Doxserá forms gather information in an efficient, compact questionnaire that makes sense for the form user. The information is then analyzed, rearranged, manipulated, massaged, correlated, and augmented to produce a finished product that sometimes bears little resemblance to the original input. As part of its analysis, the intelligent form can even flag problems when questionnaire responses are inconsistent.

Click the Start button to begin.

{CompName}
Notes from Annual Meeting

{if:Please change your responses in the questionnaire and re-Fill the form. You failed to indicate whether {this person is an|these people are} officer{s}, shareholder{s}, and/or guest{s}: {Sublist:{ShNameX}|, {ShNameX}|{if:,} and {ShNameX}}. }{if:Please change your responses in the questionnaire and re-Fill the form. You failed to indicate who attended the meeting with checkboxes in the “Attended the meeting” column of the questionnaire.}

{if:No officers were present at this year’s annual meeting. }{if:The officer{s} present at this year’s annual meeting {was|were} {Sublist:{ShOfficeX} {ShNameX}|, {ShOfficeX} {ShNameX}|{if:,} and {ShOfficeX} {ShNameX}}.} {if:{Sublist:{ShNameX}|, {ShNameX}|{if:,} and {ShNameX}} attended the meeting as {a guest|guests}. }The meeting was {if:not }attended by a quorum of shareholders ({if:only }{#} out of {#} shareholders were present).

The current officers of the company are:

{if:President}{if:Co-Presidents}:	{Sublist:{ShNameX}|, {ShNameX}|{if:,} and {ShNameX}}{if:[office is vacant]}

{if:Secretary}{if:Co-Secretaries}:	{Sublist:{ShNameX}|, {ShNameX}|{if:,} and {ShNameX}}{if:[office is vacant]}

{if:Treasurer}{if:Co-Treasurers}:	{Sublist:{ShNameX}|, {ShNameX}|{if:,} and {ShNameX}}{if:[office is vacant]}

Ownership of the company is as follows:

Shareholder	Number of Shares Owned	Ownership Percentage
{Sublist:{ShNameX}	{ShNumSharesX}	{###}%
|{ShNameX}	{ShNumSharesX}	{###}%
|{ShNameX}	{ShNumSharesX}	{###}%

}

The largest shareholder{s} {is|are} {Sublist:{ShNameX}|, {ShNameX}|{if:,} and {ShNameX}}, {who|each of whom} owns {###}% of the company. Officers of the corporation {if:do not own any shares }{if:own an aggregate of {OffSharesTotal} shares ({###}%) }of the company.

Doxserá (c) 2020 Snapdone, Inc.
Label	Question	Answer
Doxserá questionnaires can also include “Grids” like the list of shareholders, officers, and guests below. After answering the first question in the top part of the questionnaire (“What’s the name of the company?”), press Tab or mouse-click to move into the Grid and answer more questions there.
CompName	What’s the name of the company?	[??]
SHAttendCount	(derived - number of shareholder who attended)	{#}
SHCount	(derived - total number of shareholders)	{#}
SHAttendPcnt	(derived - percent of shareholders who attended)	{###}
MaxOwn	(derived - largest # of shares held by one person)	{###}
OffSharesList	(derived - list of shares held by officers)	{Sublist:{ShNumSharesX} |[ditto]|[ditto]}
OffSharesTotal	(derived - total # of shares held by officers)	{###}

List Shareholders, Officers, and Guests:

ShName	ShOffice	ShNumShares	ShPresent
Name	Office held (leave blank for non-officers)	Number of shares held (leave blank for non-shareholders)	Attended the meeting
[??]	[??]	[??]	☐
[??]	[??]	[??]	☐
[??]	[??]	[??]	☐
[??]	[??]	[??]	☐
[??]	[??]	[??]	☐
[??]	[??]	[??]	☐

If you run out of space, click the Add button on the Doxserá tab to create more rows in the grid.

After completing the questionnaire, click the Fill button.

This form is tremendously flexible, so try a few variations. What happens if a lot of shareholders attend the meeting, or only a few? (Hint: watch the “quorum” language.) What if some offices (President, Secretary, Treasurer) are not filled, or are filled by multiple parties? What if the officers own all the shares, or none of the shares? What happens if you list a person who is not an office holder, not a shareholder, and did not attend the meeting?