Template Design

Design dynamic and compelling document templates leveraging Microsoft Word’s powerful functionalities.

Template Design - Xpertdoc Template Builder

Dynamic, Data-driven Template Design

Featuring an added ribbon toolset and a mapping pane, Xpertdoc’s intuitive Template Builder add-in for Microsoft Word gives you the tools to create dynamic, sophisticated and professional templates, and configure complex workflows and business rules so you can generate data-driven and compelling documents with accurate content, terminology, corporate branding, and format – quickly and easily.

Features to Accelerate Document Creation

In addition to leveraging your familiar word-processing software’s extended functionalities for document composition, our Template Builder provides dynamic and automated user-friendly features that simplify and accelerate your document creation process.

Xpertdoc Smart Forms - Data Sources

Dynamic Data Integration

Customer information and data from multiple sources, such as Microsoft Dynamics 365, Common Data Service, CRM, ERP, CPQ, ECM, and more, can be mapped to appropriate data fields and dynamically integrated with templates.

Embedded Digital Content

Barcodes and QR codes, digital images, graphics, multimedia content, and files of any common format – DOCX, PDF, HTML, etc. – can be automatically inserted in document templates.

Xpertdoc Template Builder - Embedded Content
Xpertdoc Template Builder - Subgrid Loops

Data-driven Tables

Users can create standard, grouped or filtered subgrid loops to build lists and tables with recurring input data, within document templates.

Expressions & Conditions

Wizard-driven expressions can be configured to incorporate calculations and complex conditions, as well as to determine the business flow of a template. Conditions for inclusion or exclusion of content are easily set and applied to mapped fields.

Xpertdoc Template Builder - Expressions
Xpertdoc Template Builder - Language Variations

Language Variations

A template can have multiple language variations; document language selection can be automated based on customer preference, jurisdiction or country.

Version Control

Templates can be checked-in while they are being worked on and checked-out when completed. This function also enables users to return to previous versions, compare and see where changes have been made, resulting in greater document quality and compliance.

Xpertdoc Content Manager - Version Control

Advanced Capabilities with Template Designer

The Xpertdoc Template Designer is a robust add-in for Microsoft Word that complements our Template Builder with advanced, programmed capabilities. Leveraging all of Word’s functionalities, the Template Designer empowers business users to easily design dynamic and sophisticated document templates that integrate data, digital and multimedia content, tables, diagrams, and business rules, while providing flexibility for IT resources to program customized and complex functions in C# and VB.NET.

Useful Resources on Template Design

Create Highly Personalized Insurance Policies and Complex Business Documents

How to Create Data-Driven, Compliant Personal Financial Statements (Without IT)

Xpertdoc Template Builder – Robust and Intuitive Template Design Add-in for Microsoft Word

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