Each week comes with a new set of tedious tasks: writing emails, letters, and other simple items that pop up regularly on your to-do list. Does much of that ever defer from what you have already done?
Most likely not!
The bulk of our daily tasks tend to be similar to what we have performed countless times already with some variations here and there. So there’s no reason to pick it up from scratch every day.
A template can serve as a standard starting point with approved formatting and text. With an approved template, document creation is simply a matter of adding and removing of unique data to generate the required document in a much shorter time than it would take if you started from scratch.
When you use a Word-based template editor like Windward, you have access to the best solution that gets the job done quickly, easily, and efficiently—all in a familiar program you already use daily. So how can you utilize Windward to automatically generate documents in Microsoft Word?
As you may have experienced, coming up with standard documents that incorporate identical branding features, appearance, and footers can be a challenge that needs extra caution. With templates, however, the job is a lot simpler.
The mundane work is done just once beforehand, for example, typing out a sample letter that will get sent to all of your customers. You can design and structure the document to your company’s approved standard. Once all of the usual wording is included in the template, then you can use Windward to auto-generate a document for each of your customers, using their names and individual data to give each letter a personal touch. It’s like mail merge—but even better!
The template needs for everyone may vary and you have the liberty to make custom templates that suit your document standard as well as the applications you may be using. The strategy to create templates though tends to be similar.
The work is already done for you in Word—both Windward and Microsoft include many templates for you to choose from. You can choose one of those, or you might opt to create your own. You have the option to save your template as a DOCX file once you are done creating.
After you’ve clicked “Save,” you now have your own custom template that will be available for you to use over and over. And you are still able to make edits to the template if you want to add new formats or style and then save the changes again.
Once you have the templates saved, you can use Windward to generate your final documents faster and more efficiently.
Why not give Windward a try? We offer a 14-day free trial for you to test our software to your heart’s content.