How to Automate Complex Documents

Document Template

Design the document template: Identify all data elements, optional paragraphs, and formatting

Data Source Connection

Connect the document to an external or internal data source:
-External data sources could include an xml file, Excel spreadsheet, or relational data base
-An internal data source could be one created by using a questionnaire that collects data from a user

Design Rules

Create the conditional logic (rules) that will populate the document with appropriate data and verbiage

Insert Rules and Data

Insert rules and data elements into the document template

Document Suite

Encapsulate all documents related to a particular transaction into one file or suite

Generated Document

Generate the transaction