Compliance is challenging in the best of times. But when everything changes and even the simple day to day for everyone has gone out the window, it becomes orders of magnitude more difficult.
Yet times like these are when compliance becomes critical. While some compliance is bureaucratic or legal bullshit, most of it exists for very good reasons. And in many cases to insure things are still done right when people are operating in an abnormal situation.
And the present Coronavirus economy definitely counts as an abnormal situation.
Without a good document automation (you may know it as document generation) solution, you’re going to fail. With a superb DocAuto solution as one of the key pillars of your compliance regime, you can make compliance easier. Not a breeze, but easier.
Document automation provides two big assists in your compliance efforts. The first is to insure that all generated documents meet compliance requirements. They have the information they should, located where it should be, formatted as desired, with no extraneous information.
Key to achieving this is a template designer that makes it easy to access any necessary data, can format and layout the page as desired, and can be locked down, either in part or in whole. In addition, making this all so easy that the business user who owns the template can do all the work without requiring assistance from IT.
Windward does this.
The second big assist for a good document automation system is automatically generating documents when indicated (hence the word “automation”). Part of compliance is generating certain documents for specific events or at scheduled times.
Automating this assures that it will happen. And an automated process then insures this compliance require will be consistently fulfilled.
Windward does this.
If your present system works well, that’s great. But if it does not, Windward can provide you with a key pillar of your compliance implementation that makes the document automation part fast, easy, & powerful. Get what you want, and get it immediately (ok, in 15 - 30 minutes).
And give yourself control over it all without needing to pull in IT. Document automation does not need to be a pain.
To learn more, go to our home page to see how Windward makes this easy. Or download the trial of our template designer and see for yourself.
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Adds various capabilities such as inequalities,descending sort, joins, and other functions.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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SQL Select Debugger
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Added a Query tab as a field for typing or pasting in a select statement
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All tags using that Data source will be automatically updated with that name.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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New single interface to replace 2 separate dialog boxes
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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.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
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.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.
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Tags are color coded in the template by type, making it easy to visually identify them.
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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.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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Documents can include advanced Word image properties such as shadows, borders, and styles.
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Windward has updated HTML output to reflect changing HTML standards.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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.
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.
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. 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. This gives you the ability to set the text in a shape from your data.
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.
You can place tags in pretty much any part of a template, including in footnotes & endnotes.
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.
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.
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.