Companies today hit a brick wall when it comes to creating complex documents in high volume that require data from multiple sources or auto-populate the dynamic fields in the document with the right data based on multiple set conditions or logic. Even with the best efforts to create manual systems to deal with these documents, it still becomes a big problem since in most cases no document is the same. Besides, 80% of data organizations have to deal with is unstructured.
How do you deal with this? The solution is document automation.
In different scenarios, organizations have been able to make quick work of even the most complex documents. For example, those that may require different paragraphs to be entered to suit a particular demographic or even preferences different clients may have.
Let's consider the following use cases where Windward can save the day:
A financial institution with locations all over the US needs to generate informational documents for its clients. The information that needs to be included in the document can change based on state, marriage status, dependents, years filed, etc. So, for example, Florida clients need a specific paragraph added to their document, while California clients need another paragraph removed and replaced from their documents. Single people with no kids will have different paragraphs from married people with multiple kids. There are endless combinations of clients' needs here, and Windward enables users to create dynamic documents that have their content changed based on what data is being included in the template. You can use the if/Else/Switch and Case condition tags in Windward’s template Designer to enable a single template to produce an extensive range of permutations and combinations of content that gets auto-populated.
There is so much that affects the final policy provided to an individual. State laws, their health habits, the number of kids they have and so much more. This means whenever an insurer is drafting an insurance policy, it's going to have certain differences from the one before that affect the premium that the client pays. A few paragraphs may also need to change. This is likely to take up a lot of time and require searching for a lot of information about the clients.
Windward is up to this challenge.
For example, if it is established that the client is a smoker, the document generation software will automatically include the premium for smokers and add a para explaining this to the policyholder just in case they ask why they have a higher premium than a non-smoker. Certain paragraphs that need to be added to the terms and conditions in a particular state will also be included for policyholders in that state while they will not appear in another state. Such rule-based automation makes it easier to handle complex insurance documents.
Accountants dealing with tax documents for several clients are faced with a scenario where they have to deal with large quantities of unstructured data. Information comes in different formats. It could be PDF, pictures of an invoice forwarded, scanned receipts, and so on. Using document automation tool like Windward, they save time because the system will extract information from over 150 datasources. For example, it can mine data from a picture of an invoice and transform it into text entered into the right form. The hours or even days you would have spent on data entry are reduced to just a few to get tax documents prepared for hundreds of clients all in a day's work. What’s more, your involvement is limited except for a few queries you may need to answer in order for the software to produce particular documents.
Government departments receive several applications for different permissions. It could be building permits, visa applications, business licenses and so much more. Whatever it is, the response is never going to be the same. Some applications will be approved, based on certain conditions and others may be denied for different reasons. This means the denial or approval letters will have several paragraphs that defer.
With document automation solution like Windward, a government official simply ticks the reasons for denial and the corresponding paragraph will be included within the letter. This makes it easier to generate several letters with customized content.
With Windward, even the hardest documents to generate like contracts and government communication to the citizens can be easily put together with the right information added.
Try Windward today with our 30-day free trial and start creating complex documents that take days within minutes by embedding smart document logic!
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.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
SQL Select Debugger
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Added a Query tab as a field for typing or pasting in a select statement
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
New single interface to replace 2 separate dialog boxes
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
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.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.
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.
Tags are color coded in the template by type, making it easy to visually identify them.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Documents can include advanced Word image properties such as shadows, borders, and styles.
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.
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.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
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.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
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.
