Smart Templates
Many organisations need to create documents, agreements, letters and reports that are based on a standard template and customised for each recipient by users: selecting optional content from the template, entering specific texts and data for inclusion in the document and creating or calculating document content from the options chosen or data entered.
These documents are often used for proposals, terms letters, loan facilities letters adn agreements, where each recipient requires a bespoke document or agreement, but it is essential that each letter contains consistent and accurate content and conforms to very specific legal and regulatory rules.
- Speed to market
- Reduced effort, costs and timescales
- Reduced errors and error fixing
- Increased accuracy, consistency and conformity
- Familiar, easy-to-use tools
We typically create smart templates from existing examples of documents and agreements. Our templates are based on Microsoft Word and contain a number of easy-to-follow screens or dialogs that enable the user to select optional content in the template, enter specific texts and data for inclusion in the document and create or calculate document content from the options chosen or data entered.
Basing the templates on Word and easy-to-follow dialogs means smart templates can be used by relatively junior office staff and administrators, with little contract, agreement or legal knowledge and expertise. This dramatically reduces the cost of creating these documents, reduces errors and the cost of checking and error correction, whilst increasing accuracy, consistency and conformity, and freeing-up your skilled and experienced staff for more important work.
