Automate Document Templates

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Title*Automate Document Templates
Detail
Document Automation
Providing automated versions of frequently used contracts, documents and emails increases productivity and quality. Manging the process of automation, providing the ability to re-use previous documents and versioning templates to prevent users accessing expired content requires a systematic approach.
Template Builder
Template Builder is a Microsoft Word extension that provides full automation features without any programming required. Authors just need to open a Word document and add:
Fields
Fields can be text, numbers, dates, calculations or choices. They are grouped under sections.
Choice dependent text
A document can include text for multiple scenarios. Text can be linked to choice fields so that it only appears when a choice is made. 
Repeaters
Sometimes you need to capture lists of information for lists or tables.
SummaryCreate and manage automated templates to dramatically improve drafting time on simple and complex transactions
More Information2
Resource TypeProgramme
Publish DateOct 2016
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