Category: Usage scenarios

Merging data from external REST interfaces into documents

Sometimes you may need collect and merge document data from many different sources. For example you want to fetch graphics, maps, images or text phrases from external interfaces and combine these elements with your layout templates and client data. Traditionally this can only be accomplished with expensive custom programming.

High quality document production from complex structured data

Technical documents can be based on large and complex data structures. They can be long, have tens or hundreds of pages, contain images, tables, references and technical formulas. Managing their contents, and producing easily readable layouts may be very challenging, especially, if you want to present the content for the customer in easily readable format.

CRM Sales app – proposal – agreement process

The typical sales process starts with customer data stored in a CRM database. First you prepare a proposal for the customer, and then the actual order agreement to be signed. In this process you want to keep the case specific data in the database(s) to be able to reuse and search it afterwards. However, the proposal and agreement templates should be easily maintainable by the lawyers and product experts.

Centralized dynamic document metadata management

Documents need to be stored in document management system(s) and signed electronically in some signing service. The metadata of stored documents as well as the e-signing parameters need to be managed centrally. From user’s point of view this process should be as easy and straightforward as possible.