Document Management
Greater Control Over Document Management
As organizations grow, the number of documents also increases. Managing different versions, languages, document sections, and attachments can quickly become complex. Advanced WordMerge+ helps you manage these processes centrally from within Exact Globe+.
From Manual Document Creation to Smart Automation
Preparing quotes, contracts, and other business documents often takes more time than necessary. Employees have to manually enter data, edit documents, and verify that the correct version is being used. This increases the risk of errors and creates unnecessary administrative work.
With Advanced WordMerge+, you can automate the generation of documents from Exact Globe+. Data from the accounting system is automatically merged with Microsoft Word templates, ensuring that documents are created quickly and consistently. You use your own templates and decide which data, sections, and attachments to include. This makes it easy to create professional documents that align with your processes and workflows.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
How does Advanced WordMerge+ work?
Advanced WordMerge+ consists of a WordMerge Service, a Word add-in, and a module within Exact Globe+. From within Exact Globe+, you can manage templates, settings, and available data fields. With the Word Add-in, you can easily add these fields to your Word templates.
When you generate a document, the WordMerge Service automatically processes the selected template and the required data. You will then receive the document as a Word file, a PDF, or both formats. The result is then made available again within Exact Globe+.
Do you work with document components or multiple templates? If so, you can dynamically build documents from various components and determine which parts are included—or excluded—from the final result.
Key Benefits of Advanced WordMerge+
Advanced WordMerge+ helps you speed up document workflows without sacrificing flexibility. The solution combines the power of Exact Globe+ using the features of Microsoft Word, so you can automatically generate documents based on available data.
Key benefits include:
- Automatically merge data from Exact Globe+ and Microsoft Word.
- Dynamic document creation using templates and building blocks.
- Automatic selection of the appropriate template based on specified criteria, such as language.
- Support for Word, PDF, or combined output.
- Ability to automatically merge multiple documents and attachments.
- Support for tables, images, and related data.
- Centralized management of templates within Exact Globe+.
This allows you to work faster, maintain greater control over document workflows, and ensure consistent quality across all documents.
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Arie van Leeuwe
How can Advanced WordMerge+ benefit your organization?
With Advanced WordMerge+ You'll spend less time on manual document processing and more time on value-added tasks. Because data is pulled directly from Exact Globe+, you'll need to transfer information less often, reducing the risk of errors.
In addition, you’ll ensure greater consistency within the organization. Documents are created using pre-designed templates, which helps maintain consistent quality and presentation. It also makes it easier to manage and scale document processes as the organization grows.
The result is a more efficient document process, fewer administrative tasks, and greater control over how documents are created and processed within the organization.
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
Can I generate documents without data from Exact Globe+?
No, Advanced WordMerge+ uses data from Exact Globe+ as the basis for automatically generating documents.
Does Advanced WordMerge+ replace Microsoft Word?
No, Microsoft Word remains part of the solution and is used to create and manage templates.
Does Advanced WordMerge+ use a single standard template for all situations?
No, you can set up multiple templates and have the system automatically select one based on, for example, language settings.
Do I have to manually enter the information for each document?
No, data is automatically retrieved from Exact Globe+ and merged with the selected template.
Are all sections of the document required?
No, components can be configured as optional, so that users can decide for themselves which parts to include.
Do I need to create a completely new document for each document variant?
No, you can efficiently manage document variants using components and reusable building blocks.
Can I manage templates only within Microsoft Word?
No, the templates are linked and managed from the Advanced WordMerge+ module within Exact Globe+.
Is the same template always used?
No, Advanced WordMerge+ can automatically suggest a suitable template based on the available settings.
Can I use data from only one database?
No, the available data is determined by the configuration of the solution and the linked data sources within Exact Globe+.
Are documents always based on a single fixed template?
No, documents can be dynamically assembled from various templates, components, and building blocks.
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