Template Management & Document Generation

O3Space Solution - Template Management - Layered building blocksThe Template Management & Document Generation Solution Pack offers unique and state-of-the-art Office-templating functionality directly integrated in your office productivity suite of choice. It lets you centralize and control the creation, modification, and distribution of documents based on integrated personalized templates. With the Template Management & Document Generation Solution Pack, your Office-Templates and a consistent corporate identity can be up and running within days, based on O3Spaces’ proven building blocks.

Benefits

  • Centralized corporate identity for all outgoing documents, based on intelligent templates with pre-defined standard corporate identity.
  • Personalized and controlled distribution of document templates
  • Documents carry the required signatures, headers, footers and meta data (for legal-, archiving-, etc. reasons.)
  • A single controlled environment for both documents and document templates.
  • Streamlined internal processes by automating document generation, utilizing available data sources, etc.
  • Guard document output quality using document templates and enforcing completion of required fields.

Capabilities

  • Re-usable intelligent document template building blocks.
  • Document templates can utilize available data sources, such as CRM, Payroll, or LDAP systems.
  • Make efficient use of auto-text, and case-based content.
  • Customized dialogs and user interaction.

Read more about other EE Solution Packs

O3Spaces Solutions - Template Management and Document Generation