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TheFormTool

TheFormTool is document assembly software (also known as document automation or forms creation). TheFormTool operates within Microsoft Word for Windows.

TheFormTool uses an interview metaphor for gathering information. A form’s Author creates interview Questions and determines the effects of their Answers. TheFormTool enables a subject-area expert to create a Word document and instill in it the ability to mimic the Author’s decision-making skills.

TheFormTool allows document Authors to create intelligent forms via a simple, menu-driven interface, using point-and-click commands rather than typed program codes to deploy repetitions, insertions, binary and Boolean logic, and math and date computations, as well as embedded rules for grammar and syntax. Form Users provide Answers to the Questions. TheFormTool then automatically completes the document as the Author would have done if he or she were to craft it manually. In addition, TheFormTool PRO offers five types of math functions—finance, basic, descriptive, logical, and time.

A form created with TheFormTool is a MS Word document that can be edited, saved, shared and managed just as any other Word document or template. According to Eric Zaidins, the typical user of this "remarkable software" can "be creating basic forms in minutes" at a fraction of the cost of some alternatives. Data captured by TheFormTool PRO can be stored in an XML file and is available for later reuse. According to the American Bar Association's Law Practice Today, TheFormTool "allow(s) a lawyer to set up a document that can be auto-filled with absolutely no programming skills." According to the editors of CNET, "It's one of the most capable Word add-ins we've tried, and one that adds the most to Word's already considerable capabilities.

While originally directed to lawyers, TheFormTool "is useful in the creation and distribution of any document ranging from sales pitches and other form letters to thank-you notes to friends and relatives." According to Accounting Today, "The software can be used in audit reports, asset purchase agreements, appraisals, assessments, bankruptcy filings, bids, contracts, complaints, compliance certificates, evaluations, fee agreements, interview summaries, leases, mortgages, patient intake, history and evaluation, pleadings, reports of all kinds, statements of work, and other types of documents."