Document Generation Solution automatically generates documents from SharePoint list into desired format or generates SharePoint lists from external data sources as Microsoft Excel. It converts various formats to PDFs within SharePoint and enables you to view documents online within a browser.

Document Generation Solution Level 1

Import and export data between SharePoint lists and Excel spreadsheet. For import, you can import Excel spreadsheet to any existing SharePoint, or create a new SharePoint list from an Excel spreadsheet with column mapping. For export, you can export all items, selected items, selected columns, filtered data or the current view in any SharePoint list as an Excel or CSV file.

Document Generation Solution Level 1

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Document Generation Solution Level 2

Level 2 includes all features of Level 1, plus the ability to automatically generate accurate and customized documents such as invoices, contracts, reports, proposals from SharePoint list items into desired formats including Docx, Doc, PDF and XPS. You can easily create intelligent Word templates in Microsoft Word, then dynamically pulls live data stored in SharePoint into the template and calculates totals, averages and other calculations (SUM, AVG, Count, Max and Min), bulk create and generate individual documents, pull data from multiple SharePoint items and merge them into one document. Use pre-defined rules to generate unique and standardized names for generated documents according to your company policy, making them easy to find and classify. Optimize your document processing and organize your content with auto-distribution rules to define where generated documents are stored. Documents are then automatically saved as attachments to corresponding items, to the document library or to an auto-created folder.

Document Generation Solution Level 2

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Document Generation Solution Level 3

Level 3 includes all features of Level 2, plus a convert tool for converting a wide range of document types to PDF and vice versa in SharePoint. As MS Office files, Images, e-mails, Visio.

Document Generation Solution Level 3

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Document Generation Solution Level 4

Level 4 includes all features of Level 3, plus a handy tool for viewing Microsoft Office documents, PDFs, images, web pages, etc. directly within SharePoint document library.

Document Generation Solution Level 4

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