Thousands of businesses are using template automation to turn frequently used documents into smart templates that can be reused to create customized copies of the same document in bulk. The process is user friendly because there is hardly any need to have coding skills after all the document automation software will guide you through the process using straight forward queries to create rules that will be followed when creating documents.
Templates save you from having to enter the same information into several documents from scratch. For example, a company invoice has about 50% of the data repeated. Creating one invoice and then using that invoice to design a template makes the process faster and saves you from getting bored and making errors if you had to do it manually.
Once you have created a template, you can be sure that the documents generated will be consistent. Document automation depends on templates to repeatedly produce documents. The templates however need to be stored in a place that is easy to access. That brings in another process involved in dealing with templates.
The management of templates is part of the automation process as it ensures the system retrieves the right template. It would be frustrating if you had to spend time searching for the right template every time you want to create a document. Once your template is ready you can populate it with dynamic data by connecting to a source or use other sub-templates to fill in the relevant information.
The document automation Word process is easy because most people are used to the program and know how it works so learning how to automate it is easier with the help of document automation software.
Since template design is a task that may take a long time to perform, you can use the templates that the software comes with. These templates are made in anticipation of the common documents you may need to use frequently and the document automation software will help leverage them as the whole template creation process is right in MS Word.
Learn more about how Windward’s document automation solutions will help create, design, and edit templates in just minutes.