HotDocs Developer - variety of projects:Creating new templates, custom interviews and libraries.Rehabilitating broken, incomplete or outdated HotDocs templates to get them working.Customize third party templates including state forms.Specializing in WealthCounsel customizations, especially WealthDocx7 and WealthDocs62, and ElderDocx customizations and reconciling after an update.Available for Personalized Virtual Training And Support to help you build your own library and get your templates started with a custom interview, then with assistance as needed answering questions and creating computations to your specs.Affiliations: HelpWithHotDocs LLC, MichaelMatters.com, DocumentBuilders.comHotDocs Certified Independent Consultant

Placed at Bank of America by TekSysyems. Worked with Document Automation Group to create a Loan Template for small businesses by year end. Also helped with completion of Spousal Special Planning logic, indexing in computations to evaluate relationships between parties to an agreement, sample inserted shared signature block that sets variables on the face of template to track & apply format levels, and a letter mailing computation that groups address so parties at the same address get one letter addressed to multiple people, with customizable salutation options.

Wrote the WealthDocx7 User Guide for Customizing & Reconciling after an Update.Customized HotDocs templates for individual members.Created custom style sheets with multi-level numbering.Automated templates using HotDocs software & MS Word.Training: one-on-one, group, & webinar.Software testing and troubleshooting.Familiar with WealthDocx, BusinessDocx, GunDocx, & ElderDocx software.

Assisted members with software installations and initial setup.Responded to questions about how to use the software.Documented issues to be triaged over to other departments for resolution.Repaired Word documents with style and pagination issues.Created and maintained User GuidesRrecorded training videos.Hosted live webinars.

Documented new processes.Provided floor support.Worked on help desk.Substituted when help desk manager was out.

Learned new software.Wrote documentation.Held training classes.Provided floor support.Set up testing process.Managed other consultants.

Coordinating the budget for seven stores in the northeast region; forecasting year end projections and educating store-level managers & buyers in all things mathematical.