Today we explain in a six-minute video how to automatically generate documents using Microsoft Office templates in R2 Docuo.
In many business processes, documents generated on a day-to-day basis are practically the same except for a few sentences or paragraphs.
We all have duplicated an old offer or contract to create a new one. This is not a very safe technique because we could miss important things (such as sending a customer an offer document that contains the name or price of another customer).
Automatic document generation using templates is the effective and productive alternative to this rudimentary technique. Convert your everyday offer document into a template, complete it with R2 Docuo replacement tags and automate document creation with a status change in your workflow.
In one click you will have a Word or PDF document automatically generated from your metadata.
Today we present a new six-minute video tutorial recently added to the official list of product tutorials. Number 16 of the series…
If you are looking for a tool that allows you to generate documents automatically, you should definitely evaluate an ECM software.
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More tutorials will be added soon. Stay tuned.
See you in the cloud!