Document generation

Document generation

Make a purchase using the internet and your e-mail in-box will increment almost instantly. Buy via E-bay and that increment may well be 4 e-mails.

A major insurance company has been know to send cheques with an accompanying letter stating just “Here is a cheque in settlement of your claim”. Not even a claim or policy reference number.

A courtesy e-mail received two days ago for the flight on which this is being written included two lengthy paragraphs on check-in and another two on baggage, including explanation of which routes various rules applied to.

A client of Productive Technology once averaged 3 days to word-process a quote, secretarial staff resigned after an average of 3 months, mistakes were rife and consistency was not even a consideration.


After a purchase an instant e-mail is reassuring, but only one please and that with relevant information (only) clearly and neatly arranged.

Apart from the insurance company’s obvious faux pas of omitting any reference, would not a basic summation of what the cheque covered reduce the number and length of calls to customer service?

The airline’s computer knows where I will fly to, that web check-in is not available and that I have paid extra for hold baggage. Couldn’t they include just the two sentences relevant to me?

……………….and our client? Using Productive Technology’s Document Generator quotes are now composed in minutes and sent in 3 seconds. Accuracy is high, consistency is taken for granted and, let’s not lose sight of objectives, business is booming.

So much for the stories. How can my company generate instant documents that are relevant, concise and professionally formatted?

Firstly all relevant information has to be in the database. See Business Automation and User Interfaces.

Then our Document Generator may be implemented.

Secondly templates are defined containing merge fields. Productive Technology write the templates based on example documents provided by the client. The package includes a WYSIWYG template editor so the client can make changes without incurring software modification costs.

Thirdly, at document generation time, templates relevant to the current situation are loaded, fields merged, then assembled into a document. The document may be printed, e-mailed or posted into a document management system. An Acrobat Form (.pdf), Web document (.html), Word document (.doc), Rich Text (.rtf) may be generated.