Reuse Data to Generate Documents
Reuse content stored in SharePoint lists to generate accurate and customized documents such as invoices, contracts, reports, proposals and more. Reuse of data to create documents helps to reduce a user’s workload, ensures document accuracy and decreases human error.
Compose Templates in Word
Easily create intelligent Word templates in Microsoft Word using the Document Maker add-on. Document Maker dynamically pulls live data stored in SharePoint into the template and calculates totals, averages and other calculations (SUM, AVG, Count, Max and Min).
Bulk Create Documents
Save time and effort when producing repetitive and recurring documents. With a few clicks you can get Document Maker to bulk create and generate individual documents.
Merge Records into One Document
Quickly and easily pull data from multiple SharePoint items and merge them into one document. This useful function can help you rapidly create invoices, quotes, reports and other document by combining multiple items to create a complex document without copying or pasting.
Auto-Name Documents
Use pre-defined rules to generate unique and standardized names for generated documents according to your company policy. Naming schemes can be defined using metadata in list or customized text to name generated documents, making them easy to find and classify.
Auto-Distribute Documents
Optimize your document processing and organize your content with auto-distribution rules. These rules can be used to define where generated documents are stored. Documents are then automatically saved as attachments to corresponding items, saved to the document library or saved to an auto-created folder.
Multiple Output Formats Supported
Document Maker can automatically generate customized documents into your desired format. Four document formats are available including Docx, Doc, PDF and XPS.
Document Maker Feature List
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Product Features |
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Supports AD Services, NT Directory Services, and Forms Authentication, including SqlMembershipProvider and LdapMembershipProvider |
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Insert list columns into the template, including columns in related lists |
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Supports calculation in the template |
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Supports customized fields in the template: Today, Now and Me. |
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Generate individual or a batch of documents from SharePoint list item(s) |
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Generate merged documents from multiple list items |
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Generate documents from multiple SharePoint lists |
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Multiple document templates are supported in one list |
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Auto-name generated documents |
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Flexible and customizable naming rules for generated documents |
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Save generated documents in SharePoint automatically |
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Supports multiple document types: DOC, DOCX, PDF, XPS |
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Save documents to auto-created folders in document library |
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Supported SharePoint |
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Microsoft SharePoint Foundation 2010 |
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Microsoft SharePoint 2010 |
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Supported Office Applications |
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Microsoft Office Word 2013 |
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Microsoft Office Word 2010 |
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Microsoft Office Word 2007 (Microsoft Office 2007 SP3 is needed when Microsoft Office Word 2007 is installed in Microsoft Windows 8 or Microsoft Windows Server 2012.) |
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Supported Browsers |
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Microsoft Internet Explorer 8/9/10 |
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Mozilla Firefox supported |
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Google Chrome |
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Supported Languages |
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English |