe perfet grmmr in ll situtions. This deeptively short smple form is hok full of opportunities to try out Pronoun nswers, Pronoun Fields, nd Singulr/Plurl Fields. When we re done, the form will dpt to every possile omintion of plintiff(s) nd defendnt(s) whomever nd whtever with utomti nd flwless grmmtil shifts. Crete the Questionnire Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Bo Lo ( Plintiff ) herey requests tht the Court grnt his motion nd rule ginst AAA Compny ( Defendnt ). The Defendnt hs produed no evidene, so it should e required to py Plintiff s ttorney fees. Lel Question Answer Client ClientPrty Opponent OppPrty Nme of lient? Wht prty is the lient? Nme of opponent? Wht prty is the opponent? Doxserá () Snpdone, In. 2 Crete with-pronoun Smrt Answers Put the ursor in the Client nswer ox nd lik Chekmrk With pronoun nd lik OK Do the sme for the Opponent nswer ox Smrt Answer Doxserá () Snpdone, In. Lel Question Answer Client Nme of lient? ClientPrty Wht prty is the lient? Opponent Nme of opponent? OppPrty Wht prty is the opponent? Doxserá - Expert Guide (Version 3.0) Pge 26

35 3 Lesson 3 Lesson 3 Lesson 3 Put the ursor in the ClientPrty nswer ox nd lik Smrt Answer Crete dropdown Smrt Answers Clik the Dropdown Field type Selet the typed here soure d Type Plintiff nd Defendnt on seprte lines nd lik OK e Do the sme for the OppPrty nswer ox Doxserá () Snpdone, In. Lel Question Answer Client Nme of lient? [??] [??] ClientPrty Wht prty is the lient? Opponent Nme of opponent? [??] [??] OppPrty Wht prty is the opponent? e d 4 Add si Fields Selet Bo Lo nd lik Field, selet the Client nswer, nd lik OK Before Selet Plintiff nd lik Field, selet the ClientPrty nswer, nd lik OK (twie) Selet AAA Compny nd lik Field, selet the Opponent nswer, nd lik OK d Selet Defendnt nd lik Field, selet the OppPrty nswer, nd lik OK (twie) Bo Lo ( Plintiff ) herey requests tht the Court grnt his motion nd rule ginst AAA Compny ( Defendnt ). The Defendnt hs produed no evidene, so it should e required to py Plintiff s ttorney fees. d d After {Client} ( {ClientPrty} ) herey requests tht the Court grnt his motion nd rule ginst {Opponent} ( {OppPrty} ). The {OppPrty} hs produed no evidene, so it should e required to py {ClientPrty} s ttorney fees. Doxserá - Expert Guide (Version 3.0) Pge 27

36 5 Lesson 3 Lesson 3 Lesson 3 Selet his nd lik Field Add pronoun for the lient Selet the Client nswer Selet the Pronoun Field type d Selet the formt His Her Its Their e Selet lowerse nd lik OK {Client} ( {ClientPrty} ) herey requests tht the Court grnt his motion nd rule ginst {Opponent} ( {OppPrty} ). The {OppPrty} hs produed no evidene, so it should e required to py {ClientPrty} s ttorney fees. The word his in the originl doument is pronoun relted to the Client nswer. d e 6 Add pronoun for the opponent Selet it nd lik Field Selet the Opponent nswer Selet the Pronoun Field type d Selet the formt He She It They e Selet lowerse nd lik OK {Client} ( {ClientPrty} ) herey requests tht the Court grnt {his her} motion nd rule ginst {Opponent} ( {OppPrty} ). The {OppPrty} hs produed no evidene, so it should e required to py {ClientPrty} s ttorney fees. The word it in the originl doument is pronoun relted to the Opponent nswer. d e We wnt this form to give flwless results when our lient is mrried ouple too. Note the differenes in these two phrses: Bertrnd Loopin ( Plintiff ) herey requests Bertrnd nd Agnes Loopin ( Plintiffs ) herey request When there is one lient, n s ppers t the end of the ver requests. When there re two lients, n s ppers t the end of the noun Plintiffs. We ll use singulr/plurl Fields to hndle this requirement. Doxserá - Expert Guide (Version 3.0) Pge 28

37 7 Lesson 3 Lesson 3 Lesson 3 Put the ursor immeditely fter {ClientPrty} nd lik Field Add singulr/plurl Field Selet the Client nswer Selet the Sing/Plurl Field type d Selet the formt s (shows s when pronoun is plurl) e Selet lowerse nd lik OK {Client} ( {ClientPrty} ) herey requests tht the Court grnt {his her} motion nd rule ginst {Opponent} ( {OppPrty} ). The {OppPrty} hs produed no evidene, so {he she} should e required to py {ClientPrty} s ttorney fees. d The shows s when pronoun is plurl Field is usully used t the end of noun. e 8 Add seond singulr/plurl Field Selet the {s} Field you just reted nd opy it with Ctrl+C Put the ursor etween {ClientPrty} nd s then pste with Ctrl+V {Client} ( {ClientPrty}{s} ) herey requests tht the Court grnt {his her} motion nd rule ginst {Opponent} ( {OppPrty} ). The {OppPrty} hs produed no evidene, so {he she} should e required to py {ClientPrty} s ttorney fees. 9 Add third singulr/plurl Field Selet the s t the end of requests nd lik Field Selet the Client nswer Selet the Sing/Plurl Field type d Selet the formt s (shows s when pronoun is singulr) e Selet lowerse nd lik OK {Client} ( {ClientPrty}{s} ) herey requests tht the Court grnt {his her} motion nd rule ginst {Opponent} ( {OppPrty} ). The {OppPrty} hs produed no evidene, so {he she} should e required to py {ClientPrty}{s} s ttorney fees. d The shows s when pronoun is singulr Field is usully used t the end of ver. e Doxserá - Expert Guide (Version 3.0) Pge 29

38 10 Lesson 3 Lesson 3 Lesson 3 Add three more singulr/plurl Fields Use the methods from Steps 7 nd 8 to dd singulr/plurl Fields fter eh {OppPrty} Field (you will selet Opponent insted of Client in the Field sreen) Selet hs nd lik Field Selet the Opponent nswer d Selet the Sing/Plurl Field type e Selet the formt Hs Hve f Selet lowerse nd lik OK {Client} ( {ClientPrty}{s} ) herey request{s} tht the Court grnt {his her} motion nd rule ginst {Opponent} ( {OppPrty} ). The {OppPrty} hs produed no evidene, so {he she} should e required to py {ClientPrty}{s} s ttorney fees. e d f 11 Almost done! Notie the s ner the end of the form: py {ClientPrty}{s} s ttorney fees. When there is only one lient, proper spelling requires n postrophe nd n s. But when there re two lients, only the postrophe is required. We ll dd one more singulr/plurl Field to hndle this qundry. Add the lst singulr/plurl field Selet oth the postrophe nd the s nd lik Selet the Client nswer Selet the Sing/Plurl Field type d Selet the formt s (singulr/plurl possessive) e Selet lowerse nd lik OK Field {Client} ( {ClientPrty}{s} ) herey request{s} tht the Court grnt {his her} motion nd rule ginst {Opponent} ( {OppPrty}{s} ). The {OppPrty}{s} {hs hve} produed no evidene, so {he she} should e required to py {ClientPrty}{s} s ttorney fees. d e Doxserá - Expert Guide (Version 3.0) Pge 30

39 Lesson 3 Lesson 3 Lesson 3 The form is omplete. Be ressured tht this is n unusully high onentrtion of Fields. Most forms you rete will not ontin 15 Fields in 2 sentenes this exmple ws ontrived to pk lots of stuff into smll spe just to give you good workout. {Client} ( {ClientPrty}{s} ) herey request{s} tht the Court grnt {his her} motion nd rule ginst {Opponent} ( {OppPrty}{s} ). The {OppPrty}{s} {hs hve} produed no evidene, so {he she} should e required to py {ClientPrty}{s}{ s} ttorney fees. Redility. You my hve notied tht the five {s} Fields re visully indistinguishle, even though they give different results two dd s when the Client is plurl, one dds s when the Client is singulr, nd two dd s when the Opponent is plurl. Doxserá revites Fields this wy to keep the form redle, ut you n lwys see the full detils of ny Field (nd mke hnges if needed) y pling the ursor in the Field nd liking Field. THE PAYOFF Now tht you ve tken suh re uilding this superly intelligent form, look t how muh time it sves the form user. The hrts elow show the end result when the Questionnire is filled in severl different wys. Note (1) how very little info is sked of the form user; nd (2) the impely letter-perfet end results. Here the lient/plintiff is humn nd the opponent/defendnt is usiness entity. Doxserá () Snpdone, In. Lel Question Answer Client Nme of lient? Betty Fisk [she] ClientPrty Wht prty is the lient? Plintiff Opponent Nme of opponent? AAA Compny [it] OppPrty Wht prty is the opponent? Defendnt Betty Fisk ( Plintiff ) herey requests tht the Court grnt her motion nd rule ginst AAA Compny ( Defendnt ). The Defendnt hs produed no evidene, so it should e required to py Plintiff s ttorney fees. Wht if the lient/defendnt is ompny nd the opponent/plintiff is mrried ouple? Doxserá () Snpdone, In. Lel Question Answer Client Nme of lient? Generis, In. [it] ClientPrty Wht prty is the lient? Defendnt Opponent Nme of opponent? Bo nd Ky Roe [they] OppPrty Wht prty is the opponent? Plintiff Generis, In. ( Defendnt ) herey requests tht the Court grnt its motion nd rule ginst Bo nd Ky Roe ( Plintiffs ). The Plintiffs hve produed no evidene, so they should e required to py Defendnt s ttorney fees. Here the lient/plintiff is whole mess of people, nd the opponent/defendnt is one person. Lel Question Answer Client Nme of lient? John Does #1 through 38 [they] ClientPrty Wht prty is the lient? Plintiff Opponent Nme of opponent? Her Chppe [he] OppPrty Wht prty is the opponent? Defendnt Doxserá () Snpdone, In. John Does #1 through 38 ( Plintiffs ) herey request tht the Court grnt their motion nd rule ginst Her Chppe ( Defendnt ). The Defendnt hs produed no evidene, so he should e required to py Plintiffs ttorney fees. Lesson 3 Lesson 3 Lesson 3 Doxserá - Expert Guide (Version 3.0) Pge 31

40 Count Fields Count Fields refer to the numer of items in series nswer ( The ompny hs three shreholders or I hve one hild ). If you don t see the Count option in this sreen, hnge the nswer for this question to series nswer. Count Fields n e formtted s numers, words, or ordinls, in upper- or lowerse. Count Fields n e further utomted with mth funtions. Clik Mth to open the Mth sreen (pge 88). Fields for Series Answers When Field is inserted for series nswer, three dditionl hoies pper: List inserts Field tht gives the totl numer of items in the nswer. The Field shown here gives the totl numer of people in the Shreholders series nswer. Sulist llows you to speify suset of items from the series provided y the form user. The Field shown here ounts the numer of people in the Shreholders nswer who re nmed Vnderilt. Doxserá - Expert Guide (Version 3.0) Pge 32

41 Item inserts prtiulr item in the series the first item, lst item, 8th item, et. You n lso selet n item tht meets prtiulr riteri: the first item in series of nmes tht ontins John; the 2nd item in series of numers tht s more thn 100; the lst item in series of dtes tht s erlier thn 1/1/2000; et. The Field shown here provides the nme of the First person in the Shreholders nswer who is designted President in the Offiers nswer. Custom Field Formts On rre osions, you my wnt to rete your own ustom Field formt. For exmple, plurls of most words n e reted with the uilt-in Singulr/Plurl Fields desried ove, ut you ould lso rete your own ustom Singulr/Plurl Fields for unusul word pirs like index indies or tus ti. To rete ustom Field, selet Custom nd edit the ontents of the ox. This exmple shows ustom Singulr/Plurl Field, ut you my lso rete ustom formts for other Field types. Modifying Fields You n go k nd mke hnges to n existing Field t ny time. Just put the ursor in the Field nd lik Field to return to the Field uilding sreen. Conditions Authors Conditionl Text Conditions re the intelligent worker ees of the form world. The form uthor mkes some deisions out how form should work, then dds Conditions to utomtilly implement those deisions eh time the form is used. Use Conditions to inlude or exlude text depending on the form user s response to question in the Questionnire. The onditionl text n e word, phrse, prgrph, or even multiple prgrphs or Doxserá - Expert Guide (Version 3.0) Pge 33

42 pges. Lots of Conditions throughout the form n e tied to one nswer in the Questionnire, using the finished doument to hnge drmtilly sed on single mouse lik y the form user. For exmple, onsider this form. If the signer is not mrried, then the seond sentene should e removed. In other words, the seond sentene is onditionl, depending on whether or not the nswer to the Spouse question is empty. My nme is {Signer}. My spouse s nme is {Spouse}. Doxserá () Snpdone, In. Lel Question Answer Signer Spouse Wht s the signer s nme? Wht s the signer s spouse s nme? (Leve lnk if unmrried.) To omplish tht, you would: 1. Selet the onditionl text (the seond sentene). 2. Clik Condition nd hoose the onditions under whih the sentene should e inluded. 1 Lesson 4 Lesson 4 Lesson 4 Lesson 4: Conditions Crete the Questionnire In this form, you wnt different lnguge to pper in the finished doument, depending on the user s nswers in the Questionnire. Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown My nme is Terry Vne. My spouse s nme is Gen Vne. Lel Question Answer Doxserá () Snpdone, In. Signer Spouse Wht s the signer s nme? Wht s the signer s spouse s nme? (Leve lnk if unmrried.) Doxserá - Expert Guide (Version 3.0) Pge 34

43 2 Add Fields Lesson 4 Lesson 4 Lesson 4 Selet Terry Vne lik Field, selet the Signer nswer, nd lik OK Selet Gen Vne lik Field, selet the Spouse nswer, nd lik OK Type n lternte sentene t the end of the prgrph: I m not mrried. Before My nme is Terry Vne. My spouse s nme is Gen Vne. 3 After Add the first Condition My nme is {Signer}. My spouse s nme is {Spouse}. I m not mrried. Selet the seond sentene (inluding the spe t the end) nd lik Condition Selet the Spouse nswer Selet the ondition is not empty nd lik OK My nme is {Signer}. My spouse s nme is {Spouse}. I m not mrried. This Condition shows the seleted text if the Spouse nswer is not empty. 4 Add n opposing Condition Selet the lst sentene nd lik Condition Selet the Spouse nswer Selet the ondition is empty nd lik OK My nme is {Signer}. {if:my spouse s nme is {Spouse}. }I m not mrried. This Condition shows the seleted text if the Spouse nswer is empty. Doxserá - Expert Guide (Version 3.0) Pge 35

44 Lesson 4 Lesson 4 Lesson 4 THE PAYOFF When Spouse is typed, the result looks like this: Doxserá () Snpdone, In. Lel Question Answer Signer Wht s the signer s nme? Betty Miller Spouse Wht s the signer s spouse s nme? (Leve lnk if unmrried.) Jerome Miller And when the Spouse nswer is left empty, the result looks like this: Doxserá () Snpdone, In. Lel Question Answer Signer Wht s the signer s nme? Betty Miller Spouse Wht s the signer s spouse s nme? (Leve lnk if unmrried.) My nme is Betty Miller. My spouse s nme is Jerome Miller. My nme is Betty Miller. I m not mrried. Lesson 4 Lesson 4 Lesson 4 Condition Mrkers Tke lose look t the mrkers (olored red here) tht rket this onditionl sentene: {if:my spouse s nme is {Spouse}. } Begin Condition Mrker Conditionl Text End-of-Condition Mrker Everything etween the mrkers is removed from the finished doument unless the Condition is true. To review (or mke hnges to) the Condition, put the ursor in the eginning mrker nd lik Condition. Nested Conditions Conditions Are Flexile. If you lter hnge your mind out the mteril within Condition, feel free to edit it. Type or opy new mteril etween the two mrkers, or move the mrkers themselves there s no need to rerete the Condition from srth. To remove Condition, e sure to delete oth the eginning mrker nd its orresponding end mrker. Conditions n e nested inside other Conditions, ut not overlpped. Tht mens the innermost end-of- Condition mrker mrks the end of the innermost Condition. {if:i live in {if:{city}, }{Stte}. } Outer Condition Inner Condition End of Inner Condition End of Outer Condition Doxserá - Expert Guide (Version 3.0) Pge 36

45 If the outer Condition is flse, ll of its ontents re removed from the finished doument inluding the entire inner Condition, regrdless of whether the inner Condition is true or flse. Conditions nd Answer Types The pperne of the Condition sreen vries depending on wht type of nswer is seleted. Conditions sed on Text nswers n depend on ll sorts of riteri. The one shown here heks to see if the nswer is empty, ut you n rete Conditions tht hek whether n nswer strts with Fred, ends with x, ontins pop, or equls Lilith; whether it s numer less thn 38 or more thn 16, whether it s dte erlier or lter thn My 11, 2012; whether it s lphetilly efore possum or fter fln. Tke minute to experiment with the two dropdown oxes to see the endless possiilities. You n even ompre two nswers. In this exmple, the seleted text will e inluded in the finished doument only if the nswer to the Pyment question is less thn the nswer to the Minimum question. Conditions sed on Text-with-Pronoun nswers inlude ll the possiilities of Text nswers shown ove, plus dditionl options tht pper when pronoun is hekmrked. In this exmple, the seleted text will e inluded in the finished doument only if the Seller is n it ( orporte entity, rther thn n individul). Doxserá - Expert Guide (Version 3.0) Pge 37

46 Conditions sed on series nswers present ll sorts of possiilities, depending on whether List, Sulist, or Item is hosen. List: This Condition depends on the totl numer of items in the Shreholders nswer. The seleted text will e inluded in the finished doument only if there is extly 1 shreholder. Sulist: This Condition looks t Sulist of items in the Offiers nswer: only the items tht re hekmrked. The seleted text will e inluded in the finished doument only if more thn 2 items in the nswer re hekmrked. Item: This Condition depends on the ontents of prtiulr item in the Addresses nswer. The seleted text will e inluded in the finished doument only if the First ddress ontins Idho. Conditions sed on Dropdown nswers depend on the hoie tht is mde. In this exmple, the seleted text will e inluded in the finished doument only if Cremtion is hosen in the Funerl nswer. Doxserá - Expert Guide (Version 3.0) Pge 38

47 Mster List olumns nd Folio Fts: If the nswer uses Mster List (pge 124) s the soure of its hoies, you n selet ny olumn of the Mster List to e used in the Condition. In this exmple, the seleted text will e inluded in the finished doument only if n emil ddress for the seleted rhitet is provided in the Emil olumn of the Mster List of rhitets. Similrly, if the nswer uses Folio (pge 129) s the soure of its hoies, you n selet ny Folio Ft (pge 133) to e used in the Condition. Conditions sed on Yes/No nswers depend on the form user s response. In this exmple, the seleted text will e inluded in the finished doument only if the nswer to the IsCitizen question is Yes. Modifying or Removing Conditions You n go k nd modify n existing Condition t ny time. Just put the ursor in the {if: mrker nd lik Condition to return to the Condition uilding sreen. While in this sreen, you n lik to remove the Condition from the form, leving its ontents intt. In other words, lik to remove the {if: mrker from the eginning of the onditionl text nd the } mrker from the end of the onditionl text without removing nything etween the mrkers. Compound Conditions (/k/ Boolen Conditions) A single Condition my depend on multiple riteri. Exmple 1: The sentene You qulify for free shipping might e used only when (1) the totl order is over $100; AND (2) the shipping ddress is in Oregon. Exmple 2: The sentene Plese ll us t your erliest onveniene to void det olletion proeedings might e used only when (1) the ount is more thn 3 months overdue; OR (2) the mount due is greter thn $1,000. Doxserá - Expert Guide (Version 3.0) Pge 39

48 The AND nd OR ove re sometimes lled Boolen opertors. Doxserá inludes three Boolen opertors: AND: For the Condition to e true, oth prts must e true. OR: For the Condition to e true, one or oth prts must e true. XOR (exlusive or): For the Condition to e true, extly one prt must e true, nd the other flse. 1 2 Lesson 5 Lesson 5 Lesson 5 Lesson 5: This AND Tht Compound Condition (pge 39) Crete the Questionnire Add Fields In this form, Oregon residents qulify for free shipping on orders over $100. Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Your order totling $ will e shipped to. You qulify for free shipping! Lel Question Answer OrderTotl ShipAddr Wht s the totl order mount? Wht s the shipping ddress? Doxserá () Snpdone, In. Selet the first lnk line lik Field, selet the OrderTotl nswer, nd lik OK Selet the seond lnk line lik Field, selet the ShipAddr nswer, nd lik OK Before Your order totling $ will e shipped to. You qulify for free shipping! After Your order totling ${OrderTotl} will e shipped to {ShipAddr}. You qulify for free shipping! Doxserá - Expert Guide (Version 3.0) Pge 40

49 3 Lesson 5 Lesson 5 Lesson 5 Selet the seond sentene nd lik Condition Add the ompound Condition Selet the OrderTotl nswer Selet the ondition is more thn 100 d Clik nd/or to dd seond prt to the ondition e The top prt of the sreen shows seond prt of the ondition hs een dded, onneted with AND. Selet the seond prt. f Selet the ShipAddr nswer g Selet the ondition ontins Oregon nd lik OK Your order totling ${OrderTotl} will e shipped to {ShipAddr}. You qulify for free shipping! e f g d THE PAYOFF The seond sentene only ppers in the finished doument when the totl order is more thn $100 AND the shipping ddress is in Oregon. Doxserá () Snpdone, In. Your order totling $75 Lel Question Answer will e shipped to 111 Totl Wht s the totl order mount? 75 Min Street, Bend, Oregon Addr Wht s the shipping ddress? 111 Min Street, Bend, Oregon Doxserá () Snpdone, In. Your order totling $250 Lel Question Answer will e shipped to 111 Totl Wht s the totl order mount? 250 Min Street, Bend, Oregon You Addr Wht s the shipping ddress? 111 Min Street, Bend, Oregon qulify for free shipping! Lesson 5 Lesson 5 Lesson 5 Doxserá - Expert Guide (Version 3.0) Pge 41

50 Compound Conditions n e extrordinrily omplex, with ny numer of prts onneted with AND, OR, nd XOR. To mnge ll those prts, use the uttons in the top-right prt of the sreen: Add or remove prts with nd. Move the seleted prt up or down with. Control the order in whih prts re evluted y ( ) dding or ( ) removing prentheses. Prentheses in Compound Conditions Rememer k in mth lss when you lerned tht (1 + 2) x 3 is different thn 1 + (2 x 3)? The prentheses ontrol the order of opertions. So the first sttement results in 9, while the seond sttement results in 7. Well, prentheses re just s importnt in ompound Conditions. For exmple, suppose we wnted to find everyone with first nme of either Jon or John, nd lst nme of Smith. This sttement would work perfetly, finding John Smith nd Jon Smith: ({FirstNme} is John OR {FirstNme} is Jon) AND {LstNme} is Smith But this sttement would fil, finding John Jones, John Adms, John Smith, nd Jon Smith: {FirstNme} is John OR ({FirstNme} is Jon AND {LstNme} is Smith) Use prentheses to ontrol the order of opertions in ompound Conditions whenever there s ny potentil for error. Doxserá - Expert Guide (Version 3.0) Pge 42

51 1 Lesson 6 Lesson 6 Lesson 6 Lesson 6: This OR Tht AND the Other Thing Yes/No nswer (pge 12) Compound Condition (pge 39) Prentheses in Conditions (pge 42) Crete the Questionnire This Pyment Due notie uses stern tone for lrge or lte lnes, unless the lient is Preferred Customer. Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Plese sumit the totl mount due within two weeks or we will ommene legl tion. The totl mount due is $. Plese sumit minimum pyment of hlf tht mount t your erliest onveniene. Lel Question Answer TotlDue Over90 IsPC Wht s the totl mount due? Is the lst pyment over 90 dys old? Is this Preferred Customer? Doxserá () Snpdone, In. 2 Crete Smrt Answers Put the ursor in the Over90 nswer ox Clik Smrt Answer Selet Yes/No nd lik OK Do the sme for the IsPC nswer ox Doxserá () Snpdone, In. Lel Question Answer TotlDue Wht s the totl mount due? Over90 Is the lst pyment over 90 dys old? IsPC Is this Preferred Customer? Doxserá - Expert Guide (Version 3.0) Pge 43

52 3 Add Field Lesson 6 Lesson 6 Lesson 6 Selet the lnk line lik Field, selet the TotlDue nswer, nd lik OK Before Plese sumit the totl mount due within two weeks or we will ommene legl tion. The totl mount due is $. Plese sumit minimum pyment of hlf tht mount t your erliest onveniene. After Plese sumit the totl mount due within two weeks or we will ommene legl tion. The totl mount due is ${TotlDue}. Plese sumit minimum pyment of hlf tht mount t your erliest onveniene. 4 The first sentene thretens legl tion. It should pper only if the lne due is very lrge or very lte (over $1,000 or over 90 dys) AND the lient is not one of our Preferred Customers. Add the first Condition Selet the first sentene (inluding the spe t the end) nd lik Condition Selet the ondition TotlDue is more thn 1000 Clik nd/or to dd seond prt to the ondition d Selet the ondition Over90 is Yes for the seond prt e Clik to dd third prt to the ondition f Selet the ondition IsPC is No for the third prt g Selet the AND opertor h Selet OR to hnge the opertor Don t lose this sreen yet more to ome in the next step Plese sumit the totl mount due within two weeks or we will ommene legl tion. The totl mount due is ${TotlDue}. Plese sumit minimum pyment of hlf tht mount t your erliest onveniene. f g f h d d e Doxserá - Expert Guide (Version 3.0) Pge 44

53 5 Lesson 6 Lesson 6 Lesson 6 We need to ensure tht the three prts of the ompound Condition re evluted in the proper sequene. We wnt to determine whether or not: ({TotlDue} is more thn 1000 OR {Over90} is Yes) AND {IsPC} is No Note the plement of the prentheses ove. They tell us tht the first two prts will e evluted first. (Is the totl due more thn $1,000 OR the lst pyment older thn 90 dys?) If the nswer to tht is true AND the third prt is true (not Preferred Customer), then the whole Condition is true. Add prentheses Selet the first prt of the ondition Clik ( to dd left prenthesis A red order wrns tht we don t yet hve pir of prentheses d Selet the seond prt of the ondition e Clik ) to dd right prenthesis, nd lik OK d e The lst sentene in the form should pper whenever the first sentene does not: when either () the lne due is smll or not very lte, or () the Client is Preferred Customer. ({TotlDue} is less thn $1, OR {Over90} is No) OR {IsPC} is Yes The odd figure $1, is used so tht lne of extly $1,000 will e inluded in this Condition. Doxserá - Expert Guide (Version 3.0) Pge 45

54 6 Lesson 6 Lesson 6 Lesson 6 Selet the lst sentene nd lik Condition Add the seond Condition Use the methods from Steps 4 nd 5 to rete this ondition (note the prentheses): Clik OK ( {TotlDue} is less thn OR {Over90} is No ) OR {IsPC} is Yes {if:plese sumit the totl mount due within two weeks or we will ommene legl tion. }The totl mount due is ${TotlDue}. Plese sumit minimum pyment of hlf tht mount t your erliest onveniene. THE PAYOFF The form produes two distint outomes. If the lne due is lrge or lte nd the lient is not Preferred Customer: Doxserá () Snpdone, In. Lel Question Answer TotlDue Wht s the totl mount due? 8,500 Over90 Is the lst pyment over 90 dys old? yes IsPC Is this Preferred Customer? no In ll other irumstnes: Doxserá () Snpdone, In. Lel Question Answer TotlDue Wht s the totl mount due? 8,500 Over90 Is the lst pyment over 90 dys old? yes IsPC Is this Preferred Customer? yes Plese sumit the totl mount due within two weeks or we will ommene legl tion. The totl mount due is $8,500. The totl mount due is $8,500. Plese sumit minimum pyment of hlf tht mount t your erliest onveniene. Lesson 6 Lesson 6 Lesson 6 Nested Conditions Conditions n e nested inside other Conditions. You might rete n greement form in whih Artile III is optionl, ontined within one gret ig Condition. Within tht rtile, severl prgrphs might lso e onditionl, either s group or individully. And within eh of those prgrphs other Doxserá - Expert Guide (Version 3.0) Pge 46

55 Conditions might e used to selet prtiulr sentenes or words. There is no limit to how deeply Conditions my e nested. Speil Conditions Conditionl A/An Consider this form. If the stte is Texs, the resulting doument looks like this no prolems. But if the stte is Idho, the resulting doument looks like this. Prolem! The should e n. The owner is {CompnyStte} orportion. The owner is Texs orportion. The owner is Idho orportion. To solve this prolem, selet the in the form, lik Condition, nd lik Yes. The form now inludes onditionl {} ode. When the form is Filled, the {} will eome either or n, s needed. {CompnyNme} is {} {CompnyStte} orportion. Conditionl Period Consider this form. If the ompny is Ame, the resulting doument looks like this no prolems. But if the ompny is Ame, In. the resulting doument looks like this. Prolem! There re two periods t the end of the sentene. The nme of the ompny is {CompnyNme}. The nme of the ompny is Ame. The nme of the ompny is Ame, In.. To solve this prolem, selet the period in the form, lik Condition, nd lik Yes. Doxserá - Expert Guide (Version 3.0) Pge 47

56 The form now inludes onditionl {.} ode. When the form is Filled, the {.} will dispper if it is preeded y period, so there will never e two periods t the end of the sentene. The nme of the ompny is {CompnyNme}{.} Conditionl Row in Tle When form inludes tles, you my wnt to remove n entire tle row under ertin onditions. For exmple, in this form the Tx nd Sutotl rows should e removed when tx is equl to 0. Your purhses re: Item Widgets Gdgets SUBTOTAL: Tx TOTAL: Prie {SutotlAmount} {TxAmount} {TotlAmount} Thnk you for shopping with us. To mke the Sutotl row onditionl, put the ursor nywhere in tht row (ut don t selet ny text), lik Condition, nd lik Yes to open the Condition sreen. Note tht, unlike other Conditions tht determine when text will e inluded, this Condition determines when the seleted row will e removed. In this exmple, the seleted row will e removed when TxAmount is this numer: 0. When OK is liked, RemoveRow Condition is dded to the form. Your purhses re: Item Widgets Thingies SUBTOTAL: {if:[removerow]} Tx TOTAL: Prie Thnk you for shopping with us. Doxserá - Expert Guide (Version 3.0) Pge 48

57 In this exmple, the Tx row is lso onditionl, so we would dd the sme Condition to it. (Or just opy the first Condition nd pste it into the Tx row.) Your purhses re: Item Widgets Thingies SUBTOTAL: {if:[removerow]} Tx {if:[removerow]} TOTAL: Prie Thnk you for shopping with us. Unlike other Conditions tht re fully proessed during Fill, onditionl rows re merely mrked for deletion nd re not removed from the doument until it is finlized with Petrify (pge 120). A messge notifies form users of this requirement t the end of Fill. Conditionl Setion in Doument When form is divided into setions using Word s Setion Brek feture, you my wnt to remove n entire setion under ertin onditions. To mke whole setion onditionl, put the ursor nywhere in tht setion (ut not in tle, nd don t selet ny text) nd lik Condition. Clik Yes to open the Condition sreen, nd rete the Condition s you ordinrily would. Like the onditionl rows desried ove, this Condition determines whether the seleted setion will e removed. A RemoveSetion mrker is dded to the form, similr to the RemoveRow mrker desried ove. Like onditionl rows, onditionl setions re merely mrked for deletion during removed from the doument until it is finlized with Petrify. Fill nd re not Telesoping Prentheses This speil ondition is designed espeilly for legl pleding ptions. It produes flexile vertil stk of prentheses seprting the two hlves of ption. As shown here, rete 3x1 Word tle with very nrrow middle olumn, nd with order lines turned off ( dotted line is shown here for lrity). Type lone prenthesis ) in the middle olumn, selet it, lik Condition, nd lik Yes. When the form is Filled, prenthesis will telesope to preisely fill the enter olumn. {PltfNme}, Plintiff, v. {RspNme}, Respondent. ) Cse No. {CseNum} {PledTitle} Doxserá - Expert Guide (Version 3.0) Pge 49

58 Lists Authors The Differene Between Field nd List When inserting info from series nswer into form, it mkes ig differene whether you lik Field or List. Fields retrieve info out the series (e.g., the numer of shreholders) or prtiulr item in the series (e.g., the nme of the lrgest shreholder); nd Lists retrieve set of items from the List (e.g., the nme of eh shreholder). Sine Lists n retrieve multiple items, the options for rrnging those items re extensive (or, to e more preise: infinite). For exmple, to turn this sentene into form, you would rete Questionnire with just one question, using Text series nswer (pge 8). I hve three hildren: Sue, Tom, nd Mry. Lel Question Answer Kids List ll the hildren. [??] [??] [??] Then you d insert Field to retrieve the numer of hildren (info out the series). Doxserá () 2016 Snpdone, In. I hve {#} hildren: Sue, Tom, nd Mry. And you d insert List to retrieve the nmes of the hildren ( set of items from the series). I hve {#} hildren: {List :{Kids X}, {Kids X} nd {Kids X}}. Inserting List To insert List in form (shreholders, signers, hildren, exeutors, et.), lik List. Selet the desired nswer, hoose uilt-in List formt, nd lik OK. The formts re desried elow. Only series nswers re inluded in the List sreen. If the nswer you wnt does not pper, it is not series nswer (Textox series, Dropdown series, Yes/No series, Chekoxes, Derived series, or Grid). The uilt-in List formts re: Ti, T nd Toe retes nrrtive List seprted y omms, without omm efore the lst item. Griseld Pugh, Hore Blixt, Eunie Brimley nd Bertrnd Guff Doxserá - Expert Guide (Version 3.0) Pge 50

59 Ti, T, nd Toe retes nrrtive List seprted y omms, with omm efore the lst item. Griseld Pugh, Hore Blixt, Eunie Brimley, nd Bertrnd Guff Ti; T; nd Toe retes nrrtive List seprted y semiolons. Griseld Pugh; Hore Blixt; Eunie Brimley; nd Bertrnd Guff The [repeting prgrphs] formt repets prgrph for eh item in List. Smple prgrph out Griseld Pugh. Smple prgrph out Hore Blixt. Smple prgrph out Eunie Brimley. Smple prgrph out Bertrnd Guff. Choose [tle formt] to rrnge items in Word tle. Choose the numer of Columns in the tle. If One item per row is heked, eh List item ppers in the left olumn, nd the remining olumns n e used for other info. The Lines hekox determines whether order lines pper in the tle. Chekmrk Hedings in first row to inlude hedings for eh olumn in the tle. Chekmrk Totls in lst row to rete n dditionl row under the List items tht utomtilly genertes totls for eh olumn. See preview of your hoies here. After dding tle-formtted List to form, you n further ustomize the tle type your own hedings, remove totls from olumns where they don t pply, dd shding or other formtting, et. In ft, you n ustomize ny of the List formts to fit your ext needs. Three Cluses in Every List Numer Dots? You might e wondering out the irled numers tht show up in List strutures: {List :{Kids X}, {Kids X} nd {Kids X}}. They indite the lyer of List or Field. Mostly you ll see, ut if you strt nesting Lists inside other Lists you ll see,, nd mye more. See pge 55 for more out lyers. Every List ontins three luses seprted y mrkers (the mrkers re olored red elow): {List :{Kids X}, {Kids X} nd {Kids X}} First Cluse Middle Cluse Lst Cluse Doxserá - Expert Guide (Version 3.0) Pge 51

60 The three luses give flexiility when rfting Lists. For exmple, in the List shown ove, the middle luse inludes omm, nd the lst luse inludes nd. With four kids, the resulting List looks like this: Andy, Betty, Crl nd Der. (There re two omms, euse the middle luse ppers twie, euse there re two middle kids.) Look t two more smple Lists elow, nd their results for four kids. Notie tht the middle luse ppers twie in eh smple, euse there re two middle kids. This ustom List {List:My firstorn hild is {Kids#X}, the next oldest is {Kids#X}, nd the youngest is {Kids#X}}. The reminder of my estte is divided s follows: {List:One equl shre to {Kids#X} ; One equl shre to {Kids#X} ; nd One equl shre to {Kids#X}}. retes this finished produt My firstorn hild is Andy, the next oldest is Betty, the next oldest is Crl, nd the youngest is Der. The reminder of my estte is divided s follows: One equl shre to Andy; One equl shre to Betty; One equl shre to Crl; nd One equl shre to Der. 1 Lesson 7 Lesson 7 Lesson 7 Lesson 7: Lists Text series nswer (pge 8) Dropdown nswer (pge 9) List (pge 50) Crete the Questionnire This form uses series nswer three different wys: two types of Lists nd s soure for nother nswer. Type or opy/pste this text into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown The following shreholders ttended the meeting: Gretel Murphy nd Derek Wiley. The shreholders unnimously eleted Gretel Murphy s President of the Compny. Shreholders: Gretel Murphy Derek Wiley Doxserá () Snpdone, In. Lel Question Answer Shreholders List ll the shreholders. President Who is the president of the ompny? Doxserá - Expert Guide (Version 3.0) Pge 52

61 2 Crete Smrt Answers Lesson 7 Lesson 7 Lesson 7 Put the ursor in the Shreholders nswer ox nd lik Smrt Answer Selet Series of text oxes nd lik OK Put the ursor in the President nswer ox nd lik Smrt Answer d Clik the Dropdown nswer type e Selet the soure nother nswer, Shreholders nd lik OK Doxserá () Snpdone, In. Lel Question Answer Shreholders President List ll the shreholders. Who is the president of the ompny? d e 3 Add Field Before After Selet Gretel Murphy in the seond sentene lik Field, selet the President nswer, nd lik OK The following shreholders ttended the meeting: Gretel Murphy nd Derek Wiley. The shreholders unnimously eleted Gretel Murphy s President of the Compny. The following shreholders ttended the meeting: Gretel Murphy nd Derek Wiley. The shreholders unnimously eleted {President} s President of the Compny. Doxserá - Expert Guide (Version 3.0) Pge 53

62 4 Lesson 7 Lesson 7 Lesson 7 Add the first List Selet Gretel Murphy nd Derek Wiley nd lik List Selet the Shreholders nswer Selet the Ti, T nd Toe pperne nd lik OK The following shreholders ttended the meeting: Gretel Murphy nd Derek Wiley. The shreholders unnimously eleted {President} s President of the Compny. 5 Add the seond List Selet the signture lok nd lik List Selet the Shreholders nswer Selet the [repeting prgrphs] pperne nd lik OK The following shreholders ttended the meeting: {List :{Shreholders X}, {Shreholders X} nd {Shreholders X}}. The shreholders unnimously eleted {President} s President of the Compny. Shreholders: Gretel Murphy The following shreholders ttended the meeting: {List :{Shreholders X}, {Shreholders X} nd {Shreholders X}}. The shreholders unnimously eleted {President} s President of the Compny. Shreholders: Before Derek Wiley After {List :Smple prgrph out {Shreholders X}. [ditto] [ditto]} In the [repeting prgrphs] List pperne, [ditto] indites tht the ontents of the first luse re duplited in the middle luse, nd duplited gin in the lst luse. So ny hnges mde in the first luse re refleted in the middle nd lst luses. This is hndy when you wnt every item in the List to e treted identilly. Doxserá - Expert Guide (Version 3.0) Pge 54

63 6 Lesson 7 Lesson 7 Lesson 7 Customize the seond List Reple Smple prgrph out with lnk line followed y hrd return (Enter) Delete the period Before After Shreholders: {List :Smple prgrph out {Shreholders X}. [ditto] [ditto]} Shreholders: {List : {Shreholders X} [ditto] [ditto]} THE PAYOFF Note tht the shreholder nmes only need to e typed one, ut pper twie in the form. And the form user seleted the president in dropdown ox ontining shreholder nmes, so the president s nme ws used three times in the form ut only typed one. Doxserá () Snpdone, In. Lel Question Answer Shreholders President List ll the shreholders. Who is the president of the ompny? Roger Billings Esther Grves Be Lester Esther Grves After typing shreholder nmes in the first nswer nd moving the ursor to the seond nswer ox, flg ppers ove the ursor, reminding the form user to lik Refresh to updte list. After liking Refresh, the nmes from the first nswer re seletle in the seond nswer s dropdown ox. The following shreholders ttended the meeting: Roger Billings, Esther Grves nd Be Lester. The shreholders unnimously eleted Esther Grves s President of the Compny. Shreholders: Roger Billings Esther Grves Be Lester Lesson 7 Lesson 7 Lesson 7 List Lyers A List n e nested inside nother List (whih my itself e nested inside nother List, up to 10 lyers deep). To keep trk of nested Lists nd the Fields nd Conditions they ontin, Doxserá uses inditors. You will most ommonly see s in your forms, ut other numers will pper in rre situtions where nested Lists our. If you ever dd n item Field outside List (unusul, ut possile), it will e tgged with. Doxserá - Expert Guide (Version 3.0) Pge 55

64 Here List of shreholders (lyer ) retes prgrph for eh shreholder. Within eh prgrph, List of diretors (lyer ) is nested. {List :Shreholder {Shreholders X} votes to pprove the following diretors: {List :{Diretors X}, {Diretors X} nd {Diretors X}}. [ditto] [ditto]} When working within nested Lists, note the lyer seletor utton tht ppers in mny sreens. You n ignore it lmost lwys. But in rre irumstnes (like the lesson elow), you will lik this utton to refer to info from n outer lyer while you re working within nested lyer. Doxserá - Expert Guide (Version 3.0) Pge 56

65 Lesson 8 Lesson 8 Lesson 8 Lesson 8: List Lyers Grid (pge 15) Dropdown nswer (pge 9) Dte Field (pge 17) Sulist (pge 68) List lyers (pge 55) Consider this signture lok: Signed this dy of,. [nme of uyer] This form uses nested Lists to rete hierrhy of signtures from Grid. By: [signer], [title] 1 We should put the Buyer signture in List, so the form will e le to hndle multiple Buyers. And wht if one of the Buyers hs severl prties signing for it? They n e hndled with nested List. Crete the Questionnire nd Grid Signed this dy of,. Type or opy/pste the signture lok into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Clik Questionnire, Grid, Add, nd hoose 2 olumns [nme of uyer] By: [signer], [title] Doxserá () Snpdone, In. Lel Question Answer SignDte Dte of signing Every Grid hs four prts: Overll instrutions tht pply to the entire Grid. A lel for eh olumn (Field nmes) A heding for eh olumn (instrutions for user) Answer oxes where the form user responds [instrutions] [lel] [lel] [lel] [lel] [heding] [heding] [heding] [heding] Doxserá - Expert Guide (Version 3.0) Pge 57

66 2 Lesson 8 Lesson 8 Lesson 8 Fill in the Grid Fill in the Grid nd its instrutions s shown List the Buyer(s) first, then ny people/entities signing for Buyer(s): Nme Prent Nme of Buyer or signer If signing for Buyer, whih one? 3 Crete Smrt Answer Put the ursor nywhere in the Prent olumn of the Grid nd lik Smrt Answer Clik the Dropdown nswer type Selet the soure nother nswer, Nme nd lik OK Nme Nme of Buyer or signer Prent If signing for Buyer, whih one? This is n unusul rrngement, ut it works well for this sitution. Eh entity in the left olumn might hve prent entity. In eh row of the right olumn, we provide dropdown nswer tht offers ll of the nmes in the left olumn s its hoies. 4 Add dte Field Selet the text tht will e repled with dte Field nd lik Field Selet the SignDte nswer Selet the Dte Field type Signed this dy of,. d Selet the 1st dy of My, 2010 formt nd lik OK d Doxserá - Expert Guide (Version 3.0) Pge 58

67 5 Lesson 8 Lesson 8 Lesson 8 Add Sulist Selet the signture lok nd lik List Selet the Nme nswer Clik Sulist d Choose to only inlude items where {Prent} is empty e Selet [repeting prgrphs] pperne nd lik OK Signed this {SignDte}. [nme of uyer] e By: [signer], [title] d This outermost Sulist (lyer ) only inludes entities from the Grid who do not hve prent. So it inludes the Buyer(s) without inluding ny prties signing on ehlf of the Buyer(s). 6 Customize the Sulist Signed this {SignDte}. {Sulist :Smple prgrph out {Nme X}. [ditto] [ditto]} Delete Smple prgrph out Reple the period with two hrd returns (press Enter twie) Before Signed this {SignDte}. {Sulist :{Nme X} [ditto] [ditto]} After The outer List (lyer ) will repet one for eh Buyer {Nme X}. Within eh itertion, we ll rete nested List (lyer ) tht repets one for eh of the urrent Buyer s signers. Doxserá - Expert Guide (Version 3.0) Pge 59

68 7 Lesson 8 Lesson 8 Lesson 8 Add nested Sulist Put the ursor where signers nmes should pper (the line ove the [ditto]s) nd lik List Selet the Nme nswer Selet [repeting prgrphs] pperne d Clik Sulist e Choose to only inlude items where {Prent} is this text: {Nme} f Selet the Current item g Clik to hnge the lyer h Clik to use the nme from lyer i Clik OK Signed this {SignDte}. {Sulist :{Nme X} [ditto] [ditto]} d h e f g i To help explin why we hose lyer ove, suppose we hve two uyers nd three signers: Nme Prent Nme of Buyer or signer If signing for Buyer, whih one? Ame, In. Smith Co. Aln Ame Ame, In. Bernie Smith Smith Co. Cludi Smith Smith Co. The outer List (lyer ) is list of uyers. It will repet twie: one for uyer Ame, In. nd one for uyer Smith Co. For eh uyer there is n inner List (lyer ) of signers. The first time through the outer List, uyer Ame, In. is nmed, nd the inner List onsists of ll the people whose prent is Ame, In. (the urrent uyer in lyer ). The seond time through the outer List, uyer Smith Co. is nmed, nd the inner List onsists of ll the people whose prent is Smith, Co. (the urrent uyer in lyer ). In oth ses, the inner list of signers is determined y looking to see who is hild of the urrent uyer in lyer. Doxserá - Expert Guide (Version 3.0) Pge 60

69 8 Lesson 8 Lesson 8 Lesson 8 Customize the nested Sulist Reple Smple prgrph out with By: followed y hrd return (Enter) nd T Delete the period Signed this {SignDte}. {Sulist :{Nme X} {Sulist :Smple prgrph out {Nme X}. [ditto] [ditto]} [ditto] [ditto]} Before Signed this {SignDte}. {Sulist :{Nme X} {Sulist :By: {Nme X} [ditto] [ditto]} [ditto] [ditto]} After THE PAYOFF Nested lists rete flexile hierrhy of signtures from single Grid. Signed this 17th dy of Ferury, Ame, In. By: Aln Ame Smith Co. By: By: Bernie Smith Cludi Smith Lesson 8 Lesson 8 Lesson 8 Linked Answers in Lists Every List is sed on prtiulr series nswer in the Questionnire. But when ustomizing Lists, you n inlude Fields tht refer to ny nswer, not just the originl series nswer. And you ll get even more milege out of nswers tht re linked to the originl series. Doxserá - Expert Guide (Version 3.0) Pge 61

70 1 Lesson 9 Lesson 9 Lesson 9 Lesson 9: List with Linked Answer Text series nswer (pge 8) Linked nswer (pge 8) List (pge 50) Current item Field (pge 64) Crete the Questionnire This form gthers nd presents relted dt (nmes nd irthdtes). Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown I leve the reminder of my estte to my hildren: Andy (orn Jnury 1, 1991), Betty (orn Ferury 2, 1992), Crl (orn Mrh 3, 1993) nd Der (orn April 4, 1994). Doxserá () Snpdone, In. Lel Question Answer Kids List the will mker s hildren. DOB Wht s eh hild s dte of irth? 2 Crete Smrt Answers Put the ursor in the Kids nswer ox nd lik Selet Series of text oxes nd lik OK Put the ursor in the DOB nswer ox nd lik d Selet Series of text oxes e Chekmrk Link to preeding series nswer or Grid f Selet the Kids nswer nd lik OK Smrt Answer Smrt Answer Doxserá () Snpdone, In. Lel Question Answer Kids DOB List the will mker s hildren. Wht s eh hild s dte of irth? d e f Doxserá - Expert Guide (Version 3.0) Pge 62

71 3 Lesson 9 Lesson 9 Lesson 9 Add List Selet the kids nd dtes tht will e repled with List nd lik List Selet the Kids nswer Selet the Ti, T, nd Toe pperne nd lik OK I leve the reminder of my estte to my hildren: Andy (orn Jnury 1, 1991), Betty (orn Ferury 2, 1992), Crl (orn Mrh 3, 1993) nd Der (orn April 4, 1994). Even when reting ustom List, you lwys use one of the predefined List ppernes s strting point. In this se, the losest mth is Ti, T, nd Toe. 4 Customize the List with dditionl text Before In eh of the three luses, type (orn ) fter the {Kids X} Field I leve the reminder of my estte to my hildren: {List :{Kids X}, {Kids X} {#>2:,} nd {Kids X}}. After I leve the reminder of my estte to my hildren: {List :{Kids X} (orn ), {Kids X} (orn ) {#>2:,} nd {Kids X} (orn )}. 5 Add Field Selet the first lnk line nd lik Field Selet the DOB nswer Selet the Current item d Selet the Dte Field type nd lik OK I leve the reminder of my estte to my hildren: {List :{Kids X} (orn ), {Kids X} (orn ) {#>2:,} nd {Kids X} (orn )}. d You will lmost lwys use Current item when dding Fields from linked nswer into List. For n exeption, see Lesson 10 on pge 65. Doxserá - Expert Guide (Version 3.0) Pge 63

72 6 Lesson 9 Lesson 9 Lesson 9 Add two more Fields Selet {DOB X} nd opy with Ctrl+C Selet eh remining lnk line nd pste with Ctrl+V Before I leve the reminder of my estte to my hildren: {List :{Kids X} (orn {DOB X}), {Kids X} (orn ) {#>2:,} nd {Kids X} (orn )}. After I leve the reminder of my estte to my hildren: {List :{Kids X} (orn {DOB X}), {Kids X} (orn {DOB X}) {#>2:,} nd {Kids X} (orn {DOB X})}. THE PAYOFF No mtter how mny hildren re typed in the Questionnire, the ustom List expnds to ommodte them, nd inludes supplementl info ( irthdte) for eh. Doxserá () Snpdone, In. Lel Question Answer Kids List the will mker s hildren. Ann Bill Crl Dn DOB Wht s eh hild s dte of irth? Ann: 1/1/2001 Bill: 2/2/2002 Crl: 3/3/2003 Dn: 4/4/2004 I leve the reminder of my estte to my hildren: Ann (orn Jnury 1, 2001), Bill (orn Ferury 2, 2002), Crl (orn Mrh 3, 2003), nd Dn (orn April 4, 2004). Lesson 9 Lesson 9 Lesson 9 First, Previous, Current, Next, nd Lst You might hve wondered out the X in Fields tht pper within Lists: {Kids X} {DOB X} The hrter fter the indites whih item in the List should e used for tht Field. X refers to the urrent item. But one in lue moon speil irumstnes my rise you might wnt the third luse to refer to the first item, or you might wnt eh ourrene of the middle luse to refer to the next item. The five possiilities re: F = First P = Previous X = Current N = Next L = Lst Doxserá - Expert Guide (Version 3.0) Pge 64

73 1 Lesson 10 Lesson 10 Lesson 10 Lesson 10: List with Previous Item Text series nswer (pge 8) List (pge 50) Current item Field (pge 64) Previous item Field (pge 64) Crete the Questionnire This form utomtilly hndles fiddly sitution referring to previous items in list tht you previously hd to do y hnd. Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown I selet Aln Avery s my personl representtive. If Aln Avery is unle or unwilling to serve, then I selet Brend Blke. If Brend Blke is unle or unwilling to serve, then I selet Crl Cooper. Lel Question Answer PRs List the personl representtives Doxserá () Snpdone, In. 2 Note the struture of the prgrph in this form. The first sentene refers to the first personl representtive. The middle sentene refers to the first nd seond personl representtives. And the lst sentene refers to the seond nd third personl representtives. We ll hndle this wkwrd sitution with previous Fields. Crete Smrt Answer I selet Aln Avery s my personl representtive. If Aln Avery is unle or unwilling to serve, then I selet Brend Blke. If Brend Blke is unle or unwilling to serve, then I selet Crl Cooper. Put the ursor in the PRs nswer ox nd lik Selet Series of text oxes nd lik OK Smrt Answer Doxserá () Snpdone, In. Lel Question Answer PRs List the personl representtives Doxserá - Expert Guide (Version 3.0) Pge 65

74 3 Lesson 10 Lesson 10 Lesson 10 Add List Selet the whole pssge nd lik List Selet the PRs question nd Ti, T nd Toe pperne, nd lik OK I selet Aln Avery s my personl representtive. If Aln Avery is unle or unwilling to serve, then I selet Brend Blke. If Brend Blke is unle or unwilling to serve, then I selet Crl Cooper. 4 Customize the first luse Before After In the first luse: Type I selet efore {PRs X} Type s my personl representtive. (inluding spe t the end) fter {PRs X} {List :{PRs X}, {PRs X} nd {PRs X}} {List :I selet {PRs X} s my personl representtive., {PRs X} nd {PRs X}} 5 Customize the middle luse Before After In the middle luse: Delete the omm nd type If is unle or unwilling to serve, then I selet efore {PRs X} Type period nd spe fter {PRs X} {List :I selet {PRs X} s my personl representtive., {PRs X} nd {PRs X}} {List :I selet {PRs X} s my personl representtive. If is unle or unwilling to serve, then I selet {PRs X}. nd {PRs X}} Doxserá - Expert Guide (Version 3.0) Pge 66

75 6 Lesson 10 Lesson 10 Lesson 10 Customize the lst luse Before In the lst luse: Delete nd nd type If is unle or unwilling to serve, then I selet efore {PRs X} Type period fter {PRs X} {List :I selet {PRs X} s my personl representtive. If is unle or unwilling to serve, then I selet {PRs X}. nd {PRs X}} After {List :I selet {PRs X} s my personl representtive. If is unle or unwilling to serve, then I selet {PRs X}. If is unle or unwilling to serve, then I selet {PRs X}.} 7 Add Field Selet the first lnk line nd lik Field Selet the PRs nswer Selet the Previous item nd lik OK {List :I selet {PRs X} s my personl representtive. If is unle or unwilling to serve, then I selet {PRs X}. If is unle or unwilling to serve, then I selet {PRs X}.} When the form is Filled nd previous Field is enountered, the previous item in the List is retrieved insted of the urrent item. 8 Add one more Field Before Selet {PRs P} nd opy with Ctrl+C Selet the lnk line nd pste with Ctrl+V {List :I selet {PRs X} s my personl representtive. If {PRs P} is unle or unwilling to serve, then I selet {PRs X}. If is unle or unwilling to serve, then I selet {PRs X}.} After {List :I selet {PRs X} s my personl representtive. If {PRs P} is unle or unwilling to serve, then I selet {PRs X}. If {PRs P} is unle or unwilling to serve, then I selet {PRs X}.} Doxserá - Expert Guide (Version 3.0) Pge 67

76 Lesson 10 Lesson 10 Lesson 10 THE PAYOFF The lnguge hnges dynmilly depending on the numer of personl representtives typed into the Questionnire. Doxserá () Snpdone, In. Lel Question Answer PRs List the personl representtives. Humphrey Cogg I selet Humphrey Cogg s my personl representtive. Doxserá () Snpdone, In. Lel Question Answer PRs List the personl representtives. Humphrey Cogg Ell Grendle I selet Humphrey Cogg s my personl representtive. If Humphrey Cogg is unle or unwilling to serve, then I selet Ell Grendle. Doxserá () Snpdone, In. Lel Question Answer PRs List the personl representtives. Humphrey Cogg Ell Grendle Stnley Frok Quentin Lrosse I selet Humphrey Cogg s my personl representtive. If Humphrey Cogg is unle or unwilling to serve, then I selet Ell Grendle. If Ell Grendle is unle or unwilling to serve, then I selet Stnley Frok. If Stnley Frok is unle or unwilling to serve, then I selet Quentin Lrosse. Lesson 10 Lesson 10 Lesson 10 Sulists You my lso rete List tht inludes only some of the items typed y the form user in series nswer. To insert Sulist in form, lik List, selet n nswer, then lik Sulist nd hoose whih items should e inluded. In the exmple shown here, the Questionnire inludes series nswer leled Infrtions, nd linked nswer leled Rule. The Sulist eing reted will only inlude infrtions tht violte Rule 37(). If dditionl riteri re required to rete your Sulist, lik nd/or to rete ompound Condition (pge 39). Doxserá - Expert Guide (Version 3.0) Pge 68

77 1 Lesson 11 Lesson 11 Lesson 11 Lesson 11: Sulists Text series nswer (pge 8) Dropdown linked series nswer (pge 9) Sulist (pge 68) Crete the Questionnire This form derives two Sulists from single series of nmes. Type or opy/pste this prgrph into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Offiers who ttended the meeting were Aln Diggle, Bernie Fenster, nd Roy Brnes. Also present were Jerome Fuller, Cynthi Wilson, nd Esther Spulding. Lel Question Answer Attendees Offiers List ll the ttendees. For the ttendees who re offiers, hoose n offie. Doxserá () Snpdone, In. 2 Crete Smrt Answers Put the ursor in the Attendees nswer ox nd lik Smrt Answer Selet Series of text oxes nd lik OK Put the ursor in the Offiers nswer ox nd lik Smrt Answer d Clik the Dropdown nswer type e Selet Series of dropdowns, Link to preeding series nswer or Grid, Attendees f Selet the soure typed here g Type the hoies President, Seretry, nd Tresurer (eh on seprte line) nd lik OK Doxserá () Snpdone, In. Lel Question Answer Attendees Offiers List ll the ttendees. For the ttendees who re offiers, hoose n offie. e d e f e g Doxserá - Expert Guide (Version 3.0) Pge 69

78 3 Add the first Sulist Lesson 11 Lesson 11 Lesson 11 Selet Aln Diggle, Bernie Fenster, nd Roy Brnes nd lik List The Attendees question nd Ti, T nd Toe pperne re seleted Clik Sulist d Choose to inlude items where the {Offiers} nswer is ny of these: President, Seretry, Tresurer, nd lik OK Offiers who ttended the meeting were Aln Diggle, Bernie Fenster, nd Roy Brnes. Also present were Jerome Fuller, Cynthi Wilson, nd Esther Spulding. d This Sulist will only inlude Attendees in the first question who hve een tgged with n offier designtion in the seond question. 4 Add the seond Sulist Selet Jerome Fuller, Cynthi Wilson, nd Esther Spulding nd lik The Attendees question nd Ti, T nd Toe pperne re seleted Clik Sulist d Choose to inlude items where the {Offiers} nswer is none of these: President, Seretry, Tresurer, nd lik OK List Offiers who ttended the meeting were {Sulist :{Attendees X}, {Attendees X} nd {Attendees X}}. Also present were Jerome Fuller, Cynthi Wilson, nd Esther Spulding. d This Sulist will only inlude Attendees in the first question who hve not een tgged with n offier designtion in the seond question. Doxserá - Expert Guide (Version 3.0) Pge 70

79 Lesson 11 Lesson 11 Lesson 11 At first glne, the two {Sulist : odes pper to e identil, ut they re not. To review (or hnge) the speifis of Sulist, put the ursor in the ode nd lik List to return to the List editing sreen. Offiers who ttended the meeting were {Sulist :{Attendees X}, {Attendees X} nd {Attendees X}}. Also present were {Sulist :{Attendees X}, {Attendees X} nd {Attendees X}}. THE PAYOFF A series nd linked nswer in the Questionnire re used to populte two distint Sulists in the finished doument. Lel Question Answer Doxserá () Snpdone, In. Attendees List ll the ttendees. Judith Flme Orson Coot Roger Beemn Hn Lorng Inez Piere Offiers For the ttendees who re offiers, hoose n offie. Judith Flme: President Orson Coot: [??] Roger Beemn: [??] Hn Lorng: Seretry Inez Piere: Tresurer MEETING MINUTES Offiers who ttended the meeting were Judith Flme, Hn Lorng, nd Inez Piere. Also present were Orson Coot nd Roger Beemn. Lesson 11 Lesson 11 Lesson 11 Grids nd Lists Grids re often used s soure for Lists. Eh Grid is omposed of series nswer in the first olumn (used to rete the List struture), nd linked series nswers in the seondry olumns (eh of whih n e inorported when ustomizing the List). Doxserá - Expert Guide (Version 3.0) Pge 71

80 1 Lesson 12 Lesson 12 Lesson 12 Lesson 12: List with Grid Grid (pge 15) Dropdown nswer (pge 9) List (pge 50) Numer Field (pge 16) Condition (pge 33) Sulist (pge 68) First item Field (pge 64) Crete the Questionnire This form gthers info with Grid, then trnsltes it to nrrtive struture. Type or opy/pste this text into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Clik Questionnire, Grid, Add, nd hoose 4 olumns Fill in the Grid nd its instrutions s shown Estimte for Smith Residene Overview: Rodents were found in three rooms. Termites were found in one room. Pln: Deploy rt trps ($60). Spry pestiide ($150). Equipment Deposit: An dditionl deposit of $60 is required nd will e refunded when the trps re retrieved. Lel Question Answer Client Client s lst nme? Doxserá () Snpdone, In. Desrie the pests nd proposed tion: Pest Rooms Ation Cost Type of pest # of rooms Proposed tion Prie quote Doxserá - Expert Guide (Version 3.0) Pge 72

81 2 Lesson 12 Lesson 12 Lesson 12 Put the ursor nywhere in the third olumn of the Grid nd lik Crete Smrt Answer Smrt Answer. Clik the Dropdown nswer type Selet the typed here soure d Type the hoies Pestiide fogger, Spred poison, nd Deploy trps (eh on seprte line) nd lik OK Pest Rooms Ation Cost Type of pest # of rooms Proposed tion Prie quote d When Smrt Answer is pplied to Grid, it pplies to whole olumn. So this dropdown nswer will pper in the third olumn for eh nswer row. 3 Add Field Selet Smith nd lik Field Selet the Client nswer nd lik OK Estimte for Smith Residene Overview: Rodents were found in three rooms. Termites were found in one room. Pln: Deploy rt trps ($60). Spry pestiide ($150). Equipment Deposit: An dditionl deposit of $60 is required nd will e refunded when the trps re retrieved. Doxserá - Expert Guide (Version 3.0) Pge 73

82 4 Lesson 12 Lesson 12 Lesson 12 Add the first List Selet these two sentenes nd lik List Selet the Pest nswer Selet the [repeting prgrphs] pperne nd lik OK Estimte for {Client} Residene Overview: Rodents were found in three rooms. Termites were found in one room. Pln: Deploy rt trps ($60). Spry pestiide ($150). Equipment Deposit: An dditionl deposit of $60 is required nd will e refunded when the trps re retrieved. This ustom List onsists of repeting sentenes. The losest mth mong the pperne hoies is [repeting prgrphs], so we ll use tht s strting point. 5 Customize the first List Delete Smple prgrph out Type were found in rooms fter {Pest X} Reple the hrd return with spe Before Overview: {List :Smple prgrph out {Pest X}. [ditto] [ditto]} After Overview: {List :{Pest X} were found in rooms. [ditto] [ditto]} Doxserá - Expert Guide (Version 3.0) Pge 74

83 6 Lesson 12 Lesson 12 Lesson 12 Selet the lnk line nd lik Field Add Field to the first List Selet the Rooms nswer Selet the Current item d Selet the Nmr Field type e Selet the one thousnd formt nd lik OK Overview: {List :{Pest X} were found in rooms. [ditto] [ditto]} d e 7 Add Condition to the first List Selet the s t the end of rooms nd lik Selet the Rooms nswer Clik Item nd selet the Current item in the List d Selet the ondition is more thn 1 nd lik OK Condition Overview: {List :{Pest X} were found in {Rooms X} rooms. [ditto] [ditto]} d This Condition sys: Show the s when the numer of rooms in the urrent sentene is more thn 1. Doxserá - Expert Guide (Version 3.0) Pge 75

84 8 Lesson 12 Lesson 12 Lesson 12 Add the seond List Selet these two sentenes nd lik List Selet the Pest nswer Selet the [repeting prgrphs] pperne nd lik OK Estimte for {Client} Residene Overview: {List :{Pest X} were found in {Rooms X} room{if:s}. [ditto] [ditto]} Pln: Deploy rt trps ($60). Spry pestiide ($150). Equipment Deposit: An dditionl deposit of $60 is required nd will e refunded when the trps re retrieved. This List will only use info from the Ation nd Cost olumns of the Grid, ut we still seleted Pest when reting the List. Tht s euse Lists re lwys sed on the primry olumn (the leftmost olumn) in Grid, even if info from tht olumn is ultimtely not used within the List. 9 Customize the seond List Reple Smple prgrph out with lnk line Reple {Pest X} with ($ ) Reple the hrd return with spe Before After Pln: {List :Smple prgrph out {Pest X}. [ditto] [ditto]} Pln: {List : ($ ). [ditto] [ditto]} Doxserá - Expert Guide (Version 3.0) Pge 76

85 10 Lesson 12 Lesson 12 Lesson 12 Selet the first lnk line nd lik Field Selet the Ation nswer nd Current item, nd lik OK Selet the seond lnk line nd lik Field d Selet the Cost nswer nd Nmr Field type nd lik OK Add Fields to the seond List Pln: {List : ($ ). [ditto] [ditto]} d d 11 We wnt the finl prgrph to pper in the finished doument only if the form user hs seleted Deploy trps in the Ation olumn of the Grid. Add Condition Selet the lst prgrph nd lik Condition Selet the Ation nswer Clik Sulist to inlude only some of the items in the nswer d Inlude items where the {Ation} is ny of these: Deploy trps e Selet the ondition ontins more thn 0 items nd lik OK Estimte for {Client} Residene Overview: {List :{Pest X} were found in {Rooms X} room{if:s}. [ditto] [ditto]} Pln: {List :{Ation X} (${Cost X}). [ditto] [ditto]} Equipment Deposit: An dditionl deposit of $60 is required nd will e refunded when the trps re retrieved. d e This Condition shows the prgrph when the numer of deploy trps tions is more thn zero. Our finl hllenge is the 60 in the lst prgrph. We need Field tht provides prtiulr numer from the Cost olumn of the Grid. It hs to e the numer tht ppers in the sme row s Deploy trps, ut we don t know whether tht will e the first row, lst row, or somewhere in etween. The solution is to use Field tht is smrt enough to lote prtiulr item in the Grid. Doxserá - Expert Guide (Version 3.0) Pge 77

86 12 Lesson 12 Lesson 12 Lesson 12 Selet 60 nd lik Field A Field tht pinpoints prtiulr Grid item Selet the Cost nswer Clik Item to retrieve prtiulr item in the nswer d Selet the First item in the sulist where the {Ation} is ny of these: Deploy trps e Selet the Nmr Field type nd lik OK Estimte for {Client} Residene Overview: {List :{Pest X} were found in {Rooms X} room{if:s}. [ditto] [ditto]} Pln: {List :{Ation X} (${Cost X}). [ditto] [ditto]} {if:equipment Deposit: An dditionl deposit of $60 is required This nd Field will will e show refunded prtiulr when the trps re retrieved.} item in the Cost olumn. The item it selets will e the first item where Deploy trps hs d een seleted in the Ation olumn. e Before sving this form to e used y others, lik Row/Column, Show/Hide to hide the first olumn of the Questionnire nd first row of the Grid. This hides mteril tht ould e onfusing for the form user. Doxserá () Snpdone, In. Lel Question Answer Client Client s lst nme? Before Question Client s lst nme? After Doxserá () Snpdone, In. Answer Desrie the pests nd proposed tion: Pest Rooms Ation Cost Type of pest # of rooms Proposed tion Prie quote Desrie the pests nd proposed tion: Type of pest # of rooms Proposed tion Prie quote If you need to revise the form lter, lik Row/Column, Show/Hide gin to revel the hidden mteril. Doxserá - Expert Guide (Version 3.0) Pge 78

87 Lesson 12 Lesson 12 Lesson 12 THE PAYOFF A single Grid provides ll the info needed to uild two distint Lists, deide whether deposit is required, nd determine deposit mount sed on prtiulr item within the Grid. Estimte for Brly Residene Overview: Termites were found in three rooms. Pln: Pestiide fogger ($150). Estimte for Chnning Residene Overview: Ants were found in two rooms. Rodents were found in one room. Pln: Spred poison ($35). Deploy trps ($60). Equipment Deposit: An dditionl deposit of $60 is required nd will e refunded when the trps re retrieved. Lesson 12 Lesson 12 Lesson 12 Lists with Derived Series Answers Every List is sed on series nswer. Tht inludes Text series (pge 8), Dropdown series (pge 9), Yes/No series (pge 12), nd Chekoxes (pge 13). But don t forget tht three types of Derived nswers re lso series nswers tht work s the foundtion of List: series of nswers (pge 14) nd series of Pssges or Folios (pge 14). Doxserá - Expert Guide (Version 3.0) Pge 79

88 1 Lesson 13 Lesson 13 Lesson 13 Lesson 13: Derived Series Answers Text series nswer (pge 8) Chekoxes nswer (pge 13) Text linked series nswer (pge 8) Derived series nswer (pge 14) Crete the Questionnire This form reonfigures severl seprte nswers into new Lists. Type or opy/pste these prgrphs into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown All fmily memers: All dult fmily memers: All fmily memers who live in the sme stte s lient: Lel Question Answer ClientNme SpouseNme ClientStte ChildNme ChildMinor ChildStte WholeFmily AllAdults SmeStte Nme of lient Nme of spouse Client s stte of residene List the hildren Whih of the hildren re minors? Eh hild s stte of residene (derived) (derived) (derived) Doxserá () Snpdone, In. We re ssuming tht the first six questions hve lredy een determined y mteril elsewhere in the form. Now it s our jo to rete three Derived nswers tht reonfigure the info tht s lredy een gthered. Doxserá - Expert Guide (Version 3.0) Pge 80

89 2 Lesson 13 Lesson 13 Lesson 13 Put the ursor in the ChildNme nswer ox nd lik Smrt Answer Selet Series of text oxes nd lik OK Put the ursor in the ChildMinor nswer ox nd lik Smrt Answer Crete Smrt Answers d Clik the Chekoxes nswer type e Selet the soure nother nswer, ChildNme nd lik OK f Put the ursor in the ChildStte nswer ox nd lik g Selet Series of text oxes h Chekmrk Link to preeding series nswer or Grid i Selet the ChildNme nswer nd lik OK Doxserá () Snpdone, In. Lel Question Answer ClientNme SpouseNme ClientStte ChildNme ChildMinor ChildStte WholeFmily AllAdults SmeStte Nme of lient Nme of spouse Client s stte of residene List the hildren Whih hildren re minors? Eh hild s stte of residene (derived) (derived) (derived) f d e g h i Smrt Answer Doxserá - Expert Guide (Version 3.0) Pge 81

90 3 Lesson 13 Lesson 13 Lesson 13 Put the ursor in the WholeFmily nswer ox nd lik Smrt Answer Derived series of nswers Clik the Derived nswer type Selet Series, Answers d Selet the ClientNme nswer nd lik to dd it to the series Repet d to dd the SpouseNme nd ChildNme nswers to the series e Clik OK Doxserá () Snpdone, In. Lel Question Answer ClientNme SpouseNme ClientStte Nme of lient Nme of spouse Client s stte of residene ChildNme List the hildren [??] [??] [??] ChildMinor Whih hildren re minors? [??] ChildStte Eh hild s stte of residene [??]: [??] WholeFmily AllAdults SmeStte (derived) (derived) (derived) d d This nswer tkes the people from three seprte nswers nd dumps them ll into single uket so tht we ll e le to rete List tht inludes ll of them. e Doxserá - Expert Guide (Version 3.0) Pge 82

91 4 Lesson 13 Lesson 13 Lesson 13 Put the ursor in the AllAdults nswer ox nd lik Smrt Answer Derived series of nswers with filter Clik the Derived nswer type Selet Series, Answers d Selet the ClientNme nswer nd lik Lel Question Answer ClientNme SpouseNme ClientStte Nme of lient Nme of spouse Client s stte of residene ChildNme List the hildren [??] [??] [??] ChildMinor Whih hildren re minors? [??] ChildStte Eh hild s stte of residene [??]: [??] WholeFmily (derived) [??] AllAdults SmeStte (derived) (derived) to dd it to the series Repet d to dd the SpouseNme nd ChildNme nswers to the series e Selet ChildNme in the series f Clik Some items g Choose to only inlude items where {ChildMinor} is unheked, nd lik OK Doxserá () Snpdone, In. d g e d f This nswer tosses the lient nd spouse into the uket, ut only inludes some of the hildren (only the dults). Doxserá - Expert Guide (Version 3.0) Pge 83

92 5 Lesson 13 Lesson 13 Lesson 13 Put the ursor in the SmeStte nswer ox nd lik Smrt Answer Derived series of nswers with flexile filter Clik the Derived nswer type Selet Series, Answers d Selet the ClientNme nswer nd lik Lel Question Answer ClientNme SpouseNme ClientStte Nme of lient Nme of spouse Client s stte of residene ChildNme List the hildren [??] [??] [??] ChildMinor Whih hildren re minors? [??] ChildStte Eh hild s stte of residene [??]: [??] WholeFmily (derived) [??] AllAdults (derived) [??] SmeStte (derived) to dd it to the series Repet d to dd the SpouseNme nd ChildNme nswers to the series e Selet ChildNme in the series f Clik Some items g Choose to only inlude items where {ChildStte} is this text: {ClientStte} Doxserá () Snpdone, In. d g e d f This time only hildren who live in the sme stte s lient re tossed into the uket with lient nd spouse. 6 Add the Lists Selet the first lnk line nd lik List Selet the WholeFmily nswer nd lik OK Repet nd to rete similr List with the AllAdults nswer d Repet nd to rete similr List with the SmeStte nswer All fmily memers: All dult fmily memers: All fmily memers who live in the sme stte s lient: d Doxserá - Expert Guide (Version 3.0) Pge 84

93 Lesson 13 Lesson 13 Lesson 13 Before sving this form to e used y others, lik Row/Column, Show/Hide to hide the Derived nswers. Sine they re proessed utomtilly in the kground, they would only onfuse the form user if they were left visile. THE PAYOFF Even when info is gthered in seprte nswers, it n e omined to produe ohesive Lists. Doxserá () Snpdone, In. Question Answer Nme of lient Jerome Purell All fmily memers: Jerome Purell, Ell Purell, Aln Purell, Betty Rwlings, Crl Purell, Dine Purell nd Ed Purell Nme of spouse Client s stte of residene List the hildren Whih of the hildren re minors? Eh hild s stte of residene Ell Purell Oregon Aln Purell Betty Rwlings Crl Purell Dine Purell Ed Purell Aln Purell Betty Rwlings Crl Purell Dine Purell Ed Purell Aln Purell: Oregon Betty Rwlings: Texs Crl Purell: Oregon Dine Purell: Oregon Ed Purell: Vermont All dult fmily memers: Jerome Purell, Ell Purell, Aln Purell, Betty Rwlings nd Ed Purell All fmily memers who live in the sme stte s lient: Jerome Purell, Ell Purell, Aln Purell, Crl Purell nd Dine Purell Lesson 13 Lesson 13 Lesson 13 Sorting Lists When form users respond to series question, the items my pper in ny order. If the form uthor requires prtiulr order, the items n e sorted with Derived series nswer. Sorting is ontrolled in the Smrt Answer sreen when reting Derived series nswer. Clik Sort to turn on sorting. Clik ABC for lphetil sorting, 123 for numeril sorting (the items in the series must ll e numers), or Dte for hronologil sorting (the items in the series must ll e dtes). All three methods llow either sending or desending order. Doxserá - Expert Guide (Version 3.0) Pge 85

94 Alphetil sorting lso llows By lst nme sorting. It is used with series of nmes tht hve een typed normlly, with first nmes first, lst nmes lst, nd prefixes nd suffixes ll in their proper ple (Mr. John Doe, Jne X. Smith, Dr. Ellen Blke, Fred Grnt Esq., Sir Perry Reginld Bishop III, et.). 1 Lesson 14 Lesson 14 Lesson 14 Lesson 14: Sorting List Text series nswer (pge 8) Derived series nswer (pge 14) Sort (pge 85) Crete the Questionnire This form sorts series of nmes y lst nme. Type or opy/pste this sentene into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown The meeting ws ttended y. Doxserá () Snpdone, In. Lel Question Answer Attend Who ttended the meeting? AttendSort (derived) 2 Crete series nswer Put the ursor in the Attend nswer ox nd lik Selet Series of text oxes nd lik OK Smrt Answer Doxserá () Snpdone, In. Lel Question Answer Attend Who ttended the meeting? AttendSort (derived) Doxserá - Expert Guide (Version 3.0) Pge 86

95 3 Lesson 14 Lesson 14 Lesson 14 Put the ursor in the AttendSort nswer ox nd lik Smrt Answer Crete sorted Derived series nswer Clik the Derived nswer type Selet Series, Answers d Selet the Attend nswer nd lik e Selet Sort f Selet to sort By lst nme A to Z nd lik OK to dd it to the series Doxserá () Snpdone, In. Lel Question Answer Attend Who ttended the meeting? [??] [??] [??] AttendSort (derived) e d d f 4 Add List Selet the lnk line nd lik List Selet the AttendSort nswer nd lik OK The meeting ws ttended y. Before sving this form to e used y others, lik Row/Column, Show/Hide to hide the Derived nswer. Sine it s proessed utomtilly in the kground, it would only onfuse the form user if it were left visile. Doxserá - Expert Guide (Version 3.0) Pge 87

96 Lesson 14 Lesson 14 Lesson 14 THE PAYOFF As form uthor, you ontrol the order of items in List. Question Who ttended the meeting? Doxserá () Snpdone, In. Answer Mr. John Doe Jne X. Smith Dr. Ellen Blke Fred Grnt Esq. Sir Perry Reginld Bishop III The meeting ws ttended y Sir Perry Reginld Bishop III, Dr. Ellen Blke, Mr. John Doe, Fred Grnt Esq. nd Jne X. Smith. Lesson 14 Lesson 14 Lesson 14 Mth Authors Doxserá inludes mth funtions to perform lultions utomtilly. For exmple, given series of shreholders nd the numer of shres held y eh, the form ould lulte the totl numer of outstnding shres nd the perentge of the ompny owned y eh shreholder. Adding Mth to Field Numer nd Count Fields Begin y reting Numer field (pge 16) or Count Field (pge 32). Then lik Mth to open the Mth sreen. Dte Fields Begin y reting Dte field (pge 17). Then lik Funtion to open the Mth sreen. The Mth Sreen Formul. Build your mth formul here. The formul n e s simple s or might ontin funtions within funtions within funtions. Funtion. Funtions perform speil mth duties, like Dys to ount the numer of dys etween two dtes, or Round to round off numer. To dd funtion to the formul, selet it from the dropdown menu nd lik. Keypd. Clik these uttons to dd numers nd opertors (plus, minus, et.) to the formul. You my lso type numers nd symols on your keyord. Use * for multiplition nd / for division. Keypd Funtion Formul Help Unlok Doxserá - Expert Guide (Version 3.0) Pge 88

97 Help. This re desries the urrently seleted funtion nd gives pointers on its use. Unlok. Clik to turn on freeform editing mode. Expert users my find this mode more onvenient so they n type the formul diretly (or opy nd pste from nother soure) rther thn seleting funtions from menu. Wht s with ll the urly res? You my hve notied tht mth formule ontin lots of urly res: { }. They show where eh mth funtion egins nd ends. But you don t need to worry out typing the urly res they re utomtilly inluded eh time you dd funtion to the formul. 1 Lesson 15 Lesson 15 Lesson 15 Lesson 15: Mth Fields Numer Field (pge 16) Mth (pge 88) Field funtion (pge 95) Pyment funtion (pge 99) Crete the Questionnire This form lultes monthly lon pyments. Type or opy/pste this sentene into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown The lon mount is $, to e pid in monthly pyments of $ eh. Doxserá () Snpdone, In. Lel Question Answer Amount Amount of lon? Rte Annul Interest rte? Term How mny yers long is the lon term? Doxserá - Expert Guide (Version 3.0) Pge 89

98 2 Lesson 15 Lesson 15 Lesson 15 Add si Field Selet the first lnk line nd lik Field Selet the Amount nswer Selet the Nmr Field type nd lik OK The lon mount is $, to e pid in monthly pyments of $ eh. 3 Add simple mth Field Selet the next lnk line nd lik Field Selet the Term nswer Selet the Nmr Field type d Clik Mth to open the Mth sreen e Type *12 t the end of the formul (the sterisk mens multiply), then lik OK to lose the Mth sreen nd OK gin to lose the Field sreen The lon mount is ${Amount}, to e pid in monthly pyments of $ eh. e e d Before After This mth Field multiplies the response to the Term question y 12. Doxserá - Expert Guide (Version 3.0) Pge 90

99 4 Lesson 15 Lesson 15 Lesson 15 Selet the lst lnk line nd lik Field Add mth Field tht uses the Pyment funtion Selet the Term nswer Selet the Nmr Field type d Selet the 1, (extly 2 deimls) formt e Clik Mth to open the Mth sreen f Delete the funtion {Field: Term} to strt with len slte g Selet the Pyment funtion nd lik to dd it to the formul Don t lose this sreen yet more to ome in the next step The lon mount is ${Amount}, to e pid in {###} monthly pyments of $ eh. f g g d e Most mth funtions require some dditionl info. The tip in the lower prt of the sreen tells us the Pyment funtion requires three numers seprted y omms: lon mount, periodi interest rte, nd the numer of periods in the term of the lon. Those numers n either e typed diretly into the formul or they n e represented with other funtions. In this form, we ll use Field funtion to provide eh of the three numers the Pyment funtion requires. Doxserá - Expert Guide (Version 3.0) Pge 91

100 5 Lesson 15 Lesson 15 Lesson 15 Strt with the ursor inside the Pyment funtion where the lon mount is required Selet the Field funtion, the Amount Field, nd lik to dd it to the Add three funtions within the Pyment funtion formul Clik the omm utton (or type omm with your keyord) d Selet the Rte Field nd lik to dd it to the formul e Type /12 to divide the nnul rte into the monthly rte required y the Pyment funtion f Clik the omm utton (or type omm with your keyord) g Selet the Term Field nd lik to dd it to the formul h Type *12 to onvert the Term response to numer of months, then lik OK to lose the Mth sreen nd OK gin to lose the Field sreen d d g e f h g THE PAYOFF When the form user supplies lon mount, nnul interest rte, nd lon term, the numer of pyments nd monthly pyment re lulted utomtilly. Doxserá () Snpdone, In. Lel Question Answer Amount Amount of lon? 150,000 Rte Annul interest rte? 4.5 Term How mny yers long is the lon term? 20 The lon mount is $150,000, to e pid in 240 monthly pyments of $ eh. Lesson 15 Lesson 15 Lesson 15 Doxserá - Expert Guide (Version 3.0) Pge 92

101 The Mth T After formul is reted in the Mth sreen, it ppers here on the Mth t (or the Funtion t for Dte Fields). Clik to return to the Mth sreen if more editing is needed. The Arevite hekox hs no effet on finished douments, ut improves form redility y displying {###} insted of the full formul. Mth Funtions Mth mvens red on for omplete tlog of Doxserá mth funtions. (Those of us who npped through Alger might wnt to skip this it.) Add, Sutrt, Multiply, Divide Symols for si mth re just s you expet: Asolute + Addition. For exmple: = 7 - Sutrtion. For exmple: 5-2 = 3 * Multiplition. For exmple: 5 * 2 = 10 / Division. For exmple: 5 / 2 = 2.5 ( ) Prentheses ontrol the order of opertions. For exmple: (1 + 2) * 3 = 9, ut 1 + (2 * 3) = 7 Dtes re not numers. You might e tempted to use ddition nd sutrtion to lulte dte offsets, ut don t. The result would e MATH ERROR messge. Insted, use Dte Offsets (pge 17), whih re wy more flexile thn ddition nd sutrtion. The Asolute funtion gives the solute vlue of numer, turning negtive numers into positive numers. For exmple, {Asolute: -3.8} = 3.8. Other funtions my e nested within this one. For exmple, if the Questionnire sks for PrieA nd PrieB, the differene etween the two pries is {Asolute: {Field: PrieA} - {Field: PrieB}}. In the Formul {Asolute: numer} Plin English The solute vlue of numer Doxserá - Expert Guide (Version 3.0) Pge 93

102 Constnt The Constnt funtion gives one of two mth onstnts (e or pi), urte to the 14th deiml ple. Dys In the Formul {Constnt: nme} Plin English A mthemtil onstnt The Dys funtion gives the numer of dys etween two dtes. For exmple, {Dys: 1/31/2011, 2/3/2011} = 3. Dtes should use month/dy/yer formt; oth two-digit nd four-digit yers re llowed. If dte1 is the sme s dte2, the result is zero. If dte2 is erlier thn dte1, the result is negtive numer. The Field funtion (if it refers to dte nswer) nd other dte funtions (FirstDte, LstDte, Now, nd others) my e nested within this one. For exmple, if the Questionnire sks for ClosingDte, then {Dys: {Now}, {Field: ClosingDte}} gives the numer of dys etween the losing dte nd the dte on whih the form is used. (This will e negtive numer if the losing dte preedes the dte when the form is used.) In the Formul {Dys: dte1, dte2} Plin English The numer of dys etween two dtes DerivedCount The DerivedCount funtion is only ville if the Questionnire ontins Derived nswer. It gives the numer items in Derived nswer. Items must e seprted y hrd returns (eh item on seprte line). In the Formul {DerivedCount: lel} Plin English Count the numer of items in Derived nswer DerivedFirstDte The DerivedFirstDte funtion is only ville if the Questionnire ontins Derived nswer. It gives the erliest dte in Derived nswer. Dtes must e seprted y hrd returns (eh dte on seprte line). DerivedLstDte In the Formul {DerivedFirstDte: lel} Plin English The erliest dte in Derived nswer The DerivedLstDte funtion is only ville if the Questionnire ontins Derived nswer. It gives the ltest dte in Derived nswer. Dtes must e seprted y hrd returns (eh dte on seprte line). In the Formul {DerivedLstDte: lel} Plin English The ltest dte in Derived nswer Doxserá - Expert Guide (Version 3.0) Pge 94

103 DerivedMx The DerivedMx funtion is only ville if the Questionnire ontins Derived nswer. It gives the lrgest numer in Derived nswer. Numers must e seprted y hrd returns (eh numer on seprte line). DerivedMin In the Formul {DerivedMx: lel} Plin English The iggest numer in Derived nswer The DerivedMin funtion is only ville if the Questionnire ontins Derived nswer. It gives the smllest numer in Derived nswer. Numers must e seprted y hrd returns (eh numer on seprte line). In the Formul {DerivedMin: lel} Plin English The smllest numer in Derived nswer DerivedMultiply The DerivedMultiply funtion is only ville if the Questionnire ontins Derived nswer. It gives the produt of ll numers in Derived nswer multiplied together. Numers must e seprted y hrd returns (eh numer on seprte line). In the Formul {DerivedMultiply: lel} Plin English Multiply ll the numers in Derived nswer together DerivedSum The DerivedSum funtion is only ville if the Questionnire ontins Derived nswer. It gives the sum of ll numers in Derived nswer dded together. Numers must e seprted y hrd returns (eh numer on seprte line). Field In the Formul {DerivedSum: lel} The Field funtion gives n nswer from the Questionnire. If the nswer is non-numeri (for exmple, if someone types five dollrs s the nswer to your Prie question), MATH ERROR messge ppers. After seleting Field in the first ox, selet prtiulr Field nme in the seond ox. Plin English Add ll the numers in Derived nswer together Doxserá - Expert Guide (Version 3.0) Pge 95

104 For exmple, if the Questionnire inludes question leled Prie, then sles tx ould e omputed with this formul (ssuming the sles tx is 9%). Additionl ontrols pper when needed. In the exmple shown here: The Stte Field is seleted. The Stte nswer is dropdown tht uses Mster List (pge 124) s its soure, nd the Mster List inludes olumn leled TxRte. The Field ppers within List, nd the Current item in the list is seleted (pge 64). The Field is in List Lyer 1 (pge 55). In the Formul {Field: lel} Plin English The nswer to question in the Questionnire FirstDte The FirstDte funtion gives the erliest of series of dtes, ignoring items tht re not dtes. For exmple, {FirstDte: 5/5/2011, 3/15/2011, 2/20/2012} = 3/15/2011. The Field funtion (if it refers to dte nswer) nd other dte funtions (FirstDte, LstDte, ListFirstDte, ListLstDte, Now) my e nested within this one. For exmple, if tody s dte is 3/12/2017 nd the CommenementDte in the Questionnire is 4/1/2017, then {FirstDte: {Now}, {Field: CommenementDte}, 3/15/2017} = 3/12/2017. Integer In the Formul {FirstDte: dte1, dte2, dtex} Plin English The erliest of these dtes The Integer funtion gives the integer portion of numer, trunting ny deiml portion. For exmple, {Integer: 3.84} = 3. Other funtions my e nested within this one. For exmple, if the Questionnire sks for n EggCount, the form n ompute the numer of 3-egg omelets with {Integer: {Field: EggCount} / 3}. In the Formul {Integer: numer} LstDte Plin English Convert numer to n integer, ignoring ny frtionl portion The LstDte funtion gives the ltest of series of dtes, ignoring items tht re not dtes. For exmple, {LstDte: 5/5/2011, 2/20/2012, 3/15/2011} = 2/20/2012. The Field funtion (if it refers to dte Doxserá - Expert Guide (Version 3.0) Pge 96

105 nswer) nd other dte funtions (FirstDte, LstDte, ListFirstDte, ListLstDte, Now) my e nested within this one. For exmple, if tody s dte is 3/12/2017 nd the CommenementDte in the Questionnire is 4/1/2017, then {LstDte: {Now}, {Field: CommenementDte}, 3/15/2017} = 4/1/2017. ListCount The ListCount funtion is only ville if the Questionnire ontins series nswer. It gives the numer of items in series nswer, not ounting ny items tht re lnk. If ll items re lnk, the result is zero. When one of the List funtions is seleted (ListCount, ListFirstDte, ListItem#, ListLstDte, ListMx, ListMin, ListMultiply, ListSum), hoose prtiulr series nswer in the seond ox. In the Formul {LstDte: dte1, dte2, dtex} Plin English The ltest of these dtes In the Formul {ListCount: lel} Plin English Count the numer of items in series nswer ListFirstDte The ListFirstDte funtion is only ville if the Questionnire ontins series nswer. It gives the erliest dte in series nswer, ignoring items tht re not dtes. If none of the items in the series is dte, n ERROR - DATE FORMAT messge ppers. ListItem# In the Formul {ListFirstDte: lel} The ListItem# funtion is only ville when reting Field within List. It gives the sequentil position of List item, not ounting lnk items. Use X for the position of the urrent item; P for the previous item; N for the next item; nd L for the lst item in the List. For exmple, if series nswer in the Questionnire ontins 5 non-lnk items, {ListItem#: L} = 5. Plin English The erliest dte in series nswer In the Formul {ListItem#: item} Plin English The position of n item in series nswer Doxserá - Expert Guide (Version 3.0) Pge 97

106 ListLstDte The ListLstDte funtion is only ville if the Questionnire ontins series nswer. It gives the ltest dte in series nswer, ignoring items tht re not dtes. If none of the items in the series is dte, n ERROR - DATE FORMAT messge ppers. ListMx In the Formul {ListLstDte: lel} Plin English The ltest dte in series nswer The ListMx funtion is only ville if the Questionnire ontins series nswer. It gives the lrgest numer in series nswer, ignoring items tht re lnk or non-numeri. If none of the items in the series is numer, MATH ERROR messge ppers. In the Formul {ListMx: lel} Plin English The iggest numer in series nswer ListMin The ListMin funtion is only ville if the Questionnire ontins series nswer. It gives the smllest numer in series nswer, ignoring items tht re lnk or non-numeri. If none of the items in the series is numer, MATH ERROR messge ppers. In the Formul {ListMin: lel} Plin English The smllest numer in series nswer ListMultiply The ListMultiply funtion is only ville if the Questionnire ontins series nswer. It gives the produt of ll numers in series multiplied together, ignoring items tht re lnk or non-numeri. If none of the items in the series is numer, MATH ERROR messge ppers. ListSum In the Formul {ListMultiply: lel} Plin English Multiply ll the numers in series nswer together The ListSum funtion is only ville if the Questionnire ontins series nswer. It gives the sum of ll numers in series dded together, ignoring items tht re lnk or non-numeri. If none of the items in the series is numer, MATH ERROR messge ppers. Logrithm In the Formul {ListSum: lel} Plin English Add ll the numers in series nswer together The Logrithm funtion gives the se n logrithm of numer. For exmple, {Logrithm: 10, 100} gives the se 10 logrithm of 100. Other funtions my e nested within this one. To lulte nturl Doxserá - Expert Guide (Version 3.0) Pge 98

107 logrithms, use the {Constnt: e} funtion s the se numer. For exmple, the nturl logrithm of 100 is {Logrithm: {Constnt: e}, 100}. Mximum In the Formul {Logrithm: n, numer} Not-So-Plin English The se n logrithm of numer The Mximum funtion gives the lrgest of series of numers. For exmple, {Mximum: 5, 10, 3} = 10. Other funtions my e nested within this one. For exmple, if the Questionnire sks for Inome nd two possile tx rtes TxRteA nd TxRteB then the lrgest possile mount of tx owed is {Mximum: {Field: TxRteA} * {Field: Inome}, {Field: TxRteB} * {Field: Inome}}. Minimum In the Formul {Mximum: numer1, numer2, numerx} Plin English The iggest of these numers The Minimum funtion gives the smllest of series of numers. For exmple, {Minimum: 5, 3, 10} = 3. Other funtions my e nested within this one. For exmple, if the shipping nd hndling fee is 3% of the purhse prie, ut not to exeed $7.50, use {Minimum: {Field: Prie} *.03, 7.50}. In the Formul {Minimum: numer1, numer2, numerx} Plin English The smllest of these numers Months The Months funtion gives the numer of months etween two dtes. This funtion ounts trnsitions from month to month, not the numer of elpsed dys divided y 30. For exmple, {Months: 1/31/2011, 3/3/2011} = 2. If oth dtes our in the sme month, the result is zero. If dte2 is in n erlier month thn dte1, the result is negtive numer. The Field funtion (if it refers to dte nswer) nd other dte funtions (FirstDte, LstDte, ListFirstDte, ListLstDte, Now) my e nested within this one. For exmple, if the Questionnire sks for ClosingDte, then {Months: {Now}, {Field: ClosingDte}} gives the numer of months etween the losing dte nd the dte on whih the form is used. (This will e negtive numer if the losing dte preedes the dte when the form is used.) In the Formul {Months: dte1, dte2} Plin English The numer of months etween two dtes Now The Now funtion gives the dte when the form is filled in. It my e used y itself or inside dte funtion: Dys, Months, Yers, FirstDte, LstDte. Pyment (PMT) In the Formul {Now} Plin English The dte when the form is filled in The Pyment funtion gives the periodi pyment on self-mortizing lon, ssuming 360-dy yers, interest ompounded periodilly, pyment in rrers. For exmple, {Pyment: 1000, 5 / 12, 120} gives the monthly pyment on $1,000 lon with 5% nnul rte of interest nd 120-month term. Other Doxserá - Expert Guide (Version 3.0) Pge 99

108 funtions my e nested within this one. For exmple, if the Questionnire sks for LonAmount, AnnulRte, nd MonthsInTerm, then the monthly pyment ould e omputed s {Pyment: {Field: LonAmount}, {Field: AnnulRte} / 12, {Field: MonthsInTerm}}. RiseToPower (exponentition) In the Formul {Pyment: mount, rte, term} Plin English Clultes the periodi pyment mount when given the lon mount, interest rte per period, nd numer of periods in the lon term The RiseToPower funtion performs exponentition, multiplying numer y itself numer of times. For exmple, {RiseToPower: 8, 3} = 512, euse 8 x 8 x 8 = 512. Other funtions my e nested within this one. For exmple, if the Questionnire sks for the Length of squre plot of lnd, the rege equls the Length squred: {RiseToPower: {Field: Length}, 2}. Reminder (modulo) In the Formul {RiseToPower: numer, exponent} Plin English Multiply numer y itself numer of times The Reminder funtion gives the reminder vlue fter division. For exmple, {Reminder: 10, 3} = 1, euse 10 divided y 3 leves reminder of 1. Other funtions my e nested within this one. For exmple, if the Questionnire sks for List of People to e split into 4 equl groups, the numer of leftover people is {Reminder: {ListCount: People}, 4}. In the Formul {Reminder: dividend, divisor} Plin English The reminder tht s left over fter dividing numer y nother numer Root The Root funtion gives the nth root of numer (squre root is 2nd root; ue root is 3rd root, et.). For exmple, the squre root of 9 is {Root: 2, 9}; nd the ue root of 125 is {Root: 3, 125}. Other funtions my e nested within this one. For exmple, ording to the Pythgoren Theorem, if the Questionnire sks for the lengths of Leg1 nd Leg2 of right tringle, then the length of the hypotenuse is {Root: 2, {RiseToPower: {Field: Leg1}, 2} + {RiseToPower: {Field: Leg2}, 2}}. In the Formul {Root: n, numer} Not-So-Plin English The nth root of numer Round The Round funtion rounds numer to the nerest integer. Hlves re rounded up. For exmple, {Round: 5.4} = 5; nd {Round: 5.5} = 6. Other funtions my e nested within this one. For exmple, if the Questionnire sks for List of ShresHeld y eh shreholder, then the verge numer of shres held y eh shreholder is pproximtely {Round: {ListSum: ShresHeld} / {ListCount: ShresHeld}}. In the Formul {Round: numer} Plin English Round off numer Doxserá - Expert Guide (Version 3.0) Pge 100

109 Yers The Yers funtion gives the numer of yers etween two dtes. This funtion ounts trnsitions from yer to yer, not the numer of elpsed dys divided y 365. For exmple, {Yers: 12/31/2010, 1/1/2012} = 2. If dte1 is in the sme yer s dte2, the result is zero. If dte2 is in n erlier yer thn dte1, the result is negtive numer. The Field funtion (if it refers to dte nswer) nd other dte funtions (FirstDte, LstDte, ListFirstDte, ListLstDte, Now) my e nested within this one. In the Formul {Yers: dte1, dte2} Plin English The numer of yers etween two dtes 1 Lesson 16 Lesson 16 Lesson 16 Lesson 16: Dtes, Mth, nd Derived Answers Freeform Derived nswer (pge 13) Numer Field (pge 16) Mth (pge 88) Yers funtion (pge 101) Field funtion (pge 95) Now funtion (pge 99) Dte Field (pge 17) Custom Field formt (pge 33) Compound Condition (pge 39) A/An Condition (pge 47) Crete the Questionnire Given irthdte, this form determines ge nd minor/dult sttus. Type or opy/pste this sentene into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown The enefiiry is minor/dult, ge. Doxserá () Snpdone, In. Lel Question Answer DOB Wht s the enefiiry s irthdte? CountYers DOBMonthDy NowMonthDy Age (derived) (derived) (derived) (derived) Doxserá - Expert Guide (Version 3.0) Pge 101

110 2 Lesson 16 Lesson 16 Lesson 16 Put the ursor in the CountYers nswer ox nd lik Smrt Answer Crete Derived nswers Clik the Derived nswer type nd lik OK Do the sme for three other nswers: DOBMonthDy, NowMonthDy, nd Age Doxserá () Snpdone, In. Lel Question Answer DOB CountYers DOBMonthDy NowMonthDy Age Wht s the enefiiry s irthdte? (derived) (derived) (derived) (derived) 3 Now tht they re freeform Derived nswers, we n use eh of these four nswer oxes s ehind-thesenes workspe, performing lultions utomtilly without ny intervention y the form user. Add Field with Yers funtion Put the ursor in the CountYers nswer ox nd lik Selet the DOB nswer Selet the Nmr Field type d Clik Mth to open the Mth sreen e Delete the {Field: DOB} funtion to strt with len slte Field f Selet the Yers funtion nd lik to dd it to the formul Don t lose this sreen yet more to ome in the next step Doxserá () Snpdone, In. Lel Question Answer DOB CountYers Wht s the enefiiry s irthdte? (derived) d DOBMonthD (derived) NowMonth Age e (derived) (derived) f f The Yers funtion lultes the numer of yers etween strting dte nd ending dte. Our strting dte will e the dte of irth, nd the ending dte will e Now (the dy the form is used). Doxserá - Expert Guide (Version 3.0) Pge 102

111 4 Lesson 16 Lesson 16 Lesson 16 Put the ursor inside the Yers funtion where the strting dte is required Selet the Field funtion nd DOB Field, nd lik to dd it to the formul Clik the omm utton (or type omm with your keyord) d Selet the Now funtion nd lik to dd it to the formul, then lik OK Add two funtions within the Yers funtion to lose the Mth sreen nd OK gin to lose the Field sreen d d The Field we just reted lultes the numer of yer-to-yer trnsitions etween the irthdte nd now. This numer equls ge only if the person hs lredy hd irthdy this yer. Otherwise, the ge is this numer minus 1. How do we determine whether the irthdy hs ourred? We will ompre the month-nd-dy (ignoring the yer) of the irthdte with the month-nd-dy (ignoring the yer) of the urrent dte. Doxserá - Expert Guide (Version 3.0) Pge 103

112 5 Lesson 16 Lesson 16 Lesson 16 Put the ursor in the DOBMonthDy nswer ox nd lik Field Extrt month-nddy numers from the irthdte Selet the DOB nswer Selet the Dte Field type d Selet the 05/01/2010 formt e Note the ustom ode tht orresponds to this defined formt: MM/dd/yyyy (2-digit month/2-digit dy/4-digit yer) f Selet Custom formt g Chnge the formt to MMdd nd lik OK Doxserá () Snpdone, In. Lel Question Answer DOB CountYers DOBMonthDy NowMonthDy Wht s the enefiiry s irthdte? (derived) (derived) (derived) e d Age (derived) f The Custom formt ox n e used to rete ny dte formt. In this se, MM produes 2-digit numer for the month, nd dd produes 2-digit numer for the dy-of-month. So, for exmple, irthdte of 4/17/1960 would produe g Doxserá - Expert Guide (Version 3.0) Pge 104

113 6 Lesson 16 Lesson 16 Lesson 16 Put the ursor in the NowMonthDy nswer ox nd lik Field Extrt month-nddy numers from the urrent dte It doesn t mtter whih nswer is seleted, euse we re going to rete formul from srth Selet the Dte Field type d Selet Custom formt nd hnge the formt to MMdd e Clik Funtion to open the Mth sreen f Selet the Now funtion nd lik to dd it to the formul, then lik OK to lose the Mth sreen nd OK gin to lose the Field sreen Doxserá () Snpdone, In. Lel Question Answer DOB Wht s the enefiiry s irthdte? e CountYers DOBMonthDy NowMonthDy (derived) (derived) (derived) f f d Age (derived) In the lst Derived nswer we will rete two opposing Conditions: (1) if the irthdy hs ourred this yer, the ge equls CountYers; nd (2) if the irthdy hs not ourred this yer, the ge equls CountYers minus 1. Doxserá - Expert Guide (Version 3.0) Pge 105

114 7 Lesson 16 Lesson 16 Lesson 16 Put the ursor in the Age nswer ox nd lik Field Add two Fields to Derived nswer Selet the CountYers nswer Selet the Nmr Field type nd lik OK d Put the ursor fter the {CountYers} Field nd lik Field e Selet the CountYers nswer f Selet the Nmr Field type g Clik Mth to open the Mth sreen h Type -1 t the end of the formul, then lik OK to lose the Mth sreen nd OK gin to lose the Field sreen Doxserá () Snpdone, In. Lel Question Answer DOB Wht s the enefiiry s irthdte? CountYers DOBMonthDy NowMonthDy Age (derived) (derived) (derived) (derived) e f g Doxserá () Snpdone, In. Lel Question Answer DOB CountYers Wht s the enefiiry s irthdte? (derived) h DOBMonthDy NowMonthDy (derived) (derived) d Age (derived) {CountYers} The Age Derived nswer now produes two vlues: CountYers nd CountYers - 1. We ll dd Condition round the first vlue so tht it only ppers when the irthdy hs ourred. Doxserá - Expert Guide (Version 3.0) Pge 106

115 8 Lesson 16 Lesson 16 Lesson 16 Selet the {CountYers} Field nd lik Condition Mke the first Field onditionl Selet the NowMonthDy nswer Selet is more thn {DOBMonthDy} for the first prt of the ondition d Clik nd/or to dd seond prt to the ondition e Selet the seond prt of the ondition f Selet is this numer: {DOBMonthDy} for the seond prt of the ondition g Selet the AND opertor h Chnge the opertor to OR i Selet either the first or seond prt of the ondition nd lik OK Doxserá () Snpdone, In. Lel Question Answer DOB Wht s the enefiiry s irthdte? CountYers (derived) DOBMonthDy NowMonthDy (derived) (derived) d g Age (derived) {CountYers}{###} h e f i This Condition shows the {CountYers} Field when () tody is fter this yer s irthdy; OR () tody is the irthdy. d Then we ll dd Condition round the seond vlue so tht it only ppers when the irthdy hs not ourred. Doxserá - Expert Guide (Version 3.0) Pge 107

116 9 Lesson 16 Lesson 16 Lesson 16 Selet the {###} Field nd lik Condition Mke the seond Field onditionl Selet the NowMonthDy nswer Selet the ondition is less thn {DOBMonthDy} nd lik OK Doxserá () Snpdone, In. Lel Question Answer DOB CountYers DOBMonthDy NowMonthDy Wht s the enefiiry s irthdte? (derived) (derived) (derived) Age (derived) {if:{countyers}}{###} 10 Add Field to the Form Selet the lnk line nd lik Field Selet the Age nswer Selet the Nmr Field type nd lik OK The enefiiry is minor/dult, ge. Doxserá - Expert Guide (Version 3.0) Pge 108

117 11 Lesson 16 Lesson 16 Lesson 16 Selet minor nd lik Condition Add opposing Conditions to the Form Selet the Age nswer Selet the ondition is less thn 18 nd lik OK d Delete the slsh e Selet dult nd lik Condition f Selet the Age nswer g Selet the ondition is more thn 17 nd lik OK The enefiiry is minor/dult, ge {Age}. The enefiiry is {if:minor}/dult, ge {Age}. d e f g One more hllenge remins in this surprisingly relitrnt sentene, though it s n osure one. The enefiiry is {if:minor}{if:dult}, ge {Age}. 12 When the enefiiry is minor, is fine. But when the enefiiry is n dult, should hnge to n. A/An Condition Selet the nd lik Condition Clik Yes Selet /n nd lik Done The enefiiry is {if:minor}{if:dult}, ge {Age}. Before sving this form to e used y others, lik Row/Column, Show/Hide to hide the Derived nswers. Sine they re proessed utomtilly in the kground, they would only onfuse the form user if they were left visile. Doxserá - Expert Guide (Version 3.0) Pge 109

118 Lesson 16 Lesson 16 Lesson 16 THE PAYOFF The dte of irth only needs to e entered one. When it is used in forms tody, next month, nd next yer, the ge nd dult/minor designtion will lwys e orret. Doxserá () Snpdone, In. Lel Question Answer DOB Wht s the enefiiry s irthdte? 8/31/2013 The enefiiry is minor, ge 2. Doxserá () Snpdone, In. Lel Question Answer DOB Wht s the enefiiry s irthdte? 8/31/1990 The enefiiry is n dult, ge 25. Lesson 16 Lesson 16 Lesson 16 Mth in Lists Among the sujets inluded in the everything-ut-the-kithen-sink lesson elow, see how item Fields eome importnt when using Mth within Lists. Lesson 17 Lesson 17 Lesson 17 Lesson 17: List in Tle Formt, Mster List, nd Mth Mster List (pge 124) Dropdown series nswer (pge 9) List formtted s tle (pge 51) Dte Field (pge 17) Numer Field (pge 16) Mth (pge 88) Field funtion (pge 95) We ll rete form tht produes finished douments like this: Thnk you for registering for the following lsses: This form sks just one question to produe netly tulted invoie. Clss Dte Tuition Tx Totl Bsi Personhood 3/3/ Advned Humnity 3/17/ TOTAL: $ Pyment is due one week efore the lss dte. Doxserá - Expert Guide (Version 3.0) Pge 110

119 1 Lesson 17 Lesson 17 Lesson 17 Crete the Questionnire Type or opy/pste this text into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Thnk you for registering for the following lsses: Pyment is due one week efore the lss dte. Doxserá () Snpdone, In. Lel Question Answer Clsses List the lsses registered 2 Rther thn mke the form user type lot of dtes nd tuition fees, we ll rete Mster List of lsses tht n e mintined nd updted in one ple, nd used y this form nd other forms too. Crete Mster List Clik Soures, Mster Lists to open the Mster Lists sreen Clik to rete new Mster List Type the nme ClssInfo nd lik OK Type 3 olumns nd lik OK to open the Mster List editing doument Doxserá - Expert Guide (Version 3.0) Pge 111

120 3 Fill in the Mster List Lesson 17 Lesson 17 Lesson 17 Fill in the Mster List s shown (to dd new row, press T when the ursor is in the lst ell) Clik Soures, Mster Lists to return to the Mster Lists sreen Clik Sve nd Close 4 Crete Smrt Answer Put the ursor in the Clsses nswer ox nd lik Clik the Dropdown nswer type Selet Series of dropdowns d Selet the soure Mster List, ClssInfo nd lik OK Doxserá () Snpdone, In. Lel Question Answer Clsses List the lsses registered d Smrt Answer Beuse this is series nswer (Series of dropdowns), the form user will e le to selet severl lsses in response to this one question. Doxserá - Expert Guide (Version 3.0) Pge 112

121 5 Lesson 17 Lesson 17 Lesson 17 Add List Put the ursor etween the two prgrphs nd lik List Selet the Clsses nswer Selet the [tle formt] pperne d Selet 5 olumns e Chekmrk One item per row, Lines, Hedings in first row, nd Totls in lst row, then lik OK Thnk you for registering for the following lsses: Pyment is due one week efore the lss dte. d e 6 Customize the List Reple the pleholder hedings with Clss, Dte, Tuition, Tx, nd Totl Delete the 0 field from olumns 2, 3, nd 4 Thnk you for registering for the following lsses: Heding1 Heding2 Heding3 Heding4 Heding5 Before {List :{Clsses:Nme X} {Clsses:Nme X} {Clsses:Nme X} TOTAL: }Pyment is due one week efore the lss dte. Thnk you for registering for the following lsses: Clss Dte Tuition Tx Totl After {List :{Clsses:Nme X} {Clsses:Nme X} {Clsses:Nme X} TOTAL: 0 }Pyment is due one week efore the lss dte. Doxserá - Expert Guide (Version 3.0) Pge 113

122 Lesson 17 Lesson 17 Lesson 17 Rememer tht every List hs 3 luses (pge 51). The sme is true for Lists tht re formtted s tles, with eh luse oupying row: 7 Clss Dte Tuition Tx Totl First {List :{Clsses:Nme X} First Middle {Clsses:Nme X} Middle Lst {Clsses:Nme X} Lst TOTAL: 0 When we dd info to the first luse, if we wnt tht info to pper for eh item in the List, we ll hve to dd it to the middle luse nd lst luse too. Add dte Field in the first luse Put the ursor in the first ell under the Dte heding nd lik Selet the Clsses nswer Selet the Current item d Selet the Dte Field type e Selet the Dte olumn of the Mster List f Selet the 5/1/2010 formt nd lik OK Field Clss Dte Tuition Tx Totl {List :{Clsses:Nme X} {Clsses:Nme X} {Clsses:Nme X} TOTAL: 0 d f e 8 Copy the dte Field to the middle nd lst luses Selet the {Clsses:Dte X} Field nd opy with Ctrl+C Use Ctrl+V to pste the Field into the middle luse nd lst luse Clss Dte Tuition Tx Totl {List :{Clsses:Nme X} {Clsses:Nme X} {Clsses:Nme X} {Clsses:Dte X} TOTAL: 0 Doxserá - Expert Guide (Version 3.0) Pge 114

123 9 Lesson 17 Lesson 17 Lesson 17 Add numer Field Put the ursor in the first ell under the Tuition heding nd lik Field Selet the Clsses nswer Selet the Current item d Selet the Numer Field type e Selet the Cost olumn of the Mster List f Selet the 1, (extly 2 deimls) formt nd lik OK g As in Step 8 ove, opy nd pste the Field from the first luse to the middle nd lst luses e Clss Dte Tuition Tx Totl {List :{Clsses:Nme X} {Clsses:Nme X} {Clsses:Nme X} {Clsses: Dte X} {Clsses: Dte X} g {Clsses: Dte X} g TOTAL: 0 d f 10 Add mth Field Put the ursor in the first ell under the Tx heding nd lik Field Selet the Clsses nswer Selet the Current item d Selet the Numer Field type e Selet the Cost olumn of the Mster List f Selet the 1, (extly 2 deimls) formt g lik Mth to open the Mth sreen e Clss Dte Tuition Tx Totl {List :{Clsses: Nme X} {Clsses:Nme X} {Clsses:Nme X} {Clsses: Dte X} {Clsses: Dte X} {Clsses: Dte X} {Clsses: Cost X} {Clsses: Cost X} {Clsses: Cost X} TOTAL: 0 d f g Doxserá - Expert Guide (Version 3.0) Pge 115

124 11 Lesson 17 Lesson 17 Lesson 17 Crete formul Put the ursor t the end of the formul nd type *.088, then lik OK to lose the Mth sreen nd OK gin to lose the Field sreen As in Step 8 ove, opy nd pste the {###} Field from the first luse to the middle nd lst luses Clss Dte Tuition Tx Totl {List :{Clsses: Nme X} {Clsses:Nme X} {Clsses:Nme X} {Clsses: Dte X} {Clsses: Dte X} {Clsses: Dte X} {Clsses: Cost X} {Clsses: Cost X} {Clsses: Cost X} {###} TOTAL: 0 12 When reting mth formule, you n sometimes get hed strt y opy/psting n existing mth Field nd then modifying the formul. In the next step, we ll opy Field tht lultes tx, then modify the formul to lulte tx + tuition. Crete seond mth Field nd edit it Selet the {###} Field nd opy with Ctrl+C Put the ursor in the first ell under the Totl heding nd pste with Ctrl+V Put the ursor in the new {###} Field nd lik Field to edit it Clss Dte Tuition Tx Totl {List :{Clsses: Nme X} {Clsses: Dte X} {Clsses: Cost X} {###} Clss Dte Tuition Tx Totl {Clsses:Nme {Clsses: {Clsses: {###} X} Dte X} Cost X} {List :{Clsses: {Clsses: {Clsses: {###} {###} Nme X} Dte X} Cost X} {Clsses:Nme {Clsses: {Clsses: {###} X} Dte X} Cost X} {Clsses:Nme {Clsses: {Clsses: {###} X} Dte X} Cost X} TOTAL: 0 {Clsses:Nme {Clsses: {Clsses: {###} X} Dte X} Cost X} TOTAL: 0 Doxserá - Expert Guide (Version 3.0) Pge 116

125 13 Lesson 17 Lesson 17 Lesson 17 Clik Mth to see the formul Clik to open the Mth sreen Chnge the formul in the new mth Field Type + t the end of the previous formul d Selet the Field funtion e Selet the Clsses nswer f Selet the Cost olumn of the Mster List g Selet the Current item in the List h Clik to dd the funtion to the formul, then lik OK to lose the Mth sreen nd OK gin to lose the Field sreen d e f g h 14 Copy the new mth Field to the middle nd lst luses As in Step 8 ove, opy nd pste the Field from the first luse to the middle nd lst luses Clss Dte Tuition Tx Totl {List :{Clsses: Nme X} {Clsses:Nme X} {Clsses:Nme X} {Clsses: Dte X} {Clsses: Dte X} {Clsses: Dte X} {Clsses: Cost X} {Clsses: Cost X} {Clsses: Cost X} {###} {###} {###} {###} TOTAL: 0 One more item requires ttention. The 0 in the lst ell is stndrd Word sum Field, so it needs to e formtted with the stndrd Word proedure: right-lik on the Field, hoose Edit Field, lik Formul, nd hoose the numer formt $#,##0.00. Doxserá - Expert Guide (Version 3.0) Pge 117

126 Lesson 17 Lesson 17 Lesson 17 THE PAYOFF The form user mkes ouple quik hoies, nd dditionl info is drwn from the ClssInfo Mster List nd inluded in the resulting doument, long with severl mth lultions. Doxserá () Snpdone, Lel Question Answer Clsses List the lsses registered Bsi Personhood Advned Humnity Thnk you for registering for the following lsses: Clss Dte Tuition Tx Totl Bsi Personhood Advned Humnity 3/3/ /17/ TOTAL: $ Pyment is due one week efore the lss dte. Lesson 17 Lesson 17 Lesson 17 Attention Mrkers Authors Osionlly you will wnt to drw the form user s ttention to prtiulr portion of the form perhps lengthy setion needs to e drfted from srth. Selet the lotion in the doument, lik Attn Mrk, nd type messge if desired. When the form is used, the ursor jumps to the mrked lotion nd your messge (if ny) is presented. If you hve mrked severl spots for ttention, the form user liks Attn to visit eh of them. Using Smrter Forms Answering Questions in the Questionnire Users Ting Is the Best! When nswering questions in the Questionnire, press T to move from one nswer to the next (Shift+T to move kwrds). It s quiker thn rehing for the mouse (quiker even thn rehing for the rrow keys on your keyord). And it hs n dditionl enormous dvntge when the Questionnire ontins Smrt Answers: it moves your ursor extly where needed to respond to the next question, skipping over ny extrneous text nd preseleting the entire nswer for esy type-over replement. Just t n type! Doxserá - Expert Guide (Version 3.0) Pge 118

127 Series Answers Severl uttons on the Doxserá rion mke it esy to work with series nswers (inluding Grids). If the series nswer doesn t ontin enough empty oxes to hold your nswer, lik Add to rete more. (When working in one of these nswers, flg ppers ove the ursor, reminding you to lik Add utton to dd row.) Clik Remove to remove n item from the series nswer (or whole row from Grid). Clik Up or Down to rerrnge items in the series nswer. Refresh Dropdowns nd Chekoxes Linked nswers (pge 8) drw their hoies from previous nswers. To updte them with urrent hoies, lik Refresh. (When working in one of these nswers, flg ppers ove the ursor, reminding you to lik Refresh to updte hoies.) Feth Answers Some nswers drw their hoies from Folios (pge 129). When the ursor is in one of these nswers, flg ppers ove the ursor, reminding you to lik Feth to hoose. Don t type response in this nswer ox insted, lik Feth nd selet n nswer from the Feth sreen (pge 163). Peeking While typing nswers, you my wnt to peek t the lotion(s) in the form where your nswer will e used. Clik Peek Next to turn on split-sreen view showing where the urrent nswer is used in the form. Clik Peek Next gin to dvne to the next spot where the sme nswer is used, or lik Peek Off when you re finished with the split-sreen view. Filling in the Form Users Strt After opening form, lik Strt to move the ursor to the top of the Questionnire, redy to strt nswering questions. This lso updtes ny Smrt Answers tht use Mster Lists (pge 124) s their soure. If the form is espeilly lrge nd omplited nd you don t wnt to wit, you n ypss the updting step y holding down Shift while liking Strt. Fill After typing nswers in the Questionnire, lik Fill to move ll of the nswers up into the form, utomtilly formtting Fields properly, hnging pronouns nd singulr/plurl words, lulting dte offsets nd mth, nd inluding or exluding onditionl text s pproprite. After filling in the form, you my sve it in its filled stte indefinitely. At some lter dte, if misspelling is disovered or other info hnges, simply mke the revision in the Questionnire then lik Fill gin to updte the entire form. Doxserá - Expert Guide (Version 3.0) Pge 119

128 If your form is exeptionlly lrge (over 1,000 Fields, Lists, nd Conditions), you qulify for Speedy Fill mode. After liking Fill, this sreen ppers, with three options: Don t Refresh: This skips the Refresh step tht ordinrily ours t the eginning of the Fill proess. Tht step ttempts to fix ny prolems with nswers in the Questionnire. If you re omfortle tht nswers re entered orretly, then it s sfe to use this option. If the Questionnire ontins jillion nswers, this will sve some time. Don t Reset: This skips the Reset step tht ordinrily ours next in the Fill proess. Tht step restores ll Fields, Lists nd Conditions to their originl, pristine stte, whih is importnt if the form hs een previously filled with Fill or Blnks (pge 120). Use this option if you re ertin the form hs not lredy een filled in. If the form ontins ton of Fields, this will sve some time. Petrify: When this option is seleted, the form is oth Filled nd Petrified, just s if you liked Petrify (pge 120) immeditely fter Fill. If the form ontins gret ig unh Conditions, this will sve lot of time. But rememer: This step is irreversile. All utomtion (inluding the Questionnire) is removed from the form, so you nnot go k nd hnge your nswers lter. Attention Mrkers If form ontins n Attention Mrker, it will utomtilly e seleted when you lik Fill, nd its messge (if ny) displyed. To move on to other Attention Mrkers in the sme form, lik Attn. Reset After filling in form with Fill, you my wnt to return to the originl unfilled view. Clik Reset to return the form to its originl stte, without disturing the ontents of the Questionnire. This is espeilly importnt for form uthors when testing form. After liking Fill to test form, lwys Reset efore mking hnges to the form; otherwise your hnges might e lost. Blnks Clik Blnks to reple Fields with lnk lines. This is hndy if you wnt to print out opy of the form so tht it n e filled in y hnd. Some form uthors sve their finished forms with Blnks turned on euse it mkes the form look less omplex nd more weloming to form users. Petrify After finlizing doument, you my lik Petrify to onvert ll Fields to plin text nd remove the Questionnire. The doument is then n ordinry Word doument stripped of Doxserá fetures, redy for emiling to lient or ny other purpose. You my lso hoose to utomtilly sru metdt from the finished doument during Petrify (pge 181). Doxserá - Expert Guide (Version 3.0) Pge 120

129 Cpturing nd Reusing Dt (Sve/Lod) Users Mny forms might e used in single mtter, nd lots of info is repeted mong those forms the lient s nme, ddress, phone numer, nd so on. Rther thn retype ll tht info in eh form, you n sve nswers from one form nd reuse those nswers in lter forms. Sving Answers After typing nswers in Questionnire, lik Sve/Lod. Choose where the nswer file will e sved in the Folder ox. (See pge 123 for more on reting, renming, nd deleting folders.) If n nswer file hs lredy een reted for this mtter, selet it in the File ox. If not, Clik to rete new file. After seleting (or reting) n nswer file for this mtter, lik to indite nswers should e opied from the form to the file. Chekoxes show whih nswers will e opied to the file nd give you hne to refine the seletion if needed. Clik GO to finish. Doxserá - Expert Guide (Version 3.0) Pge 121

130 Loding Answers Now suppose tht you re using seond form for the sme mtter. Insted of retyping nswers into the seond form s Questionnire, simply lod the nswers you sved previously. Clik Sve/Lod nd selet the Folder where the nswer file is sved. Selet n nswer file in the File ox. If there re lots of nswer files, use the serh utton for fst results. After seleting n nswer file, lik to indite nswers should e opied from the file to the form. Chekoxes show whih nswers will e opied to the form. Clik GO to finish. Updting Answers You will frequently wnt to updte the nswers in n nswer file. Perhps you orreted nme spelling, or mye new form sked questions tht did not pper in erlier forms. With the urrent form on your sreen (nd urte nswers in the form s Questionnire), lik Sve/Lod, selet the nswer file, nd lik to indite nswers should e opied from the form to the file. Doxserá - Expert Guide (Version 3.0) Pge 122

131 Answers tht differ etween the form nd the sved file re utomtilly seleted. In this exmple, the opposing prty s nme ws spelled Jne Jones in the sved file, ut it hs een orreted to Jyne Jones in the form. Clik GO to finish, nd the file is updted with the new nme spelling. Orgnizing Answer Files When first instlled, Doxserá stores ll nswer files in single folder nmed Answers. But you my wnt to sudivide tht folder into severl sufolders or even su-sufolders. Use the Folder uttons t the top of the Sve/Lod sreen to orgnize the re where nswers re sved in your offie. Clik to rete sufolder within the seleted folder, to renme sufolder, or to remove sufolder. Use to pste n nswer file into the seleted folder fter opying it from nother folder. Use the File uttons t the top of the Sve/Lod sreen to mnge nswer files. Clik to find file in the urrently seleted folder or its sufolders, nd to return to listing of ll files. Clik to rete new nswer file within the seleted folder, to renme n nswer file, or to permnently remove n nswer file nd ll the nswers it ontins. To use one nswer file s strting point for nother (for instne, if two mtters re relted nd shre muh of the sme info), lik to opy the first file, selet the folder where the new file elongs, then lik to pste it. Shring the Questionnire Rther thn fill in the Questionnire yourself, you n use it to ollet nswers from someone else, even if tht person does not own Doxserá or TheFormTool. All they need is Mirosoft Word, version 2007 or lter. 1. Prepre nd Send the Questionnire First open form s if you were going to fill it in yourself, then lik Tools, Prepre to Shre. Doxserá - Expert Guide (Version 3.0) Pge 123

132 This sreen wlks you through severl steps to mke the Questionnire usle y nyone who owns Mirosoft Word, version 2007 or lter. Depending on your hoies, it will: Step 1 Chek linked nswers nd soured nswers (nswers tht use other nswers s soure for hoies). You re prompted to onvert linked nswers to Grids, while soured nswers re utomtilly mde shrle. Step 2 Adjust series nswers to inlude enough empty slots for omplete nswers. Step 3 Convert hekoxes to e omptile with Word Step 4 Remove the ontent of the form so the Questionnire n e shred y itself. Step 5 Hide the Lel olumn of the Questionnire. When finished, send the prepred Questionnire to your trget udiene, sking them to return it to you fter nswering ll the questions. 2. Sve Answers When the Questionnire is returned to you, open it nd lik Sve/Lod to sve the responses to n nswer file (pge 121). Then lose the Questionnire it s not needed for Step Fill in the Form Use the originl form to strt fresh doument, nd lik Step 2. Clik Fill, nd the form is omplete. Sve/Lod to lod the responses you sved in Soures: Mster Lists Mster Lists re gret repositories for tulr info (rrnged in olumns nd rows) tht is used in multiple forms. For exmple, mny firms mintin Mster List of employees, long with their diret dil numers, emil ddresses, nd other info. Tht info is then ville in ll forms to rete signture loks nd personlized letterhed. Rther thn require the form user to type nme, rete Dropdown nswer tht uses Mster List s its soure (pge 11). Not only hve you sved the form user the troule of typing the nme; they lso don t hve to type (or even rememer) the emil ddress nd phone numer. And when new employee joins the firm, type the new nme, diret dil numer, nd emil ddress in single lotion the Mster List nd ll of the forms using tht Mster List re updted with the new info. Doxserá - Expert Guide (Version 3.0) Pge 124

133 Creting Mster Lists Authors 1 Lesson 18 Lesson 18 Lesson 18 Lesson 18: Creting Mster Lists Add new Mster List In this lesson, you rete Mster List nmed Employees to store employee nmes, diret dil numers, nd emil ddresses. Clik Soures, Mster Lists to open the Mster Lists sreen Clik to rete new Mster List Nme the Mster List Employees nd lik OK Choose 3 olumns nd lik OK to open the Mster List editing doument 2 Add ontent to the Mster List Type olumn hedings in the first row: Nme, Ext, Emil Fill in s mny rows s you like (to dd new row, press T when the ursor is in the lst ell) MASTER LIST: Employees This is n ordinry Word tle, so you After editing, lik Soures, Mster Lists to sve hnges. n use ll of Word s uilt-in tle editing Nme Ext Emil ommnds to dd, delete, nd move rows Jennifer Sykes 8934 sykes@lwfirm.om nd olumns. A summry of hndy Her Blount 9478 lount@lwfirm.om Ethel Adms 8234 dms@lwfirm.om keystrokes is inluded in the footer of the Mster List editing doument. 3 Sve your work Clik Soures, Mster Lists to return to the Mster Lists sreen Clik Sve nd Close This Mster List will e used in Lesson 19 on pge 127. Lesson 18 Lesson 18 Lesson 18 Doxserá - Expert Guide (Version 3.0) Pge 125

134 Modifying Mster Lists Authors Clik Soures, Mster Lists t ny time to return to the Mster List sreen nd mnge your Mster Lists. After seleting Mster List, lik to renme, or to permnently remove the whole Mster List nd ll the dt it ontins. Clik Edit to open the Mster List editing doument so you n mke hnges or dditions. Import nd Export Mster Lists Authors When Doxserá is instlled on network, Mster Lists re shred mong ll users. But you my wish to downlod nd instll smple Mster Lists or shre Mster Lists with Doxserá users t other offies. To import Mster List: Open the Mster List doument tht you downloded or reeived, lik Soures, Mster Lists to open the Mster Lists sreen, nd lik Sve nd Close. WARNING: If you lredy hve Mster List with the sme nme s the Mster List eing imported, it will e overwritten with the imported Mster List. To export Mster List: Clik Soures, Mster Lists to open the Mster Lists sreen, selet Mster List, nd lik Edit. Sve the resulting Word doument nd send it to the reipient. Doxserá - Expert Guide (Version 3.0) Pge 126

135 Using Mster Lists Authors 1 Lesson 19 Lesson 19 Lesson 19 Lesson 19: Using Mster Lists Mster List (pge 124) Dropdown nswer (pge 9) Crete the Questionnire Use your Mster List of Employees to rete n utomted signture lok. Prerequisites: Employees Mster list from Lesson 18 on pge 125 Type or opy/pste this text into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown I swer tht the ove-stted fts re true nd orret. Jennifer Sykes (555) sykes@lwfirm.om Doxserá () Snpdone, In. Lel Question Answer Signer Who will sign this doument? 2 Crete Smrt Answer Put the ursor in the Signer nswer ox nd lik Clik the Dropdown nswer type Selet the soure Mster List, Employees nd lik OK Smrt Answer Doxserá () Snpdone, In. Lel Question Answer Signer Who will sign this doument? If Employees is missing, you hven t reted the Mster List yet. See Lesson 18 on pge 125. Doxserá - Expert Guide (Version 3.0) Pge 127

136 3 Lesson 19 Lesson 19 Lesson 19 Add Fields Selet Jennifer Sykes nd lik Field Selet the Signer nswer Selet the Nme olumn of the Mster List nd lik OK d Selet 8934 nd lik Field e Selet the Signer nswer f Selet the Ext olumn of the Mster List nd lik OK g Selet sykes@lwfirm.om nd lik Field h Selet the Signer nswer i Selet the Emil olumn of the Mster List nd lik OK I swer tht the ove-stted fts re true nd orret. Before g d Jennifer Sykes (555) sykes@lwfirm.om h e i f I swer tht the ove-stted fts re true nd orret. After {Signer:Nme} (555) 555-{Signer:Ext} {Signer:Emil} THE PAYOFF All tht s required of the form user is to selet n employee from dropdown ox in the Questionnire. When Fill is liked, the nme, extension, nd emil ddress re ll filled in utomtilly. Doxserá () Snpdone, In. Lel Question Answer Signer Who will sign this doument? Her Blount I swer tht the ove-stted fts re true nd orret. Her Blount (555) lount@lwfirm.om Lesson 19 Lesson 19 Lesson 19 Doxserá - Expert Guide (Version 3.0) Pge 128

137 Soures: Folios Folios store multiple texts, lled Pssges, tht n e rought into douments mnully with forms utomtilly with Fether. Feth or into A Folio ould ontin oilerplte prgrphs or pges, employee iogrphies, prts lists, jury instrutions, interrogtories, letterheds, ptions, or ny set of text pssges, even if they inlude grphis, formtting, footnotes, hyperlinks, speil hrters, nd other non-text fetures. Consider using Folios if: You use stndrdized loks of text in multiple forms. You wnt to rete lirry of info tht n e serhed nd seleted for insertion t ny point in ny doument. You wnt to rete forms tht intelligently selet nd insert loks of externl text. Deisions mde y the form n e sed on responses to questions in the Questionnire omined with internl logi. Creting Folios Authors Bsi Folios To rete Folio, first lik Soures, Folios to open the Folios sreen. Clik to dd new Folio. You will e sked to nme the Folio nd the first Pssge. (For exmple, Folio of reipes might e nmed Reipes, nd the first Pssge might e nmed Chiken Gumo.) Clik to dd dditionl Pssges. To dd text to Pssge, selet it nd lik of Pssge to open Folio doument. Edit Content Doxserá - Expert Guide (Version 3.0) Pge 129

138 The ontent of eh Pssge is typed (or opied nd psted) etween the lue vvv nd ^^^ mrkers. When finished, lik Soures, Folios to return to the Folios sreen, then lik Sve to sve your hnges. 1 Lesson 20 Lesson 20 Lesson 20 In this lesson, you re keeper of reipes, nd you hve deided to store them in Folio for esy ess. Clik Soures, Folios Clik to dd new Folio Lesson 20: Creting Folios Crete Folio nd its first Pssge Type the Folio nme Reipes nd lik OK Type the first Pssge nme Chiken Gumo nd lik OK 2 Add more Pssges Clik to dd new Pssge Type the Pssge nme Tomto Soup nd lik OK Repet nd to rete three more Pssges: Beef Stew, Bouillisse, nd Vihyssoise Doxserá - Expert Guide (Version 3.0) Pge 130

139 3 Lesson 20 Lesson 20 Lesson 20 Open the Folio doument Selet ny Pssge Clik Edit Content of Pssge 4 Edit ontent of Pssges Between the lue rrows, type or pste reipe for eh dish Clik Soures, Folios to return to the Folios sreen, nd lik Sve to sve your work This Folio will e used in Lesson 21 on pge 132. Lesson 20 Lesson 20 Lesson 20 Folio nd Tgs Tgs re most ommonly used to ermrk Pssges in Folio. They mke it esier to find Pssges, nd re lso used when reting forms tht utomtilly insert tgged Pssges. Doxserá - Expert Guide (Version 3.0) Pge 131

140 To tg Pssges in Folio, lik Soures, Folios to open the Folios sreen. Selet Folio nd ny Pssge. Clik to dd new Pssge Tg. To tg prtiulr Pssge with prtiulr Tg, selet the Pssge nd hekmrk the Tg. Note tht single Pssge my e tgged with multiple Tgs. After mking hnges to Folio, Sve nd Cnel uttons pper. Be sure to Sve your hnges. 1 Lesson 21 Lesson 21 Lesson 21 Tgs re used to ermrk Pssges in Folio. Folio (pge 129) Prerequisites: Pssge Tg (pge 131) Reipes Folio from Lesson 20 on pge 130 Lesson 21: Pssge Tgs in Folios Add Pssge Tgs Clik Soures, Folios to open the Folios sreen Selet the Reipes Folio Selet ny Pssge Clik to dd new Tg d Type the Tg nme Met nd lik OK e Repet nd d to rete Tgs nmed Fish nd Vegetrin Don t lose this sreen yet more to ome in the next step d e e Doxserá - Expert Guide (Version 3.0) Pge 132

141 2 Lesson 21 Lesson 21 Lesson 21 Tg eh Pssge Selet the Chiken Gumo Pssge Chekmrk the Met Tg Repet nd to tg the remining reipes: Tomto Soup is Vegetrin; Beef Stew is Met; Bouillisse is Fish; nd Vihyssoise is Met Clik Sve to sve your work This Folio will e used in Lesson 22 on pge 134. Lesson 21 Lesson 21 Lesson 21 Folio Fts Folio Fts dd supplementl info to Pssges. They re useful when, in ddition to inserting Pssge into form, form uthors lso need to insert info out tht Pssge. For exmple: A form tht inserts iogrphies from Folio ould lso inlude seprte listing of eh person s nme nd profession. The sme Pssges nd Fts might e rrnged differently in two forms. For exmple, tlog might show produt s nme in lrge font ove its desription. But the sme produt ould pper in two-olumn invoie with the nme on the left nd desription on the right. To dd Fts to Folio, lik Soures, Folios to open the Folios sreen. Selet the Folio. Clik to dd new Ft lel for the whole Folio. To fill in Ft for prtiulr Pssge: (1) selet the Pssge, (2) selet the Ft lel, nd (3) type the Ft. When typing Fts, lik (or press Enter) to dvne to the next Ft; lik (or press Alt+N) to dvne to the next Pssge. After mking hnges to Folio, Sve nd Cnel uttons pper. Be sure to Sve your hnges. Doxserá - Expert Guide (Version 3.0) Pge 133

142 1 Lesson 22 Lesson 22 Lesson 22 Lesson 22: Folio Fts Folio (pge 129) Folio Ft (pge 133) Add Ft lel In this lesson, you will dd supplementl info to eh dish in the Reipes Folio. Prerequisites: Reipes Folio from Lesson 21 on pge 132 Clik Soures, Folios to open the Folios sreen Selet the Reipes Folio Selet ny Pssge Clik to dd new Ft d Type the Ft lel Servings nd lik OK Don t lose this sreen yet more to ome in the next step d 2 Enter Fts Selet the Chiken Gumo Pssge Selet the Servings Ft Type 4 in the Servings ox Repet thru for the remining Pssges: Tomto Soup serves 3; Beef Stew serves 4; Bouillisse serves 4; nd Vihyssoise serves 2 Clik Sve to sve your work This Folio will e used in Lesson 23 on pge 135. Lesson 22 Lesson 22 Lesson 22 Doxserá - Expert Guide (Version 3.0) Pge 134

143 Advned Folio Editing One you understnd the formt of the Folio doument, you my find it quiker to mke extensive revisions there rther thn through the Folios sreen. First open Folio doument: lik Soures, Folios, selet Folio, selet ny Pssge, nd lik Edit Content of Pssge. Eh Pssge in Folio follows this formt: The Pssge egins with vvv. The Pssge nme. Prentheses enlose list of Tgs nd Fts seprted y semiolons. Fts re distinguished from Tgs with n = symol. For exmple, Met is Tg, nd Servings=4 is Ft. The Pssge ontents pper etween the two lue loks. The Pssge ends with ^^^. Following these rules, you n renme Pssges; edit Pssge ontents; dd, renme, nd delete Tgs; dd, relel, nd delete Fts; nd hnge Ft info ll diretly within the Folio doument. After mking revisions, lik Soures, Folios to return to the Folios sreen, then Sve your hnges. 1 Lesson 23 Lesson 23 Lesson 23 Lesson 23: Advned Folio Editing Folio (pge 129) Pssge Tg (pge 131) Folio Ft (pge 133) Open the Folio doument In this lesson you will use dvned methods to expnd the Reipes Folio. Prerequisites: Reipes Folio from Lesson 22 on pge 134 Clik Soures, Folios to open the Folios sreen Selet the Reipes Folio Selet ny Pssge Clik Edit Content of Pssge to open the Folio doument Doxserá - Expert Guide (Version 3.0) Pge 135

144 2 Lesson 23 Lesson 23 Lesson 23 Edit ll spets of Pssge Edit the ontent of the Pssge y typing Mmm, deliious! t the end Edit the nme of the Pssge y hnging Chiken Gumo to Chiken Gumo Surprize Add Tg y typing Svory; (inluding the semiolon) efore Met d Add Ft y typing ; Prep Time=1 hour (inluding the semiolon) fter Servings=4 d Sine these speil hrters re used s seprtors, don t use them within the nmes of Pssges, Tgs, or Fts: ; = ( ) 3 Crete new Pssge with opy/pste Selet the entire Tomto Soup Pssge, mking sure to inlude vvv t the eginning nd ^^^ t the end, nd opy with Ctrl+C Add lnk line etween the Tomto Soup nd Beef Stew Pssges, nd use Ctrl+V to pste the opied Pssge Revise the opied reipe so it refers to pottoes insted of tomtoes Clik Soures, Folios to return to the Folios sreen, nd Sve to sve your work This Folio will e used in Lesson 24 on pge 138. Lesson 23 Lesson 23 Lesson 23 Doxserá - Expert Guide (Version 3.0) Pge 136

145 Import nd Export Folios When Doxserá is instlled on network, Folios re shred mong ll users. But you my wish to downlod nd instll smple Folios or shre Folios with Doxserá users t other offies. To import Folio: Open the Folio doument tht you downloded or reeived, lik Soures, Folios to open the Folios sreen, nd lik Sve. WARNING: If you lredy hve Folio with the sme nme s the Folio eing imported, it will e overwritten with the imported Folio. To export Folio: Clik Soures, Folios to open the Folios sreen, selet Folio, selet ny Pssge, nd lik Edit Content of Pssge. Sve the resulting Word doument nd send it to the reipient. Creting Forms tht Use Folios Authors Form uthors hve full ess to Folios, Pssges, nd Tgs to further utomte their form lirry nd dd even more flexiility. Possiilities inlude: A form for jury instrutions, where the user selets whih instrutions should e inluded from full list of jury instrutions. A lese greement omposed of luses seleted from Folio of oilerplte prgrphs. An invoie form where prts re hosen from Folio ontining the entire inventory. The usul pproh is to (1) rete Feth nswer tht sks the form user to selet Folios, Pssges, or Tgs; then (2) dd Fethers to the form tht use those responses to find nd feth prtiulr Pssges t prtiulr lotions in the finished doument. Feth Answers Feth nswers prompt the form user to lik Feth to nswer question y seleting from presried list of Folios, Pssges, Folio Tgs, or Pssge Tgs. To rete Feth nswer, put the ursor in n nswer ox nd lik Smrt Answer to open the Smrt Answer sreen. Selet the Dropdown or Chekoxes nswer type. Selet the Folios soure. You will most frequently sk the form user to hoose Pssge Nmes ( Whih of these rtiles? ), ut you my lso sk for Folio Nmes ( Whih olletion of rtiles? ), Folio Tgs ( Whih type of olletion of rtiles? ), or Pssge Tgs ( Whih type of rtiles? ). The Preview shows hoies tht would e presented to form user right now. When the form is used in the future, the hoies will reflet the then-urrent stte of the soure Folio(s), whih might hnge in the mentime. Doxserá - Expert Guide (Version 3.0) Pge 137

146 The pnel in the ottom left orner ontrols whih hoies will e shown to the form user. Selet whih Folios will e shown: All, One, or Filter y Folio nme or Folio Tgs. Selet whih Pssges re shown: All, or Filter y Pssge nme or Pssge Tgs. If sking the form user to hoose Tgs, selet whih Tgs re shown: All, or Filter y Tg nme. 1 Lesson 24 Lesson 24 Lesson 24 Lesson 24: Asking for Pssge Nmes from Folio Folio Chekoxes feth nswer (pges 13, 137) Crete Questionnire In this lesson, you rete Cookook form tht sks the form user to selet dishes from the Reipes Folio. Prerequisites: Reipes Folio from Lesson 22 on pge 134 Type or opy/pste this text into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown The Adequte Cookook for Adequte Cooks Here re some reipes you re sure to enjoy. Hppy ooking! Doxserá () Snpdone, In. Lel Question Answer MyReipes Whih reipes should e inluded? Doxserá - Expert Guide (Version 3.0) Pge 138

147 2 Lesson 24 Lesson 24 Lesson 24 Add Smrt Answer Put the ursor in the MyReipes nswer ox nd lik Clik the Chekoxes nswer type Selet the soure Folios, Pssge Nmes d Selet One Folio e Selet the Reipes Folio nd lik OK Smrt Answer Doxserá () Snpdone, In. Lel Question Answer MyReipes Whih reipes should e inluded? d e 3 Sve your work This form will e used in Lesson 25 on pge 140. Sve this form somewhere hndy (nme it Cookook ). We ll finish it in the next lesson. Lesson 24 Lesson 24 Lesson 24 Fethers A Fether is mrker in form tht utomtilly finds nd fethes Pssges when form is used. It ould e reltively stti (find our urrent dislimer nd feth it into this footer) or highly dptive (the form user hs seleted disese nd tretment; find nd feth ll medil uthority tht justifies the use of tht tretment for tht disese). To rete Fether, put the ursor in the form where the Pssge(s) will pper nd lik Fether to open the Fether sreen. Fethers re tremendously flexile. The most si sort of Fether uses Fixed Folio seletion nd Fixed Pssge seletion. For exmple, the sreen shown here retes Fether tht fethes two Pssges (Bouillisse nd Tomto Soup) from the Reipes Folio during Fill. Doxserá - Expert Guide (Version 3.0) Pge 139

148 Selet Vrile to e more flexile, or All to inlude everything. For exmple, the sreen shown here retes Fether tht fethes every Pssge from the Lw tegory of Folios (Folios tht hve een tgged with the Lw Tg). 1 Lesson 25 Lesson 25 Lesson 25 In this lesson, you finish the Cookook form, mking it utomtilly feth seleted Pssges. Folio (pge 129) Prerequisites: Fether (pge 139) Reipes Folio from Lesson 22 on pge 134 Cookook form from Lesson 24 on pge 138 Lesson 25: Folio Fethers Strt with smple Form Open the Cookook form from Lesson 24 on pge 138 Put the ursor where reipes will e inserted Clik Fether Doxserá - Expert Guide (Version 3.0) Pge 140

149 2 Lesson 25 Lesson 25 Lesson 25 Identify Pssges to e fethed Selet the Reipes Folio Sine we don t know in dvne whih Pssges will e used, lik Vrile The Pssges to e fethed re hosen in the MyReipes nswer, so selet Nme ontins {MyReipes} d Selet All to inlude ll reipes seleted in the MyReipes nswer, nd lik OK d 3 Sve your work Sve your hnges to this form so you n ontinue with it in the next lesson. This form is now funtionl, fething Pssges tht re individully seleted y the form user. We ll modify it two different wys. In Lesson 26 (pge 142) we ll llow the user to selet whole tegory of Pssges rther thn hnd-piking individul Pssges. In Lesson 28 (pge 149) we ll use List struture to dress up the pperne of the reipes. Lesson 25 Lesson 25 Lesson 25 Doxserá - Expert Guide (Version 3.0) Pge 141

150 1 Lesson 26 Lesson 26 Lesson 26 Lesson 26: Asking for Pssge Tg from Folio Folio (pge 129) Dropdown feth nswer (pges 9, 137) Fether (pge 139) Crete Smrt Answer tht sks for Pssge Tg You will modify the Cookook form so tht the form user hooses reipe tegory rther thn seleting eh reipe individully. Prerequisites: Reipes Folio from Lesson 22 on pge 134 Cookook form from Lesson 25 on pge 140 Open the Cookook form from Lesson 25 on pge 140 Chnge the question to Whih type of reipes should e inluded? Put the ursor in the MyReipes nswer ox nd lik Clik the Dropdown nswer type d Selet the soure Folios, Pssge Tgs e Selet One Folio f Selet the Reipes Folio nd lik OK Smrt Answer d e f 2 Crete Fether tht fethes tgged Pssges Delete the old {Feth} ode, put the ursor where it ws, nd lik Fether Chekmrk the Reipes Folio Clik Vrile d Chekmrk Tgged with Pssge Tg e Selet the {MyReipes} nswer nd lik OK d e Doxserá - Expert Guide (Version 3.0) Pge 142

151 Lesson 26 Lesson 26 Lesson 26 This form is now funtionl, fething whole set of Pssges when the form user hooses tegory. But don t sve it over the top of the previous Cookook form, euse we re going to use tht one gin in Lesson 28 (pge 149). Lesson 26 Lesson 26 Lesson 26 Questionnires in Folios Coordinting Questionnires etween forms nd Folios n led to stounding results: When oilerplte prgrphs re fethed into doument, lnguge within the oilerplte n e ustomized with info from the Questionnire of the trget doument. Pssges in Folios n ontin Conditions tht resolve ording to nswers in the trget form s Questionnire. Before dding Fields, Lists, nd Conditions within Folio Pssges, you will need to dd Questionnire to the Folio doument. First open the Folio doument: lik Soures, Folios, selet Folio, selet ny Pssge, nd lik Edit Content of Pssge. Then dd Questionnire y (1) liking Questionnire, Lod to lod previously sved Questionnire; or (2) opy/psting the Questionnire from form to the ottom of the Folio doument. One the Questionnire is in ple, you n dd Fields, Lists, nd Conditions throughout its Pssges just s if you were dding them to n ordinry form. Note tht, just like form, Folio n only ontin one Questionnire, so it s wise to group relted Pssges in single Folio where they ll shre ess to the sme Questionnire. Importnt: Be sure nswer lels in the Folio s Questionnire orrespond to nswer lels in forms where the Folio s Pssges will e used. For exmple, suppose your Rel Estte Agreement form fethes Pssges from the RE Provisions Folio. The form inludes question leled OwnerNme nd {OwnerNme} fields. To inlude the owner s nme within Pssges in the RE Provisions Folio, mke sure its Questionnire inludes mthing OwnerNme question. When the form is used, the response to the OwnerNme question in the form s Questionnire will e used to fill in {OwnerNme} fields in oth the originl form nd in Pssges fethed from the RE Provisions Folio. Doxserá - Expert Guide (Version 3.0) Pge 143

152 1 Lesson 27 Lesson 27 Lesson 27 Lesson 27: Questionnires in Folios Folio (pge 129) Dropdown feth nswer (pges 9, 137) Fether (pge 139) Crete Folio nd its first Pssge In this lesson, your lw firm prties in two venues. Rther thn rete seprte form for eh venue, you rete single form tht sks the form user to hoose venue. Clik Soures, Folios to open the Folios sreen Clik to dd new Folio Type the Folio nme Venues nd lik OK Type the first Pssge nme Wshington Superior Court nd lik OK 2 Add seond Pssge Clik to dd new Pssge Type the Pssge nme Wshington DSHS nd lik OK 3 Open the Folio doument Selet ny Pssge Clik Edit Content of Pssge Doxserá - Expert Guide (Version 3.0) Pge 144

153 4 Edit ontent of Pssges Lesson 27 Lesson 27 Lesson 27 Between the lue rrows, rete ption for eh venue similr to those shown elow Clik Soures, Folios to return to the Folios sreen, nd lik Sve to sve your hnges. Tip: Use 2x1 tle with some order lines turned off to split the left nd right hlves of ption. 5 Crete the Questionnire [ption] Type or opy/pste this text into lnk doument Clik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Defendnt moves the Court to rule tht ll hrges should e dismissed. Doxserá () Snpdone, In. Lel Question Answer CseVenue CuseNum ClientNme OppNme Venue Cuse numer Nme of lient Nme of opponent PldgTitle Title of pleding Motion to Dismiss In ddition to the ClientNme question used in this form, we lso inlude questions tht will e used in the Venues Folio. Doxserá - Expert Guide (Version 3.0) Pge 145

154 6 Lesson 27 Lesson 27 Lesson 27 Put the ursor in the CseVenue nswer ox nd lik Smrt Answer Crete Feth nswer Clik the Dropdown nswer type Choose soure Folios, Pssge Nmes d Choose the Venues Folio nd lik OK Lel Question Answer CseVenue Venue CuseNum Cuse numer ClientNme Nme of lient Doxserá () Snpdone, In. d OppNme Nme of opponent PldgTitle Title of Pleding Motion to Dismiss 7 Crete Fether Delete [ption], ple the ursor where it ws, nd lik Fether Chekmrk the Venues Folio Selet Vrile Pssges d In the Nme ontins ox, selet the {CseVenue} nswer [ption] Defendnt moves the Court to rule tht ll hrges should e dismissed. d This Fether looks in the Venues Folio nd fethes ll Pssges tht re nmed in the {CseVenue} nswer. 8 Add Field {Feth} Selet the lnk line where the lient s nme elongs Clik Field, selet ClientNme, nd lik OK to dd {ClientNme} Field to the form Defendnt moves the Court to rule tht ll hrges should e dismissed. Doxserá - Expert Guide (Version 3.0) Pge 146

155 9 10 Lesson 27 Lesson 27 Lesson 27 Sve the form Sve the finished form with the nme Motion to Dismiss Copy the Questionnire Selet the whole Questionnire, mking sure to inlude the phntom olumn long the right edge, nd opy with Ctrl+C 11 Pste Questionnire into the Folio doument Clik Soures, Folios to open the Folios sreen Selet the Venues Folio selet ny Pssge Clik Edit Content of Pssge to open the Folio doument d Put the ursor t the end of the Folio doument, mking sure it is elow the ^^^ Add hrd pge rek (Ctrl+Enter), then Pste the opied Questionnire with Ctrl+V d Doxserá - Expert Guide (Version 3.0) Pge 147

156 12 Add Fields to Pssges Lesson 27 Lesson 27 Lesson 27 Now tht the Folio ontins Questionnire, you n lik Field to dd Fields everywhere they re needed in oth Pssges Clik Soures, Folios to return to the Folios sreen, nd Sve to sve your work THE PAYOFF When the form is Filled, nswers from the Questionnire re used to fill in not only the Fields in the originl form, ut lso Fields in the fethed ption. Lesson 27 Lesson 27 Lesson 27 Folios nd Lists Pssges in Lists Some forms require not only tht Pssges e inserted, ut tht they e rrnged in prtiulr wy nd perhps emellished. This is done y rrnging the Pssges in List, three-step proess: (1) rete Smrt Answer tht llows the form user to selet Pssges; (2) dd List to the form tht lists the Pssge nmes; nd (3) ustomize the List y dding Fethers. Doxserá - Expert Guide (Version 3.0) Pge 148

157 1 Lesson 28 Lesson 28 Lesson 28 Lesson 28: Folio Pssges in Lists Folio (pge 129) List (pge 50) Fether (pge 139) Add List You will modify the Cookook form so tht eh fethed reipe is preeded with the reipe s nme. Prerequisites: Reipes Folio from Lesson 22 on pge 134 Cookook form from Lesson 25 on pge 140 Open the Cookook form from Lesson 25 on pge 140 (if you mistkenly overwrote during Lesson 26, you need to swith the Smrt Answer type k to Chekoxes, Folios, Pssge Nmes) Delete the old {Feth} ode, put the ursor where it ws, nd lik List to open the List sreen Selet the MyReipes nswer Selet the [repeting prgrphs] pperne nd lik OK Doxserá - Expert Guide (Version 3.0) Pge 149

158 2 Lesson 28 Lesson 28 Lesson 28 Customize the List Delete Smple prgrph out {MyReipes X} mrks where eh Pssge s nme will pper mke it old, underlined, nd lrger font size. Reple the period with hrd return (Enter) Before After 3 Add Fether Put the ursor in the lnk line where reipe will e fethed nd lik Fether Selet the Reipes Folio Selet Vrile Pssges d In the Nme ontins ox, selet {MyReipes} nd lik OK This Fether looks in the Reipes Folio nd fethes the Pssge nmed y the Current item in the {MyReipes} nswer. d 4 Sve your work This form will e used in Lesson 29 on pge 152. Sve your hnges to this form. We ll use it gin in the next lesson. Doxserá - Expert Guide (Version 3.0) Pge 150

159 Lesson 28 Lesson 28 Lesson 28 THE PAYOFF The old form used single {Feth} ode to feth series of Pssges without emellishment. Use this method when fethed Pssges ontin everything you need. The new form uses List struture (whih ontins {Feth} ode) to emellish eh fethed Pssge with title. Use this method when you wnt to interleve fethed Pssges with dditionl informtion. Lesson 28 Lesson 28 Lesson 28 Folio Fts in Lists When Pssges re used in form, Folio Fts (pge 133) relted to those Pssges n lso e used. For exmple: When seleted dotor s io is fethed from Folio of ios, the dotor s first nme nd numer of yers in prtie ould e inserted elsewhere in the form. A tlog form tht fethes prt desriptions into the left olumn of tle ould lso insert prt numers nd pries into the middle nd right olumns. To retrieve Folio Ft, put the ursor where you wnt the Folio Ft to pper nd lik Field. Selet the nswer tht ontins the Pssge hosen y the form user. Selet the desired Folio Ft nd lik OK. Doxserá - Expert Guide (Version 3.0) Pge 151

160 1 Lesson 29 Lesson 29 Lesson 29 Lesson 29: Folio Fts in Lists Folio (pge 129) Folio Ft (pge 133) In this lesson, the Cookook form s list of reipes is emellished with serving sizes. Prerequisites: Reipes Folio from Lesson 22 on pge 134 Cookook form from Lesson 28 on pge 149 Customize the List Open the Cookook form from Lesson 28 on pge 149 Type (serves ) fter the {MyReipes#X} Field Put the ursor where the serving numer elongs nd lik Selet the MyReipes nswer d Selet the Current item in the List e Selet the Servings Folio Ft nd lik OK Field e d THE PAYOFF Eh entry hs een further ugmented with Field tht retrieves the serving size for eh reipe. Lesson 29 Lesson 29 Lesson 29 Doxserá - Expert Guide (Version 3.0) Pge 152

161 Folios nd Styles Mirosoft Word s styles feture is often used to formt text. It s possile for the formt of identilly nmed styles in two douments to differ. For exmple, the Heding 1 style in Folio X might e old nd underlined, while the Heding 1 style in Form Y might e itli nd lue. When Pssge from Folio X is inserted into Form Y, hedings tht were old nd underlined in the soure Folio eome itli nd lue in the trget form. This effet is often undesirle, nd n e mnged y mking styles in the Folio nd the trget form identil. Open trget form into whih Pssges will e inserted nd lik Soures, Folios to open the Folios sreen. Selet the soure Folio. Clik to open the Copy Styles sreen. Clik to opy styles from the form to the Folio, or to opy styles from the Folio to the form, then lik OK. If there re lots of styles nd the form nd Folio re lrge, it will tke while don t e lrmed. Folio Sreen Detils Folios Sreen Clik Soures, Folios to open the Folios sreen. Selet Folio here Clik to rete new Folio. Note: If Folio is seleted in ox, you will hve the option to use it s model for the new Folio, preserving styles nd ny Questionnire ontined in the soure Folio. Clik to reonile styles in the seleted Folio with nother doument (pge 153). Doxserá - Expert Guide (Version 3.0) Pge 153

162 After seleting Folio: e f g d h i Clik to renme the seleted Folio. Wrning: Any forms tht refer to this Folio y nme will need to e updted. Clik to delete the seleted Folio. Wrning: Any forms tht refer to this Folio y nme will need to e updted. Like Pssges, Folios n lso e tgged. All ville Folio Tgs re listed here. Note: If Tg is not ssigned to ny Folios, it will dispper from this list when this sreen is losed. d Assign Folio Tg to the seleted Folio y hekmrking it here. Note: Multiple Tgs n e ssigned to single Folio. e Clik to dd new Folio Tg. f Clik to renme the seleted Folio Tg. Any Folios tht were previously tgged with this Tg will e tgged with the new Tg nme. Wrning: Any forms tht refer to this Tg y nme will need to e updted. g Clik to delete the seleted Folio Tg. Any Folios tht were previously tgged with this Tg will no longer e so tgged. Wrning: Any forms tht refer to this Tg y nme will need to e updted. h All Pssges ontined in the seleted Folio re listed here. Selet Pssge to see its detils. i Clik to dd new Pssge to the seleted Folio. Doxserá - Expert Guide (Version 3.0) Pge 154

163 After seleting Pssge: h g i j d f k e l Clik to renme the seleted Pssge. Wrning: Any forms tht refer to this Pssge y nme will need to e updted. Clik to delete the seleted Pssge. Wrning: Any forms tht refer to this Pssge y nme will need to e updted. Clik to move the seleted Pssge up or down in the Folio. Note: Folio Pssges re not neessrily lphetized. In some ses, form uthors my deide nother rrngement is more useful. d The ontent of the seleted Pssge is previewed here. e Clik Edit Content of Pssge to open Folio doument for the seleted Folio, nd move the ursor to the urrently seleted Pssge. All editing of Pssge ontents ours in the Folio doument. When revisions re omplete, lik Soures, Folios to return to this sreen. f g All Tgs ontined in the seleted Folio re listed here. Assign Pssge Tg to the seleted Pssge y hekmrking it here. Note: Multiple Tgs n e ssigned to single Pssge. h Clik to dd Tg to the list of Pssge Tgs. Note: If Tg is not ssigned to ny Pssges, it will dispper from this list when this sreen is losed. i Clik to renme the seleted Pssge Tg. Any Pssges tht were previously tgged with this Tg will e tgged with the new Tg nme. Wrning: Any forms tht refer to this Tg y nme will need to e updted. j Clik to delete the seleted Pssge Tg. Any Pssges tht were previously tgged with this Tg will no longer e so tgged. Wrning: Any forms tht refer to this Tg y nme will need to e updted. Doxserá - Expert Guide (Version 3.0) Pge 155

164 k All Folio Ft lels tht our in the seleted Folio re listed here. Fts tht hve een filled in for the seleted Pssge re lso shown. Selet Ft to modify it. Note: If Folio Ft is not filled in for ny Pssges in the seleted Folio, it will dispper from this list when this sreen is losed. l Clik to dd new lel to the list of Folio Fts for the seleted Folio. After seleting Folio Ft: d e Clik to relel the seleted Ft in every Pssge tht ontins it. Wrning: Any forms tht refer to this Ft y nme will need to e updted. Clik to delete the seleted Ft from ll Pssges in this Folio. Wrning: Any forms tht refer to this Ft y nme will need to e updted. Use this ox to edit the seleted Ft for the seleted Pssge. d Clik (or press Enter) to move to the next Ft in the list. Note: This utton only ppers when the ursor is in ox. e Clik (or press Alt+N) to move to the next Pssge in the list. Note: This utton only ppers when the ursor is in ox. Doxserá - Expert Guide (Version 3.0) Pge 156

165 Feth Sreen Clik Feth to open the Feth sreen. f g e h d i j m n l k All Folios re listed here. Chekmrk one or more Folios to see the Pssges they ontin. Clik to selet ll Folios or to selet none. d e f g All Pssges ontined in the seleted Folios re listed here. Chekmrk one or more Pssges to selet them, either for insertion into doument or to respond to feth question. Clik to toggle sorting, either lphetil or the order tht they pper in the Folio. When fething multiple Pssges, you my wnt to insert them in prtiulr order. Clik to move the seleted Pssge up or down in the list. h Clik to selet ll Pssges or to selet none. i j k The ontents of the urrently seleted Pssge re previewed here. If the urrently seleted Pssge inludes Folio Fts, they re listed here. After seleting Pssges, lik Feth to either insert them in doument or respond to Feth question. Doxserá - Expert Guide (Version 3.0) Pge 157

166 l Chekmrk Chnge style to hnge styles in the fethed Pssge to the style t the ursor (pge 161). m Chekmrk Filter to show the Folio serh pnel. n Chekmrk Filter to show the Pssge serh pnel. After turning on the serh pnels (m nd n ove): k j g e f d i h d All Folios Tgs re listed here. Chekmrk one or more Folio Tgs to hoose whih Folios re shown. All Pssge Tgs in the seleted Folios re listed here. Chekmrk one or more Pssge Tgs to hoose whih Pssges re shown. e Clik to selet ll Pssge Tgs or to selet none. f Clik or to ontrol how Tg filters re pplied. When is seleted, only Pssges tgged with ll of the seleted Tgs re shown. When is seleted, Pssges tgged with ny of the seleted Tgs re shown. g When text is typed here, only Pssges tht ontin tht text in their nme re shown. h To serh the ontent of Pssges, type serh term here nd lik to find Pssges tht ontin it. i Clik to serh fter typing serh term in ox h. Doxserá - Expert Guide (Version 3.0) Pge 158

167 j After serhing with h nd i, the serh term is highlighted in the preview of found Pssges. k After serhing with h nd i, lik to highlight the previous or next ourrene of the serh term in the Preview pnel. Fether Sreen Clik Fether to open this sreen. d f e m n o p h i q s t g r j k l u v d e f g Clik All if the Pssges to e fethed re drwn from the pool of ll Folios. Note: It tkes longer to look in All Folios, so use Fixed or Vrile whenever possile. Clik Fixed if the Pssges to e fethed re drwn from limited set of Folios tht you n identify right now. (This is the most ommon setting you will typilly identify single Folio here.) Clik Vrile if the Pssges to e fethed re drwn from flexile set of Folios identified with the Folio filtering ontrols (d thru i). Chekmrk Nme ontins to filter the set of Folios y nme. When filtering Folios y nme with d, either (1) type text here to inlude only Folios whose nme ontins tht text; or (2) selet Questionnire nswer here to inlude Folios tht re seleted y the form user in feth nswer tht sks for Folio nmes. Chekmrk Tgged with Folio Tg nd hekmrk Tgs in g to filter the set of Folios. This list inludes (1) ll Folio Tgs, nd (2) ny Questionnire nswers tht sk for Folio Tgs. When the ltter is hekmrked, the form user s nswer to tht question determines whih Folio Tg(s) pply to the filter. Doxserá - Expert Guide (Version 3.0) Pge 159

168 h Clik to selet ll Folio Tgs or to selet none. i Clik or to ontrol how Tg filters re pplied. When is seleted, only Folios tgged with ll of the seleted Tgs re shown. When is seleted, Folios tgged with ny of the seleted Tgs re shown. j k l m n o p q r Clik All to rete Fether tht fethes ll Pssges in the seleted Folios. Clik Fixed if you n identify the Pssges to e fethed right now. Clik Vrile to llow for flexile seletion of Pssges identified with the Pssge filtering ontrols (m thru u). Chekmrk Nme ontins to filter the set of Pssges y nme. When filtering Pssges y nme with m, either (1) type text here to inlude only Pssges whose nme ontins tht text; or (2) selet Questionnire nswer here to inlude Pssges tht re seleted y the form user in feth nswer tht sks for Pssge nmes. When n is used to selet n nswer tht inludes multiple Pssges, this ox indite whih ones re inluded. (You will usully hoose All to inlude ll the Pssges seleted y the form user.) If the Fether ours within nested List of Pssges, the lyer seletor utton llows seletion of ontining lyers (pge 55). Chekmrk Tgged with Pssge Tg nd hekmrk Tgs in r to filter the set of fethed Pssges. This list inludes (1) Pssge Tgs tht exist in the seleted Folios; nd (2) ny Questionnire nswers tht sk for Pssge Tgs. When the ltter is hekmrked, the form user s nswer to tht question determines whih Pssge Tg(s) re pplied to the filter. s Clik to selet ll Pssge Tgs or to selet none. t Clik or to ontrol how Tg filters re pplied. When is seleted, only Pssges tgged with ll of the seleted Tgs re fethed. When is seleted, Pssges tgged with ny of the seleted Tgs re fethed. u v When r is used to selet n nswer tht inludes multiple Pssge Tgs, this ox indites whih ones re inluded. (You will usully hoose All to inlude ll the Pssge Tgs seleted y the form user.) Chekmrk Chnge prgrph style if you wnt to hnge the style of eh fethed prgrph to the style of the Fether (pge 153). Using Folios Users Fething Pssges The Feth ommnd mkes it quik nd esy to find text tht s een stored in Folio nd insert it t ny lotion in doument. Put the ursor in doument where you wnt to insert text nd lik Feth to open the Feth sreen. Doxserá - Expert Guide (Version 3.0) Pge 160

169 Selet one or more Folios to see the Pssges they ontin. Selet one or more Pssges to e inserted in the doument. Use to hnge the order of Pssges if desired. Clik Feth to insert the seleted Pssges. For dvned serhing tehniques, lik Filter to revel the serh pnels shown elow. Selet one or more Folio Tgs to show only Folios tht re so tgged. Type word in the Pssge Nme ontins ox to show only Pssges tht inlude tht word in their nme. Selet one or more Pssge Tgs to show only Pssges tht re so tgged. To serh for text ontined within Pssge, type word in the Full text ontins ox nd lik. If style formtting is n issue, use the Chnge style hekox. When this ox is unheked (the defult), prgrph styles ssigned in the Folio re retined. So prgrph tht uses Heding 1 style in the Folio still uses Heding 1 style fter it is inserted in the doument. (But if the formt of Heding 1 in the Folio differs from tht in the doument, the inserted text will onform to the formt defined in the doument see pge 153.) When this ox is heked, prgrph styles ssigned in the Folio re ndoned, nd ll inserted prgrphs re insted formtted with the style t the ursor s lotion in the doument. Doxserá - Expert Guide (Version 3.0) Pge 161

170 1 Lesson 30 Lesson 30 Lesson 30 Lesson 30: Fething Folio Pssges Folio (pge 129) Feth (pge 160) Pssge Tg (pge 131) Find nd feth Pssge with Tgs In this lesson, you re typing letter nd wnt to insert some reipes. Prerequisites: Reipes Folio from Lesson 22 on pge 134 Selet spot in doument where you wnt to insert vegetrin reipe nd lik Feth Selet the Reipes Folio Clik Filter to show the serh pnel Selet the Vegetrin Tg d Chekmrk Tomto Soup e Clik Feth to insert the reipe in the doument d e When the Vegetrin Tg is hekmrked, the list of Pssges shrinks to show only vegetrin reipes. Doxserá - Expert Guide (Version 3.0) Pge 162

171 2 Lesson 30 Lesson 30 Lesson 30 Find nd feth Pssges with full text serh Selet spot in doument where you wnt to insert some grliky reipes nd lik Feth Selet the Reipes Folio Clik Filter to show the serh pnel Type grli in the serh ox d Clik to serh e Chekmrk Bouillisse nd Vihyssoise f Clik Feth to insert the reipes in the doument e d f When is liked, the list of Pssges shrinks to show only reipes tht ontin the word grli. Lesson 30 Lesson 30 Lesson 30 Answering Feth Questions When nswering questions, you will sometimes enounter feth questions. You will reognize them euse: The nswer ox hs red order (only if you re using Word 2013 or lter). The flg ove the nswer ox sys lik Feth to hoose. To respond to feth question, do not type in the nswer ox; insted, lik response in the Feth sreen. Feth to selet your Soures: Wrppers Wrppers hnge the overll pperne of finished doument without hnging the ontent. Use Wrppers to produe the sme ontent with vriety of looks. Doxserá - Expert Guide (Version 3.0) Pge 163

172 ACME INTERNATIONAL Posh Enterprises 123 Min Street Settle, WA Der Sirs, Enlosed plese find our qurterly pyment of $ Sinerely, Preston Gilworth Der Sirs, Enlosed plese find our qurterly pyment of $ Sinerely, Preston Gilworth ACME INTERNATIONAL 123 MAIN STREET SEATTLE, WASHINGTON Estlished 1972 In the two letters ove, the ontent is identil ( Der Sirs, Enlosed plese find ), ut Wrppers hve drmtilly hnged the pperne (fonts, mrgins, hedings, indents, sping, heders, footers, wtermrks, styles, et.). Wrppers turn single form into hmeleon tht n instntly rernd itself to serve multiple ffilites, susidiries, jurisditions, or mrketing hnnels. And Wrppers n utomtilly pply your own orporte identity to generi forms supplied y form pulishers nd other externl soures. Creting Wrppers Authors 1. Get the Right Look First open doument tht hs the right look. If heders nd footers re prt of the look, e sure to hek oth first- nd seond-pge heders nd footers (nd odd/even heders nd footers if pplile). Pge formtting is lso importnt mrgins, pper size nd orienttion. Py lose ttention to the Styles ontined in the doument. (In ft, this might e good time to rush up on your Mirosoft Word Style skills, if you re not lredy fmilir with tht feture.) The Norml Style, in prtiulr, ontrols the pperne of muh of the doument, nd the Body Text Style is often employed to determine defult prgrph formtting. Heding Styles (Heding 1 through Heding 9) re exellent tools to ustomize the pperne of doument, nd n inlude utomti numering. If this Wrpper will e pplied to douments tht ontin footnotes, endnotes, tles of ontents, tles of uthority, or indexes, then e sure those Styles re ll formtted s desired (Footnote Text, Endnote Text, TOC 1 through TOC 9, TOA Heding, nd Index 1 through Index 9). More generlly speking, e wre tht when Wrpper is pplied to form, every Style used in the form will e onverted to tht Style s pperne in the Wrpper. Tht s gret, euse it gives you enormous freedom nd flexiility to drmtilly lter doument pperne; ut it does men you must e vigilnt out the formt of Styles in Wrppers nd the wy Styles re pplied in forms tht use Wrppers. 2. Remove Content nd Sve-As One the pge formt, heders, footers, nd Styles re orret, delete ll the text in the ody of the doument. Rememer: We re reting Wrpper for ontent tht will supplied y form; the Wrpper itself does not ontin ny ontent (exept wht s ontined in the heders nd footers). Doxserá - Expert Guide (Version 3.0) Pge 164

173 Sve the empty model doument (e sure to use the Sve-As ommnd if you don t wnt to overwrite the doument you strted with). 3. Crete nd Nme the Wrpper With the sved model doument open on your sreen, lik Soures, Wrppers, Crete new Wrpper with urrent doument. You will e prompted to type nme for the new Wrpper. Adding Wrppers to Forms Authors Ask the User to Choose Wrpper As form uthor, you my wnt to llow the form user to hoose Wrpper. For exmple, if we hd reted two Wrppers nmed Ame nd Posh, we ould sk the form user to hoose one of them to rete finished doument rnded with either look. To rete Wrpper question, dd new row wherever desired in the Questionnire (lik Row/Column, Add). Type question in the Question olumn, ut leve the Lel olumn lnk. (The lel will e provided utomtilly in the next step.) Put the ursor in the new row s nswer ox. Clik Smrt Answer, selet Mke this Wrpper question, nd lik OK. Selet the Wrppers tht should pper s hoies for the user (in this exmple, Ame nd Posh). Clik OK. Doxserá - Expert Guide (Version 3.0) Pge 165

174 Two things hppened: (1) The lel TFTWrpper ws dded. (2) The seleted Wrppers pper s hoies in dropdown nswer. When this form is used nd the form user selets Ame or Posh, the orresponding Wrpper will e pplied during the Fill step, instntly trnsforming the pperne of the finished doument. At lter dte, if different pperne is needed, the user n selet different Wrpper nd lik Fill gin. Automtilly Apply Prtiulr Wrpper Sometimes the form uthor wnts to pply prtiulr Wrpper to prtiulr form eh nd every time the form is used. Sine no input is required from the form user, this is est hndled with Derived nswer. The steps re the sme s ove, exept in the Smrt Answer sreen: Clik Derived. Selet the Wrpper to e pplied. Clik OK. Automtilly Deide Whih Wrpper to Apply As vrition of the ove, the form uthor ould dd Conditions within freeform Derived nswer so tht the orret Wrpper is utomtilly seleted, depending on responses to other questions in the questionnire. In this form two Conditions hve een reted, so tht the Ame Wrpper will e pplied in some irumstnes, nd the Posh Wrpper will e pplied in others. Doxserá - Expert Guide (Version 3.0) Pge 166

175 Wrppers nd Setion Breks If your form ontins setion reks (essed in Word s Pge Lyout, Breks menu), e wre tht some Wrpper formtting will only e pplied to the lst setion in the finished doument. This is euse formtting stored in preeding setion reks tkes preedene over formtting stored in the Wrpper. This hs no impt on Styles, ut does ffet heders, footers, nd Pge Setup settings tht re pplied to This setion. In this sitution, if you require heders nd footers to hnge throughout the form insted of just in the lst setion, you ould (1) eliminte the setion reks; (2) split the form into seprte forms; or (3) sve lternte heders nd footers s Folio Pssges nd use Fether odes to feth them when nd where needed. Form Sets Think of Form Set s olletion of pointers (or shortuts, in Windows terms). Eh pointer ims t form tht exists somewhere on your omputer or network. When Form Set is used, the trget forms re retrieved from their vrious lotions for simultneous proessing. Use Form Sets to orgnize forms into groups tht fit your needs. For exmple, suppose you re r deler nd you need to omplete these three forms every time you sell r: Proof of Sle This doument proves tht {Buyer} is the legl owner of {Model} utomoile, VIN #{VIN}, purhsed on {Dte}. {Seller} Emissions Certifite On {Dte}, the utomoile with VIN No. {VIN} pssed its emissions test with ron monoxide rting of {Rting}. {Seller} Liense Applition {Buyer} herey pplies to the Deprtment of Trnsporttion for vehile liense. Vehile Model: {Model} Vehile Color: {Color} VIN No.: {VIN} Doxserá () Snpdone, In. Lel Question Answer Buyer Nme of uyer? Seller Nme of seller? Model Model of r? VIN VIN # of r? Dte Dte of sle? Doxserá () Snpdone, In. Lel Question Answer Dte Dte of sle? VIN VIN # of r? Rting Cron monoxide rting? Seller Nme of seller? Doxserá () Snpdone, In. Lel Question Answer Buyer Nme of uyer? Model Model of r? Color Color of r? VIN VIN # of r? Rther thn fill out eh form seprtely, Doxserá llows you to rete Form Set so the whole th of douments n e ompleted in one go. Note tht the three Questionnires vry from eh other ut hve severl fields in ommon. When the Form Set is used, Doxserá uilds ompiled Questionnire tht inludes Doxserá - Expert Guide (Version 3.0) Pge 167

176 ll relevnt questions for the seleted forms nd no duplites, so the form user n work with one Questionnire insted of three: Creting Form Sets Authors In your role s form uthor, you will rete Form Sets tht re lter used to rete thes of finished douments. This involves telling Doxserá one or more Lotions where forms re stored, then ssigning group of forms to prtiulr Form Set. 1. Open the Form Sets Sreen Mke sure no forms re open in your Word sreen, then lik Strt to open the Form Sets sreen. Note tht the Strt utton hs two funtions. If form is open, it moves the ursor to the eginning of the Questionnire. If form is not open, it opens the Form Sets sreen, where sets n e reted or used. 2. Crete Form Set Clik to rete new Form Set. (If this is your first Form Set, the lue rrow gives nudge in the right diretion.) You will e sked to nme the Form Set. For this exmple, we ll use the nme Cr Sle. Ctegories: Lrge offies my wnt to sudivide their olletion of Form Sets into vrious tegories. If so, see pge 123 to lern out the tegory ontrols t the top of this sreen. Doxserá - Expert Guide (Version 3.0) Pge 168

177 3. Add Lotions If Neessry When you first use Doxserá, this list of Lotions is empty. Tht s euse Doxserá doesn t know where you store forms. Mye you keep them ll in single folder on your omputer. Or mye they re spred out mong severl different folders on your omputer, your server, nd other omputers on your network. Before Doxserá n help you uild Form Set, we need to tell it one or more Lotions where your forms re stored. Clik to dd Lotion to this list, nd selet folder where forms re stored. You will e sked to give the Lotion short nme. Offies tht store ll their forms in one ple will only need one Lotion in this list. But if your forms re ll over the ple nd you re mnging severl Lotions, the other uttons t the top of this sreen will e useful. Clik to remove Lotion (this reks ny Form Sets tht use tht lotion), to renme Lotion; or to hnge the pth of Lotion (so you n esily djust if the IT Deprtment deides to hnge your server lotion). The Goldiloks Rule: You might e tempted to hoose the root of your C: drive s Lotion, thinking, Hey, every form I ever mke is going to e stored somewhere on my C: drive. The prolem is tht thousnds of other files exist on your C: drive too, nd sifting through those thousnds of files will severely impir the Form Sets sreen. Another sort of person will e tempted to rete one Lotion for the forms stored in their X:\My Forms\Litigtion\Civil\Fmily Lw\Custody folder, nd nother Lotion for the forms stored in the neighoring X:\My Forms\Litigtion\Civil\Fmily Lw\Prote folder. This is lso prolemti pproh, euse t this rte you will spend extr time dding new Lotion nerly every time you rete new Form Set. And next week when the IT Deprtment deides to reple Drive X: with Drive Y:, you ll hve to go k nd modify every one of them. To rete Lotion tht s just right, hoose the highest level folder tht ontins only forms. So if the X:\My Forms folder ontins nothing ut forms (nd perhps sufolders tht ontin other forms), then tht is proper Lotion to e dded to the list. Doxserá - Expert Guide (Version 3.0) Pge 169

178 4. Add Forms to the Set Here Lotion nmed My Forms hs een dded in the left pnel. The enter pnel shows ll the forms tht exist in the seleted Lotion, nd the right pnel shows ll the forms tht hve een dded to the Cr Sle Form Set (none so fr). A Form Set n inlude s mny or s few forms s you like. And the forms in set n e drwn from multiple Lotions. To inlude forms in this Set, selet eh desired form nd lik. The five uttons ove the Form Set provide further ontrol. Clik to hek the set, mking sure the nswers ontined in the forms re omptile with eh other. Clik to sort the forms lphetilly. Selet form nd lik to move it up or down. Clik to remove form from the set. (This does not delete the form wherever it s stored; it only removes the form from this Form Set.) One the Form Set is to your liking, lik Sve to return to the previous sreen. Comptile Answers: It s possile to rete Form Set tht doesn t work due to inomptile nswers. For exmple, if Form A inludes question leled Invntry tht sks for the nme of prtiulr inventory item ( Text nswer), nd Form B inludes n identilly leled Invntry question tht sks for severl inventory items ( Text series nswer), those nswers re inomptile one is single item, nd the other is series of items. This would use n error messge when the forms re used. When in dout, use the utton ove to mke sure the nswers in your Form Set re omptile. More rodly, you n generte Lel Report (pge 179) to hek omptiility ross ny olletion of forms, even if they re not in Form Set. Doxserá - Expert Guide (Version 3.0) Pge 170

179 If you need to mke hnges to the Form Set lter, lik to return to the Form Set editing sreen. 5. Determining the Order of Questions Rememer tht when Form Set is used, Doxserá exmines eh of the Questionnires ontined in those forms nd ompiles them into single Questionnire. The order of questions in tht ompiled Questionnire is ontrolled y the order of forms in the Form Set. For exmple, if prtiulr question ppers erly in one form s Questionnire ut lte in nother form s Questionnire, the ultimte plement of tht question in the ompiled Questionnire will e determined y the form tht ppers higher in the Form Set list. So good rule of thum is to put your iggest, most well-orgnized form t the top of the list, nd ll the others will fll in line. Dividers (pge 176) lso ontrol the rrngement of nswers in the ompiled Questionnire. If you use identil Divider hedings in multiple forms, then Doxserá will group those questions together when it retes the ompiled Questionnire. Using Form Sets Users 1. Selet the Forms To use Form Set, mke sure no forms re open in your Word sreen (either y losing ny open forms or y reting lnk doument), then lik Strt to open the Form Sets sreen. Selet Form Set. If there re lots nd lots of sets, you n use the serh utton to find it more quikly. Selet the forms you wnt to use. You don t hve to use ll the forms in the set just pik the ones you wnt. Use the hekox uttons to quikly selet or deselet ll of the forms. By defult, the forms re presented in the order determined y the uthor of the Form Set. But you n lik to sort them lphetilly if you prefer. Osionlly, you might wnt to dd form just this one tht s not inluded in the seleted Form Set. You n do this y liking nd rowsing to the form, wherever it my e stored on your omputer or Doxserá - Expert Guide (Version 3.0) Pge 171

180 server. But if you find yourself doing this repetedly, you should relly onsider dding the form to the Form Set so tht it s esier to selet when you need it. After seleting the forms you wnt to use, lik Go to rete ompiled Questionnire tht inludes ll of the questions ontined in eh of the seleted forms, with no duplites. 2. Answer the Questions Fill in the ompiled Questionnire just s you would ny other Questionnire. You n even sve nd lod nswers into it (pge 121). 3. Fill in the Forms When the nswers re omplete, lik Fill to disply the sreen elow. Petrifition If you expet to further revise the individul douments, hoose Don t Petrify. This ppends funtionl Questionnire t the ottom of eh finished doument, so you n mke hnges nd individully twek eh one. This should e your hoie if you like to retin live opy of eh finished doument with the Questionnire intt. If you don t need to djust the finished douments nd don t wnt to retin live opy, hoose Petrify. This removes ll Questionnires nd onverts ll fields to plin text, just s if you hd used the Petrify ommnd (pge 120) on eh finished doument. You my lso hoose to utomtilly sru metdt from the finished doument during Petrify (pge 181). Doxserá - Expert Guide (Version 3.0) Pge 172

181 Sving You my hoose to Leve finished douments open nd unnmed. When the Fill proess is finished, eh finished doument will remin open in Word, nd you n print, sve, nd/or edit eh one individully. Or you my prefer to hve Doxserá Automtilly nme nd sve finished douments. The finished douments will e nmed nd sved ording to the speifitions desried elow. Folder: Choose folder where the finished douments will e sved. Filenme: Filenmes re onstruted from three prts: Beginning, Middle, nd End. Eh of the three prts my e () nothing; () tody s dte; () the filenme of the originl form; (d) sequentil numer; or (e) text tht you speify. These uilding loks n e rerrnged in whtever onfigurtion suits your needs. For exmple, suppose you re using Form Set to rete four douments for lient Smith: Lese Agreement, Bill of Sle, Property Desription, nd Certifite of Insurne. You ould hoose to numer the finished douments nd inlude the lient nme on eh: Filenme struture Resulting filenmes Beginning Middle End sequentil numer text: Smith [nothing] 001 Smith.dox 002 Smith.dox 003 Smith.dox 004 Smith.dox Or you ould hoose to nme eh finished doument with tody s dte, the nme of the originl form, nd ID No. 86A423X in prentheses: Filenme struture Resulting filenmes Beginning Middle End dte (yyyy.mm.dd) nme of form text: (86A423X) Lese Agreement (86A423X).dox Bill of Sle (86A423X).dox Property Desription (86A423X).dox Certifite of Insurne (86A423X).dox Doxserá - Expert Guide (Version 3.0) Pge 173

182 Clik OK when redy, nd the seleted forms re used to rete series of finished douments, using nswers provided in the single ompiled Questionnire. More Tools for the Form Author The Field/List/Condition Sreen Authors The Field, List, nd Condition sreens ontin few more fetures to mke life esier for form uthors. Blnk Lines When inserting mny types of Fields nd Lists, Blnk line hekox ppers in the Formt sreen to determine wht hppens during the Fill step when nswers re left empty in the Questionnire. If Blnk line is heked for prtiulr Field or List nd its nswer is left empty, lnk line is left in the finished doument to mrk where info is missing. If Blnk line is unheked for prtiulr Field or List nd its nswer is left empty, the Field or List is removed from the finished doument with no pleholder left ehind. Inluding lnk lines is usully preferle, euse they provide visul ue when info is missing. But you my wnt to exlude lnk lines for Fields in tle ells, for instne, euse the lnk line looks onfusing (nd unttrtive) when omined with the tle grid lines. Field/List/Condition Count The Field sreen inludes utton to ount how mny times eh nswer is used in the form, whether s Field, List, or Condition. After liking #, the olumn of numers ppers. Serh for Lel When the Questionnire is long, it n e tough to find prtiulr nswer. Clik to disply the Find ox. Type ny prt of the lel nme in the ox to lote the one you wnt. Doxserá - Expert Guide (Version 3.0) Pge 174

183 Alphetize Clik to toggle lphetil sorting. With lphetil sorting turned off, lels re listed in the sme order tht they pper in the Questionnire. Find Other Lotions to Pste Field When dding Field, insted of liking OK to insert it one, lik to find other lotions in the form where you wnt to pste the sme Field. You n lso open the Find-nd-Pste sreen diretly from the Doxserá menu y liking Tools, Find nd Pste (pge 175). Editing Questionnires nd Grids Authors The Questionnire is loked down to prevent form users from identlly hnging the struture tht ws uilt y the form uthor. So you nnot use Word s ordinry tle editing ommnds to delete row, for exmple. But Doxserá provides severl omplementry ommnds so you still hve full ontrol. Questionnire Removl Questionnires re ordinrily only removed from finished douments fter form hs een used (Petrify, pge 120). But if you re working on form nd you need omplete fresh strt, you n lik Questionnire, Remove to ompletely wipe out the Questionnire long with ny Grids. Row/Column Clik Row/Column for list of ommnds to mnipulte rows in the Questionnire or olumns in Grid. Add nd remove rows/olumns with Add nd Remove. Copy row/olumn with Copy. Rerrnge rows with Move Row Up nd Move Row Down, nd olumns with Move Column Left nd Move Column Right. (Selet multiple rows/olumns to move severl t one.) Toggle the visiility of Lels nd Derived nswers with Show/Hide. Orgnize long Questionnires nd olorize Grids with Divider (pge 176). One form is omplete, you my wnt to hide the Lel olumn of the Questionnire so it does not distrt form users. Clik Row/Column, Show/Hide to toggle the visiility of tht olumn. Doxserá - Expert Guide (Version 3.0) Pge 175

184 Empty Cells When you need len slte, selet ny numer of ells in the Questionnire or Grid nd lik Tools, Empty Cells to delete their ontents. To prevent orruption, only use Empty Cells on n entire row in the Questionnire or n entire olumn in Grid. Releling nd Deleting Questions To relel or delete question in the Questionnire or olumn in Grid, selet its lel nd lik Field. Releling or deleting question lso relels or deletes ll of its ssoited Fields in the form. Clering Answers While reting form, you my type smple dt into the Questionnire for testing purposes. When the form is finished, you n empty out ll of the smple dt y liking Tools, Cler Answers. Dividers Use the Row/Column, Divider menu to orgnize lrge Questionnires with explntory dividers nd eye-thing olor shemes. 1 Lesson 31 Lesson 31 Lesson 31 Lesson 31: Dividers in Questionnires Crete Questionnire In this lesson, you mke Questionnire more pprohle y sudividing it into Buyer Info nd Seller Info. Open lnk doument nd lik Questionnire, Crete to dd Questionnire Fill in the Questionnire s shown Doxserá () Snpdone, In. Lel Question Answer BuyerNme Nme of uyer? BuyerAddr Address of uyer? BuyerPhone Phone numer of uyer? SellerNme Nme of seller? SellerAddr Address of seller? SellerPhone Phone numer of seller? Doxserá - Expert Guide (Version 3.0) Pge 176

185 2 Lesson 31 Lesson 31 Lesson 31 Put the ursor nywhere in the BuyerNme row nd lik Row/Column, Divider, Add Add Divider 3 Doxserá () Snpdone, In. Lel Question Answer BuyerNme BuyerAddr BuyerPhone SellerNme SellerAddr SellerPhone Before Nme of uyer? Address of uyer? Phone numer of uyer? Nme of seller? Add heding nd seond Divider Address of seller? Phone numer of seller? Doxserá () Snpdone, In. Lel Question Answer [type heding here] BuyerNme BuyerAddr BuyerPhone SellerNme SellerAddr SellerPhone After Nme of uyer? Address of uyer? Phone numer of uyer? Nme of seller? Address of seller? Phone numer of seller? Type Buyer Info in the Divider Put the ursor nywhere in the SellerNme row nd lik Row/Column, Divider, Add, nd type Seller Info Doxserá () Snpdone, In. Lel Question Answer Buyer Info BuyerNme Nme of uyer? BuyerAddr Address of uyer? BuyerPhone Phone numer of uyer? SellerNme Nme of seller? SellerAddr Address of seller? SellerPhone Phone numer of seller? Doxserá - Expert Guide (Version 3.0) Pge 177

186 4 Lesson 31 Lesson 31 Lesson 31 Add olor (if orporte gry isn t your thing) Put the ursor nywhere in the Buyer Info divider Clik Row/Column, Divider, Color, Blue Put the ursor nywhere in the Seller Info divider Clik Row/Column, Divider, Color, Yellow Before Doxserá () Snpdone, In. Lel Question Answer Buyer Info BuyerNme BuyerAddr BuyerPhone Seller Info SellerNme SellerAddr SellerPhone Nme of uyer? Address of uyer? Phone numer of uyer? Nme of seller? Address of seller? Phone numer of seller? If you wnt to remove Divider lter, put the ursor in it nd lik Row/Column, Divider, Remove. After Doxserá () Snpdone, In. Lel Question Answer Buyer Info BuyerNme BuyerAddr BuyerPhone Seller Info SellerNme SellerAddr SellerPhone Nme of uyer? Address of uyer? Phone numer of uyer? Nme of seller? Address of seller? Phone numer of seller? You n lso olorize n entire Grid y putting the ursor in the Grid, liking Row/Column, Divider, Color, nd hoosing shde. Lesson 31 Lesson 31 Lesson 31 Reusing Questionnires Authors As you rete more forms, you will find yourself sking the sme types of questions in mny different Questionnires. For exmple, n ttorney might hve one set of questions tht re typilly used in Estte Plnning mtters, nother set for Litigtion mtters, nd nother for Corporte mtters. Rther thn rerete those Questionnires from srth in eh form (or finding n old form to opy-nd-pste the Questionnire), sve your frequently-used Questionnires in nk for future use. Sving Questionnire Note tht this proess is different thn sving nswers (pge 121). Here we re sving the questions so tht they n e used to quikly rete similr Questionnires in other forms. Doxserá - Expert Guide (Version 3.0) Pge 178

187 Open form tht ontins good Questionnire nd lik Questionnire, Sve to open this sreen. Choose Folder in whih to sve the Questionnire. Type Questionnire Nme, nd lik Sve. Other uttons in this sreen work the sme s those in the nswer-sving sreen (pge 123). Use the three uttons t the top to rete, renme, nd delete sufolders. And use the four uttons on the right to renme, delete, opy, nd pste previously sved Questionnires. r Reusing Sved Questionnire One you ve sved Questionnire, it n e retrieved into ny doument you wnt to turn into similr form. Just lik Questionnire, Lod, nd selet the previously sved Questionnire. Cheking Forms Authors Chek Form After reting form, it s good ide to lik Chek Form. Doxserá heks for prolems or inonsistenies nd helps fix them. In this exmple, the Questionnire ontins question sking for the nme of the property, ut the form doesn t ontin ny Fields tht use tht question. Cliking Remove ll extr questions would remove tht question from the Questionnire, sine it is not used in the form. If you hve forms tht were reted with erlier versions of Doxserá, use Chek Form to onvert them to urrent stndrds this will mke the Fill proess little fster. Chek Lels in Multiple Forms As your form lirry grows, onsisteny mong Questionnires eomes importnt so tht nswers n e sved from one form nd loded into nother without retyping. Use onsistent Lels, nd use the sme type of nswer (Text, Chekoxes, Yes/No, et.) every time you use prtiulr lel. Doxserá - Expert Guide (Version 3.0) Pge 179

188 Doxserá n help y generting Lel Report lexion of ll the Lels ourring in prtiulr olletion of forms, omplete with red highlighting to wrn of potentil prolems. Clik Chek, Lels in multiple forms to open this sreen. Choose Forms to exmine set of forms tht exist in prtiulr folder, either on your lol omputer or network. Choose Sved Questionnires to exmine Questionnires you hve previously sved (pge 178). In either se, if the seleted folder inludes sufolders, the forms/questionnires in those sufolders will e inluded in the report. Find nd Pste Authors The Find nd Pste sreen ( Tools, Find nd Pste) llows you to serh for ny text nd reple it with whtever you most reently opied to the Windows lipord. It is most ommonly used when reting forms from old douments serh for the old lient s nme everywhere it ppers in the doument, nd reple it with orresponding Field tht you ve opied. In the exmple shown here, {ClientNme} Field ws reently opied to the Windows lipord (with Ctrl+C or ny other opying method). The Find nd Pste ommnd is eing used to pste tht opied Field everywhere the nme Jeremy Hunt ppers in the doument. Clik More to see the sme serh options tht pper in Word s serh-nd-reple sreen: wildrds, soundslike, speil hrters, et. A shortut to the Find nd Pste sreen lso ppers in the Field sreen when inserting Fields (pge 175). Highlighting Conditions nd Lists Authors In omplex form with lots of oding, it s sometimes diffiult to see extly where prtiulr Condition or List ends. To highlight whole Condition, List or Sulist, put the ursor in the eginning mrker {if: or {List: or {Sulist: nd lik Tools, Highlight List/Condition. Lnguge for Dte Fields Users When Dte Fields re proessed, the lnguge used for months is determined y the omputer s lnguge settings. But you n override tht setting nd ditte tht English e used insted y liking Tools, Lnguge, English. Doxserá - Expert Guide (Version 3.0) Pge 180

189 Options Authors Authoring In n offie where the people who use forms re not the sme people who uthor forms, you my wish to restrit non-uthors from using Doxserá s uthoring ommnds. To restrit those ommnds for prtiulr user on prtiulr omputer, lik Options, Authoring, type pssword, nd lik Restrit Authoring. If you lter deide to unlok uthoring for tht user on tht omputer, lik Options, Authoring, type the pssword, nd lik Unlok Authoring. Holidys When reting Dte Offsets (pge 17), you n hoose to skip holidys. Doxserá initilly inludes the 11 offiil U.S. federl holidys, ut you n modify tht list. Clik Options, Holidys to open this sreen. Cliking to rete new holidy or to modify n existing holidy opens the holidy editing sreen, shown elow. Clik to remove holidy or to reorder the list. Selet Dte for holidys tht our on speifi dte, either eh yer or in prtiulr yer. Selet Offset from Jnury 1 for holidys tht require formul, like the first Mondy in Otoer. Metdt Sruing Mirosoft Word inludes sophistited uilt-in metdt sruing, ut it s esy to forget to use it. Clik Options, Metdt sruing to utomtilly inlude sruing during Petrify (pge 120). Doxserá - Expert Guide (Version 3.0) Pge 181

190 Shring Informtion Doxserá initilly sves progrm info (sved nswers, sved Questionnires, holidys, Mster Lists, Folios, nd Wrppers) on your lol omputer. But if your firm owns more thn one liense, you will likely wnt to shre ll of tht info with other people in your offie. To do so, lik Options, Pth nd enter the pth to shred folder on your network. If you previously sved info on your lol omputer, you will e sked whether you wnt to opy tht info to the shred folder. If severl people in your offie hve seprtely sved info on their lol omputers nd you now wnt to omine the vrious olletions of files in one shred folder, exerise some disretion over whih files re opied from eh user to void duplitions nd overwriting. To do tht, use Windows Explorer to rowse to eh user s lol Doxserá file lotion (indited in their Options, Pth sreen) nd opy only the desired files from tht user s lol folder to the new shred folder. Uninstlling To uninstll Doxserá from omputer lik needs to e deleted on your omputer. Options, Uninstll. A messge direts you to the file tht To remove omputer from Doxserá s list of liensed omputers so tht the liense my e used on nother omputer, lik Options, Mnge lienses, selet the omputer, nd lik Remove. You my lso hoose to hve lienses pply per person insted of per omputer. This is good option for offies where few people use lot of omputers (or lot of virtul omputers vi remote onnetions). Doxserá - Expert Guide (Version 3.0) Pge 182

191 Index.do,.dox,.dot,.dotx... 6, 7 {###}, {##/##/##} (revited mth or dte Field) * / ( )... See Mth funtions A/An Condition used in lesson Areviting Fields mth formule nd dte funtions utton (sorting Fields) Asolute (mth funtion) Ativting Doxserá... See Instlling Doxserá Add utton dd item to series nswer or Grid Addition... See Mth funtions Administering lienses Alerts... See Attention mrkers Allow uthoring Allow user to write-in different response Alphetizing... See Sorting Alphetizing Fields ( utton) Amortiztion... See Pyment (mth funtion) AND in Conditions Another nswer soure for nswer hoies Answer oxes... 7 Answer olumn in Questionnire... 4 Answer files... See Sve/Lod nswers Answering feth questions Answering questions in the Questionnire Answers nswer oxes... 7 ler omptiility defults feth , 163 used in lesson , 142, 144 linked onverting to Grid used in lesson refreshing sving nd loding... See Sve/Lod nswers series dding items deleting items moving items up nd down removing items used in lesson... 52, 62, 65, 69, 80, 86, 110 Smrt Answers... 7 soure for hoies types Chekoxes updting hoies with Refresh used in lesson... 80, 138 Derived hiding used in lesson... 80, 86, 101 Dropdown... 9 llow write-in updting hoies with Refresh used in lesson... 26, 52, 57, 69, 72, 110, 127, 142, 144 Grid... See Grids linked used in lesson Pronoun... See Answers, types, Text with Pronoun Text... 8 used in lesson... 52, 62, 65, 69, 80, 86 Text with Pronoun... 9 used in lesson Yes/No used in lesson Apostrophes with Singulr/Plurl Fields Arithmeti... See Mth Attention mrkers , 120 Attn utton Authoring, restriting Automti nswers... See Answers, types, Derived Blk irled numers in Lists... 51, 55 Blnk lines for empty nswers Blnks utton Boilerplte text... See Folios Borders in List formtted s tle Boxes, nswer... 7 Bres in Mth sreen Brkets round Fields... 6 Buttons on the Doxserá t... 1 Add Attn Attn Mrk Blnks Chek Form Lels in multiple forms Condition Down Feth , 160 Fether Field... 4, 16, 176 Fill... 6, 119 List Doxserá - Expert Guide (Version 3.0) Pge 183

192 Options Authoring Holidys Liense ode... 3 Mnge lienses Metdt sruing Pth Uninstll Peek Next Peek Off Petrify Questionnire Crete... 4 Grid Add Move Down Move Up Remove Lod Remove Sve Refresh Remove Reset Row/Column Add Copy Divider Add Color Remove Move Column Left Move Column Right Move Row Down Move Row Up Remove Show/Hide Sve/Lod Smrt Answer... 7 Soures Folios Mster Lists Wrppers Strt... 6, 119 Tools Cler Answers Convert to Grid Empty Cells Find nd Pste Highlight List/Condition Lnguge Prepre to Shre Up Cption of pleding with telesoping prentheses Cpturing nd reusing nswers... See Sve/Lod nswers Ctegories in Folios... See Tgs Chrters llowed in Lels... 4 Chet sheet... ii Chekoxes nswers... See Answers, types, Chekoxes Cheking forms Cirled numers in Lists... 51, 55 Cluses in List Clening metdt from douments Cler nswers Clik Feth to hoose , 163 Code, liense... See Instlling Doxserá Colletions of forms... See Form Sets Coloring Questionnires nd Grids Columns in Grid... See Grids Columns in List formtted s tle Columns in the Questionnire... 4 Commnds... See Buttons on the Doxserá t Compre two nswers Comptiility mode... 6 Compound Conditions... See Conditions, ompound Compound interest... See Pyment (mth funtion) Conditions /n used in lesson AND/OR/XOR... See Conditions, ompound sed on Dropdown nswers sed on series nswers sed on Text nswers sed on Text-with-Pronoun nswers sed on Yes/No nswers Boolen... See Conditions, ompound ompring two nswers ompound used in lesson... 40, 43, 101 onditionl period onditionl row onditionl setion deleting end-of-condition mrker Item t lesson using Condition lesson using Conditions List t modifying nesting... 36, 46 prentheses in Condition used in lesson prentheses in legl ptions removing seleting or highlighting Sulist t telesoping prentheses with Folio Fts Doxserá - Expert Guide (Version 3.0) Pge 184

193 with Mster List olumns Configuring Doxserá Constnts, mthemtil Converting form to plin text Converting linked nswers to Grids Converting old files... 6 Copying nd psting Fields Copying nd psting in the Mth sreen Correting errors in forms Count Fields... See Fields, types, Count Count the numer of Fields in form Criteri in Conditions... See Conditions, ompound Cue root... See Root (mth funtion) Cued... See RiseToPower (mth funtion) Curly res in Mth sreen Current item in List (#X)... See Fields, urrent item (#X) Custom Field formt... See Fields, ustom formt Dte Fields... See Fields, types, Dte Dte funtions Dys (numer of dys etween two dtes) DerivedFirstDte DerivedLstDte FirstDte LstDte ListFirstDte ListLstDte Months (numer of months etween two dtes) Now (tody s dte) Yers (numer of yers etween two dtes) Dte offsets holidys used in lesson... 18, 21 Dtes tht ount s holidys Dys (mth funtion) Deugging forms Deisions... See Conditions Defult nswers Defined formts... See Formtting Fields Demos... See Lessons Derived nswer funtions DerivedCount DerivedFirstDte DerivedLstDte DerivedMx DerivedMin DerivedMultiply DerivedSum Derived nswers... See Answers, types, Derived Disle uthoring Dividers in Questionnires used in lesson Division... See Mth funtions do, dox, dot, dotx... 6 Douments versus templtes... 7 Don t Refresh in Speedy Fill mode Don t Reset in Speedy Fill mode Down utton rerrnging series nswer Dropdown nswers... See Answers, types, Dropdown e (mth onstnt) Emptying ells in Questionnire or Grid Enle uthoring Enle ontent seurity wrning... See Instlling Doxserá Enle editing seurity wrning... See Instlling Doxserá End-of-Condition mrker Errors, heking for Exmples... See Lessons Exlusive OR in Conditions (XOR) Exerises... See Lessons Export Folio Export Mster List Fts, Folio Feth nswers... See Answers, feth Feth sreen detils Fether sreen detils Fethers used in lesson , 142, 144, 149 Fething Pssges used in lesson Field (mth funtion) used in lesson... 89, 101, 110 Fields reviting dding to form... 4 lnk lines for empty nswers urrent item (#X) used in lesson... 62, 65 ustom formt used in lesson finding in form first item (#F) used in lesson for series nswers formtting... See Formtting Fields item Fields lels... See Lels lst item (#L) List/Sulist/Item ts mth modifying nmes... See Lels next item (#N) numer of Fields in form psting Field in severl lotions , 180 previous item (#P) used in lesson Doxserá - Expert Guide (Version 3.0) Pge 185

194 repling text with Field , 180 repling with lnks sorting types Count Dte lnguge used in lesson... 18, 21, 57, 101, 110 Numer used in lesson... 21, 72, 89, 101, 110 Pronoun used in lesson Singulr/Plurl used in lesson Text File formts... 6 Fill utton speedy mode Find Field in form Find n nswer file Find nd Pste , 180 Find lel in Field/List/Condition sreen Firm nme... See Instlling Doxserá First pitl... See Formtting Fields First item in List (#F)... See Fields, first item (#F) FirstDte (mth funtion) Fixing forms... See Cheking forms Folders orgnizing nswer files orgnizing sved Questionnires pth to shred files Folios dding Pssges dvned editing nswering feth questions reting editing Pssges Fts in Conditions in Lists used in lesson , 135, 152 Fethers fething Pssges Folio used in lesson. 130, 132, 134, 135, 138, 140, 142, 144, 149, 152, 162 forms tht use Folios importing nd exporting Questionnires in Folios sreen detils Feth Fether Folios soure for nswers... 11, 137 styles Tgs used in lesson , 135, 162 with Lists Forid uthoring Form Sets reting Lotions order of questions orgnizing with Dividers Petrifying sving finished douments using Formtting Fields... 5 lnk lines Count Fields ustom formt Dte Fields Numer Fields Pronoun Fields Text Fields Word formtting... 5 Formule... See Mth Freeform Derived nswers.. See Answers, types, Derived FreeForm formt... See Formtting Fields Funtions... See Mth Funtions pplied to dtes... See Dte funtions Funtions pplied to Derived nswers... See Derived nswer funtions Funtions pplied to Lists... See List funtions Gender words... See Fields, types, Pronoun Gry Field odes with rkets... 6 Grids dding olumns dding rows onverting linked nswers to Grids opying olumns reting deleting olumns deleting rows editing emptying ells Fields for Grids Grid used in lesson... 57, 72 hiding lel row List from Grid moving olumns left nd right moving rows up nd down releling olumns removing rows renming Fields Groups of forms... See Form Sets He/she/it/they... See Answers, types, Text with Pronoun Hedings in list formtted s tle Hiding Lels nd Derived nswers... 15, 175 Doxserá - Expert Guide (Version 3.0) Pge 186

195 Highlighting Conditions nd Lists Holidys If (mrker t eginning of Condition) If/then onditions... See Conditions Import Folio Import Mster List Inlude N/A hoie Insert text... See Folios Instlling Doxserá... 2 Shring files on network Integer (mth funtion) Interest... See Pyment (mth funtion) Intervl... See Dys, Months, or Yers Is/Are... See Fields, types, Singulr/Plurl Item Fields... See Fields, item Fields Item t in Field/Condition sreen Lels finding in Field/List/Condition sreen hiding Lel olumn in Questionnire... 4 lel report vlid hrters... 4 Lnguge for Dte Fields Lst item in List (#L)... See Fields, lst item (#L) LstDte (mth funtion) Lyers in List... See Lists, lyers Legl ption with telesoping prentheses Lessons Advned Folio Editing Asking for Pssge Tg from Folio Asking for Pssge Nmes from Folio Conditions Creting Folios Creting Mster Lists Dtes, Mth, nd Derived Answers Derived Series Answers Dividers in Questionnires Fething Folio Pssges Fixed Dte Offset Folio Fts Folio Fts in Lists Folio Fethers Folio Pssges in Lists List in Tle Formt, Mster List, nd Mth List Lyers List with Grid List with Linked Answer List with Previous Item Lists Mth Fields Pssge Tgs in Folios Pronouns nd Plurls Questionnires in Folios Sorting List Sulists This AND Tht This OR Tht AND the Other Thing Using Mster Lists Vrile Dte Offset Liense ode... See Instlling Doxserá Lienses pplying to omputers or people mnging Lines... See Blnk lines Lines in list formtted s tle Linked nswers... See Answers, linked List funtions ListCount ListFirstDte ListItem# ListLstDte ListMx ListMin ListMultiply ListSum List t in Field/Condition sreen List/Sulist/Item ts Lists luses urrent item (#X) used in lesson... 62, 65 first item (#F) used in lesson from Derived series nswer from Grid lst item (#L) lyers used in lesson linked nswers in Lists List used in lesson... 52, 62, 65, 72, 149 mth in Lists next item (#N) numer dots... 51, 55 previous item (#P) used in lesson repeting-prgrph formt seleting or highlighting sorting tle formt used in lesson with Folio Fts with Folios Lists, Mster... See Mster Lists Lod Folio...See Import Folio Lod Mster List... See Import Mster List Loding nswers Loding Questionnires Doxserá - Expert Guide (Version 3.0) Pge 187

196 Lon pyments... See Pyment (mth funtion) Lotion of forms Lok uthoring Loked Mth sreen Logrithm (mth funtion) Lowerse... See Formtting Fields Mintin omptiility... 7 Mnging lienses Mrkers, ttention , 120 Mster Lists reting importing nd exporting in Conditions Mster List used in lesson , 125, 127 modifying soure for nswer hoies Mth reviting formule funtions Asolute ddition Constnt Dys DerivedCount DerivedFirstDte DerivedLstDte DerivedMx DerivedMin DerivedMultiply DerivedSum division e (mth onstnt) Field used in lesson... 89, 101, 110 FirstDte Integer LstDte ListCount ListFirstDte ListItem# ListLstDte ListMx ListMin ListMultiply ListSum Logrithm Mximum Minimum minus Months multiplition Now used in lesson prentheses Pyment used in lesson pi (mth onstnt) plus RiseToPower Reminder Root Round sutrtion Yers used in lesson Lists with mth Mth used in lesson... 89, 101, 110 prentheses in funtions prts of the Mth sreen unloking the Mth sreen Mximum (mth funtion) Menu... See Buttons on the Doxserá t Messge for form user... See Attention mrkers Metdt sruing Mirosoft Word... See Versions of Word Minimum (mth funtion) Minus... See Mth funtions Modulo... See Reminder (mth funtion) Monthly pyments... See Pyment (mth funtion) Months (mth funtion) Multiple forms t one... See Form Sets Multiplition... See Mth funtions N/A hoie Nme, registered... See Instlling Doxserá Nming Fields... See Lels Nested Conditions... 36, 46 Nested Lists Networking Next item in List (#N)... See Fields, next item (#N) Not-pplile hoie Now (mth funtion) used in lesson Numer dots in Lists... 51, 55 Numer Fields... See Fields, types, Numer Numer of Fields in form Offsets... See Dte offsets Old file formts... 6 One item per row in list formtted s tle One-pge het sheet... ii Options OR in Conditions Order... See Sorting Order of opertion in Conditions Prentheses in Conditions Prentheses, telesoping in legl ption Pssges... See Folios Doxserá - Expert Guide (Version 3.0) Pge 188

197 Pssword for liense... See Instlling Doxserá Pssword to restrit uthoring Pth to forms... See Form Sets, Lotions Pth to shred files Pyment (mth funtion) used in lesson Peek Next nd Peek Off uttons Peeking Period, onditionl Periodi pyment... See Pyment (mth funtion) Petrify utton Petrify in Speedy Fill mode Petrifying Form Sets pi (mth onstnt) Plin text... See Petrifying form Plin text nswers... See Answers, types, Text Pleding ption with telesoping prentheses Plurl/Singulr Fields... See Fields, types, Singulr/Plurl Plus... See Mth funtions PMT... See Pyment (mth funtion) Possessives with Singulr/Plurl Fields Power... See RiseToPower (mth funtion) Prepre to Shre Questionnire Previewing nswer lotion in form... See Peeking Previous item in List (#P)... See Fields, previous item (#P) Progrm updtes... 3 Pronoun nswers See Answers, types, Text with Pronoun Pronoun Fields... See Fields, types, Pronoun Proteted view... See Instlling Doxserá Questionnire utton... See Buttons on the Doxserá t, Questionnire Questionnires dding rows... 4, 175 nswering feth questions nswering questions oloring with Dividers opying rows reting... 4 deleting deleting rows editing emptying ells hiding rows in Folios loding moving rows moving to Questionnire with Strt utton nvigtion with T orgnizing with Dividers releling rows renming Fields sving shring RiseToPower (mth funtion) Refresh utton Registered nme... See Instlling Doxserá Reminder (mth funtion) Remove utton remove item from series nswer or Grid Repeting-prgrphs formt for Lists Repling text with Field , 180 Reset utton Restrit uthoring Reusing nswers... See Sve/Lod nswers Reusing Questionnires Rion... See Buttons on the Doxserá t Right-lik to edit templte file... 7 Root (mth funtion) Round (mth funtion) Row in tle, onditionl Rows in Questionnire... See Questionnire S - dding to the end of plurl words Sve/Lod nswers loding nswers from file orgnizing nswer files sving nswers to file updting nswer files Sve/Lod utton Sving Form Set results Sving Questionnires Sruing metdt Serh nd Pste , 180 Serh for nswer file Serh for lel in Field/List/Condition sreen Setion, onditionl Seurity wrnings... See Instlling Doxserá Seleting Conditions nd Lists Series... See Lists Series nswers... See Answers, series Series funtions... See List funtions Series of forms... See Form Sets Sets of forms... See Form Sets Settings Setup... See Instlling Doxserá Shre Folio... See Export Folio Shre Mster List... See Export Mster List Shred info ville to ll forms See Mster Lists, Folios, Wrppers Shring Questionnire Shring dt on network Show/Hide Lels nd Derived nswers... 15, 175 Singulr/Plurl Fields... See Fields, types, Singulr/Plurl Smrt Answer utton... 7 Doxserá - Expert Guide (Version 3.0) Pge 189

198 Smrt Answers... See Answers Sorting used in lesson Sorting Fields ( utton) Soure for nswer hoies Speil hrters in Lels... 4 Speedy Fill mode Split-sreen view... See Peeking Squre root... See Root (mth funtion) Squred... See RiseToPower (mth funtion) Strt utton Storing nswers... See Sve/Lod nswers Styles nd Folios Styles nd Wrppers Sulist t in Field/Condition sreen Sulists Sulist used in lesson... 69, 72 used in lesson Sutrtion... See Mth funtions Sums in list formtted s tle T key in Questionnire Tle formt for Lists Tle row, onditionl Tgs, Folio nd Pssge Telesoping prentheses Templte files, editing... 7 Templtes versus douments... 7 Term of lon... See Pyment (mth funtion) Testing forms... See Cheking forms Text nswers... See Answers, types, Text Text Fields... See Fields, types, Text Text-with-Pronoun nswers... See Answers, types, Text with Pronoun Title se... See Formtting Fields Tody... See Now (mth funtion) Tools utton... See Buttons on the Doxserá t, Tools Totls in list formtted s tle Tutorils... See Lessons Typed here soure for nswer hoies Underlines... See Blnk lines Uninstlling Doxserá Unlok uthoring Unloking the Mth sreen Up utton rerrnging series nswer Updtes... 3 Upperse... See Formtting Fields User nme... See Instlling Doxserá Vlid hrters in Lels... 4 Versions of Doxserá... See Updtes Versions of Word... 7 Viewing nswer lotion in form... See Peeking Visiility of Lels nd Derived nswers Wlkthroughs... See Lessons With-pronoun nswers... See Answers, types, Text with Pronoun Word... See Versions of Word Wrppers dding to forms reting styles with setion reks Write-in hoies XOR in Conditions Y - hnging to ies for plurl words Yers (mth funtion) used in lesson Yes/No nswers... See Answers, types, Yes/No Zip file... See Instlling Doxserá Doxserá - Expert Guide (Version 3.0) Pge 190

199 Here re some helpful online resoures t Doxserá Quik-Strt Guide Doxserá Expert User Guide Online trining ourse Timely updtes The Lerning Curve weekly weinr And the kithen sink If the 191-pge Expert User Guide seems it well dunting, then this 20-pge Guide will e more to your liking. You re reding it now! Or lik here for n intertive online version. Clik here to rowse olletion of short, grduted videos tht will tke you from the sis to roket siene. If you hven t lredy done so, lik here to sign up for our newsletter to sty informed of updtes nd improvements. Every Wednesdy morning (8m PT, 1500GMT), our very est, most experiened tehnil experts nd servie professionls re ville to nswer your questions, ddress your issues, nd listen to your suggestions. Clik here to join us. Find everything you need here t the Servie Center, where you my serh or rowse hundreds of questions, nswers, tips nd suggestions, nd ontriute your own. You my lso open servie tiket if you re hving ny troule with the progrm. Creted y: Distriuted y: Doxserá - Expert Guide (Version 3.0) Pge 191