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Solutions (/solutions/document-generation.html) Document Generation
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Document Generation What is Document Generation?

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Document Generation is the process of automatically creating documents based o
Integrations rules.
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Document Generation Software is useful when multiple documents need to be generate
by Industry and each document contains a mixture of:
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Static content – the parts that remains the same in each document.
industry.html) Dynamic content – content that is customized for the audience or recipient of the
generated document.
Document Generation is sometimes referred to as Document Assembly or Document
Automation. Reporting Software is another subset of Document Generation Software.
The difference between Document Generation Software and Word Processing Software i
that Word Processing Software is designed to be used by a single user to produce
a single document, whereas Document Generation Software is an automated process th
produces a document based on a set of rules.

REASONS for Document Generation

Document Generation can be used in two different situations, depending on the reason
why a document is being produced.
Batch Requests
A batch request is where tens, hundreds or thousands of similar documents are
generated at one time.

Example:  A finance company may send letters to all of their customers to advise them
of an increase in interest rates. The static content, such as: the company's name and
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address and the new rate, will be the same for each letter. However, the dynamic
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such as the customer's: name, address,
Ok account details and repayments, will
be different for each letter.
 Transactional Requests
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A transactional request generates one document that is(/resources/support/standard-
needed at a particular moment
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The request to generate the document may be started by a user that needs a standard
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Example:  A finance (/pricing/tables.html)
company prepares a contract for a customer applying for a loan.
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The same basic contract(/resources/all-resources.html)
will be used with many customers. However, only one specific
and customized contract will be produced at any one time. Each contract will contain
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static content such as: the general terms and conditions for that type of loan, as well
as dynamic content that is unique to the applicant, like: name, address, amount
borrowed, and repayments.

Scheduled Requests are a subset of Transactional Requests. Some Document Generation

Software has the ability to schedule when a document should be created and possibly
who the document should be delivered to.

WHO USES Document Generation?

Document Generation is used in industries such as: Legal, Finance, Medical, Health,
Government, Transport, Defense, Education, HR, Insurance and Logistics.
These industries use Document Generation to control and standardise the format and
content of the documents they produce.  The reasons range from maintaining a
professional image to legal compliance.
Document Generation may be used by businesses, companies or government
departments.   They may have their own internal software development team, or could b
using an outsourced development team, to build or customize a software application tha
drives the Document Generation process.
The software application that drives the Document Generation may range from: a simple
web-form that captures the dynamic content to be used in the document; to a distribute
enterprise software application that allows multiple users to extract the dynamic content
from a database.

TYPES of generated Documents

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A Document is a very broad term ranging from a single page letter to a 1,000 page report
with nested tables, page numbering and table
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 Document Generation is suited to any document where part of the content is static and
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part is dynamic. Document Generation Software allows (/resources/support/standard-
the user to create the "rules" use
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to generate a document.  Documents could be: letters, contracts, statements, reports,
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Documents may be plain black and white documents, like invoices or receipts, with lots o
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compact information. (/products/product-comparison.html)
 They may contain tables of data or photos.  Or, they may be
“artistic”, such Pricing
as an insurance company or telco including colorful graphics and pictures
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relevant to the demographics of their customer.
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Reports are a subset
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evidence that is presented, analysed and applied to a particular problem or issue.  Repor
often include tables of data or graphics.

TECHNIQUES for Document Generation

Template based Document Generation
Template based Document Generation Software allows the user to specify the rules,
layout, content and formatting of the desired document by building a template of the
required document using a visual editor.
The template will typically contain some type of "placeholder".  These are markers within
the template that will be replaced with the dynamic content.
This type of Document Generation Software may have their own custom editor for
creating the templates and adding the placeholders.
Code based Document Generation
An alternative to Template based Document Generation is to write computer code or
instructions that fully describe the layout of the document.
The challenge with this technique is that every piece of static or dynamic content in the
final document must have a corresponding instruction to place the content on the page.
Making any changes to the layout or formatting of the document requires someone
familiar with the code to find and modify the relevant instructions.
Templates vs Code
The best technique will be dependent upon a number of factors such as the complexity o
the document and how often the document changes.

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What is DOCMOSIS?
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 Docmosis is Template based Document Generation Software.
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The driving goal when designing Docmosis was the desire (/resources/support/standard-
to create templates using tools
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that people already it Works
like:(/how-it-works/introducing-docmosis.html)
Microsoft Word or LibreOffice.
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Being able to use these well known and richly featured word processors as the template
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editor means that simple(/products/product-comparison.html)
tasks like:
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Specifying Page Size(/pricing/tables.html)
and Page Orientation
Creating Headers and Footers
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Adding Page Numbering and Table of Contents
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Creating Numbered (/company/about-us.html)
and/or Bullet Lists
Setting Font, Font-Size, Bold, Italic, Underline, Text Colour
Inserting Tables and Images
can then be accomplished using software that people are already familiar with.
This significantly reduces the learning curve required to build templates and allows
Technical and non-Technical staff to create and change the templates.
Next, the Docmosis placeholder syntax was designed to be easy to enter and understand
It is as simple as typing "less-than/less-than ... the name of the field ... greater-
than/greater-than" like this:
  Example:   <<firstName>>
Other important considerations were:
Easy to add to custom software applications
Performance and Speed
The result is a suite of Document Generation Software products (/products/product-
comparison.html) that we hope you find are easy-to-integrate, easy-to-use and will save
you time when creating or changing the content and formatting of generated documents
If you have any comments about our thoughts on Document Generaion please feel free t
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