Document generation is a fairly simple process but without the right software it can be frustrating and time consuming. Most software will only allow 3 sections of the template it creates to be filled, usually the header, body, and footer. The lack of flexibility is where most feel the issue lies. However, with a software that will integrate with products such as Microsoft Office, the process becomes much simpler as this is a software most people are familiar with.
A good piece of document generation software will usually incorporate into software that your workforce is already accustomed to. Microsoft Office Suite is one of the most widely used suites of office software, so if your document generation software will incorporate into that suite it is much easier for your users to pick up. An example would be the ability to create your document using Word and then publishing that document as a template. Then the template can be easily populated with data and distributed to different audiences.
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Doc gen is normally not an easy process. It can be difficult, time consuming and quite expensive if using outdated software. The process can become so complicated that a large staff is needed to develop and maintain the reports. If the software is incorporated into tools that non-technical resources are accustomed to, such as Microsoft Office, the process can be streamlined into an efficient task that only requires a minimal amount of time and resources.
Creating reports from multiple data sources is a feature some software will have. One example is that you might want to create a document that retrieves sales figures from a Microsoft Access database and marketing data from an Excel spreadsheet and display them together in the same report. This feature will be very useful to its users and should be a priority of wants when searching for new doc gen software.
Another attractive feature of document generation software is providing the ability for multiple users to collaborate on the design of document templates. Newer doc gen programs can integrate into software such as Microsoft SharePoint. This is a very useful feature as it allows multiple users to create and collaborate on the design of the report. Users can take the templates and make changes before saving them to SharePoint folder. SharePoint will then track any changes as well as keeping up with the different versions of the report. This allows you to quickly find a previous report quickly.
Document generation software is a very powerful tool for any company that is required to manage and distribute large amounts of documentation. It is an even more valuable program when it will work with existing software such as Microsoft Office. By integrating with Microsoft Office a user can generate a document template from a Word document, Excel spreadsheet, or even a PowerPoint presentation and then populate it with data from an Access or SQL Server database. Having the ability to create reports from such a widely used and powerful source allows you to generate more effective documentation taking advantage of the knowledge your staff already has from daily use with the software.
Does Your Document Generation Software Mesh With Microsoft Office?
As a software developer, Jon Harwokey often uses document generation software to share his progress with managers and clients. Windward Reports allows him to have the right reporting tools for the right situation. Without a solid business reporting solution, he would be spending much more time creating reports instead of focusing on client's needs.
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