Forte's Arsenal of Tools for Document Automation

Session Title: Forte's Arsenal of Tools for Document Automation

Register: Please RSVP to Valerie Melville at vmelville@thesackettgroup.com or 720.726.6773.

Session Description: Are you planning an Office 2016 or 2013 migration this year? Are you re-evaluating the effectiveness of your current in-house or third-party template or document assembly solution? Are you looking to simplify the creation and maintenance of your Word templates and streamline your users' everyday tasks? We invite you to join us for an overview of The Sackett Group's Forte product and learn how to automate your organization's documents.

See How Document Automation Is Made Easy

• The administration and automation of Forte requires no coding
• Customizations are distributed automatically to users via a scheduled synchronization process
• Using Forte's arsenal of tools, we will show how to….
o add letterhead in a flash for a new office
o streamline your rebranding projects
o design a new template
o create simple to complex logic with the Forte Expression Builder to automate documents
o insert and configure controls to define how they behave in the document and the Forte task pane interface
o expedite template development with time-saving tools including the Document Designer Library to import various elements from previously created content

Before we look under the hood at the back-end of Forte, we’ll begin with a short overview of end-user functionality – every day templates such as letters and pleadings as well as conditional documents including engagement letters, agreements, wills, and complex multi-document packages with question and answer storage.

For further information, please contact Valerie Melville at vmelville@thesackettgroup.com or 720.726.6773