Document Automation Overview

Our document automation features are so comprehensive we can hardly remember them all, but we’ll give it a go. In short, we empower you to create fully customized documents based on the answers given in your forms.

Automation for Everyone

The first platform that makes it possible for anyone to make web-based forms and document automation content.

Automate any Document

Conditional sections, substitution, multiple templates and more. ZumeForms can automate simple registration or even complex legal documents.

Sell Content

With a built in payment gateway you can collect payment for your documents and digital content automatically.

Web-based Document Automation for Everyone


Design your Templates in Word

If you know how to use Microsoft Word, then you already know how to create a template to use with ZumeForms. The benefits of this are huge. First, if the templates you want to automate are already in Word, then you’re almost done. You will also benefit from all the standard Word features, like automatic tables of contents, paragraph numbering, dynamic cross-references, bookmarks, styles, themes, etc. Why would you want to reinvest the wheel?

 

Download template example

ZumeForms Word Add-In

But we don’t just leave you to Word all by yourself. We offer an add-in that you can upload into Word to make Word and ZumeForms play nicely. With our Word add-in you can sign in to your ZumeForm account and access all of your forms and fields. Drag-and-drop the fields into your Word document and the automation is almost done. Our add-in also enables you to add data-structures like conditional content (i.e. Ifs), repeats (i.e. tables), and list formatting (e.g. ‘a, b, and c’). We also have a number of ZumeForm tags that facilitate cleaning-up your documents after the automation has taken place, like removing empty paragraphs and table rows, and appending one document to another document.

Watch Video Download Word Add-in

PDF Forms

ZumeForms can use PDF forms as document templates. Just add fields to a form with the same field names. Or even simpler import your PDF Form into the form builder and let ZumeForms do the work by automatically importing the fields. The import process even imports the drop downs, radio buttons, check-boxes and dates.

Manage Templates

Most of the time you will be uploading a template to one of your forms. But because you can assemble multiple documents from a single form, and use documents with more than one form, we also give you the ability to manage your templates from a central place.

Standard Summary Document

You have the option setting a separate summary document to be assembled each time a form is submitted, (in addition to the main document or documents). This can be used to produce a simple invoice for the particular form or main document, or it can be a more tailored summary of the data or main document. The functionality is built-in. We’ll leave it to your own imagination as to how you use it.

Data Record Re-Use and Collaboration

When you first submit a form a new data record is created. Not only can you use this data record to create a document there-and-then, but you can also save it for later. When you are ready you can reload the record into a new form, add some more data, and then create another document. Over time the record can be associated with a whole series of forms and documents.
You can also send a record around to a number of users, and on different forms, for each user to contribute something along the way – before a document is ultimately assembled using all of the data collected.Yet another benefit of our user-centric approach to document automation.

Conditional Logic and Substitution


MergeText Lists

MergeText is awesomely powerful. It’s one of those things you may not know you need, until you know you need it. With a MergeText List, the words that get assembled into your document will depend on the answers to a question on your form – and this happens in a predictable and structured way. A great example is when you want a document to change depending on whether it is written about a man or woman – you’ll want to replace all the ‘he’s with ‘she’s, and the ‘his’s with ‘her’s. Another example is when you want to refer to make either a singular or plural reference to something, depending on the number of rows in a table.

But the power of our MergeText Lists doesn’t end there. You can substitute form field values entered by a user on a form in to the content of a MergeText List, and you can also use one MergeText List to drive values in another MergeText List. When you add up this functionality, there is pretty much nothing you can’t do with a well constructed MergeText List.

Field MergeText

In addition to MergeText Lists, ZumeForms provides for Field MergeText – another crazily powerful function. When you create a field on a form you can specify MergeText for that field – or for each particular choice for the field. When the field is assembled into your document, the Field MergeText will be inserted, rather than the field value. A good example is when the user selects from a list of abbreviated state names on the form, but you want to insert the full unabbreviated name into the document. You can also use Field MergeText to insert a phrase or sentence into a document based on a field choice.

Watch Video

Conditional Logic

The ZumeForms document assembly engine provides full control over how your document is created based on choices the user made when filling out the form. All common logic operators are supported  including precedence. If you just want to replace  a single word or letter you can use a short if. Commonly used for things like plurals  (see the plural example below)

Multiple Documents

But we don’t just leave you to Word all by yourself. We offer a add-in that you can upload into Word to make Word and ZumeForms play nicely. With our Word add-in you can sign in to your ZumeForm account and access all of your forms and fields. Drag-and-drop the fields into your Word document and the automation is almost done.

Our add-in also enables you to add data-structures like conditional content (i.e. Ifs), repeats (i.e. tables), and list formatting (e.g. ‘a, b, and c’). We also have a number of ZumeForm tags that facilitate cleaning-up your documents after the automation has taken place, like removing empty paragraphs and table rows, and appending one document to another document.

Try some Examples


List Formatting

Create lists from your repeats. For example; “I Appoint Bob Smith and Jane Doe as my substitutes for David Brown” or “I Appoint Bob Smith, Mark Black and Jane Doe as my substitutes for David Brown.” Lists can automatically format themselves based on the number of items and style of list you select.

Try an example

Signing Boxes made easy

Signing blocks can be complicated as you need all your parties to sign. Sometimes this requires individuals or directors of companies or a mixture of both. No problem. Try the example form below to see how this works.

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Singular vs Plural

When you enter multiple items of an item, for example attorneys you may want your documents to read “for my attorneys” not “form my attorney”. This is another situation where ZumeForms document assembly provides a simple solution. A short “If” at the end of the document template merge field tells the system to insert an extra “s” based on the count of attorneys. Check out the sample below to see how this works.

Try an example

Sell Content


Sell Documents

The combination of our integrated payment gateway and document automation functions turns your website into your online document or expert content shop.

Sell Other Digital Content

The combination of our integrated payment gateway and document automation functions turns your website into your online document or expert content shop.

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