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General
- Point-and-click integration. No programming
required
- No database design changes required.
No need for designer-level access
- Wizard based end-user interface
- The wizard can be easily localized into any
language
- Centralized template library for
Office documents and
reports
- Pre-formatted templates
Create / Deliver / Store Office Documents
- Create Office documents and populate with Notes
data, including rich text
- Document delivery: print,
email, PDF, fax
- Send by fax* option, using
Domino compatible fax servers
- Save created document to a Notes database
(native or PDF)
Excel Reports
- Custom reports and charts based
on a Notes view
- Custom reports and charts based
on a predefined search formula
- Export only summary rows
(categories and totals) from Notes view to Excel
- Retention of report formatting
and calculations when data is updated
- Ad-hoc reports - allowing
users to interactively select which data will be exported
to Excel
- Creating a single Excel report
from multiple Notes databases
- Compound reports that combine
several datasets into a single or multiple Excel
worksheets
- Notes multivalue fields
optionally expand into multiple rows in Excel
- Sorting data by up to 3 columns
for each dataset
- Group Calendar reports and
charts
- User defined report filtering
- Save reports to Notes (.xls or
.pdf)
- Report delivery: print,
email, PDF, fax*
Mail Merge and Labels
- Create letters and mailing labels using the
contact data stored in Notes
- Perform personalized mass mailings in the form
of e-mails, PDFs, faxes, and printed documents
- Optionally save sent letters or
links to the letter for each recipient
PDF Conversion
- One step PDF creation, using
a built-in PDF converter
- Convert existing Word, Excel,
and PowerPoint documents to PDF for easy distribution
- Produce password protected
PDF files
- PDF settings with a full
range of compression and security options
Data Transfer Between Notes and
Office
- Bidirectional field exchange
between Notes and Office
- Save created Office document to
Notes
- Import existing Office documents
to Notes
- Import Excel spreadsheets to
multiple Notes documents
- Import master/detail rows to
parent/response documents (e.g. Travel Expense
Report)
- Import master/detail rows into
document/multivalue fields
- Sync with attachment - two-way
field exchange with Word and Excel attachments
Next: Benefits
*The product does not include a fax server. |
Excel crosstab report and chart
Report template setup
Group Calendar consolidated view
Team activities by category
PDF conversion dialog
PDF Settings
Import Excel spreadsheet
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