Word Document Automation Software

Word document automation

Word document automation allows you to eliminate repetitive manual tasks and streamline document workflows, saving time and improving efficiency. With MSWord document automation, users can automatically generate documents from templates, populate them with data from various data sources, apply formatting and styling consistently, and even automate the distribution and storage of documents. By automating these processes, organizations can reduce errors, ensure document consistency, and improve productivity. Whether it's generating invoices, contracts, reports, or any other type of document, word document automation simplifies and accelerates the document creation process, enabling users to focus on more strategic tasks.

By utilizing this approach, you can automate repetitive tasks, such as formatting and inserting data, allowing you to focus on the content rather than the mechanics of document creation.

Why EDocGen

EDocGen is a powerful and efficient document generation solution that simplifies the process of creating, editing, and managing documents. With its user-friendly interface and extensive range of features, the system streamlines the document generation workflow, saving time and improving productivity. Additionally, EDocGen provides a secure and collaborative environment, where users can effortlessly share and collaborate on documents in real-time. With its intuitive interface, extensive features, and dependable support, EDocGen revolutionizes document generation, making it the preferred choice for enterprises.

Tailor-made for enterprises

It is tailor-made for enterprises, providing them with a range of features and benefits that effectively streamline content management and optimize productivity for businesses.

One of the key features is its ability to integrate seamlessly with existing IT systems, making it easy for IT administrators to manage and distribute company content. This ensures that employees have access to up-to-date, approved templates and documents, eliminating the need for manual content management and the risk of using outdated or non-compliant materials.

Additionally, the DOCX automation solution allows for easy collaboration and ensures brand consistency, as employees can access the latest templates, images, and content elements directly in their usual working environment. Moreover, a centralized platform ensures that employees spend less time on administrative tasks and more time on high-value activities.

How it works

You can easily populate your template with dynamic content using the system. It supports text, tables, hyperlinks, images, text areas, and content blocks, etc. Just upload your Word template to EDocGen after adding the necessary tags. These tags will help the system identify the dynamic sections of your template. If you need guidance on how to add tags, refer to the XML to Word example.

Step1: Choose your data source

To start generating, simply click on the "Generate" button next to the uploaded template. This will bring up a screen where you can select your desired data source. Whether it's XML, JSON, Excel data, databases, or CRM systems, you have the flexibility to choose. Once you've entered the necessary details for your data source, just click "Next" and go to the next step.

Step2: Map the fields

Optionally, you can map the template's dynamic fields to data source field names.

Step3: Generate Documents

You can choose the type of document you wish to create. Simply select the DOCX as option from drop-down con PDF, DOCX, HTML, or Image. Additionally, you can add a dynamic field to the document name if you'd like. Once you click on the generate button, a zip file containing multiple documents will be created in the designated output folder. You will also receive an email with the zip file attached, sent to your registered email address.

Step4: Document Distribution

This is an optional step. In case your data source includes an email field, the system will automatically send the generated documents to each recipient. You have the option to customize the settings and send them from your business email. Additionally, you can include a personalized subject and message in the email. Besides email, you can also synchronize the generated documents with SharePoint Online or OneDrive.

EDocGen is an API-first product. Its API enables users to programmatically populate templates, taking their automation capabilities to the next level. With the API, users have complete control over their templates, allowing them to dynamically insert personalized information and create highly targeted and customized documents.

Conclusion

Word Document automation solution is a powerful tool that can help businesses save time and money by streamlining their document creation process. By automating document templates, organizations can create documents quickly and accurately, with less effort and fewer errors. With its powerful features, it allows you to easily create, store, share, and protect your documents with just a click of a button.