Key Benefits

The key benefits of using I-Deal Docs to automate documents are:

  • there is no costly macro programming involved
  • the documents and templates are fully setup by your word processing staff without involving your IT department
  • it will drastically reduce the time it takes to produce a document. Documents can be assembled in literally a fraction of the time it takes if your operators are currently using "search and replace" or cloning one they did earlier. This leads to significant direct cost savings
  • no more scrolling or using Word's Function keys to move through a document looking for variables
  • no more manual editing or removing of text that doesn't apply to a particular matter. Based upon the answers entered, I-Deal Docs can include or discard text
  • it will reduce the chances for error because users are not manually removing unwanted text
  • it will produce more consistent-looking and potentially accurate documents because users are not cloning from one they did earlier (which may well be out of date now). Using I-Deal Docs, it is quicker and easier to start from the master and let it do the formatting and optional text inclusion or removal
  • no more needing to know how to enter something, such as what format to use for a date. Just set it up so that no matter how the user enters it, it always gets inserted in a particular way
  • gender references and pluralisations can change automatically based upon the answers. No more "missed" manual changes
  • the answers entered in one document can be used in other "follow-on" documents with no re-keying. This significantly increases productivity and reduces errors
  • professional staff can now do their own documents. They don't need to know how to drive Word, they just follow the interview questions
  • new colleagues can access the documented intellectual knowledge of experienced staff via detailed instructional text about specific interview questions
  • author notes and word-processing instructions can be embedded in documents and I-Deal Docs will automatically remove them - either when the document is generated or when the users activates a clean up document function
  • the documents presented to the user when the generation is completed are normal Word document. Users then use standard Word functions such as Save and Print
  • it can automate the generation of an answer sheet. This allows authors to quickly verify the data-entry without reading the whole document. It also allows a "data dump" to be stored with the physical paperwork
  • it can automate the generation of a dictation sheet. Authors no longer need to view and scan the document to know what to dictate
  • frequently used text, graphics, Tables, etc. can be stored in a centralised clause library and accessed very quickly - so no more cut and paste for these items. Clauses can be inserted into any document, not just automated ones. The clause library is much more powerful than Word's AutoText facility
  • frequently used addresses (e.g. Courts, barristers, real estate agents) can be stored in a centralised common address register and accessed very quickly
  • all functions are accessed from within Word, via an I-Deal Docs Toolbar.