Microsoft Teams DocGen

SharePoint Document Generation directly from Word, PowerPoint and Outlook results in faster response times, compliance with branding standards and ease of template management

SharePoint icon

Integrates with SharePoint

Connects Word, Outlook & PowerPoint

  • Also integrates with Microsoft Teams – New
  • Appears in Home and Insert ribbon menus for quick access.
  • Draft and generate responses easily from existing familiar applications.
  • Insert first Clause within minutes of uploading content and selecting SharePoint site.
  • Supports multiple languages, including double byte languages such as Chinese.
  • Extend with other MacroView products to create powerful end to end solutions.
Generate Manage Documents Emails Proposals

Search & Discover

Find your text faster with SharePoint

  • Content items arranged by category or in a tree structure that reflects your teams.
  • Utilize SharePoint’s powerful search engine.
  • Descriptions provide guidance as to intended usage of content items including images.
  • Formatted previews of content items.
  • Filter item list by name .
  • Search for items by the text or title.
ClauseBank Search SharePoint

Assemble Your Content

View Draft Structure Come Together

  • Easily drag and drop your text blocks, logo images and slides.
  • Quickly re-position content by using the up and down arrows.
  • Add your content selection by double clicking on the items.
  • Multi-select using keyboard commands.
  • Use arrows to select and deselect items.
Document Assembly SharePoint

Generate the Document

Even Faster with Smart Sync

  • Styles preserved as selected content items are retrieved and inserted into your document, email or presentation.
  • Handles complex multi-level paragraph numbering.
  • Expand ClauseLinks to ensure most up to date information such as fees and pricing.
  • Uses Smart Sync for better performance in remote locations – New
Microsoft Teams DocGen
Outlook SharePoint Integration

Empowers Users & Adoption

Extension of Existing Applications

  • Simply select content in Word document and click New Clause – user is prompted for required details, which can be as little as a name for the proposed new content item.
  • Workflow can be used so that proposed new clauses are not generally available until they are approved by a Content Administrator or Knowledge Manager.
  • Making it easy for end-users to add new content helps ensure that the central content bank stays relevant as needs change.

Response Compliance

Ensures Selected Content is Current

  • Content items can have an Update Frequency and Content Expert specified for them e.g. Annual, Quarterly, etc.
  • Content items will expire if they have not been reviewed during their Update Frequency interval.
  • Users cannot retrieve expired items.
  • Content Experts are automatically notified of their expiring content items.

Simplified Maintenance

Enables Better Template Management

  • Content that is common to multiple templates and precedents can be stored as a content item in ClauseBank, and retrieved as the template or precedent is about to be used.
  • Eliminates the need to locate and maintain multiple instances of the common content across all templates / precedents.
  • ClauseBank sites are automatically displayed
  • Deploy software and configuration settings using Active Directory/Group Policy.
SharePoint Outlook Integration

ClauseBank Enables:

  • Generate proposals, reports and presentations accurately, efficiently and in a timely manner.
  • Respond faster to queries by using pre-approved text, logo images and slide templates.
  • Manage Organizational Template Content securely and intuitively.
  • Link with MacroView DMF or existing document management system.

On Your Platforms:

  • Microsoft Word, PowerPoint & Outlook (365, 2019, 2016 & earlier).
  • Microsoft 365 Online, Microsoft Teams & Government Dedicated 365.
  • SharePoint On-Premises 2019, 2016, 2013  & 2010.
  • SharePoint Hybrid, Microsoft Azure & Private Cloud.
  • Citrix & Remote Desktop (Terminal) Services.

Extend ClauseBank With: