Sunday, February 20, 2011

Standardized forms

Most businesses employ some number of standard forms. The most common practice is to find a completed form and gut it to create a new form. The most common problem with this approach is overwriting the old form unintentionally.

When the form is more complex than a simple letter the mistakes get worse. The worst culprit in my experience is a will. The basis of a will is pretty straightforward. You change the names of the parties involved, their children but most people have the same estate plan. Give my stuff to my spouse and kids. You write one for him and one for her and the pronouns change. Using old wills to create new wills causes weird problems. A special clause that you forget is in there, pronoun agreement mistakes, missing a switch of a name of a spouse.

Creating documents with userforms and document variables means you can create a fresh document every time and not risk overwriting old documents or making stupid mistakes. It doesn't take long to create the templates and once you have them they are available immediately and permanently. They are also very easily edited and updated.

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