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Types of Documents Created in 10 Different Industries

Download the PDFGraphic of a document being created on a laptop

Legal Industry

No of Documents: 40+

Color: B/W, blue is preferred for signatures.

Documents Created:

  • Emails
  • Legal Notices
  • Invoices
  • Lien Document
  • Demand for Payment
  • Letter of Intent
  • Loan Agreements
  • Promissory Note
  • Bills of Sale
  • Purchase Agreement
  • Affidavits
  • Financial Affidavits
  • Employment Contract
  • Non-Disclosure Agreements
  • Non-Compete Agreements
  • HIPAA Agreements
  • Indemnity Agreements
  • Living Wills
  • Last Will and Testament
  • Child Medical Consent Form
  • Advanced Directive
  • DNR Form
  • Divorce Agreement
  • Custody Agreement
  • Adoption letter
  • Prenuptial Agreement
  • Business Contracts
  • Contract Renewal
  • Contract Amendments
  • Arbitration Agreements
  • Partnership Agreements
  • Terms and Conditions of Use
  • Licensing Agreement
  • Cease and Desist Letters
  • Articles of Incorporation
  • Power of Attorney
  • Revocation of Power of Attorney
  • Eviction Orders
  • Lease Agreements
  • Early Lease Termination Letter
  • Pay or Vacate Notice
  • Mortgage Deed

If you'd like to automate your legal documents try Windward free for 14 days.

Human Resource Industry

No. of Documents: 25+

Color of Documents: B/W

Documents Created:

  • Job Description
  • Job Adverts
  • Applicant Profiles
  • Job Offer Letter
  • Training Manuals
  • Employee Profiles
  • Training Schedules
  • Performance Assessment
  • Work Schedules
  • Internal Memos
  • Benefits/Allowance Records
  • Leave Requests and Approval Letters
  • Payroll
  • Travel Schedule and Expense
  • Time and Attendance Sheet
  • Warning Letter
  • Termination Letter
  • Survey forms
  • Survey Report
  • Incident Report
  • Employee end of day Report
  • Employee Complaint
  • Exit Interview Report
  • Recommendation letter
  • Non-disclosure Agreements
  • Non-compete Agreements

If you'd like to automate your HR documents try Windward free for 14 days.

Finance Industry

No. of Documents: 10+

Color of Documents: B/W, Though some sections on tables and graphs may be colored

Documents Created:

  • Quotes
  • Invoices
  • Income Statements
  • Cash Flow Statements
  • Balance Sheet
  • Expense Reports
  • Cash Memo
  • Receipts
  • Debit and Credit Note
  • Purchase Orders
  • Late Payment Notice
  • Employee Time Sheet
  • Payroll

If you'd like to automate your finance reports and documents try Windward free for 14 days.

Healthcare Industry

No. of Documents: 15+

Color of Documents: Text is predominantly black but some pages may be blue, yellow, pink, etc.

Documents Created:

  • Patient Medical Records
  • Laboratory/Diagnostics Results
  • Patient Medical Bill
  • Prescriptions
  • Discharge Summary
  • Mental State Examination Reports
  • Operation Reports
  • Medical Procedure Consent Forms
  • Admission Forms
  • Advanced Directives
  • Reports for Insurance Claims
  • Surgery Checklist
  • Incident Reports
  • Work Schedule Reports
  • Change of Shift Reports

If you'd like to automate your Healthcare documents try Windward free for 14 days.

Insurance Industry

No of Documents: 10+

Color of Documents: B/W

Documents Created:

  • Insurance Proposals
  • Insurance Quotes
  • Customer Profiles
  • Claims Documents
  • Policy Documents
  • Insurance Certificates
  • Introduction Letters
  • Adjuster’s Reports
  • Response Emails
  • Underwriter’s Reports
  • Evidence Explanation Letters
  • Regulatory Reports

If you'd like to automate your insurance documents try Windward free for 14 days.

Banking Industry

No of Documents: 25+

Color of Documents: B/W

Documents Created:

  • Customer Profiles
  • Account Opening Forms
  • Welcome Letters
  • Deposit Ledgers
  • Customer Bank Statements
  • Credit Reports
  • Letter of Credit
  • Loan Agreements
  • Mortgage Assessment Reports
  • Risk Assessment Reports
  • Pre Advice Documents
  • Bank Guarantee
  • Receipts
  • Notification Letters
  • Bank Income Statements
  • Balance Sheets
  • Investment Proposals
  • Partnership Contracts
  • Procurement Agreements
  • Press Releases
  • Sales Reports
  • Tax Returns
  • Compliance Reports
  • Budget Proposals

If you'd like to automate your banking documents try Windward free for 14 days.

Education Institutions

No of Documents: 20+

Color of Documents: B/W

Documents Created:

  • Lists of Applicants
  • Acceptance Letters
  • Student Personal Records
  • Individual Health Information Reports
  • Student Attendance Reports
  • Continuous Assessment Reports
  • Performance Results
  • Lesson Plans and Course Content
  • Newsletters
  • Disciplinary Notification Letters
  • Notifications
  • Procurement Orders
  • Transcripts
  • Certificates
  • Complaint Reports
  • Health and Safety Reports
  • Meeting Minutes
  • Expulsion Letters
  • Staff Payroll

If you'd like to automate your education-related documents try Windward free for 14 days.

Government

No. of Documents: 30+

Color of Documents: B/W

Documents Created:

  • Applications
  • Audit Reports
  • Compliance Reports
  • Compliance Guidelines
  • Social Service Cases
  • Bid Invitations
  • Lists of Pre Approved Suppliers
  • Procurement Agreements
  • Contracts
  • Shortlists
  • Employee Records
  • Recruitment Documents
  • Approval and Denial Letters
  • Bylaws
  • Ordinances
  • Certificates and Licenses
  • Proposals
  • Tax Documents
  • Budgets
  • Financial Reports
  • Investigation Reports
  • Judgments
  • Press Releases
  • Advertisements
  • Warning Letters
  • Schedules
  • Notices and Public Announcements

If you'd like to automate Government documents try Windward free for 14 days.

Energy

No. of Documents: 20+

Color of Documents: B/W

Documents Created:

  • Customer Profiles
  • Application Forms
  • Approval Letters
  • Assessment Reports
  • Site Inspection Reports
  • Customer Bills
  • Apology Notifications
  • Complaint Tickets
  • Complaint Resolution Report
  • Feedback Reports
  • Invoices
  • Contracts
  • Procurement Orders
  • Receipts
  • Sales Reports
  • Budgets
  • Proposals
  • Customer Reminders
  • Financial Statements
  • Audit Reports

If you'd like to automate Energy industry related documents try Windward free for 14 days.

Manufacturing

No. of Documents: 25+

Color of Documents: B/W

Documents Created:

  • Customer Lists
  • Customer Purchase History
  • Customer Feedback Reports
  • Inventory Lists
  • Maintenance Reports
  • Maintenance Schedule
  • Product Research and Development Documents
  • Shift Schedules
  • Invoices
  • Purchase Orders
  • Sales Reports
  • Service Contracts
  • Finance Statements
  • Tax Records
  • Human Resource Documents
  • Employee Profiles
  • Compliance Reports
  • Transport and Delivery Schedules
  • Production Documents
  • Batch Records
  • Master Formulas and Processing Instructions
  • Regulatory Compliance Reports
  • Health and Safety Check Reports
  • Incident Reports

You can automate all these documents using Windward. Download your 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.

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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