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
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).
See Also: Direct conversion of Lotus Notes documents to PDF for sharing, archiving, or web printing: SWING PDF Converter for Lotus Notes »
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
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
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.
Once SWING Integrator has been plugged into the database (see how), 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.