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Document Automation for Remote Employees and Teams

The Increasing Need for Tools for Remote Workers

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Introduction

While there has been slow growth over the years in terms of employees working from home, the overall trend has seen a sudden rise due to the COVID-19 pandemic. As the world fights to contain the spread through testing and social distancing, employers across the globe are implementing work-from-home models as a strategy to fight against the COVID-19 disruption.

As the challenges vary by location, industry, and business maturity, businesses are finding it the most crucial and challenging task to determine and implement the right employee policies and smart approaches to remote work. Thanks to the advancement of business techs such as cloud-based software, smartphones, digital hangouts, document automation tools, and more, businesses are more accessible than ever.

Is Your Organization Remote Ready?

Many organizations feel that they’re work-from-home-ready despite not having the proper tools and software. Now that COVID-19 has forced many employees to work from home, organizations are seeing cracks in the foundation. They might not have collaboration tools or the right training on how to navigate through remote work situations, and organizations are struggling to fulfill the demands of their remote workforce.

Nevertheless, there’s a bright side to these troubles. Even if businesses don’t have everything in place for a fully functioning, work from home plan right now, they can evaluate and efficiently get the right tools in place, and avoid a similar situation in the future.

While many businesses are somehow surviving this unanticipated situation by working from home, few are leveraging the advantages of remote tools to conduct meetings through video conferencing, generate reports through document automation systems, and more. This has led to a surge in demand for remote tools

Increasing Need for Tools for Remote Workers & Teams

Remote work seems to be the most viable option for workforce resilience and business continuity in the present pandemic. This migration to digital working spaces has increased the use of online, remote tools.

As millions are now working from home, the need for managers and C-Suite executives to accelerate business processes is more critical than ever. When employees aren’t in the same place, it is still crucial for them to know precisely at what stage invoices are in the payment process, is the legal framework ready to be submitted, are reports generated timely, and more. Creating approvals, reports, signatures, and documents manually takes up a lot of time and proves expensive for the business, especially when the employees are working remotely. So, modern entrepreneurs are stepping away from this long, manual slog with document automation; thus, simplifying the complex nature of inevitable admin duties and leaving more time and energy for marketing, brand development, and customer service, which are essential areas of business growth.

Introducing Document Automation Software

"employees spend 28% of their work week on managing emails"

Historically, creating documents has been time consuming. Thankfully, technological advancements have enabled the process to be faster and even more accurate. Through ways of cloud-based document automation tools, companies are utilizing inexpensive digital documentation solutions for enhancing their employees’ productivity and efficiency as well as improving the bottom-line of their business.

Documents are the means of workflow and communication across an organization. At the same time, generating documents is quite labor-intensive. According to the McKinsey Global Institute Report, employees spend 28% of their workweek on managing emails, searching for information for the jobs they need to complete. When combined with the time they consume in creating, naming, sending, and organizing these documents, the necessity for document automation becomes clearer.

With manual or error-ridden documents, organizations suffer from additional expenditure, elongated staff time, and below-par customer service. But when it comes to automating documents, companies can ensure concise, up-to-date paperwork. Besides, it makes the admin processes far more efficient; thus, securing a business’s reputation. As document automation refers to digitizing everything from reports to contracts, data entry to invoices, and project proposals, it plays an essential role in the success of a business.

Document automation utilizes smart templates that help businesses produce the right document in no time. In simple words, it lowers the expertise an organization requires to generate documents like a contract or agreement that usually needs a legal team. With the right document automation tool in place, even its administrative staff can produce the same as all the legal expertise is compiled in the template itself. However, document automation is not meant to replace humans. Instead, it helps them optimize their role and empower them to be more productive. When an organization can eliminate the time its experts spend on mundane tasks, they will be able to add more value to the business by focusing on other crucial aspects. Document automation software is crucial for many industries, including legal, sales, banking, real estate, accounting, healthcare, and many, many more.

Managing Remote Teams & Employees from Afar with Document Automation

In a crisis such as the COVID-19 pandemic, when employees aren’t in the same place, managing a remote team comes as a challenge to the managers. It requires them to tackle the communication and availability issues that regular offices don’t have. Right from centralizing information and communicating regularly to documenting processes and organizing tasks, there are as many roadblocks in the way as one can think of. While they are battling with a bunch of new issues and finding ways to get through the mess, deploying a document automation system can serve as a boon in this crucial time.

Permitting employees across disparate locations to access crucial information puts the company at high risk. But the document automation system helps organizations improve data security compliance. Some of them even come with role-based settings that help a manager restrict users to access only the data that is helpful for them. Thus, managers can control permissions for every remote worker or team.

Good document automation software allows employees to create templates in a short amount of time. Later, editing a template takes far less time than building from scratch. Also, using templates ensures that users are less likely to leave out key information. Moreover, templates guarantee brand consistency with standard format, design, and structure.

With document automation tools, managers can hence ensure that their remote teams aren’t spending time on mundane tasks.

Document Automation Benefits for Remote Teams

  1. Create/Revise Templates Faster - As many of the day-to-day tasks are variations on something done hundreds of times before, there’s no need to reinvent the wheel. Instead, document automation empowers your remote workforce to use templates. As it provides an online repository of the templates created beforehand, all that the users require doing is add/remove/alter the information in the existing template. And the new document will be ready within a fraction of the time. Thus, users can work on their own without syncing with others while they operate remotely. Employees will save time and get work done faster.
  2. Automated Document Routing - Depending on the projects and the type of documents, the list of approvers and managers may vary. It isn’t feasible for managers to ask each remote worker to submit documents for approvals and signatures. Neither is it flexible for the remote workforce. What a document automation system does is it at first addresses each document by type; then, it assigns that document an appropriate workflow. When a document is ready, it automatically gets routed to the relevant employees for review; it then passes on to the manager for final approval. This ensures that the documents are ready for final distribution. Managers can define routing rules based on their needs.
  3. Integration with Microsoft Office - As almost everyone is familiar with the MS Office environment, working on the document automation tool would be easier. So, most document automation systems come with MS Office integration abilities. Thus, managers can be assured that their remote teams, regardless of their background, will face no difficulty in dealing with the document generation process.
  4. Data Security - A document automation system empowers managers to keep the data and documents secure. It lets them set appropriate user levels to access, approve, and review documents. Beyond that, document automation tools enable managers to control the visibility of data, i.e., particular users can access only the amount of data made available to them. This varies depending on the users’ access level set by the managers. This makes sure that the document automation system is working securely.
  5. Enhance Employee Productivity - As the document automation tool eliminates human intervention in the document generation process to a great extent, it frees employees to work on quintessential elements of their job. This helps them perform their job better, makes them more productive, and boosts their efficiency. It also provides them with better working conditions, whether at home or office, and enables them to complete the document creation process more accurately while minimizing human errors, eliminating friction points, reducing costs, boosting morale, and encouraging loyalty. This will help managers strengthen the brand and contribute to a business’s success.

Document Automation Software Works Across Industries

Many industries need to utilize document creation tools:

Pills

Pharma Research

Scientists spend a lot of years researching and finalizing the right combination of substances to make a new drug. In this course, they need to generate large volumes of documents for different tests and development in their study. Besides, they need to comply with the FDA (Food & Drug Administration)regulations. Handling such an ever-increasing volume of documents manually along with compliance is simply unimaginable. This is where the document automation system comes into the play & makes the process a breeze.

Document with a checkmark

Compliance

Document Automation ensures that compliance approval is enforced for all collaterals before the documents are processed for publication. It is efficient to capture online audit trails; thus, reducing the risk of breaching regulatory compliance guidelines. Besides, document automation systems see to it that reviewers can make amendments and save them in real-time; thus, ensuring that all the mentioned information is correct with the company criteria.

Money symbol

Finance

As creating financial reports is a tedious and time-consuming process, leveraging document automation tools to generate financial statements can be a great time saver. By automating the process of gathering data, it improves the efficiency of the finance team; thus, letting them focus on more crucial things.Instead of taking printouts of every report/statement and filing them, document automation helps organizations go paperless and save money. Also, it eliminates the risks of human errors and creates audit trails so that the finance team gets complete visibility of the process.

Hands holding up a shield

Insurance

Right from application functions to underwriting to claims, document automation helps insurance companies simplify the processes. Be it ensuring better data protection, enhancing customer experience, boosting claim processes, or offering better services to policy holders, document automation makes sure everything is top-notch. Hence, it decreases the time and efforts spent on administrative tasks while ensuring greater cost efficiency.

House with a price tag

Real Estate

Real estate agencies handle dozens and dozens of deals, claims, or mortgage documents simultaneously. Manual document generation can hamper their efficiency and lead to a decline in the level of service they could offer the clients. Instead, automating some of the processes like document creation can relieve them from the growing burden of information. Also, they can streamline the processes and improve their bottom-line.

Medical cross

Healthcare

From physician agreements and credential documents to time sheets, research papers, and other organizational forms, the healthcare industry deals with several documents on a daily basis.Embarrassing document automation can help them run smoothly and be more compliant toward enhancing patient care. Producing documents in bulk and sending them for eSignature can make the system more efficient and accurate.

Legal Services

As per a study by Rocket Matter, lawyers can save up to 80% of their time by adapting to document automation. Thus, they can invest this time to practice law and work with more clients. Whether to create a flat rate quote, letterhead, tax info, retainer letter, or other documents, it can benefit legal services with enhanced productivity, reduced manual errors and expenses, and improved efficiency.

The Shift to Document Automation Amidst COVID-19 Outbreak

As it’s now apparent that work from home might be the scene for the coming days, one of the growing concerns company wide will be to keep their remote workers and teams effective and efficient. Moreover, they don’t want their employees’ productivity to tank due to the COVID-19 disruption. Thanks to a range of cloud-based tech tools that keep communication and collaboration going on between teams, albeit they work remotely. But what when it comes to creating and sending documents that your team often encounters with?

In this digital age, where organizations are either going remote or hiring remote employees, some organizations still rely on physical interaction and manual workflow. They still manage review and approval processes through printed forms. While this old-school approach may persist for different reasons:

  • Some prefer making edits or changes on hard copies
  • The system they have works though being slow
  • They fear technology, specifically, compliance issues

Unfortunately, the COVID-19 disruption has forced companies to bury down these kinds of manual processes and find ways to digitize them; thus, to keep the business running with a remote workforce. While manual processes are slow, cumbersome, and inaccurate, work from home makes them even slower. Instead, document automation makes them more efficient.

As employees now work from home, creating and revising templates is prone to get even slower though companies have document automation systems in place. It demands them to put more efforts either in adapting the remote system or solving every hassle on their own as most document automation solutions require a team effort. This leads to delayed workflows and thus hampers business’ growth. Therefore, many companies are updating their technology to implement new emergency rules and programs during these unprecedented times.

Worst is the case with organizations devoid of document automation tools. As they rely on manual processes, the workflow gets even slower or even brings the business workflow to a halt.

Fortunately, there are many solutions to explore. With just an upfront investment of time to implement the best document automation software for your company’s use case, your business will definitely benefit down the road. Whether you want to upgrade your existing document automation system, or want to implement a new one, take the time to research your options and read reviews from others in your industry. You can empower your remote workforce to eliminate mundane tasks and save time and resources immediately.

With document automation tools becoming more accessible and easier to integrate, business opportunities will continue to grow.

Don’t let the COVID-19 pandemic affect your productivity. Deploy the right tools & get going! The good news is Windward offers free document automation software for 14 days in the form of free trial that you can try before you fully engage it.

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

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A Guide to Evaluating Document Automation & Document Generation Products

White Paper | June 2020
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INTRODUCTION

This guide will walk you through how to determine which document automation solution and document generation product is best for you. No one product, not even ours, is best for all use cases.
This guide only discusses the document template design component. While just a part of any solution, this is generally the most important part as it’s where the lion’s share of users’ time will be spent and limitations in this restrict the types of documents that can be created. So find out how you can start building document generation systems from templates in this article.
DEFINITIONS

Document Automation (also known as document assembly) is the design of systems and workflows that assist in the creation of electronic documents. These include logic-based systems that use segments of preexisting text and/or data to assemble a new document.

Document Generation is the process of creating hundreds, thousands, or even millions of personalized and distinct documents for internal or external use from a single template. While Document Generation is a subset of automation, for some products (not all) you can’t get just the Document Generation component of a Document Automation solution.

Reporting Software is a subset of Document Generation. Reporting software can’t do documents. But Document Generation software easily creates reports.

Tags are elements placed in the automation documentation template (DOCX, PPTX, XLSX) that the docgen system acts on when generating a document. These tags can be data to insert, business logic rules to conditionally display or suppress content, and much more. Each vendor has their own term for “tags.”

NOTE:

Going forward, the word docgen will be used to stand for Document Generation system in this guide. When something is template based Document Automation system, the word docauto will be used.

THE DESIGNER - MICROSOFT OFFICE

Every modern docgen product uses Microsoft Office as the template designer. While you can find a few very old products that have their own designer, you want to limit your consideration to those built on Office as it is far superior.

Some document generation solutions work with Word, Excel, & PowerPoint while others are Word only. If you need Excel & PowerPoint, then obviously, go with a solution that supports them too. If you only need document automation tools using Word, think carefully if you might want Excel or PowerPoint someday in the future.

Again: if you go with a Word document automation solution, be very sure you won’t ever want Excel or PowerPoint. Ever!

Google Docs, Star Office, etc.

The docgen solutions that have a separate addin or no add-in can usually work with any Word processor that can save as a DOCX file. It all tends to work exactly the same. For a full Word clone, this can work every bit as well.

Google Docs in this case though tends to be problematic because Google Docs does not have the layout and formatting capability of Microsoft Word. Not even close. Your limit here is not the docgen app; it’s Google Docs. For most use cases, Google Docs is not up to the job.

CRITICAL FUNCTIONALITY

The following eight items are key to the success of the docgen solution you select. If any of these is a mismatch for your needs and requirements, you will at best have a lousy solution. And you could very well fail. Understanding how each aligns to your use cases is critical to your success.

DESIGNER ADD-IN

Some docgen solutions include an add-in to help you place & edit the tags in the template. These come in two flavors; one much better.

First, some automated document creation solutions have no add-in to assist in crafting tags. You usually end up with notepad open where you write all the various tags and you copy from there and paste into Word. And for special uses, you type in, from memory or other notes, the additional properties.

This “no add-in” approach is slow, painful, & error prone. If you have 5 templates, each with 5 tags – then no big deal. But if every month you’re creating 100 templates, each with 150 tags, you’re now in hell.

FROM OUR CEO

While Windward can legitimately claim to be a "no Add-In" solution for designing on platforms other than Windows - we find that approach so inferior, we state that we cannot be used for this use case.

We prefer to not get your business rather than provide you a significantly inferior approach.

Not only is it slow & expensive, but because it is a death march, designers will not put in the effort to make a business document template shine. They just want to be done.

The second approach (much better) is a second application (usually in a browser) that helps you write tags. You still have to copy & paste between this second app and Word, but the add-in provides all possible choices for tags and helps you write your queries.

Not all the side-by-side add-in approaches are the same. Play with each carefully to see how it works for you; not in simple sample cases, but in the more complex document templates you will need to create.

The third approach (best) is an add-in that becomes part of Word; adding additional tabs to the ribbon. This makes adding and revising tags a breeze because it works on the tag in the template. And while helping to write each tag, it can do so in the context of where it is in the template.

The incorporated add-in approach is by far the best in template based document generation. But by definition, it is limited to Office on Windows.

This add-in is one of the two features (the query wizard below is the other) that determines how much time your team will spend to design document templates, day after day, week after week, year after year. If one approach is 15 seconds longer, and you are going to create 500 templates each with just 35 tags (that’s low), that’s 73 hours.

CODE BEHIND

While all the Document Generation solutions require you write code to call them (docauto is a no-code solution so not an issue), some of them require additional code for each template. This is called “code behind.”

In some cases, this code behind is defining different data specifications, such as you now also need the hire date. For these solutions, you don’t need code for each template, but a fair number of times templates will require additional data, or data ordered differently, and you have a code change.

Even worse, some require code behind for each template. Therefore, each new template based document generation means additional code. This is a giant hit.

Why? First you have programmers involved in template design. That’s expensive and slows the process down. Second, each new template requires rebuilding your application and pushing it through test & staging.

The one advantage to code behind is the developers can build data on the fly as it’s needed, including data generated according to business rules within the code. But in almost all cases, doing so directly in the template, as opposed to in the code behind, is superior.

In other words, you want the template file to be everything.

DRAG & DROP DOCLETS

One (or several) users can create content for a template that are saved off. Then they or other users can drag those saved doclets to drop onto a template. This provides template designers a way to create very complex templates easily by dragging the needed components. It also eliminates repetitive tasks.
For each docgen app, evaluate their drag/drop on the following criteria:

1. How do you create a doclet?
The best solution is to select content in Word and save that as a doclet. If it's more restrictive than this, will those restrictions stop you from creating very useful doclets?

2. Does it bring the full formatting of the doclet into the document it is dropped into?
This is actually a very hard thing to do in Word if the doclet uses styles that exist in the template with the same name - but different settings.

3. What can be saved?
Just template content? Or can you also save datasources, parameters, and more? This is not as important, but it is still a timesaver.

4. After you drop is it complete? Or do you need to perform additional steps? For example, if a doclet uses a different datasource, is that datasource now also tied to the template?
Not that important, but nice to have.

5. Can doclets in a template be updated?
If a doclet is the company logo and the logo changed, can all the templates using that doclet be updated to the new logo universally?

The dropped doclets come in several flavors. The optimum are linked doclets where the content of the doclet is displayed in your template in full, fully laid out and formatted. And as it is linked, when the doclet itself is revised, that change immediately appears in your template and is used in every generated document.

Once you drop a doclet into your template, you can can adjust it any way you wish from formatting to tags in the content. But if the original doclet is changed, that change is not applied in your template. In some uses this is preferable when you don’t want changes applied to existing templates.

The third approach is there is a tag that will import the doclet. You don’t see the contents of the doclet in your template, but when the template is processed, it will pull the live copy of the doclet. This is valuable when you have a select that will determine which doclet to import. This is useful for cases like you need to pull in content based on the State the recipient of the document lives in.

The optimum of course is to have all three flavors available to use each as appropriate.

QUERY WIZARDS

Your most common activity creating templates will be writing the queries to select the data. You do this to select blocks of data such as all stocks you hold for a portfolio statement. You also do this for conditional logic in the template such as adding insurance requirements for an offer letter if they reside in California. Or when placing a name in loan papers.

Some docgen products do not have query wizards. With no wizards, then template creation is a developer-only task. And for developers, it will be slower. No wizards mean you can never turn template creation over to business users.

FROM OUR CEO

You will do this hundreds of times in complex templates. Thousands of times across all the templates. You want this to be quick & easy. This functionality, more than everything else put together, determines how much time you will spend designing templates, and how pleasant it is.

- David Thielen

When you evaluate different document creation automation solutions, have a business user use the system to craft the queries and see how well they do. They’ll be slow & hesitant at first. But it’s key to see if they can learn it and then be successful on their own.

In the case of conditional tags (if, switch, etc.) make sure it also works well on elements returned by other tags (usually the iterative tags). Because in this case, it’s not a query of the data, it’s a condition on data already returned.

Finally, keep in mind that no matter how brilliant the query wizards are, the user will also generally struggle with the structure of the data (the metadata). This can be displayed to the user, but they still need to learn what is where. Reducing what metadata is displayed, providing the descriptions for each node in the metadata, etc., can make the difference between a usable and unusable solution for business users.

MULTIPLE DATASOURCES

If you have a single datasource, then skip this section – you don’t care.

Ok, you have multiple datasources, for example Salesforce & Marketo. And you have documents you want to populate with data from each. In this case you must get a docgen solution that lets you have tags in a single template that are marked for which datasource that tag is to be applied to.

Some automate document generation providers implement this in two passes:  First applying all the Salesforce tags and then starting over and applying all the Marketo tags. This works fine if you are not intermixing the data.

Sometimes you need to intermix the data: for example, if your document lists all Account Executives (from Salesforce) and then within the data for an AE it lists the emails they were sent (from Marketo). Then you need a solution that processes all datasources simultaneously.

If you have multiple datasources, you almost certainly will eventually need the best automated document assembly software that processes multiple datasources simultaneously. If it’s not a must-have today, it probably will be a must-have in a year.

TAGS START & END LOCATION

Some tags have a start and end location, such as the if and forEach (iterative) tags. Generally, these are used to repeat or conditionally include a row in a table or a paragraph of text. All solutions do this.

But as time goes on and you create more advanced & complex templates, you will find yourself wanting to start the iteration in the middle of a table or an if that removes two cells and adjusts the table correctly.

In addition, you almost certainly will need a forEach (iterative) tag that adds columns in a table, as opposed to rows. You may want a column for each product or each month in a dataset. Finally watch out for any limitations on combinations. At the start you need a single forEach tag. A year later you are nesting five forEach tags within each other as it’s the only way to get what you want.

This is an area where it’s impossible to give guidance on what you may someday need. Your best bet is to select a solution that has no limitations on the start & end location.

OPTIONALLY HIDING CONTROL TAGS

For a simple template, this doesn’t matter (much). But as the logic expands in a template, you find that you are adding a lot of control tags. The most common are the iterative (forEach) and conditional (if) tags. But even a moderately complex template will also have numerous query and set tags along with several additional tags.

These tags, if displayed, pollute the template and enlarge the layout in the template. Usually you’ll find the template looks quite different from the final generated report. This makes it difficult to truly imagine the final document from the template. It’s frustrating to have to constantly run test documents to see what you’re going to get.

You’ll be much happier if the designer can at the click of a button hide or show the control tags. Show them when you’re working on the template logic. Hide them when you’re working on the final layout and formatting. This option will save you time and more importantly will make the design experience more pleasant.

Even on something as simple as this table, the ability to hide the control tags is a clear benefit.

IMPORTED TEMPLATES

The best way to use content across multiple templates is to have that content in a child template that the parent templates all import. These imported templates can be brought in as an explicit filename or as a data query that returns the filename.

Trust me: unless your needs are incredibly simple, you need this. You can work around it even if you repeat the same content in 100 templates, but you’re giving yourself too much extra work when wording changes due to company directives or legislation.

One critical detail on imports:  Does the system process tags in the imported child template? If all of your child templates are static text (legal clauses), then this does not matter. But if you need to include anything live (a person’s name, a date, a state of residence), then you need a solution that process tags in the imported child template.

Finally, for Word only, how does it handle style mismatches? If the parent has the Normal style set to Times New Roman 12pt and the child has Normal set to Verdana 10pt, then what should the child paragraphs be styled as? This can be a royal pain because different users never have their styles matching.

Some systems convert the child to the parent formatting. Some retain the child formatting. And some (best solution) give you the option of either. The option is best but if it’s forced one of the two ways, make sure the system you get works that way.

Not having the expected styling on output is guaranteed to get upper management upset.

IMPORTANT FUNCTIONALITY

One of these might be critical to your use case. Several might be useful. But in most cases, none is a must have. They do however provide a picture of the breadth of each product.

FUNCTIONS (MACROS) INCLUDED & CUSTOM

For the solutions that allow queries in the tags, you want one that also supports complex functions operating on the data. And not just simple functions like SUM() and COUNT() but most of what’s available in Excel. You will use Text and DateTime  a lot.

In addition, can you add your own functions? Adding custom functions is often a significant component of providing a simple & easy design experience to business users. It’s also a lot safer.  For complex calculations you write it once in the function and test it carefully. No worries about someone screwing it up writing it by hand in a template.

ACCESS PROVIDERS

All of the products (I believe) support reading files from BASIC, Digest, Negotiate, & Oauth2. But what about a special Authenticate & Authorize you created in your company for one set of files? Or something special to get to a JSON file from a REST service that is home grown?

First off, make sure the solution supports the standard protocols you use. You should get a yes. And if that’s all you have – fantastic; you can skip to the next section. If  you have a home-grown A&A. find out what needs to be done to have the system access it. This is a custom Access Provider. And make sure that the same Access Provider is used for reading data files (XML & JSON), accessing OData, and importing files (templates & pictures).

DOCUMENT LOCKING

If you want to create DOCX or XLSX files where an employee can then edit parts of it, this is incredibly valuable. For example, you are generating portfolio statements and the legal disclaimers and actual financial results must not be changed, but there is a paragraph where the financial advisor can write up more summarizing the performance.

In this case, some of the solutions will carry document locking in DOCX & XLSX (PPTX does not have this) over to the output. So, if the template has locked all except one paragraph, then the generated DOCX will be locked except for that one paragraph.

FROM OUR CEO

Having the document locking functionality tends to make your lawyers very very happy. It eliminates a source of serious legal liability.

- David Thielen

VALIDATION, ERROR & WARNING HANDLING

What is provided here is all over the board. And it’s difficult to get specific about what is most useful to you, as opposed to the next person. The best advice here is just look at what they have and try it out when evaluating.

One tool is validating a template. Not running it, but inspecting it and providing information on errors found. A second tool is to generate the document and deliver a list of errors and warnings. For example, if some content is placed off the page, it was rendered but you don’t see it. In this case it’s useful to have a listing of content off the page.

In this category you can include tag settings -  what to do if a select fails, returns nothing, etc. Some of these are particularly useful but in other cases, you can find yourself investing more time than it’s worth.

PROCESS EMBEDDED OFFICE OBJECTS

What if you are generating portfolio statements using a Word template? It has descriptive text, a chart showing performance, legal disclaimers, etc. But where it has a table showing the actual numbers, you want to place an embedded spreadsheet with the numbers.

Why? Because this way the recipient can open that spreadsheet and then, using Excel, measure that data any way they want. It’s a much-improved portfolio statement and something that makes the recipient go WOW.

If you want this, verify that the document automation vendors you select not only carries embedded objects to the output, but that the embedded object, if a DOCX/PPTX/XLSX file, has tags in it processed. To make good use of this functionality the embedded object must be treated as a live template, not a static document.

If fully implemented, the output to any format, such as PDF, will include the displayed embedded object.


This is generally not required, but it is an opportunity to make people love what you create.

WORD FORM FIELDS

This is a DOCX -> PDF issue. Do you need to have form fields in the DOCX such as drop down, list or check box become the equivalent thing in PDF output? If so, you need to verify that this feature is supported.

In addition, make sure that the initial content/value in the form field can be set from data. If it’s just static values from the template, that tends to not be sufficient for all use cases.

And a suggestion. When you need an empty or checked box depending on data, don’t use a form field. Use the Wingdings characters  and .

EXCEL REFERENCES & PIVOT TABLES

This is two XLSX -> XLSX issues. First, verify that a formula like SUM(D5:D5) expands to SUM(D5:D15) for the case where the row 5, inside an iterative loop, becomes rows 5 to 15. It’s very useful to have the formula adjusted (some products just write the literal value) on the output. This way, when someone adjusts say D7 to see what happens, all the formulas now adjust to that difference.

The same for pivot tables. If a pivot table is for D1:H5 and the generated XLSX now has those rows as D1: H125, the pivot tables are adjusted to match. This is necessary to use the pivot tables in the generated XLSX.

If you’re going to generate XLSX for Excel Power Users, this is key.

CAPABILITIES

These are mostly yes/no items. If you have data in SQL, the product needs to support SQL and you don’t care if it supports JSON. Same for programming language & output formats. So fast check-off here.

PROGRAMMING LANGUAGES

This is not an issue for docauto, just document generation.

There are three ways to call a docgen engine: Direct calls to a library, calls to a RESTful server on premises, and calls to a hosted (SAAS) RESTful server. Ask if they have what you want.

One note on Hosted solutions:  You will be sending data to that system. First, you want to make sure that the vendor is providing adequate security. Second, if your data is not allowed to go outside your country or region (E.U.), find out not just where the default server is, but also the failover server.

If you’re concerned enough about security to be asking these questions, you should probably host the RESTful server yourself. Even if you place it on AWS or Azure, you are controlling access to the server and its location.

SUPPORTED DATASOURCES

If all your data is JSON (or any other type), you don’t have to worry about what else the system can access. With that said, everything is getting more interconnected and odds are sooner or sooner you will have to access other datasource types.

Life is a lot safer if the solutions can use data from SQL, XML, JSON, & OData. (And why OData? 150 other vendor’s datasources, from ACT to Salesforce to Zoho.) Not a deal breaker but it will turn out to be useful.

See if you can create datasets from datasources. This is akin to views in SQL but you are creating them in the template (no DBA needed). And you want them for XML, JSON, & OData too. A good guide to how robust the dataset implementation is–do they basically become another datasource? If so, that’s a full implementation.

Furthermore, it can take time and bandwidth to download the metadata from a datasource. We saw one DB2 database take 28 minutes to download the full metadata (yes – truly!). If you have datasources with large metadata structures, find out if they have a way to read the schema once and reuse that. (This is unlikely to ever be needed for XML or JSON–it’s SQL, OData, & any custom datasources.)

Finally, for XML, make sure it uses the XML schema if one is available.

OUTPUT FORMATS

Check that it renders in the output formats you need. Everyone does PDF, HTML, DOCX, XLSX, & PPTX (last two if they support that template type). Additional output formats might be useful, but odds are you’ll never need them.

Check the accuracy of the PDF output. Everyone is imperfect on this. And in their, and our, defense, Microsoft does not document how Word calculates page layout. It does not specify the calculation between 2 lines of single-spaced text. And it’s impossible to reverse engineer accurately–Word is clearly performing complex calculations, not just using the font metrics.

Everyone does their best. Some come closer than others. Look for a good match but accept it won’t be perfect.

MISCELLANEOUS

Are you still here? Wow – congratulations! We’re now into some features that you may find useful but are unlikely to be major. But these do make good tiebreakers in your decision. And you may find one of the below to be major; for example, output that must be auto-hyphenated.

PARAMETERS

All products have a way to pass parameters to the template to use in the queries. Check that they have all the data types you need (they probably do).

Check that parameters can be set in a select as both a parameter (avoid injection attacks) and as a string substitution if desired. Setting as a parameter is valuable not only to avoid an injection attack, but to handle the cause of passing the name O’Malley.

CONDITIONAL FORMATTING

Excel has conditional formatting for a cell. But Word and PowerPoint do not. If you need conditional formatting, check if the solution you are looking at has it, and if so, if it’s sufficient.

AUTO-HYPHENATION

For output to PDF and a printer, if you want auto-hyphenation, make sure the solutions you are looking at offer it. Most people don’t care about this, or at least don’t care that strongly. But it’s a “must have” for a few.

TAG TREE

Does the designer have a way to show the structure of the tags in the document? And clicking on one, go to that tag? There is no need for this in simple templates. but when you get to 30+ tags it becomes useful. And at 80+ it becomes essential.

If you’ll always be under 50 tags, no big deal. But if you start under 50 tags and will grow to 200+ tags in a template, not having this will become a big deal. So think about where you’ll be in 5 years.

DATA COUNT

If you run a template and it takes forever, or it completes but it’s 2,00 pages long when you expected 2 pages – why? You can ask a DBA and they can track your selects and tell you the problem.

It’s faster & easier if the template add-in has a tool that tells you for each iterative select how many rows of data it returns and how long the query took to complete. From this you can quickly find what is wrong.

Useful, not essential.

GENERATE CODE

This is used once and saves at most 15 minutes - but it is very nice to have. This is irrelevant for the solutions that have code behind – they create code for each template.

For the one-time code to illustrate  what code is needed to add to your application to use the docgen system, it’s ideal if they include a generate code feature that provides you sample code.. And in addition, you know the correct way to call the engine.

Nice, not essential.

DEBUGGERS

Fortunately, these are rarely needed. But when needed, they can be a big time saver. There are several different debuggers that may be in a docgen template designer add-in.

  • Template Debugger - This is a means to step through applying data to a template to generate the document. You want the common features of breakpoints, single step, and viewing all data and state when you brake into the debugger. This helps you debug the business logic in your template.
  • Connection Debugger - This is a means to help you find the right connection string to a datasource. (Usually SQL but it can also be a URL to XML/JSON/OData.) This will attempt the connection and if it fails, provide all exception information. It will also help with writing the connection string.
  • Query Debugger - This is a means to determine why a select is invalid. Again, the main use here is try different selects and then see the exceptions return. It's a fast way to go through trial & error.

As stated above, these are rarely needed so they're in the "useful but not important" category - except that one time you really really need it.

TAGS

Every product has different names for the various tags. Here we use the tag names from Windward, but everyone has most of these.

It’s also important to look at the specific functionality of some tags. Can the import tag optionally insert a section break (Word) before/after the import? Can the forEach tag insert a section break, new workbook, and/or new slide on each iteration? Are bitmap & chart tags actual Office pictures & charts?

  • out
    Place the data from a select at this location
  • import
    Data returns a filename or URL, place what's in that file at this location
  • bitmap
    Some solutions handle bitmaps as part of the out & import tag. Others have a distinct tag for bitmaps (sometimes called pictures).
  • set
    Set the value of a parameter (new or existing)
  • query
    Reads one row of data to be used by other tags
  • forEach, endForEach
    Iterate through the rows of data in the query repeating the template content between them once for each row of data returned.
  • if, else, elseIf, endIf
    Conditionally include content between if and else or else and endIf based on the result of the query. The else is optional. Note: Windward does not have elseIf.
  • switch, case, endSwitch
    Like if but has multiple case statements within the switch.
  • link, endLink
    The query returns a URL for the link. The link is applied to all content between the start and end tag.
  • bookmark
    A link anchor inside the document. The name set from the data.
  • chart
    A chart built from data. Some systems for DOCX/XLSX/PPTX output create an Office chart object (good) while some create a bitmap rendering of the chart (poor).

It's fascinating the power of what you can create with this set of 11 tags. There really is no limit, yet it's with a moderately sized set of constructs. The power is in what each of those do under the covers.

DOCUMENT GENERATION PRODUCTS

Here is a list of document generation software that you can embed into your applications or solutions. The template design functionality is most of what’s key for these solutions.

  • Docmosis
    Generate documents and reports based on templates. Output in PDF/Doc/ODT from Java, PHP, C#, Ruby and more.  
  • Ecrion
    At Ecrion, we make customer communications management software for companies who want to establish genuine connections across multiple engagement channels.
  • Formstack
    Use Formstack document generation software to merge data into custom-built documents. It save hours of time and money.  
  • HotDocs
    No matter your industry or company size, HotDocs from AbacusNext has a solution to help speed up your document creation workflow.
  • Windward Studios
    The Global Leader in Document Generation Solutions. Revolutionize your docgen. Windward provides seamless integration in your CRM or custom apps.
  • XPertDoc
    Our specialty is document generation and automation. Our mission is to enable organizations to digitally transform their document processes.

DOCUMENT AUTOMATION PRODUCTS

Here is a list of Low Code/No Code solutions that provide an end-to-end document automation solution. This guide focused solely on the template design step of these total solutions. You need to also evaluate the additional functionality each provides.

  • Conga
    Conga’s end-to-end AI digital document transformation increases business-critical efficiencies, leads, and revenue generation. Automate for ROI...
  • Formstack
    Use Formstack document generation software to merge data into custom-built documents. It saves hours of time and money.  
  • Nintex
    Nintex is the market leader in end-to-end process management and workflow automation. Easily manage, automate, and optimize your processes with no code.
  • Templafy
    Templafy helps companies perfect every aspect of business document creation. Enable your employees to work faster & within company standards every time.
  • Windward Studios
    The Global Leader in Document Automation Solutions. Revolutionize your document generation. From a comprehensive SaaS or desktop solution, to seamless integration in your CRM, we have you covered. Take advantage of document automation using Word when you choose our software.

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