Create documents from templates

New feature for those who work with Office documents in Next®.

Now you can create your Word, Excel, or PowerPoint document directly from Next® based on a standard template.

Click Create document, select the right template, and there you go.



Click below the green plus to explore your options


Select Create new document


Choose the relevant template 


Fill in the required metadata


Word (Excel or PowerPoint) brings up your document, with the data merged in.


When you are finished, the document is filed in Next® based on the metadata - and the data in the document.



The business log

Whenever you create a new document in Next®, it is logged in the business log. Including what template you used.

Future enhancements

In a future product update, you will be able to use data from within Next®, and merge it into your Office document.

If you create a customer document, provides the document id, then Next® will merge customer name and address into the document. And automatically file it with the right metadata. 

If you create the document from within the customer folder, Next® will automatically fetch the Customer Id.


Additional information

Next® will not in itself provide more advanced template and merge functionality than this. For more advanced document composition we refer to dedicated tools like Templify, with whom we plan seamless integration. 

Please refer to the online product guide for additional information on this feature, once it is released.

Commercial terms and conditions

This new feature is available at no additional cost, to users with standard edition of Next® Contracts or Next® Enterprise Archive - Office documents.  And an active service plan. Any consultancy assistance will be invoiced.

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.

  

This suggestion is awaiting commercial approval.

  


Details

Title:

Create documents from templates

Type:

New feature

Status:

Suggestion

Expected release:

Release not allocated yet

Affected products:

Next® Contracts
Next® Enterprise Archive

Audience:

End user

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

30.01.2020

By:

Kim Hellum