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Dynamic Document Generation with Windward

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Windward’s dynamic document generation is all about making customized documents and have them distributed across various media in an extensive range of formats. With dynamic documents it is possible to create errorless communication using real time information. The entire process is automated and this keeps costs down.

Document Drafting Gets Dynamic

The automation of tasks that would have been handled by one or two individuals like drafting letters, contracts, and sending out documents will save money and time by redirecting that manpower to other vital aspects of the organization. Windward's dynamic document generation will also ensure human error is eliminated which means documents will be accurate and it is done a lot faster. An organization can be sure that precise information is being shared within and outside the firm.

Impressive Document Quality

Dynamically produce business documents that are well customized for each recipient. Communication shared will be in line with your company guidelines and updated to deliver accurate facts and figures. Using Windward, you can ensure brand standards are adhered to in the strictest capacity. Create supporting documents simply using the Designer software and ensure consistency in structure without sacrificing overall appeal in display.

Flexible Display for Various Devices

Person sitting at a desk using a laptop

It does not matter where you are or what device you are using. Create documents on the go using a mobile device or in the office using a PC. Windward will give you the flexibility of device that you can use and the recipients will also be able to view the documents comfortably on different devices and browsers as you can produce them in multiple formats.

Unbelievable Engagement

Whether you are creating an internal communication or designing documents for the customer, maximize the impact of the communication with Windward’s amazingly designed documents that can add a WOW impact to the communication. Feature your branding on all your documents and let your communication mirror your values with standardized dynamic documents that engage partners, customers, and employees.

Windward’s Dynamic Designer

A group of five people laughing at a laptop screen

Windward offers a robust framework for the delivery of documents, including ‘just-a-few-clicks-away’ solutions for quick data capture and dynamic document creation.

Dynamic Content

During the generation process, dynamic content is inserted using a dedicated simple-yet-smart logic functionality.

Populate Data

Form to Documents: Windward auto-generates fillable form for populating dynamic fields

Data to Documents: Merge templates with JSON, XML, and SQL data to create documents. Automate reports, letters, and document creation by connecting with Oracle, SQL Server, MySQL, DB2, ODBC, SalesForce, and more.

Multiple Formats: Create documents in PDF, CSV, HTML, PPTX, XLSX, DOCX format and share them through email, E-Sign, and print.

You can integrate Windward into your favorite apps and databases as it ensures afree-form design environment. So whether you use PowerPoint or Word, you can start editing templates within minutes to create dynamic documents.  

Professional Looking Documents at Affordable Prices

Windward offers the best solution for creating professional-looking, dynamic, high-fidelity documents. Whether you are looking to generate bulk volumes of invoices or contract statements, or just a single statement, Windward can handle your requirements swiftly, easily, and affordably. You can effortlessly leverage the data stored in your database and other line‐of‐business applications to present clients, suppliers and staff with documents that hold the right information, in the ideal output formats, distributed to the desired devices.

The Essence of Embedding Windward

With Windward, document creation process will not only get dynamic and smart, it will transform into a proactive agent, functioning on your behalf without the need for your conscious participation or direction. Windward will quickly know your viewing preferences and present data in an engaging way, no matter which platform or device you use. The whole procedure will be evergreen, which means the Designer will automatically look for information that will keep the documents’ content relevant and up-to-date.

So, what are you waiting for? It is time to step into the world of dynamic document creation and populate documents effortlessly! Give Windward a try here.

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

For over 15 years, Windward has lead the industry with our world-class document generation solution that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. With over 10,000 customers in over 70 countries generating over 10,000,000 pages/day Windward has become the standard for document automation.

© 2019 Windward Studios Inc.

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