Omnidocs Create
Configuration
The full potential of Omnidocs Create is realized when configured to suit the process and the structure of the documents that it will support.
Omnidocs and our partners are experienced in helping configure Create to your business needs.
3 configurations processes
Tailored setups to match your needs
Configuring a document generation solution is key to unlocking its full potential. From defining data sources to setting up workflows and templates, the right configuration ensures accuracy, efficiency, and seamless integration into your business processes.
Below are the three primary configuration approaches to help you find the best fit for your organization.
Client-led configuration
For organizations with advanced technical expertise and deep familiarity with document automation, self-configuration is an option. While this provides full control, it requires significant internal resources, knowledge of data structures, and experience with automation logic. Many businesses find that the complexity outweighs the benefits, making external support a more efficient choice.
Partner-led configuration
Some organizations prefer to work with their existing technology or implementation partners. Omnidocs collaborates with a network of trusted partners who can configure the solution based on specific business needs. This approach ensures expert guidance while maintaining a familiar vendor relationship.
Omnidocs-led configuration
Our team brings over 20 years of experience in document generation and optimization. We handle the entire configuration process, ensuring seamless integration with your existing systems, customized workflows, and best-in-class setup. This approach minimizes risks, maximizes efficiency, and ensures you get the most value from your investment.
Main configuration areas
What needs to be configured?
By setting up your data sources, templates, workflows, automation rules, and integrations, you ensure that every document is configured to your business needs; efficient, compliant, and brand-consistent.
Data & integrations
To seamlessly connect Omnidocs Create to your existing systems, including CRM, ERP, and case management platforms, you need to define data sources, configure APIs, and set structured inputs to ensure documents always pull the correct, up-to-date information without manual intervention.
Document templates
You need to predefine structure, formatting, and automation rules to ensure every document maintains a consistent and professional look. You do this by establishing standardized templates (e.g. Microsoft-based) that align with your brand identity, compliance requirements, and business logic.
User permissions
To manage access rights across teams and business units, you need to identify, appoint, and setup controls for admins, who can generate, edit, approve, and distribute documents, ensuring data security, compliance, and accountability throughout the organization.
Workflow and process automation
In order to define automated processes for document creation, approval, and distribution, you need to configure triggers, conditional rules, and flows that streamline operations and reduce manual intervention while maintaining accuracy and compliance.
Content sources
Built to centralize and organize reusable document components, including legal clauses, standardized text, images, and assets. Determine integrations from other systems and platforms.
When done, this ensures that users always have access to the most current and approved content, reducing errors and improving efficiency.
Guided document assembly
Enable dynamic document creation by allowing users to build documents through a structured, step-by-step process. Configure predefined questions and selections that determine which sections, clauses, and data points are included, ensuring each document is customized yet compliant.
Document generation isn’t one-size-fits-all.
Efficiency: Reduce manual work by automating decisions, inputs, and formatting.
Accuracy: Ensure data integrity and compliance with structured inputs and business logic.
Brand consistency: Automatically apply design, structure, and corporate identity across all documents.
Scalability: Adapt and optimize as business needs evolve.
Questions about configuration
You're in good hands
Our configuration consultants are ready to guide you through the configuration process, enabling you to decide on your business’s document generation readiness.