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What are the Different Types of Document Assembly Software?

By K. Testa
Updated Feb 18, 2024
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Document assembly software is another term for a program that can be used to create form documents, multiple times. For instance, someone who regularly uses a standard business letter or contract can create custom documents without having to enter the same general information more than once. This software is commonly used in law offices, but it can also be used to produce many other types of documents. For instance, many professionals in industries like sales, insurance, and banking take advantage of this software to create contracts and other customized documents. Medical and government forms are additional examples of items that can be generated using these software programs.

There are many kinds of document assembly software packages available, as well as several web-based applications. Some are more suitable for use specifically in law firms, but other programs can be utilized by nearly any type of office. Furthermore, most businesses do not necessarily have to purchase a certain brand of software, depending on their area of specialization. Many programs have the capacity to produce various types of professional documents.

To create a new item, the user usually answers a series of questions posed by the software program. The information entered is then used to generate a custom form with all of the relevant data included. It is generally more advanced than a standard template. Rather, the program is somewhat intuitive because it saves certain data and plugs it into the appropriate places, even in documents that are created later.

There are several perceived benefits to using document assembly software. One is that it can help save time and promote efficiency. Users can avoid creating a document from scratch every time they need a new one. Another potential advantage for offices is uniformity, so that all employees can use the same document rather than creating their own. Software tools like this can keep important information current by continuously updating relevant data from multiple sources, thereby helping to reduce the risk of malpractice.

On the other hand, some people might feel that there are disadvantages to using document assembly software. They may be accustomed to creating their own documents and therefore resist using the limited content found in these new templates. This type of software tool might also take a while to learn how to use efficiently, requiring an initial investment of staff time up front.

Different versions of these software packages are available in office supply stores and from online retailers. Also, some membership organizations, such as the American Academy of Estate Planning Attorneys (AAEPA), offer document assembly software packages exclusively to their members. If a company prefers to use one of the web-based applications instead, several options can be found by researching online.

WiseGEEK is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.

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