Generate Related Documents

I-Deal Docs

document automation

for Microsoft Word

Generate Related Documents

The answer entered for each variable is automatically stored as a non-visible attribute of the document. When you save the document, typically in a client matter directory or via a document management system, the answers are therefore saved as well. If you first open the document containing the answers, you can generate other "related" documents using the same answers without re-keying. These related documents must use a consistent variable naming scheme.

Related documents are useful in package situations. For example, you might have a set of documents all related to Vendor Conveyancing or all related to Banking and Finance. In these situations, the same variables will appear in many documents within the set. I-Deal Docs allows you to define a list of the documents in a set and to generate subsequent documents simply by selecting entries from the list. This significantly increases productivity and reduces error rates.

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