The dropped doclets come in several flavors. Can doclets in a template be updated? If a doclet is the company logo and the logo changed, can all the templates using that doclet be updated to the new logo universally? After you drop is it complete? Or do you need to perform additional steps? For example, if a doclet uses a different datasource, is that datasource now also tied to the template? Not that important, but nice to have.ĥ. What can be saved? Just template content? Or can you also save datasources, parameters, and more? This is not as important, but it is still a timesaver.Ĥ. Does it bring the full formatting of the doclet into the document it is dropped into? This is actually a very hard thing to do in Word if the doclet uses styles that exist in the template with the same name - but different settings.ģ. If it's more restrictive than this, will those restrictions stop you from creating very useful doclets?Ģ. How do you create a doclet? The best solution is to select content in Word and save that as a doclet. Each vendor has their own term for “tags.”ġ. These tags can be data to insert, business logic rules to conditionally display or suppress content, and much more. Tags are elements placed in the automation documentation template (DOCX, PPTX, XLSX) that the docgen system acts on when generating a document. But Document Generation software easily creates reports. Reporting Software is a subset of Document Generation. While Document Generation is a subset of automation, for some products (not all) you can’t get just the Document Generation component of a Document Automation solution. These include logic-based systems that use segments of preexisting text and/or data to assemble a new document.ĭocument Generation is the process of creating hundreds, thousands, or even millions of personalized and distinct documents for internal or external use from a single template. Document Automation (also known as document assembly) is the design of systems and workflows that assist in the creation of electronic documents.
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