Products

Design

There is a step that occurs before any company starts communicating with their customers - the "design" of the output. In this step, business users determine what types of communication need to be created, the look and feel of the communication, key messages and the branding behind it. The design environment chosen for creating content is an important decision as it lays the foundation for how quickly users adopt and use a tool.

Automate Document Creation

Creating content in Xpertdoc's Template Designer gives business users, even those with little technical experience, the ability to create standardized templates using an intuitive authoring toolbar in the Microsoft Word environment. Built-in workflows can be integrated to create powerful templates, and any third-party system can be integrated at the design phase to allow for transparent data integration.

As the initial design stage evolves, content authors can share their work with other contributors creating efficient collaborations. Designers can consistently streamline the design, creation and management of documents across all content, through the centralized distribution of updates to branding, compliance, messaging and corporate policies.

Elements of the final template can be protected from unauthorized access to prevent modifications by the general user community. A library of template content blocks can be made available for automatic placement into specific documents – saving time in the creation of documents, reducing the chance of errors, and centralizing content for future global changes.