Hundreds of enterprises today have made the switch from handling data using spreadsheets and Excel documents to using applications like SAP ERP and SAP HR. It's no doubt a huge step towards improving efficiency within the organization, but that can still be enhanced further. Integrating document automation to process data into different documents can save time, money and prevent human errors.
A prediction from Gartner indicates that 50% of businesses will adopt automation in the production of documents like invoices by 2025. One of the questions one would rightly ask is whether this is a worthwhile investment.
Let’s take a look at the benefits of this integration and it will answer the above question:
As you create a document from scratch, so many things will be running through your mind and you need to do multi-tasking to get it completed within reasonable time. With integrated document automation, however, you do not need to start from scratch, simply identify the document you need to create and a template could be available (if it’s pre-approved). If for example, it is an expense report, there is no reason to search piles of receipts and go through emails just to collect all the necessary data. The document automation software will retrieve all the necessary data from SAP ERP and enter it exactly where it has to be in the template. Within minutes, you will have the perfect expense report ready to share with the concerned parties.
Every employer would like to get quickly to the part where a new employee is productive and justifying why they were chosen for the job. This doesn’t warrant rushing the onboarding process, however, you can make it faster and effective by automating the documents involved. Think of an NDA, instead of having it manually drafted and edited every time you have a new employee, you could automate the production of this document. Within a few minutes, all the right clauses will be included in the nondisclosure agreement and you will not need to involve any paralegal to do this. HR will handle the process and complete it fast and easy.
SAP ERP can collect a lot of data but this is only useful if you can interpret it with the right data presented in reports. Document automation that integrates with SAP can be used to create tables, graphs, charts and so on that will help the business make the right decisions. For example, a sales report will be detailed and error-free with graphs that clearly show how the sales team is doing and decisions can be made based on the documents generated.
Despite the complexity of creating non-compete agreements, with document automation and SAP HR integration, you can ensure that these documents are free from error and the right clauses are included based on the individual being employed or offboarded. This is a quick and accurate process all the time.
Whether you are using SAP ERP or HR, you can improve the value of both applications by integrating document automation software. Your data will be quickly auto-populated to different fields in the documents without errors and your team will perform better by avoiding routine manual tasks.
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).
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.
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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.
