Document Templates Manually Charging Pain
Any large or small organization creates, uses, and distributes documents. Manually uploading documents to document templates is a slow, costly and error state. The way to overcome this problem is to have a template in a downloadable form of dynamic fields. Users enter form fields and create documents in the form. In a recent study, it can be observed that filling in word forms on the form accelerates errors by 70% and 80%. There are plenty of usage cases for uploadable forms. Below are a few examples.
- Candidates who fill out their application form by completing and uploading details
- Salespeople fill out the proposal tables with quoted tables and product pictures, etc.
- Creating a Service Provider Reporting Feature Report detailing the progress of the project
Here is the solution … Not really
Microsoft Word allows users to fill formatting forms in the word document. If you're looking for Google, you'll find a number of blogs that explain how to create the forms in question. Most of them are well-written with complicated descriptions and screenshots. Problem solved? No way! Now scroll down to these blog posts. You will see that readers scream and complain of how hard and frustrating they are to create uploadable forms in MS Word. Those who have been noted are geek aka technical guys. You can imagine how hard a business guy is. The complexity of creating a form is multiplied by dynamically loading the values of the tables, the images, and so on.
In addition to complexity, this approach is in some cases ineffective. Let me give you some examples. 1. This approach can only be used to create custom documents in a manual upload format and can not create documents through the population of Excel / XML / JSON data. 2. For an event where you want to receive responses by filling out the form remotely, you are not sure about the form behavior. Based on the user tool and the Microsoft Office version, the form may appear / function differently than you expected.
Collecting and organizing created documents is another challenge in itself. Answers send generated documents by post and place these email attachments for storing the local machine / cloud. If all of these documents are generated automatically at a particular location, collection and maintenance will be easy.
We can safely conclude that the creation of forms with the Microsoft development tape title is only fragments of usage cases.
The Real Solution – Document Manufacturing Software
The real solution is in Document Collection Tools. These are template-based systems where the user responds to software interview questions or a data entry screen. These systems automatically generate a form that can be uploaded from dynamic templates in the template. It is for business users to simplify the document manufacturing process for businesses.
The aforementioned shortcomings are concerned with simplifying form collections, creating multiple documents at one time, and placing all of the documents created regularly in one place.
- Simplify Form Collection: By using document creation tools, you can convert your existing document as a template with a few clicks. The system automatically creates a form that can be uploaded from the template
- Multiple documents at one time: Documents can be formatted in bulk form by filling out XML, JSON, and Excel automatically. Most ERPs allow export of data in any format. This eliminates the pain of cutting and paste. You can also integrate document software automation with in-house systems with APIs.
- Systematic assembly of documents: All documents are created in one place. The user synchronizes them simultaneously with Google Drive / Mail.
As you can see, these DIY systems and business users need to create the first document in less than 5 minutes without IT support. You can extend the solution to other organizations in the organization, including HR, sales and marketing, procurement, and legal documents.
These tools were designed for business users with the aim of removing the pain of creating uploadable forms in MS Word. They support both Mac and Windows machines and can use it to create a fill-in form in all the latest words, including Word 2007, Word 2010, Word 2013, and Word 2016 .
forms are complicated in many areas, or your form requires branding and professional appearance, you can create forms with form builder solutions and integrate the form output with document automation tools. Another advantage is that these forms are mobilized and support off-line charging so users can upload them from their device. By assigning form fields to document fields, user-defined forms are placed in the document.