ActiveDocs Data Integration

Utilize your existing data sources – simple wizard-driven setup. Many or a few. Filtered or not.

Data Views

ActiveDocs Data Views allow data to be selected and mapped from another business system, reducing duplicate data entry and transcription errors.

During User-Driven document creation, the user is prompted to select the information required from within that business system (eg. a customer name and details from a CRM). This leaves little room for error, giving you the confidence that correct, up-to-date data is used to create your high-value documents.

Data Views are created and maintained in ActiveDocs Content Manager, easily stepping a Designer through the process of designing and configuring the Data View.

Data Views may access data stored in an external, non-Microsoft Word data source. This includes Microsoft Excel workbooks or Microsoft Access, SQL Server or other OLE-DB or ODBC-compliant databases, and cloud applications.

Data Views are then used to map Active Fields to data sources in Design Item Sets via Content Manager, and in Templates and Snippets through our intuitive, non-codey template design.

Multiple Data Views can be applied to a single Template or Snippet to allow data from numerous systems to be incorporated when creating a single document.

 

Technical Details

Technical specifics of data integration are outlined in our Smarter Integration whitepaper.

The whitepaper addresses several different approaches to data integration, and provides helpful examples of architecture.

 
Would you like to see ActiveDocs work with your data?
 

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