During the past decades, businesses have made strides towards achieving efficiency in every aspect of business. Data is a critical aspect of business that requires efficiency. The way it is collected, managed, and presented can make or break a company. Oracle cloud solutions are among the best in the business when it comes to dealing with data.
But what is data if you cannot present it fast, intelligibly, and free from error?
Document automation is an effective way to present data and cut down processes that would take days to just a few minutes. Integrating Oracle enterprise solutions with document automation can achieve much more than just creating error-free documents in minutes.
The following use cases can demonstrate the benefits of this integration:
Document automation makes it easier to get a clear picture of the performance of a business through insightful reports. Instead of making calls to different department heads, accountants, and sales representatives, all the data needed for a detailed report can be retrieved from Oracle ERP using document automation software. All the guidelines needed to create different reports are already entered into the templates, so the software will collect the right data from the various locations within the system and present it in an easy-to-read document. This supports realistic budgeting, forecasting, expenditure as well as planning for expansion.
According to a survey by SHRM, the average cost of recruitment is $4000. Although, this may depend on the company, the position being filled and so much more. The bottom line is there are many costs involved in recruitment and these can ramp up the cost of getting a new hire. Document automation can significantly reduce this cost. Take the case of hiring a legal professional to draft a nondisclosure agreement. You can avoid this cost by automating the document so that every time it is needed, the HR team can simply click and software does the rest with expert accuracy. The same process can be used when letting go of an employee who has to sign a non-compete agreement.
For businesses, it is a good idea to integrate NetSuite with a document automation application. Clients prefer to be provided with accurate documents showing what they have ordered and what they are being charged. While NetSuite is perfect for recording these transactions, it still needs to work with a document automation software that will present the right documents to the client. Invoices and bills can be forwarded to clients as soon as they make the orders and this can improve transparency and promote quick payment. A business can be sure that all the bills will be accurate based on the client’s order.
Oracle has an impressive Human Capital Management module, however, this needs to be integrated with finance when it comes to paying your workers their fair earnings. You need to coordinate different sets of data to come up with an accurate payroll. For large companies, this may seem very time-consuming and yet necessary. By integrating document automation software, however, the application serves as a link between the different sources of data and will collect all the necessary information needed to calculate just how much every employee must be paid and this will be complete in a few minutes. Everyone’s pay slip will indicate exactly what they deserve to be paid at the end of the month as well as at the end of their service at the company.
Oracle ERP integration with document automation software is cloud-based and this makes it possible for people to have remote access to data. In instances where employees cannot be present at the office, they can still have documents created and approved. When dealing with procurements and expense documents, certain workflows need to be followed, however, there is no need to go from office to office seeking approval. Everything can be done remotely and you can be sure that sensitive data is secure since only authorized persons have access to it.
Adds various capabilities such as inequalities,descending sort, joins, and other functions.
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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.
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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.
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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).
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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.
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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.
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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.
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Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com
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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.
