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Summary: Guide on a few more advanced user features
Resource Type: Manual
Relevance Score: 0.4852767
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Summary: Short guide on searching including syntax
Resource Type: Manual
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Summary: Short guide about using Sysero from Word and FileSite
Resource Type: Manual
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... Guide 2017 V1...
Summary: Sysero is a framework application that include designers for building web based databases and document libraries, automating documents and creating decision driven forms and workflows. This guide is design for consultants and KM specialists looking to implement Sysero .
Resource Type: Manual
Publish Date: Nov 2017
Relevance Score: 0.4852767
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Resource Type: Manual
Relevance Score: 0.4459175
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Summary: Searching Sysero from the SharePoint web part
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Summary: Manuals for those automating documents and business processes
Resource Type: Manual
Relevance Score: 0.4459175
Resource Type: Manual
Detail:

Sysero Styler User Manual: Style Mapping Guide

Overview

Sysero Styler is a web application that helps you clean up, standardize, and apply consistent styling to Microsoft Word (.docx) documents using custom templates. The most powerful feature is Style Mapping, which allows you to precisely control how styles from your uploaded document are transformed to match your organization's template styles.

Table of Contents

Contents

Sysero Styler User Manual: Style Mapping Guide. 1

Overview.. 1

Table of Contents. 1

Getting Started. 3

System Requirements. 3

Quick Start 3

Understanding Style Mapping. 3

What is Style Mapping?. 3

Why Use Style Mapping?. 3

Example Scenario. 3

Step-by-Step Workflow.. 4

Step 1: Upload Your Document 4

Step 2: Review Document Analysis. 5

Step 3: Choose and Apply a Template. 5

Step 4: Map Styles (Core Feature) 5

Step 5: Save and Apply Mappings. 6

Step 6: Review and Clean Document 6

Step 7: Preview and Export 7

Style Mapping in Detail 7

How Style Mapping Works Technically. 7

Types of Styles You Can Map. 7

Advanced Mapping Concepts. 8

Debugging Style Mappings. 8

Template Management 9

Creating Effective Templates. 9

Managing Style Mappings in Templates. 9

Template Best Practices. 9

Advanced Features. 10

Batch Processing Workflows. 10

Integration with Document Workflows. 10

Automated Style Detection. 11

Troubleshooting. 11

Common Style Mapping Issues. 11

Performance Issues. 12

Error Messages. 12

Best Practices. 13

Document Preparation. 13

Template Design. 13

Mapping Strategy. 13

Quality Control 14

Team Workflows. 14

Support and Resources. 14

Getting Help. 14

Additional Resources. 15

Appendix: Technical Details. 15

File Formats Supported. 15

Browser Compatibility. 15

Processing Limitations. 15

Security and Privacy. 15

 

 

Getting Started

System Requirements

           Modern web browser (Chrome, Firefox, Safari, Edge)

           Internet connection

           Microsoft Word (.docx) or Markdown (.md) files to process

Quick Start

1.   Open Sysero Styler in your web browser

2.   Upload a document by dragging and dropping or clicking "Select file"

3.   Choose a template from the library or upload your own

4.   Map document styles to template styles (optional but recommended)

5.   Apply cleaning operations and export your styled document

Understanding Style Mapping

What is Style Mapping?

Style mapping is the process of telling Sysero Styler how to transform the styles in your uploaded document to match the styles in your chosen template. Instead of simply applying template styles generally, style mapping gives you precise control over which document styles become which template styles.

Why Use Style Mapping?

Without Style Mapping:

           Template styles are applied broadly to similar-looking content

           Results may not match your exact requirements

           Heading hierarchies might be automatically adjusted

           Your document's specific style intentions may be lost

With Style Mapping:

           You control exactly how each style transforms

           Maintain your document's logical structure

           Ensure consistent branding and formatting

           Preserve author intentions while applying organizational standards

Example Scenario

Your Document Has:

           "Executive Summary" style for important headings

           "Project Title" style for project names

           "Body Text" style for regular paragraphs

Your Template Has:

           "Heading 1" style for main headings

           "Heading 2" style for sub-headings

           "Normal" style for body text

Style Mapping Allows You To:

           Map "Executive Summary" → "Heading 1"

           Map "Project Title" → "Heading 2"

           Map "Body Text" → "Normal"

Step-by-Step Workflow

Step 1: Upload Your Document

1.   Access the Upload Screen

           Open Sysero Styler

           You'll see the main upload area with drag-and-drop functionality

1.   Upload Your Document

           Option A: Drag and drop your .docx or .md file onto the upload area

           Option B: Click "Select file" and browse to your document

           Option C: Choose from recent documents if available

1.   Supported File Types

           Microsoft Word (.docx) files up to 10MB

           Markdown (.md) files (automatically converted to .docx using Pandoc conventions)

?? **Markdown File Processing with Pandoc Conventions**

When you upload a Markdown file, Sysero Styler applies Pandoc's industry-standard mapping conventions:

Style Mappings:

           Headings: # → "Heading 1", ## → "Heading 2", ### → "Heading 3", etc.

           Paragraphs: Normal text → "Normal" style

           Block Elements: Block quotes → "Block Text", abstracts → "Abstract"

           Code: Inline code → "Verbatim Char", code blocks → "Source Code"

           Lists: Bullets and numbering follow Pandoc's standard formatting

           Emphasis: italic and bold → proper character styles

Why Pandoc Conventions?

           ?? Industry Standard: Pandoc is the gold standard for document conversion

           ?? Consistency: Ensures predictable style mapping across different documents

           ?? Compatibility: Works seamlessly with existing Pandoc workflows

           ? Professional Output: Produces clean, well-structured DOCX files

1.   File Processing

           Wait for the document to upload and process

           You'll see a progress indicator during processing

Step 2: Review Document Analysis

1.   Automatic Analysis

           Sysero Styler automatically analyzes your document's styles

           View detected styles, formatting issues, and document health score

1.   Style Detection

           Review paragraph styles found in your document

           Note any direct formatting or inconsistencies

           Check the style usage statistics

Step 3: Choose and Apply a Template

1.   Template Selection Options

           Quick Templates: Use the 6 most recent templates shown on the upload screen

           Template Library: Click "Template Library" for full template management

           Upload New Template: Add a new .docx template to your library

1.   Apply Template

           Click "Apply Template" in the Analysis screen

           Select your desired template from the list

           The template's styles will be loaded for potential mapping

Step 4: Map Styles (Core Feature)

This is where the powerful style mapping happens. This step is optional but highly recommended for precise control.

Opening the Style Mapping Interface

1.   the Apply Template Modal:

           After selecting a template, click "Map Document Styles to Template"

           Wait for template styles to load (indicated by the button text)

1.   Style Mapping Modal Opens:

           Left dropdown: Shows your document's paragraph styles

           Right dropdown: Shows the template's paragraph styles

           Current mappings list: Shows any existing mappings

Creating Style Mappings

1.   Select Document Style

           Choose the style from your document that you want to map

           Only styles that aren't already mapped will appear

1.   Select Template Style

           Choose the corresponding template style you want it to become

           All template styles are available for selection

1.   Add the Mapping

           Click "Add Mapping" to create the relationship

           The mapping appears in the "Current Mappings" list

1.   Repeat for All Desired Styles

           Continue mapping document styles to template styles

           You don't need to map every style—only the ones you want to control precisely

Understanding the Mapping Interface

Document Style → Template Style
 --------------------------------
 "Executive Summary" → "Heading 1"
 "Project Title" → "Heading 2"
 "Body Text" → "Normal"

Key Points:

           Each document style can only be mapped once

           You can delete mappings if you make a mistake

           Unmapped styles will use default template application logic

Step 5: Save and Apply Mappings

1.   Save Mappings

           Click "Save Mappings" to store your style mappings

           Mappings are automatically saved to the template for future use

1.   Apply Template with Mappings

           Close the mapping modal

           Click "Apply Template Styles" in the main modal

           Your mappings will be applied along with the template

Step 6: Review and Clean Document

1.   Document Processing

           Sysero Styler applies your style mappings first

           Then applies the template's overall styling

           Finally, you can apply additional cleaning operations

1.   Choose Cleaning Options

           Normalize headings (respects your style mappings)

           Consolidate fonts

           Fix spacing and lists

           Remove direct formatting

1.   Start Cleaning

           Click "Start Cleaning" to process the document

           Style mappings are preserved throughout the cleaning process

Step 7: Preview and Export

1.   Preview Changes

           Review the "Before" and "After" versions

           Check that your style mappings were applied correctly

           Verify the overall document appearance

1.   Export Options

           Download the cleaned .docx file

           Export a style guide

           Generate a before/after report

Style Mapping in Detail

How Style Mapping Works Technically

1.   Style Detection

           Sysero Styler reads the word/styles.xml file from your document

           Identifies all paragraph styles and their properties

           Creates a mapping interface showing available styles

1.   Mapping Application

           When you create mappings, they're stored with the template

           During processing, the word/document.xml file is modified

           Each paragraph's style reference is updated according to your mappings

1.   Preservation During Cleaning

           Style mappings are protected during the cleaning process

           The normalization functions skip styles that were intentionally mapped

           Your mappings take precedence over automatic style adjustments

Types of Styles You Can Map

Paragraph Styles

           Headings: Heading 1, Heading 2, Heading 3, etc.

           Body Styles: Normal, Body Text, etc.

           Special Styles: Title, Subtitle, Quote, etc.

           Custom Styles: Any custom paragraph styles in your document

What Gets Mapped

           ? Paragraph formatting: Font, size, color, spacing

           ? Text formatting: Bold, italic, underline

           ? Spacing: Before/after paragraph spacing, line spacing

           ? Alignment: Left, center, right, justified

           ? Indentation: Left and right indents, first line indents

What Doesn't Get Mapped

           ? Character styles: These are handled separately

           ? Table styles: Tables have their own style system

           ? List styles: These are handled by list formatting options

           ? Direct formatting: This is removed by the cleaning process

Advanced Mapping Concepts

Default Style Handling

           Paragraphs without explicit style references use the "Normal" or default style

2.   you don't map the default style, it will use the template's default

           Consider mapping your document's "Normal" style to the template's "Normal" style

Style Inheritance

           Some styles inherit properties from parent styles

           Mapping preserves these inheritance relationships

           Template styles maintain their inheritance structure

Mapping Validation

           The system prevents duplicate mappings

           You can't map one document style to multiple template styles

           The interface shows which styles are available for mapping

Debugging Style Mappings

3.   style mappings aren't working as expected, use the built-in debugging tool:

1.   Open Browser Console

           Press F12 (Windows/Linux) or Cmd+Option+I (Mac)

           Navigate to the Console tab

1.   Run Debug Command

javascript
 debugStyleMappings();

1.   Review Debug Information

           Total paragraphs in document

           Paragraphs with/without explicit styles

           Style distribution analysis

           Mapping opportunities and current mappings

Template Management

Creating Effective Templates

1.   Template Requirements

           Must be a valid .docx file

           Should contain all the styles you want to use

           Should have consistent, well-named styles

1.   Best Practices for Templates

           Use descriptive style names (e.g., "Executive Summary" not "Style1")

           Include all heading levels you typically use

           Define consistent font families and sizes

           Set appropriate spacing and indentation

1.   Template Categories

           Organize templates by document type (reports, proposals, letters)

           Use categories to group related templates

           Consider creating department-specific template categories

Managing Style Mappings in Templates

Viewing Saved Mappings

4.   Template Manager

           Find your template in the list

           Click the "View/Clear Style Mappings" button (list icon)

           Review all saved mappings for that template

1.   Mapping Information Shown

           Document style → Template style relationships

           Number of mappings saved

           Option to clear all mappings

Reusing Mappings

           Mappings are automatically saved to templates

           When you apply the same template again, your mappings are loaded

           This creates consistency across similar documents

Updating Mappings

           Apply the template to a new document

           Modify the mappings as needed

           Save the updated mappings (they overwrite the previous ones)

Template Best Practices

1.   Style Naming Conventions

Good Style Names:
    - "Heading 1 - Chapter"
    - "Body Text - Standard"
    - "Quote - Indented"
 
    Poor Style Names:
    - "Style1"
    - "Custom"
    - "abc"

1.   Comprehensive Style Sets

           Include all heading levels (1-6 if needed)

           Define body text variations

           Include special styles (captions, quotes, etc.)

           Consider table and list styles

1.   Testing Templates

           Test templates with various document types

           Verify style mappings work as expected

           Check export results for consistency

Advanced Features

Batch Processing Workflows

1.   Standardizing Multiple Documents

           Create style mappings for a representative document

           Apply the same template and mappings to similar documents

           Use consistent cleaning options across documents

1.   Department-Wide Style Standards

           Create templates for each document type

           Define standard style mappings for common scenarios

           Train users on consistent mapping approaches

Integration with Document Workflows

1.   Pre-Publication Processing

           Use Sysero Styler before sending documents to clients

           Apply corporate branding through style mappings

           Ensure consistency across document sets

1.   Document Conversion Workflows

           Convert external documents to internal standards

           Map external styles to internal style systems

           Maintain formatting while applying branding

Automated Style Detection

Sysero Styler includes intelligent features to help with style mapping:

1.   Similar Style Suggestions

           The system may suggest mappings based on style names

           Similar formatting characteristics are analyzed

           Heading level detection helps with automatic suggestions

1.   Mapping Validation

           Warnings for potentially problematic mappings

           Validation of style compatibility

           Checks for mapping completeness

Troubleshooting

Common Style Mapping Issues

Problem: Style Mappings Not Applied

Symptoms:

           Document styles don't change after applying template

           Mappings show as saved but don't appear in final document

Solutions:

1.   Check Style References:

           Ensure your document uses paragraph styles, not direct formatting

           Use the debug tool: debugStyleMappings() in browser console

           Look for paragraphs without explicit style references

1.   Verify Template Selection:

           Confirm the correct template is selected

           Check that template has the target styles you're mapping to

           Reload template styles if they seem outdated

1.   Clear Browser Cache:

           Hard refresh the page (Ctrl+F5 or Cmd+Shift+R)

           Clear browser cache and cookies for the site

           Restart the browser if needed

Problem: First Paragraph Not Mapped Correctly

Symptoms:

           All paragraphs map correctly except the first one

           First paragraph reverts to original style

Solutions:

1.   This is a Known Issue:

           Has been addressed in recent updates

           Ensure you're using the latest version

1.   Workaround:

           Apply template and mappings

           Check if the issue still occurs

           Report to support if problem persists

Problem: Some Styles Not Available for Mapping

Symptoms:

           Expected document styles don't appear in mapping dropdown

           Template styles missing from selection

Solutions:

1.   Document Style Issues:

           Check if styles are actually used in the document

           Verify styles aren't direct formatting instead

           Use the analysis screen to see detected styles

1.   Template Style Issues:

           Confirm template file is valid .docx

           Check if template has defined paragraph styles

           Re-upload template if necessary

Performance Issues

Large Document Processing

For documents with many styles or pages:

1.   Consider breaking large documents into sections

2.   Process during off-peak hours

3.   Ensure stable internet connection

4.   Allow extra time for processing

Browser Memory Issues

5.   the browser becomes slow or unresponsive:

1.   Close other browser tabs

2.   Restart the browser

3.   Try a different browser

4.   Clear browser cache

Error Messages

"Template has no paragraph styles to map"

           Cause: Selected template doesn't contain usable paragraph styles

           Solution: Upload a different template or verify template file integrity

"No document paragraph styles available to map"

           Cause: Document uses direct formatting instead of styles

           Solution: Clean document formatting first, or apply styles in Word before upload

"Failed to load template details"

           Cause: Template file corrupted or network issue

           Solution: Re-upload template or check internet connection

Best Practices

Document Preparation

1.   Before Upload:

           Use paragraph styles instead of direct formatting in Word

           Give styles descriptive names

           Apply styles consistently throughout the document

           Remove excessive direct formatting

1.   Style Naming:

           Use clear, descriptive style names

           Avoid generic names like "Style1" or "Custom"

           Consider including purpose in name (e.g., "Heading - Section")

Template Design

1.   Style Organization:

           Create comprehensive style sets

           Use logical naming conventions

           Include all necessary heading levels

           Define consistent formatting

1.   Testing:

           Test templates with various document types

           Verify mappings work as expected

           Document standard mappings for team use

Mapping Strategy

1.   Plan Your Mappings:

           Review both document and template styles before mapping

           Consider the logical hierarchy of your content

           Map the most important styles first

1.   Consistency:

           Use consistent mapping approaches across similar documents

           Document your mapping decisions for team reference

           Create standard operating procedures for common document types

1.   Validation:

           Always preview results before exporting

           Check mapping results in different sections of the document

           Verify heading hierarchy is maintained

Quality Control

1.   Review Process:

           Always preview before exporting

           Check critical sections of the document

           Verify corporate branding is applied correctly

1.   Testing:

           Test new templates with sample documents

           Validate mapping results across different document types

           Get feedback from document users

Team Workflows

1.   Training:

           Train team members on consistent mapping approaches

           Document standard templates and mappings

           Create guidelines for common scenarios

1.   Templates:

           Centralize template management

           Version control template updates

           Communicate template changes to users

Support and Resources

Getting Help

1.   Built-in Help:

           Info icons throughout the interface provide contextual help

           Error messages include troubleshooting suggestions

           Debug tools are available in the browser console

1.   Documentation:

           This user manual covers comprehensive usage

           Technical documentation available for developers

           Style mapping fix documentation for technical issues

1.   Support Channels:

           Contact your system administrator for technical issues

           Report bugs through appropriate channels

           Request features through proper channels

Additional Resources

1.   Microsoft Word Style Reference:

           Understanding paragraph vs. character styles

           Creating and managing styles in Word

           Best practices for document formatting

1.   Document Standards:

           Corporate style guidelines

           Department-specific formatting requirements

           Industry standard document formats

Appendix: Technical Details

File Formats Supported

           Input: .docx (Microsoft Word), .md (Markdown)

           Output: .docx (Microsoft Word)

           Templates: .docx (Microsoft Word)

Browser Compatibility

           Recommended: Chrome 90+, Firefox 88+, Safari 14+, Edge 90+

           Minimum: Any modern browser with JavaScript enabled

           Mobile: Limited support, desktop browser recommended

Processing Limitations

           File Size: 10MB maximum per document

           Styles: No limit on number of styles per document

           Mappings: No limit on number of style mappings

           Concurrent Users: Depends on server capacity

Security and Privacy

           File Processing: All processing happens in the browser when possible

           Data Storage: Templates stored locally in browser storage

           Privacy: No document content is transmitted to external servers for core processing

This manual covers Sysero Styler version 2.0+ with advanced style mapping features. For questions or support, contact your system administrator.

Relevance Score: 0.4065583
Resource Type: Manual
Detail:

Document Automation Tool - Comprehensive User Manual

Table of Contents

Contents

Document Automation Tool - Comprehensive User Manual 1

Table of Contents. 1

Key Capabilities. 3

Getting Started. 3

System Requirements. 3

Installation and Setup. 3

First Steps. 3

Core Features. 4

Document Viewer. 4

Content Controls Panel 4

Visual Field Types. 4

Document Processing. 4

Supported File Types. 4

Document Loading Process. 4

Document Structure Analysis. 5

Field Management 5

Field Types. 5

Field Operations. 6

Advanced Field Features. 7

Template Engine. 7

Template Processing. 7

Conditional Content 7

Template Variables. 8

Optional Content Management 8

Visual Markers. 8

Managing Optional Content 9

Email Integration. 9

HTML Email Conversion. 9

Email Templates. 10

Advanced Features. 10

Chatbot Integration. 10

Automation Workflows. 11

Performance Optimization. 11

Developer API 12

Field Update API 12

Document Processing API 12

Utility Functions. 13

Event Handling. 13

Troubleshooting. 13

Common Issues. 13

Error Messages. 15

Debug Mode. 15

Support Resources. 15

Technical Specifications. 16

Technology Stack. 16

Browser Support 16

Performance Specifications. 16

Security Considerations. 17

API Compatibility. 17

Conclusion. 17

 

 

 

 

The Document Automation Tool is a sophisticated web application designed to process, edit, and automate Microsoft Word (DOCX) documents. It provides advanced document automation capabilities with content control management, template processing, and real-time field updates.

Key Capabilities

           Document Processing: Load and process DOCX files with intelligent content control recognition

           Field Management: Create, edit, and manage document fields with real-time updates

           Template Engine: Advanced template processing with conditional sections and dynamic content

           Content Control Creation: Convert selected text into manageable fields

           Optional Content Management: Control visibility of optional sections and text

           Email Integration: Convert documents to HTML email format

           Real-time Updates: Efficient field updates with visual feedback

Getting Started

System Requirements

           Modern web browser (Chrome, Firefox, Safari, Edge)

           JavaScript enabled

           Internet connection for initial setup

           DOCX files for processing

First Steps

1.   Launch the Application: Click "New Automation" on the main page

2.   Upload Document: Select a DOCX file from your computer

3.   Document Processing: The application will automatically process your document

4.   Start Editing: Begin working with fields and content controls

Core Features

Document Viewer

The main document viewer provides:

           High-Fidelity Rendering: Preserves original document formatting

           Editable Mode: Direct text editing with field management

           Side Panel: Content controls and field management interface

           Real-time Preview: Instant visual feedback for changes

           Export Options: Download modified documents

Content Controls Panel

Located on the right side of the interface, the panel shows:

           Auto-Generated Fields: Fields detected from bracket notation {fieldName}

           Modal-Generated Fields: Fields created through the field creation modal

           Native Content Controls: Existing Word content controls

           Sysero Controls: Special Sysero integration fields

           Field Statistics: Count of different field types

Visual Field Types

Fields are color-coded for easy identification:

           Auto-Generated: Blue highlighting for bracket-detected fields

           Modal-Generated: Green highlighting for manually created fields

           Sysero Controls: Orange highlighting for Sysero integration

           Optional Content: Dark yellow dotted borders for optional text

Document Processing

Supported File Types

           DOCX: Microsoft Word 2007+ format (primary support)

           DOC: Legacy Word format (limited support)

Document Loading Process

1.   File Selection: Choose document via file input

1.   Parsing: Document structure is parsed from OOXML

2.   Content Analysis: Text content and formatting are analyzed

3.   Field Detection: Automatic detection of bracketed fields {fieldName}

4.   Control Registration: Content controls are registered in the system

5.   Rendering: Document is displayed with interactive elements

Document Structure Analysis

The application analyzes:

           Paragraphs: Text blocks and formatting

           Runs: Individual text segments with formatting

           Content Controls: Word's native field mechanism

           Tables: Structured data presentation

           Headers/Footers: Document metadata sections

           Styles: Formatting and appearance rules

Field Management

Field Types

2.   Auto-Generated Fields

Detection: Automatically found from bracket notation {fieldName}

Characteristics:

           Blue visual highlighting

           Editable through side panel

           Real-time updates

           Preserved in exported documents

Example:

Dear {customerName},
 Your order #{orderNumber} has been processed.

3.   Modal-Generated Fields

Creation: Created through the field creation modal

Process:

1.   Select text in the document

2.   Right-click or use field creation button

3.   Enter field name and properties

4.   Field is created with green highlighting

4.   Native Content Controls

Source: Existing Word content controls in the document

Features:

           Preserved original formatting

           Compatible with Word's native field system

           Editable through panel interface

5.   Sysero Controls

Purpose: Special integration fields for Sysero systems

Identification: Fields with "Sysero\_" prefix or similar naming

           Styling: Orange highlighting with gear icon

           Functionality: Specialized processing for Sysero workflows

Field Operations

Creating New Fields

Method 1: Text Selection

1.   Select text in the document viewer

2.   Click "Create Field" button or right-click

3.   Enter field name and alias

4.   Choose field properties

5.   Click "Create" to convert text to field

Method 2: Field Creation Modal

1.   Click "Add Field" in the side panel

2.   Enter field details:

           Display Name: Human-readable name

           Alias: Internal field identifier

           Default Value: Initial field content

           Description: Field purpose/notes

1.   Choose insertion point in document

2.   Click "Create Field"

Editing Field Values

Real-time Updates:

           Type in field input boxes in the side panel

           Changes appear instantly in the document

           Visual flash animation confirms updates

6.   need to save - changes are automatic

Bulk Updates:

javascript
 // Update multiple fields at once
 await FieldUpdater.updateMultipleFields({
   customerName: "John Doe",
   orderNumber: "12345",
   orderDate: "2024-01-15",
 });

Field Management Actions

For each field, you can:

           Edit Value: Update field content

           Rename Field: Change display name or alias

           Delete Field: Remove field from document

           View XML: Inspect underlying XML structure

           Export Data: Export field values to JSON

Advanced Field Features

Field Tooltips

           Hover over fields to see:

           Field alias/name

           Current value

           Field type (auto/modal/native)

           Creation source

Field Highlighting

           Temporary Highlighting: Draw attention to specific fields

           Update Animation: Visual confirmation of value changes

           Type-specific Colors: Different colors for different field types

Field Search and Navigation

           Find Fields: Search by name or alias

           Navigate to Field: Click to scroll field into view

           Bulk Operations: Select multiple fields for operations

Template Engine

Template Processing

The template engine supports:

           Variable Substitution: Replace placeholders with actual values

           Conditional Sections: Show/hide content based on conditions

           Loop Processing: Repeat sections with dynamic data

           Nested Templates: Complex document structures

Conditional Content

Section Controls

Start/End Markers:

[section-start:optionalSection]
 This content can be shown or hidden
 [section-end:optionalSection]

Visibility Toggle:

           Use the side panel to show/hide sections

           Visual markers indicate optional content

           Changes affect final document export

Paragraph-Level Conditions

Optional Paragraphs:

           Entire paragraphs can be marked as optional

           Controlled through visibility settings

           Dotted yellow outline indicates optional content

Template Variables

Syntax: Use curly braces {variableName}

Examples:

Dear {customerName},
 
 Your {productType} order #{orderNumber}
 has been {orderStatus} on {orderDate}.
 
 {conditionalContent}

Dynamic Processing:

           Variables are replaced during document processing

           Values can be updated in real-time

           Changes are reflected immediately in preview

Optional Content Management

Visual Markers

Optional content is marked with consistent visual indicators:

Content Types

1.   Optional Text: Dark yellow dotted border around inline text

2.   Optional Paragraphs: Dark yellow dotted outline around entire paragraphs

3.   Hidden Content: Same markers with reduced opacity (40%)

4.   Section Markers: Special styling for section start/end controls

Visual Indicators

           Optional Content Marker: border: 2px dotted #b8860b

           Hidden Optional Content: Same border with opacity: 0.4

           Optional Paragraph: outline: 2px dotted #b8860b

           Section Controls: Special highlighting for boundaries

Managing Optional Content

Visibility Controls

Section Toggle:

1.   Locate section controls in the side panel

2.   Use toggle switches to show/hide sections

3.   Visual feedback confirms changes

4.   Export reflects current visibility state

Paragraph Controls:

1.   Right-click on optional paragraphs

2.   Choose "Show" or "Hide" from context menu

3.   Paragraph opacity changes to indicate state

Advanced Options

Bulk Visibility:

           Show/hide multiple sections at once

           Save visibility presets

           Export with specific visibility configurations

Conditional Logic:

           Set visibility based on field values

           Create dynamic content rules

           Automate content inclusion/exclusion

Email Integration

HTML Email Conversion

The application can convert documents to HTML email format:

Conversion Process

1.   Document Processing: Current document state is processed

2.   HTML Generation: Word content is converted to HTML

3.   CSS Styling: Inline styles are applied for email compatibility

4.   Image Handling: Images are processed for email clients

5.   Output Generation: Clean HTML suitable for email systems

Email Features

Supported Elements:

           Text formatting (bold, italic, underline)

           Paragraph styles and spacing

           Basic tables and lists

           Inline images (converted to base64)

           Links and hyperlinks

Email Client Compatibility:

           Outlook (desktop and web)

           Gmail

           Apple Mail

           Other major email clients

Usage

javascript
 // Convert document to HTML email
 const htmlEmail = await convertDocumentToEmail(documentData);
 
 // Send email with converted content
 await sendHtmlEmail({
   to: "recipient@example.com",
   subject: "Document Content",
   body: htmlEmail,
 });

Email Templates

Template Variables in Emails:

           All field variables are processed before email conversion

           Dynamic content is resolved to final values

           Optional sections respect visibility settings

Advanced Features

Chatbot Integration

The application includes an AI-powered chatbot for document assistance:

Chatbot Capabilities

           Document Analysis: Analyze document structure and content

           Field Suggestions: Recommend field creation opportunities

           Content Optimization: Suggest improvements to document structure

           Template Assistance: Help create and modify templates

           Troubleshooting: Provide guidance for common issues

Using the Chatbot

1.   Access: Click the chat icon in the interface

2.   Ask Questions: Type questions about your document

3.   Get Suggestions: Receive AI-powered recommendations

4.   Apply Changes: Implement suggested improvements

Automation Workflows

Batch Processing

Multiple Documents:

           Load multiple DOCX files

           Apply same field updates to all

           Export batch results

           Save processing configurations

Template Application:

           Apply saved templates to new documents

           Bulk field population

           Consistent formatting across documents

Integration APIs

External System Integration:

javascript
 // Connect to external data sources
 const customerData = await fetchCustomerData(customerId);
 
 // Update document fields with external data
 await updateFieldsFromData(customerData);
 
 // Export processed document
 const processedDoc = await exportDocument();

Performance Optimization

Efficient Updates

The application uses advanced update strategies:

           DOM Manipulation: Direct updates without full re-rendering

           Change Detection: Only update modified elements

           Batch Operations: Group multiple updates for efficiency

           Visual Feedback: Immediate user feedback while processing

Memory Management

           Document Caching: Intelligent caching of document data

           Garbage Collection: Automatic cleanup of unused resources

           Load Balancing: Distribute processing across available resources

Developer API

Field Update API

Core Functions

javascript
 // Update single field
 await updateField(fieldAlias, newValue, options);
 
 // Update multiple fields
 await updateMultipleFields({
   field1: "value1",
   field2: "value2",
 });
 
 // Update with highlighting
 await updateAndHighlightField(fieldAlias, newValue);

Advanced Operations

javascript
 // Find fields by name
 const fields = FieldUpdater.findFieldsByName("customer");
 
 // Get all field elements
 const allFields = FieldUpdater.getAllFieldElements();
 
 // Highlight specific field
 await FieldUpdater.highlightField(fieldAlias, {
   duration: 3000,
   color: "blue",
 });

Document Processing API

javascript
 // Load document
 const document = await loadDocument(file);
 
 // Process content controls
 const controls = await processContentControls(document);
 
 // Apply templates
 const processed = await applyTemplate(document, templateData);
 
 // Export document
 const exportedDoc = await exportDocument(document, options);

Utility Functions

javascript
 // XML manipulation
 const element = createWordElement("w:p", content);
 const properties = insertRPrInCorrectOrder(element, properties);
 
 // Content analysis
 const text = getParagraphText(paragraph);
 const isInside = isNodeInside(childNode, parentNode);
 
 // Validation
 const isValid = validateContentControl(controlXml);

Event Handling

javascript
 // Document events
 document.addEventListener("fieldUpdated", (event) => {
   console.log("Field updated:", event.detail);
 });
 
 // Processing events
 document.addEventListener("documentProcessed", (event) => {
   console.log("Document ready:", event.detail);
 });

Troubleshooting

Common Issues

Document Loading Problems

Issue: Document won't load

Solutions:

           Verify file is valid DOCX format

           Check file size (max 50MB recommended)

           Ensure file isn't password protected

           Try re-saving document in Word

Issue: Formatting appears incorrect

Solutions:

           Check browser compatibility

           Clear browser cache

           Verify document doesn't use unsupported features

           Try high-fidelity rendering mode

Field Management Issues

Issue: Fields not updating

Solutions:

           Refresh the page and reload document

           Check JavaScript console for errors

           Verify field names don't contain special characters

           Try manual field update via API

Issue: Field values not persisting in exports

Solutions:

           Ensure efficient updates are enabled (default)

           Check that updates have completed before export

           Verify field mappings are correct

           Try force refresh before export

Performance Issues

Issue: Slow document processing

Solutions:

           Close other browser tabs

           Try with smaller documents first

           Check available system memory

           Use efficient update mode (enabled by default)

Issue: Browser crashes or freezes

Solutions:

           Reduce document complexity

           Process document in sections

           Increase browser memory allocation

           Try different browser

Error Messages

Common Error Codes

ERR_DOC_INVALID: Document format is not supported

           Solution: Ensure file is valid DOCX format

ERR_FIELD_NOT_FOUND: Specified field doesn't exist

           Solution: Check field alias spelling and existence

ERR_UPDATE_FAILED: Field update operation failed

           Solution: Check field is editable and try again

ERR_EXPORT_FAILED: Document export failed

           Solution: Check document state and try re-processing

Debug Mode

Enable debug mode for detailed logging:

javascript
 // Enable debug logging
 window.DEBUG_MODE = true;
 
 // View detailed field information
 console.log(window.FieldUpdater.getAllFieldElements());
 
 // Check document processing state
 console.log(window.DocumentProcessor.getStatus());

Support Resources

           Documentation: Refer to this manual and inline help

           Console Debugging: Use browser developer tools

           Community Support: Check project repository for issues

           Technical Support: Contact development team

Technical Specifications

Technology Stack

Frontend

           React 19: User interface framework

           TypeScript: Type-safe JavaScript development

           Tailwind CSS: Utility-first CSS framework

           FontAwesome: Icon library

           Lucide React: Additional icon components

Document Processing

           docxtemplater: DOCX template processing

           pizzip/jszip: ZIP file handling for DOCX

           fast-xml-parser: XML parsing and manipulation

           xmldom: XML DOM manipulation

Utilities

           axios: HTTP client for API calls

           file-saver: File download handling

           web-vitals: Performance monitoring

Browser Support

Fully Supported:

           Chrome 90+

           Firefox 88+

           Safari 14+

           Edge 90+

Limited Support:

           Internet Explorer 11 (basic functionality only)

           Older mobile browsers

Performance Specifications

Document Size Limits:

           Recommended: Up to 10MB DOCX files

           Maximum: 50MB DOCX files

           Field Count: Up to 1000 fields per document

Processing Speed:

           Small documents (< 1MB): < 2 seconds

           Medium documents (1-10MB): 2-10 seconds

           Large documents (10-50MB): 10-30 seconds

Memory Usage:

           Base application: ~50MB RAM

           Document processing: +10-100MB per document

           Field operations: Minimal additional memory

Security Considerations

Data Privacy:

           All processing occurs client-side

7.   document data sent to external servers

           Local storage used for temporary data only

File Security:

           Documents processed in browser memory

8.   server-side file storage

           Export creates new file without modification of original

Code Security:

           TypeScript for type safety

           Input validation for all user data

           XSS protection for rendered content

API Compatibility

OOXML Standards:

           ECMA-376 compliant content control creation

           ISO/IEC 29500 standard adherence

           Microsoft Word compatibility maintained

Export Formats:

           DOCX (primary)

           HTML (email conversion)

           JSON (field data export)

Conclusion

The Document Automation Tool provides comprehensive document processing capabilities with advanced field management, template processing, and real-time updates. Its intuitive interface combined with powerful automation features makes it suitable for both individual users and enterprise workflows.

For additional support or feature requests, please refer to the project repository or contact the development team.

Last Updated: June 2025

Version: 0.1.0

Relevance Score: 0.3278399
... SYSEROA guide...
Summary: We know that starting a new technology project can be a bit overwhelming. That’s why we’ve put together this getting started guide to help you plan a successful implementation of your Sysero technology.
Resource Type: Programme
Publish Date: June 2017
Detail:

We know that starting a new technology project can be a bit overwhelming. That’s why we’ve put together this getting started guide to help you plan a successful implementation of your Sysero technology.

Of course, we’re always here to help. If you have any questions or need support, feel free to reach out to us anytime. 

Relevance Score: 0.2884806
Summary: Reduce drafting time whilst increasing output quality and providing knowledge transfer between senior and junior fee earners
Resource Type: Programme
Publish Date: Oct 2016
More Information: 5
Detail:

Each law firm has a unique set of practices, fee earners, clients and knowledge. Capturing the know-how in a firm requires a flexible approach to cataloging to ensure that the items in the database represent the current thinking and practices.  A well maintained knowledge database will help reduce drafting time whilst increasing output quality and providing knowledge transfer between senior and junior fee earners.

Content can include reference/model documents, bibles, templates, clauses, links to other sources and checklists and best practice guides

TAXONOMIES, KEYWORDS AND LISTS

As well as contextualizing the content, taxonomies and lists can be used as search refiners. Search refiners appear next to the search results and allow users to filter their results and guide them through the content.

Most KMS Systems have a primary taxonomy which typically tends to be 3-4 levels deep. For example a typical law firm may use Practice > Area of Law > Market Sector > Matter Type although any structure can be used. When importing from another system, the taxonomy can be built as part of the import process. If not then the structure and values can be created using the Sysero Taxonomy Manager.

Lists of internal users can be extracted by integrating with a firms network. Where subsets of users are needed, such as list of Partners, Sysero can work with the IT team to create an auto-updating list that doesn’t require additional maintenance. Lists held in other systems, such as cost codes from an Accounts system, can be integrated directly into the system using the Sysero Data Action Framework.

Ad-hoc lists, such as document class or contract bias, can be maintained directly in Sysero by site administrators. Keywords or key phrase lists, can be imported and managed as a separate process or treated as an ad-hoc list.

IMPORTING EXSITING CONTENT

Knowledge content can be imported into the system as files or links. Firms may already be holding content in DMS database or a CMS system such as Microsoft SharePoint. As part of the implementation process, these sources can be imported into the system along with their metadata. If the source data is filed under folders, these can be used to build the initial taxonomy.

Other knowledge sources include MS Access databases and spreadsheets, often containing links to websites and documents. These can be imported easily through the web interface once the system has been installed.

Content that is not in a database, such as documents, emails or ad-hoc lists of links will need to be uploaded manually.

Office files can be imported easily using Sysero for Office after the system has been installed and any other files or links can be added using the web interface.

REPORTING

Sysero can report on both content and user activity and these can be used to create on-line and exportable reports such as: The most popular documents; Documents submitted by author; Documents by Department area etc. For firms with a DMS, it is also possible to create a sub system to capture and report on usage of knowledge in matters.

Sysero provides 2 types of reports: System Usage Reports and Statements. Statements use Sysero’s document automation features to create Word documents using the content metadata. Usage reports are based on how users access the system, for example the 10 most popular documents, documents submitted by author and documents by Department.

Sysero usage reports can be displayed as web pages showing the data as tables or bar/line/pie graphs. Report data can also be exported to MS Excel, or connected to a spreadsheet or other system as a web data source (XML) to allow dynamic reporting.

SITE DESIGN

Each Sysero system can have an unlimited number of Sites. Each Site can have its own:

  • Site Logo
  • Colours
  • Fonts
  • Menu

METADATA

Metadata is used to find and contextualize knowledge. Metadata can be grouped into sections which appear under tabs in a Sysero Knowledge Profile. Sections can be completed by different roles at different times, subject to the quality control workflow procedures.

  • Name - Text
  • Description - Text
  • Folder(s) - Taxonomy
  • Originator – Set by system
  • Version – Set by System
  • Created Date – Set by system
  • Edited Date– Set by system
  • Author – from Active Directory
  • Owner/Partner – from Active Directory
  • Document Type - Choice
  • Jurisdiction - Choice
  • Responsible lawyer(s) – from Active Directory
  • Keywords - List
  • Drafting note – Text/HTML
  • Health Warnings – Time sensitive alerts
  • Source – Text or List
  • Bias – List dependent on Practice
  • Date of last review - Date
  • Next review date - Date
  • Language – Choice
  • Related documents – Choice
  • Related Articles - Choice
  • Available Templates - Choice
  • Previous DM Number - Number
  • Value—Number
  • Formatted Description—HTML

User Reports

  • Archived
  • New Items
  • Searches
  • Updated Items
  • Uploaded Documents
  • Downloaded Documents
  • Item Views

Content Reports

  • Item Views
  • In search
  • downloads:

Search Reports

  • Total Searches
  • Results Count

Workflow Reports

  • Stage Progress
  • Tasks
Relevance Score: 0.2097622
Summary: This workflow uses Sysero to customise a non-disclosure document and send for e-signing. It shows how a document can be signed before being sent to a third party who then signs the document. Once all parties have signed the document the final version is emailed to all parties. Sysero also integrates with DocuSign.
Resource Type: Demo
Publish Date: Sep 2018
Header Image:
Detail:

Use the link at the top of the page to create an NDA.  The form will guide you through the process of adding details on 2 organisations who have agreed to work together.  

Completing the form is broken down into 2 stages.  The first stage collects information on the parties involved and the second allows the author to add their own custom caluses to the contract in the Obligations, Breaches and General sections of the document.

This demo also shows how a signature can be added to the document and sends the document as a final version in read-only pdf format.

Relevance Score: 0.2097622
Summary: Castrén & Snellman, Finland's oldest law firm, prides itself on helping clients succeed in a rapidly changing world. So, when the firm noticed a trend of clients wanting greater value and predictive control over their legal spend, they partnered with Sysero to improve the efficiency of legal service delivery.
Resource Type: Case Study
Publish Date: May 2017
Detail:

Founded in 1888, Castrén & Snellman is Finland’s oldest law firm. For decades, the firm has supported Finnish and international clients in transactions, dispute resolution and a wide range of other specialised facets of business law. Today, the firm has offices in Helsinki, Moscow and St. Petersburg and employs more than 250 people.

The Challenge: Doing More with Less

Castrén & Snellman (C&S) prides itself on helping clients succeed in a rapidly changing world. So, when the firm noticed a trend of clients wanting greater value and predictive control over their legal spend, they sought to improve the efficiency of legal service delivery. The Knowledge Management Team, headed by Paula Aura, gathered a project team and began looking for technology that would enable the firm to streamline document drafting, reduce risk and ultimately transform the firm’s way of working. C&S also needed to implement a knowledge management system that would enable them to easily capture and manage the firm’s collective know-how.

Aura explains: “We wanted a partner who had a deep understanding of the legal market and was willing to closely work with us to implement our vision. Sysero offered an innovative solution and a knowledgeable and collaborative team.”

The Solution: Driving Firm-Wide Efficiency 

Sysero collaborated with C&S to develop a comprehensive knowledge management system aptly named “Transformer.” The firm’s model, example and know-how documents were imported into Transformer using the iManage Workflow connector that links Sysero to the iManage document management system. Once in Transformer, the project team organised and categorised the documents by practice, work type and sector.

The team was mindful of the importance of including lawyers early in the planning process, and as such, piloted its programme with the firm’s Mergers & Acquisition team (M&A). “The M&A team are under a lot of pressure to deliver documents to clients in a more efficient manner,” says Carola Lindholm, the project owner and M&A partner.

The firm officially launched Transformer in summer 2016. The project team hosted several training events for its lawyers and used service categories’ weekly meetings as an opportunity to provide further training. Additionally, the team offered lawyers a series of on-demand training tools, including easy instructional guides and videos.

Transformer leverages a customised document automation process to help ease the workload of the firm’s lawyers. Instructed by a lawyer, a project trainee automates each document, which is then routed back to the lawyer for input and feedback. Once a document has been automated, lawyers can search Transformer for the appropriate document and complete it by answering a series of questions displayed within a user-friendly form. The final work product is filed under the client matter record in iManage, where lawyers can access it, along with other matter related files, from anywhere on any device. 

The Result: Transforming the Way Lawyers Work

The introduction of Transformer has “transformed” the way C&S lawyers approach drafting. “By automating some of the most-used documents within the firm, we´ll be able to shift lawyers’ focus from drafting to clients´ special needs and concentrate on producing added value to clients from the start,” Lindholm says.

To date, the firm has automated a number of high-profile documents, including its Share Purchase Agreement, Legal Due Diligence Report template, and Corporate Meeting Minutes to name a few. New documents continue to be automated, and the pipeline for automation keeps growing by request from the lawyers. “The best thing about Sysero’s document automation is that we can merge different model versions, such as languages or buyer and seller side, into one single automated model document,” Lindholm says. “This increases efficiency in our drafting significantly.”

Moving forward, C&S hopes to bring the advantages of automation closer to their clients. The firm already is exploring how knowledge automation can enhance the firm’s collaboration with in-house counsel and help its business clients drive greater efficiency within their own firms.

 

 

 

 

Relevance Score: 0.2097622
Summary: With GDPR right around the corner, it’s now more important than ever for law firms to start talking to their clients about planning for compliance. GDPR will take effect in May 2018, and the consequences for noncompliance are immense. Firms that fail to comply with the regulations could face fines of up to €20M or 4% of turnover, whichever is greater.
Resource Type: Blog
Publish Date: Aug 2017
Detail:

Posted by Callie Sierra
3 August 2017

With GDPR right around the corner, it’s now more important than ever for law firms to start talking to their clients about planning for compliance. GDPR will take effect in May 2018, and the consequences for noncompliance are immense. Firms that fail to comply with the regulations could face fines of up to €20M or 4% of turnover, whichever is greater.

Though GDPR presents many challenges for businesses, it also opens a world of opportunity to law firms. Last week, Phil Ayton presented a webinar titled The GDPR Opportunity: Re-imagining Client Service through Technology. During the webinar, he looked at how law firms can help clients proactively address compliance through technology. Advances in automation technology have made it easier than ever for firms to partner with their clients to assess risk and plan a detailed approach towards compliance. By partnering with clients early in the process, firms can create differentiation through innovative client service.

That’s why we’ve launched GDPR Go, an end-to-end, online GDPR planning tool that law firms can use to help clients plan their approach to compliance. GDPR Go brings together Sysero’s Template Builder and Business Process Designer to create an innovative GDPR assessment tool that enables clients to create personalised GDPR legal assessments and monitor their progress towards compliance. 

Law firms can customise the out-of-the box question set, which already includes all the necessary data that needs to be captured. Clients then complete a guided online questionnaire and provide information on how their organisation currently collects and stores personal data. A personalised GDPR assessment is automatically generated based on their input and includes a ‘GDPR’ checklist. Once work commences, clients can track and monitor their work with the firm through the same tool.

GDPR presents a unique opportunity for firms to expand existing business and establish themselves as value-added advisors. With GDPR Go, firms now have the ability to provide an effective resource to clients while simultaneously building their own confidence in advising on GDPR matters.

GDPR Go suits firms of all sizes, and is currently available at no cost to current Sysero clients. If you’re interested in learning more, feel free to reach out to Phil Ayton at phil.ayton@sysero.com.

Relevance Score: 0.2097622
Summary: We’re pleased to announce the launch of Responsive TM, a new design layout now available for Sysero systems.
Resource Type: Blog
Publish Date: Jul 2018
Header Image:

Detail:

18 July 2018
Posted by Callie Sierra

 

We’re pleased to announce the launch of Responsive TM, a new design layout now available for Sysero systems. Responsive TM is a clean, modern design that puts flexibility and accessibility front and center for the user. The new layout incorporates a simple dashboard design, icon-based menus and scrolling process indicators to make it easier for users to access the information most relevant to them. Responsive TM also boasts an enhanced responsive platform to allow users to easily access their Sysero systems from anywhere, on any device. 

 

Fully Responsive Design

An improved responsive layout automatically responds to the needs of users and the device they’re using, whether it be a desktop, laptop or iPhone. The result is a fluid, consistent experience and greater accessibility across a range of devices and screens.

 

Beautifully Designed Dashboards

Minimal, design-led dashboards offer users a cleaner layout and quicker access to key information. The new layout also features icon-based navigation that serves as a visual guide to finding relevant information across the system.

 

 

Visual Progress Indicators

Visual, scrolling progress indicators clearly indicate the steps involved in a creating a new document, while informing users of where they are in the process.

 

 

Completely Customisable

Responsive TM can be completely customised to suit your firm’s brand and use cases. Take advantage of our design service to create a bespoke design that seamlessly integrates your corporate look and feel.

 

To preview or gain access to the new look, get in touch with us. We’d be happy to walk you through a demo of the new design and help you determine the best way to customise it for your firm.

Relevance Score: 0.2097622
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