Omnidocs Create
Features and capabilities
Create is built to transform the way organizations generate, manage, and automate documents. With intelligent features designed for accuracy, efficiency, and scalability, Omnidocs Create streamlines workflows, enhances compliance, and ensures every document meets the highest standards.
Explore the capabilities and features that make Create the most advanced document generation solution on the market.
What's the difference?
Features and capabilities
Think of capabilities as the why and features as the how. Together, they make Create the most advanced document generation platform available.
Capabilities define what the product enables you to do. Broad functionalities that improve workflows, automation, and document handling. They focus on high-level benefits, such as seamless integration, automation control, and scalability.
Features are the specific tools and functions within the product that support these capabilities. They include precise functions like conditional form fields, multi-format output, and dynamic data visualization, each contributing to the broader capabilities of the solution.
Overview
Highlighted capabilities
With powerful capabilities, flexible automation, and seamless integration, Create transforms the way businesses handle documents, saving time, reducing errors, and improving efficiency across the board.
Easy integration
Create seamlessly connects with your existing platforms and systems, pulling data directly from your CRM, ERP, AMS, or other business tools. Custom integrations ensure that document generation fits effortlessly into your workflows, reducing manual input and ensuring data accuracy.
Improve daily workflows
Say goodbye to inefficient processes. Whether you need to update a quarterly report, send out mass client communications, or generate localized product sheets in multiple languages, Create streamlines document production, allowing your teams to focus on high-value tasks.
Automate the way you want it
Define the level of automation that suits your business. Whether you prefer user-driven, partially automated, or fully automated workflows, Create adapts to your needs and ensures that document creation remains structured and efficient.
Scalable
Whether you’re producing thousands of documents at once or generating a few high-value, data-driven reports, Create is designed to scale. From automated bulk processing to high-volume transactional documents, our solution delivers speed and efficiency.
Template-driven consistency
Maintain brand and compliance standards across all your documents with pre-approved, centrally managed templates. Ensure that every document adheres to company guidelines, reducing the risk of errors and inconsistencies.
Low code
Designed for business users, Create is a configurable platform that minimizes the need for IT support. Administrators can set up, modify, and manage templates, content, and automation settings without developer intervention, making it easy to adapt to changing business needs.
Scale document production
For data-driven documents that require minimal manual input, Create allows organizations to automate document generation at scale. With structured formatting and predefined templates, businesses can produce mass reports, customer statements, and other high-volume documents with a single click.
Compliance and accessibility
Ensure every document meets branding, legal, and accessibility requirements. With built-in compliance for WCAG and PDF/UA, dynamic content formatting, and regulatory alignment, Create helps organizations meet internal and external standards effortlessly.
Dynamic data and content integration
Connect Create with your existing data ecosystem, from CRM and ERP systems to document management platforms. Live and stored data can be dynamically inserted into templates, ensuring documents always reflect the latest, most accurate information.
Data transformation and automated processing
Convert unstructured data into formatted, structured content that fits your document needs. From financial calculations to custom chart generation, Create ensures data is displayed clearly and professionally, reducing manual adjustments.
Work where you work
Generate documents directly from within your systems. Whether working within Microsoft 365, CRM, or a custom business platform, Create ensures a seamless user experience, eliminating the need to switch between applications.
Flexibility in IT infrastructure
Create adapts to your security and scalability needs, supporting on-premise, hybrid, and cloud deployments. Maintain control over data, security, and system performance while ensuring compliance with internal IT policies.
Overview
Selected features
Create gives you the tools to streamline and enhance every stage of document generation, from data transformation to template management and bulk processing. Whether you need dynamic content, seamless integrations, or fully automated workflows, our feature set ensures your documents are accurate, efficient, and effortlessly on-brand.
User access control
Administer organizations, units, and access rights.
Content sources
A library to store and access reusable content like phrases, assets, and document types.
Data transformations
Automatically clean, format, and structure your data before it’s used in document templates, ensuring that it’s implemented correctly—no manual adjustments needed.
AI assistant
Configure prompts for instant text suggestions based on document type & content requirements, making document creation fast & precise.
Conditional form fields
Refining document content with conditional questions in forms. Select which elements to include or exclude based on rules derived from platform data.
High-volume document processing
Automatically produce bulk documents for records at once, merging unique details from your platforms or systems so that they create tailored customer experiences.
Capture
Save form field values to be reused across documents and to minimize repeated actions.
Microsoft 365 add-in
Use document creation tools within the Microsoft 365 environment.
Template management
Strengthen your corporate identity with accessible, pre-formatted branded templates that ensure document consistency and brand compliance.
Dynamic data visualization
Automatically generate advanced charts and tables from your data. Update your data in seconds, eliminating time-consuming updates and formatting.
Cloud, hybrid, or self-hosted deployment
Deploy Create with a flexible, ready-to-go cloud solution, or run it on-premise for maximum safety and control.
Editor preview
Get a live preview of your automated document as you work, so you always know what the end result will look like.
Multi-format output
Generate complete and on-brand letters, reports, presentations, and outputs in native Word, PowerPoint, Excel, HTML or PDF in just a few clicks.
And much more...
Reach out to us for a full overview of features and options with Omnidocs Create.
Capabilities & Features
Too many, not enough, or just the right amount...
If you want to know more about capabilities and features, or simply want more information about Omnidocs Create, and how you can utilize Create to automate your document generation, let us know.