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Windward Document Automation with Solo


Organizations are constantly generating important documents. Generation of complex documents takes up a lot of hours that could be spent carrying out other duties. It can even be frustrating when documents have to be produced repeatedly.

Windward document automation product Solo can handle this tedious yet paramount operational tasks right in your favorite MS Office.

With our Solo document automation software efficiency, quality and branding can be achieved.

With Solo at the helm, document or report content is collected from multiple sources and then processed into a single document. Some of the sources may include patented business applications, content libraries, customer databases, and XML streams. The user can then edit the document to suit their need and then render it. They can then choose their preferred templates and proceed to create different document output formats.

Document Automation and Batch Reporting

Solo adds a clockwork flow to the creation of complex documents right in MS Office using an automated process to streamline the procedure. The users are not ignored in the process as they are given the flexibility to make decisions about particular aspects of the document that will not affect quality and branding. An administrator can choose and set up specific templates for different documents like proposals, contract agreements, introduction letters, policies and so on which will be used as content for automated documents. Predetermined templates will help save time and ensure strict adherence to quality standards as well as keep complex documents up to date.

With Windward Designer create customized reports and documents swiftly and efficiently with the robust batch reporting feature. With just a single template you can create various documents for multiple end-users. Batch reporting also empowers the user to avail single template to create a single report that is then distributed to a group of end-users. Whether you wish to batch or schedule your documents and reports, Solo can automate and scale their document needs all within an intuitive interface!

Dynamic Document Generation & Simplified Template Management

Seamless Workflow

The process of coming up with weekly or monthly reports or documents can be complex, but by automating the process, it is super easier. Each stage can be assigned to particular participants with roles clearly defined. Include everyone responsible for different stages of designing documents in the initial stage so that the automation process is clearly understood. Gather information, structure it, review it, approve it and then distribute it by having it centralized for easy access.

Systematized Compliance

Organizations can ensure compliance with standardized communication by creating a systematic review and approval of document templates. Windward’s Solo enhances adherence to the structure and quality of documents.

It ensures each document adheres to the strict branding and quality standards of the organization by automating transactional review guidelines. You can now work with both internal and external stakeholders to make sure that the documents created remain in conformity with pre-defined guidelines.

Deliver High-Quality Documents and Reports

Windward will help produce high volumes of on-demand documents using an automation process. With Solo, batched reports and documents like customer receipts, invoices, monthly statements, annual reports and more can be generated in record time. A user can attend to a customer request for particular documents as-and-when need basis.

Windward is able to assist businesses to meet customer needs with efficiency at a fraction of the time it would take if individuals had to create their own documents.

The power to create complex business documents is placed in the hands of users with different competencies but the result is the same.

Learn more about how Windward works.

If you've just discovered us, we're excited. Get your 14-day free trial and start creating documents in quick time with our low/no code solutions.

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.

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