Create Office documents with Notes data
SWING Integrator enables you to produce highly formatted, professional
documents with Notes data in MS Office or OpenOffice*. From a Notes form or
view, a user selects an Office template, and SWING Integrator populates the
document fields and properties with corresponding Notes data, according to
the Template Setup document. Multivalue fields can be optionally expanded
into multiple table rows in Word and Excel.
Have you ever tried to achieve a degree of fine layout control and
accurate printing required for business forms and documents? Complex tables,
positioning images, headers and footers, or TOC might be an issue in
Notes, but not in Word or Writer.
Save to Notes and Edit in-Place
The completed documents can be saved to Notes. When a Notes document is
saved and closed, the corresponding Office document is saved into it and closed
also.
Fields in the Notes document are automatically updated. Table rows from
Word and Excel are collapsed to corresponding multivalue fields in
Notes.
To
edit the
document later, only a single click on the document icon is needed to
launch the authoring application and open the document. The good news is
that in-place editing works consistently in the Notes client as well as in
the Web browser (MS Internet Explorer), removing the need for an external
upload component. SWING Integrator eliminates tedious file detaching and
re-attaching or uploading.
Create and email PDFs
Office documents created by SWING Integrator can be
converted to PDF with a single click, and optionally attached to an email.
In addition, you can create a PDF document directly from Notes data.
Although Office templates are used in the background, users see only the
resulting PDF. Just add an action button such as "Send as PDF" or "Create
PDF" for
single-step PDF creation (see how).
Report and analyze Notes data with Excel
Transform any Notes view or document collection into Excel reports and
charts. Take advantage of advanced features in Excel such as
PivotTables,
conditional styling, and drilldown to analyze Notes data from your
applications. Enable business users to create reusable report layouts (see
how).
Mail merge letters and labels with Notes data
Easily merge an MS Word or OpenOffice Writer template with contact data from your contact
management database (see how). Print serial letters and mailing labels.
Centrally managed template library
A central place where all document templates are managed ensures
consistency of all business documents. It gives complete control over
document layout and dynamic content.
When it comes to changes in document
layout, there is no need for a programmer to intervene. An authorized
business user can use the familiar Office authoring tools to redesign the
structure and style for business documents and reports.
Automatically assemble Word or PDF documents
SWING Integrator dynamically assembles Word documents using Notes data
and user-defined rules that dictate when certain text and graphics are
to be included or excluded. The dynamic templates with user-defined rules react to customer data to produce a letter specific to that customer
and situation. This way document production can be automated in
applications, from one-page letters to complex contracts and sales
proposals.
Reuse text fragments and graphics from content library
Enable business users to save reusable content such as standard clauses,
product information, legal statements, and any other combinations of text
and graphics to the Integrator's Content Library.
These reusable fragments
can either be inserted manually to a Word document while it is being edited
(see screenshot), or
template authors can create templates with
dynamic inserts, so the documents automatically include certain reusable
content (e.g. @IF(MaritalStatus = "Married"; "Clause1"; "Clause2")).
For example, a sales team can reduce manual repetitive tasks in creating
sales proposals, by using a library of RFP questions and answers. Existing CRM solution can be extended with a proposal automation module.
Create tables and grids with multivalue fields
Multivalue fields can be optionally expanded into multiple table rows in
Word and Excel, and collapsed when they are saved back to Notes. This is an
additional option to the standard multivalue-field transfer.
This option opens a wide range of new possibilities. For instance, users
can be enabled to edit quotation details in Excel (a full-featured
master/detail grid edit), and save details back to multivalue Notes fields.
Or, multivalue fields can automatically create
tables in Word.
Both examples can be seen in the Integrator sample database.
Notes and Web
Develop Lotus Notes client-based applications, as well as Domino Web
applications with consistent functionality.
Seamless integration
Once SWING Integrator has been plugged into the database, it seamlessly integrates within it, becoming totally transparent to end-users.
No third-party product installation is needed, and users are unaware
of any additional component.
Customization and localization
SWING Integrator provides you open design elements for easy customization
and localization using Domino Designer. Its
look-and-feel can be adjusted to individual preferences, or changed to comply with
any application standards.
*The following features are not supported with OpenOffice: Reporting
(View-to-Calc), Web applications, File submenu, Advanced document
assembly, and Reusable fragments.
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