Integrating Document Generation Software With Microsoft Office

Document generation involves creating document templates and then automatically populating those templates with data

. Most document generation software only allows users to insert data into 3 different sections of a document, which are the header, body, and footer. This lack of flexibility can be very frustrating and time consuming. The process becomes much easier when the document generation software is integrated into products that most people are already familiar with, such as Microsoft Office.

A good piece of document generation software will usually incorporate into software that your workforce is already accustomed to. As Microsoft Office Suite is one of the most popular programs used, having your doc gen software integrate with it makes it easy for your users to understand. One example would be that you can create a document in Microsoft Word and then publish the document as a data template. Then the template can be easily populated with data and distributed to different audiences.

Generating documents is normally tedious, difficult, and expensive because businesses use outdated software that hasn't grown with the needs of the company. The process can become so complicated that a large staff is needed to develop and maintain the reports. If the software is incorporated into tools that non-technical resources are accustomed to, such as Microsoft Office, the process can be streamlined into an efficient task that only requires a minimal amount of time and resources.

Some document software has the ability to create reports from multiple sources of data. One example is that you might want to create a document that retrieves sales figures from a Microsoft Access database and marketing data from an Excel spreadsheet and display them together in the same report. This is a very useful feature and you should make sure to look for this feature in any document generation software that you might be evaluating.

Another attractive feature of document generation software is providing the ability for multiple users to collaborate on the design of document templates. Newer doc gen programs can integrate into software such as Microsoft SharePoint. This is a very useful feature as it allows multiple users to create and collaborate on the design of the report. Users can take the templates and make changes before saving them to SharePoint folder. SharePoint will then track any changes as well as keeping up with the different versions of the report. This allows you to quickly find a previous report quickly.

Document generation software is a very powerful tool for any company that is required to manage and distribute large amounts of documentation. It is an even more valuable program when it will work with existing software such as Microsoft Office. By integrating with Microsoft Office a user can generate a document template from a Word document, Excel spreadsheet, or even a PowerPoint presentation and then populate it with data from an Access or SQL Server database. Having the ability to create reports from such a widely used and powerful source allows you to generate more effective documentation taking advantage of the knowledge your staff already has from daily use with the software.

by: Jon Harwokey

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