Use case
Active document generation
Craft documents with precision and ease—active document generation puts you in control, guiding you through a structured journey that adapts to your choices. Whether you’re creating complex legal agreements or personalized client memos, you can preview, refine, and finalize documents in real-time, ensuring accuracy and compliance every step of the way.
What is it?
Enhancing document automation with user interaction
Active document generation refers to an automation process driven by user interaction to shape the final document. It allows users to make selections, input information, and refine content in real-time based on conditional questions, whilst key data can be automatically fetched and standardized elements inserted, speeding up the time and effort taken to create the document. This ensures greater accuracy, personalization, customization, and control over the final document.
How it works
For active document generation to work, Create needs to be configured with your data and templates, and the conditional questions in the forms need to be defined. Our skilled team at Omnidocs is ready to assist with configurations, integrations, and strategy to help you leverage Create’s full potential, ensuring that your documents are always created efficiently and to your exact specifications.
Select a template within Create. From there, you are guided through a sequence of conditional questions via pre-defined forms, each designed to tailor the document to your specific needs. The interface dynamically adjusts to present only the relevant fields based on your previous answers.
Standardized elements and data are automatically inserted based on your selections, minimizing the need for manual input. You can still have control over sections that require custom input, such as adding personalized wording or using an AI assistant for content suggestions.
Preview the document as you edit to see how your inputs are shaping the content and layout. This live preview feature ensures that everything is aligned with your expectations. Once the document is finalized, you can export it in various formats, including .docx, .pptx, .xlsx, .pdf, and .html.
When should you use active document generation?
Active Flow is best suited for creating documents that require a high degree of customization, such as legal agreements, compliance forms, or complex contracts; as well as documents that require personalization to individual subjects such as case letters and notices. These are situations where each document needs to be tailored to specific criteria, and human oversight is essential to ensure accuracy. The structured nature of the flow guides the user through the process, while still leaving room for expert decision-making and final validation.
Choosing the right approach
If full control, personalization, and human oversight are key to your document processes, active document generation is the ideal solution. It allows users to craft highly tailored documents with confidence.
Not the right use case for you?
If speed and efficiency are more critical, and the document is relatively standardized, silent document generation provides a faster, more streamlined approach with some level of user review.
Learn more about silent document generation
Transform your document processes
Power your document workflows with automation
Stop wasting time on manual formatting, data entry, and compliance checks. Omnidocs Create automates document generation, ensuring accuracy, consistency, and efficiency across every report, contract, and filing.
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