Document Generation

Revolutionizing Content Management and Document Automation

Overview of Policies:

Element type (component, variable, table etc.)
Reuse policy
Rules to bind and pre-populate standard, optional, or mandatory content from libraries, metadata, or variables
Type of reuse (Verbatim/ As-is or Derivative/ Repurpose)
Rules to reuse components from upstream documents The platform delivers the capability to automate and pre-populate the document with content/ information from reused components of upstream documents, inserted from a library of components based on configured rules or variables when the document is generated.

Document Generation Process
and Content Population

STEP 1

Document generation request

STEP 2

Select document and template

STEP 3

Select document(s) for content reuse

STEP 4

Document name and Inherited Metadata

Creating a variant of an existing document

STEP 1

Select base document

STEP 2

Select component level reuse policy

STEP 3

Select location for variant of document

STEP 4

Document Metadata – Inherited

Generate a document using multiple base documents