Dynamic document generation is the freedom to create templates for any kind of document and then easily populate that template with variable relevant data. The types of templates you can create are limitless so you can even use the document creation tool to create transactional documents like receipts and contracts as well as invoices and purchase orders.
With dynamic document generation, human involvement is limited which means it is faster and error free. The software is responsible for gathering data, inserting it into the document and even distributing the document to the concern parties. It can be applied in various processes of business like sending out proposals, invoicing, and initiating contracts.
For instance, real-estate companies can effectively use this software in different aspects of their business. Think of a situation where lease agreements need to be drawn up for different clients and tenancy agreements signed. Instead of working on each individual lease agreement manually, they can use the dynamic document creation process to enter data into the lease template and then send it to the client who will look at it and even use an e-signature to accept the terms. This saves time as well as money that would be spent delivering the document in person.
Another example — educational organizations deal with a lot of students. A task like preparing report cards can be simplified using dynamic document generation. Each student's results can be automatically generated and if need be emailed directly to the parent saving the teacher time to attend to preparing lesson plans and other important duties they may need to attend to.
If you have an urgent need to create documents quickly, there is no problem, the software allows you to create documents on the fly. If a customer makes a request for information abruptly, you can access the information from wherever you are, incorporate it into a template and then send to the customer or save it in any format and later decide what to do with it. Talk about swift and easy!
You can meet new demands for a document by putting it together from scratch. The software allows for flexibility so if you have different demands for unique documents, you can put them together on the fly. Choose an appealing color, add the logo and redesign the entire template to suit the need at hand. That is the beauty of dynamic document generation — it is not that the data changes, even the features and layout of the document can be changed as needed.
This comes in handy for organizations handling several brands but using a single computer or data source.
You do not have to spend grueling hours trying to put together multiple customized documents. Automate the document generation process so that you can focus on the bigger picture of the business and save money you would have spent having someone employed to create documents.
Dynamic document generation takes care of the much-needed process of a business that can take up as much as 10% of your time. That time could even be doubled if errors are discovered that could lead to loss of customers.
Simple automation of document generation with dynamic software like Windward will increase the efficiency of a business by 10% or more leading to more work being done and less money spent on it.
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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.
