20 Feb Save time with ViisConnect document merging
What’s one of the biggest concerns businesses have these days? Time management – there never seem to be enough hours in the day. That’s why everyone’s always on the lookout for any tools, applications or software that can make task completion swifter and that also cut out the middle man.
Document merging allows you to pull data from fields stored within ViisConnect, so that you can populate your document templates. Not only that, but we’ve recently enhanced ViisConnect so that you can conditionally insert a second template file into the first one. This is great for documents like contracts, that require different appendices.
And what’s really great about it is how much time it saves; merging your ViisConnect data with Microsoft Word and Excel templates means you can create a tailored document in just a fraction of the time.
And it’s not just contracts; for example, one of iViis’s construction customers uses this tool to create tailored information packs for their clients. They’ll have one document that lays out colour choices and other specifications on the homes they build, and they can then merge client information into that document and create a tailored package for individual builds. ViisConnect means they’re not just putting together contracts – they’re literally giving their clients the whole package.
Data that’s held on Excel spreadsheets – such as costings and legal data – can be pulled through to merge with another document, instead of having to spend a lot of time copying and pasting.
Think about how much time you might have spent retyping data from one document into another, and how much better that time could have been spent if you had a document merging tool that does it for you.
As well as saving valuable time, this tool also allows you – the customer – greater ownership of your document layouts and content. You don’t need to send them back to iViis if changes are required; you’ll have the ability to tailor them yourself, cutting out the middle man and streamlining the process. It eliminates the back-and-forth process that can often take up time you don’t have, especially when it comes to creating legal contracts under a deadline. You’ll have more power and autonomy – the kind of ownership that speeds things up and lets you tailor documents exactly how you want them.
This functionality also helps to eliminate mistakes. Typos slip in when you’re retyping data from one file to another, even if you are using copy and paste. Document merging removes that margin of error, so you spend less time needing to proofread, update, and then review.
If you’re creating a lot of documents, using data from one format that needs to be represented in another – such as from a CRM or project management system – let us know. We’d love to talk with you about your requirements and how we can help.