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Document Generation FAQ - Windward Core Gets Smarter as Your Use Case Gets Tougher

Download the PDFExample of documents output with document generation software Core

Here are the frequently asked questions about our product Windward Core:

What is Windward Core and what can it do?

Windward Core consists of an intuitive template designer and a powerful Engine that connects your data and document templates using your business logic for fast, error-free document generation.

It is designed to be virtually integrated or embedded into any application. With just a few lines of code it can interface with any type of application you use.

Who can take advantage of Windward Core?

ISVs, OEMs, Enterprises, and System Integrators can embed Windward Core into existing applications for a completely customized document generation solution.

Most of our existing customers leverage Core as an opportunity to earn more business. If you’re seeking opportunities to bring even more value to your applications without adding to your development team's workload? Look no further than Windward Core.

Your clients will love our additional document automation capabilities and beautiful document designs, while you'll value the convenience of buying instead of building new features.

Why Choose Windward Core?

If you’ve ever used other document generation or automation solutions out there, you may be familiar with their half-baked designers that require you to build reports using bits and pieces (where every bit of text or data is a distinct object in your template).

Well, Windward changes all of that:

You can use Microsoft Office as your designer interface. With Windward in Microsoft Office, you can design templates just like you design any other document. More importantly, let your business users have total control on the design and layout aspects of your documents.

Besides, utilize Tags to insert your data wherever you need it seamlessly in-line with your other text and content. Using tags like forEach, if, switch, out, chart, and many others you can insert conditions that let you quickly generate documents just as you want them.

With Windward Core, document generation will no longer be an IT-driven task but a business-user driven initiative as it can be self-taught very Quickly!

So, if you work with documents, you need to be working with Windward Core.

Can it generate complex documents?

Whether the document you’re looking to create has specific formatting and layout that's needed to meet industry-specific compliance/regulatory requirements or if there’s a need for a combination of charts, tables, etc. laid out well (just as you imagined) Windward Core doesn’t disappoint you.

Also, if you need sub-templates (frequently used sections like header, footer, etc.) within the new templates or need multiple datasources combined together in a single document or you want complex business logic involved - eg: if these two XY conditions are met then one type of document, Else another kind of document with unique information --- Windward Core is at your service all while ensuring consistency, so that the compliance requirements are met.

And, the beauty of it all, they can be done by the average business user who knows how to use MS Word. They DON’T need to have any sort of programming/coding knowledge or technical expertise.

In fact, Windward Core gets smarter as your use case gets tougher!

What datasources does it connect to and what are the output formats?

You can connect to an extensive range of datasources (nearly 150) besides the standard ones (SQL, XML, JSON, Odata, etc.)

And, it can output documents in a wide range of formats including but not limited to — DOCX, PDF, HTML, PPTX, etc.

How long does the setup take?

The setup is straightforward - it can be downloaded, setup, and configured in a matter of hours, not days or weeks like other solutions. Moreover, we provide strong support and extensive documentation.

Windward Core is in fact the easiest to use and the quickest to get up to speed!

Does Windward Core need additional security setup?

Windward Core easily integrates with your existing security structure, allowing for ease of integration and maintenance. You can start working with the product without any additional security setup.

What is the ROI?

The ROI is simple-to-understand and calculate due to the incredible time-savings with fast, error-free document generation (you can save literally hundreds of hours per year - so you do the math!).

And the product license is affordable and totally worth it -- It’s minimal expense for maximum results when you opt for Windward Core.

Finally, When to Choose Windward Core?

a. When you have to pump out hundreds of documents every day flawlessly as Windward Core will blow you away with its scope of scalability and flexibility.

b. When you want a product that uses what you HAVE (Datasources) and KNOW (Eg: Microsoft Office), then Core is the one to rely on.

c. When you want to create any kind of document you can “Imagine.” Core delivers any report or document imaginable --- you can insert business logic directly into templates using tags and easily integrate data in the blink of an eye!

When you want to free up your developers for other crucial tasks. You don't have to rely on IT anymore to make modifications to documents. You can have business users go in there and make the modifications themselves when you have Core embedded into your application.

When you want to get out of regulatory jail - Windward Core lets your business users make full use of their compliance expertise and leverage it for producing documents that are consistent and compliant all the time.

In Conclusion

Your document generation tasks will transform from an expensive, time-consuming problem to almost invisible -- you'll begin to wonder ‘how did I ever live without Core.’

In a nutshell, what would have taken great effort or been impossible with any other product is Trivially Easy with Windward Core.

Try it before you buy - Get your 14-day free trial of Windward Core and build that proof of concept right 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.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

SQL Select Debugger

SQL Select  Debugger

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

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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"

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Rename a Datasource

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

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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).

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Tags are Color Coded

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

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Advanced Image Properties

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

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Version 13 New Data Sources

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

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

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.

Written by:_
Genesis Abel

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