Improve Your Teams’ Efficiency With Automated Document Creation

Even if an organisation supplies templates for team members to modify manually, the accumulation of time spent on this repetitive task can grow and grow. That’s why we’ve developed the OPX Document Production module. A Microsoft Word plugin, it can be used by Super Users to create templates easily, with merge fields connected to underlying database tables. Documents can then be auto-generated in multiple formats from this template & supplied to your Team Members, with information relating to a specific item of work replacing the document’s merge fields.

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Powerful Document Creation In a Familiar World

Document creation software often comes with it’s own complicated authoring tool which can be confusing and unfamiliar. That’s why we’ve designed OPX Document Production to be a simple Microsoft Word plugin. Intuitively designed, OPX Doc Prod appears as an extra tab on your Word toolbar, with lists of available merge fields populating a right-hand panel. Simply double click one to add it to your document template!

While OPX Document Production supports all major features of Word (including tables, charts, and graphs), we’ve gone above and beyond, integrating Business Rules with IF statements that provide the ability to insert or delete parts of a template automatically when a document is generated.

Scheduled Deployment With Excellent Version Control

Obviously, we don’t want a flustered Super User having to make edits to a template under time pressure, so we’ve also made sure that templates are date & time driven and can be deployed ahead of time. They can be created and then deployed sequentially to development, test, production, and live environments to ensure they are properly vetted & any errors are caught. However, we know mistakes happen! That’s why secure version control is a core part of the OPX Document Production module. When Super Users create or edit document templates, they must be saved to a pre-defined database. All document template revisions are held securely in this database & can be redeployed immediately, should the need arise.

OPX Integration

You may be thinking – this all sounds great, but where do generated documents get their data from? Well, Document Production can be linked to underlying database tables in your existing systems, in OPX, or to any XML data being passed in by an OPX script. Merge fields in the document template will cross reference the data provided & be replaced by the required values.

For example, if a Team Member processing a case realises that they need further information from the customer, they might be able to invoke a Diary Action from the OPX App. The case information & document type required will be supplied to Document Production, and a Request For Information document will be auto-generated with merge fields replaced by data belonging to the individual case. Once generated this document can automatically be forwarded to your printers, posted to your website, or even sent via the OPX SMS or Email Gateways!

Via the OPX Email Gateway & Virtual Folders, for example, the Request for Information document could automatically be sent directly to the customer. The outbound communication can be attached to the case via Virtual Folders, while the case itself can be put in a waiting state until a response is picked up by the Email Gateway & attached to the case!

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About OPX

We know workforce optimisation like the back of our hands. The nucleus of the Corporate Modelling Services development team, based in Glasgow, UK has been working together for over 15 years, providing transformational software solutions to solve key business operations & efficiency problems.

Every customer is unique. That’s why we customise our OPX platform to fit every customer’s needs precisely. Our Rapid Deployment Method (RDM) takes clients through the five steps of an OPX implementation in around 30 days.

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