MacroView custom Microsoft Office template solutions range from a single Word template macro thru to global template management automation solutions for Word, Excel & PowerPoint
MacroView has extensive and proven experience with all forms of Office document automation:
In designing our solutions we consider:
- Generated documents should comply with the branding and style standards of the organization.
- Retrieving variable details from other systems improves productivity and reduces risk of error.
- Modifying a generated document, or re-using it as the basis of a new document should be easy and safe.
- Implementing the template system in multiple office locations should be straightforward and not require multiple versions of the system to be maintained.
- In the new global economy the generated documents may well need to be in multiple languages, including languages with double-byte characters.
- The template solution should be designed to facilitate deployment and on-going maintenance by your own internal IT resources.
Comply with Branding & Styles
The documents that you generate are an important part of the branding of your organization – their layout, styling and colors should accurately and professionally reflect the style standards of your organization.
MacroView has been automating the generation of high-quality documents in Microsoft Office for more than 20 years. We have the skills to implement the most demanding layout and styling specifications in our Microsoft Office template solutions.
Importantly, we know how to implement sophisticated designs in a way that is feasible given your existing Microsoft Office facilities, while still complying with the styling from a graphic designer.
Many organizations incorporate tables and charts in their generated documents. MacroView uses proven techniques for controlling the layout, fonts and colors used in tables and charts in Excel, and for embedding these into Word and PowerPoint.
Retrieve from Existing Systems
MacroView has proven techniques for retrieving from:
- Active Directory
- Global Address List
- Outlook Contacts
- CRM and Practice Management systems
- Any data store that supports a web service
Efficient Modification & Re-Use
We recognize that the overall productivity of a document system is driven not just by making it easy to generate new documents – it is also critically important that documents can be amended quickly and safely.
‘Safely’ can mean eliminating the risk of losing correct styling as you amend a component of an existing document. It can also involve providing the user who is editing a document with the same pick-lists of values and external system lookups as were available to the user who created the document.
Are you one of the many users who start a new document by taking an existing document and renaming it? Recognising the popularity of this approach MacroView created the Smart Start capability, which allows you to quickly and safely re-use the existing variable details and content from a previous document to create a new document.
A well-known challenge is how to deploy a document solution in multiple locations, where address blocks, phone numbers and names of principal staff are different across each location. The challenge is even greater for multi-national organizations, where the differences can extend to:
- different languages & date formats
- paper types – A4 and US Letter
- legal requirements – e.g. disclaimers
- local usage conventions
- company / entity names and logos
MacroView has developed techniques that allow these location differences to be managed separately and automatically integrated with the template system, so that a single set of templates can be deployed across a global organization. This dramatically reduces the time and cost involved in deploying to a new location.
The trend toward globalization is leading to more organizations needing to have their document generation solution operate in a variety of languages. The requirement is not just that the generated document be in the selected national language; the user interface for the document solution (buttons, commands, messages, etc.) should also be in the language selected by the user.
MacroView has proven capabilities in the creation of document solutions that can be configured to operate in multiple languages, including languages with double-byte characters (e.g. Simplified and Traditional Chinese, Thai, etc.) and right-to-left languages (Arabic, Hebrew).
These solutions do not require the maintenance of multiple sets of Office templates, which significantly reduces ongoing cost of ownership.
MacroView consultants have world-class expertise with Microsoft Office, such that we know what aspects of an automated document solution are best handled using Microsoft Office templates and other native Office features, and which aspects are best handled in the code of the solution.
The outcome is that MacroView customers can handle a significamt proportion of the ongoing maintenance of their document solutions. They typically do not need to seek specialist assistance from MacroView when they need to adjust wording, addresses, logos, etc. This has obvious benefits for Total Cost of Ownership.
Including MacroView ClauseBank® as a component of a document solution can be important in this regard. Storing commonly occurring content or variations in the central ClauseBank can dramatically reduce the number of templates that need to be maintained, while at the same time enabling end-users to assist in keeping the content up-to-date as business requirements change.