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Document Assembly Software - Put the Spotlight on Your Business, Not Data Entry!

document assembly software generates a document

Talk about fast and powerful document assembly software and there’s Windward for you.

Windward’s Designer software engages automated document assembly by making use of smart templates to create documents right within popular platforms like MS Word and Excel.

With our document assembly platform, it is possible to create complex documents that are free from human error and drafted in a fraction of time that an individual would take to design and deploy them.

While the word “assembly” or “automation” may fill the mind with rigid, robotic functionality, Windward offers a flexible, user-friendly document assembly software for lawyers and law firms which allows the user to create documents like agreements, legal contracts, and more in just a few clicks.

The level of complexity or simplicity does not matter, Windward will handle any document creation task right from designing an invitation letter to a 50-page legal contract between different business entities. More importantly, if your business has remote employees, they can now automate documents all on their own.

Take Advantage of a Wide Range of Data Input and Output Format Options

Windward’s document assembly embedded in Microsoft Word gives the user total freedom to output any type of document whether they be PowerPoint presentations, Word documents, published PDFs, or even an Excel spreadsheet. And, you can even connect Windward to a wide range of databases including SQL, JSON, OData, XML, among others.

Sophisticated Processing System

Behind the appealing interface is a powerful processing system that can handle a lot of demand for thousands of documents. They can contain text,images, numbers, and more. Windward has the power to multitask and combine different commands to create the needed document.

Predictable and Dependable

Windward’s Designer can be programmed to ensure that every time it is commanded to produce documents, they will be created in the same way all the time. Automation will ensure consistency. This also means it is possible to calculate how long it will take to create a particular number of documents. In comparison to humans creating documents, this is more predictable; you do not have to worry that certain factors can delay the generation of documents.

Template design may take time, but it is still shorter than humans preparing the template manually. These templates are created just once and then the user can continuously enjoy consistent quality, efficiency,and brand adherence.

Start Scheduling --- Save Time and Resources

It is evident that Windward will leave people free to do other things. Once you implement automated document assembly, you can then reassign human resources to other more important duties necessary for the organization to work better.

Why Windward for Document Assembly?

With Windward, an organization can meet the demands of the client for faster and better delivery of documents at a pocket-friendly cost. The first draft is usually the only draft needed since human error is eliminated.

Here’s what it translates to: for legal teams and companies (for instance), this automated software is the answer to reducing the amount of time and labor involved in producing critical legal documents. Tasks that humans would consider mundane and repetitive are handled by the software which will never get tired and maintain the quality level no matter what.

-    The risk of human error is reduced especially when it comes to entering figures.

-    Time is saved and can be redirected where it is really needed, like development.

-    Save not just time but money as well that could be used for more productive aspects of a business.

-    Maintain a standard for documents at all times.

-    Use the software on different devices that most people use.

-    Limit the need for IT specialists or developers at different stages of the document creation process.

Windward has been tried and tested by companies worldwide to create documents. And it’s no wonder—we offer one of the most trusted document assembly tools out there. Business managers can sit back and relax knowing that the business will continue to run efficiently without too many hours spent on document preparation and generation.

It is time to focus less on mundane tasks like data entry and document creation and let your business or organization get the attention it deserves by engaging Windward. Why not try a free trial today?

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

Rename a Datasource

All tags using that Data source will be automatically updated with that name.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

Tag Tree

Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.

Added Javelin into the RESTful Engine

Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

Generate Code

The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.

You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.

Pivot Tables Adjusted in Output

Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.

This makes creating an XLSX workbook with pivot tables trivial.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.

You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.

Any explicit styling is always retained. This only impacts styling set by styles.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

If you need this - it's essential. And if you don't need it, it's irrelevant.

Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)

This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.

Genesis Abel

Written by:_
Genesis Abel


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