More SmartDocuments Features
Everything you need to create perfect documents
SmartEditor (template builder)
Templates in which the corporate identity and layout of new and existing templates can be built and adjusted.
Place data from external (web) sources into a document.
This question type allows you to insert data from the XML into the document (including tables, etc.).
Insert JSON-based data into the document.
The user can only enter numbers that are region and format specific.
Create specific (mask) questions, such as a zip code. This for example allows only 4 digits and 2 letters to be entered for Dutch zip codes.
Users can freely enter text.
The user can only choose one answer from multiple answers.
Multiple choice question
Multiple options are provided, and multiple answers are possible.
Yes / No question
It's only possible to answer with yes or no.
The user can select a date.
Hiermee kunnen plaatjes in de template worden toegevoegd, denk aan een ingescande handtekening
Allows additional text to be placed on the question and answer screen — E.g., for clarification or indication.
There is no limit to the number of templates that can be created.
This allows question types to be linked together.
With this option, follow-up questions can be created.
Option to place different pieces of text in different places in the document based on one choice.
All Microsoft Word possibilities
In addition to all the options of SmartDocuments, you also have all the options of Microsoft Word available for creating templates.
The user can choose to use the information provided by an XML or JSON file.
SmartControl (managing templates and rights)
Remembers all template versions, including comments about the changes. Previous versions can easily be reinstated.
Synchronize accounts from your AD with SmartDocuments. Simplifying user administration by doing it from one location.
Manages the storage of documents with additionally linked metadata.
Easy to look up information across all building blocks and templates.
DSP (Document structure plan)
Arranges the storage of documents according to your structure.
Easily assign user rights to both users and administrators.
Test templates first before enabling the new version for everyone.
Existing Word templates can easily be imported into SmartDocuments.
Automatically store documents in your DMS.
ClientTools creates new opportunities for integration and document handling between web and client applications.
Enables third-party applications to manage users in SmartDocuments.
SmartWizard (the document generator)
The SmartWizard is available in the following languages: NL, DE, SE, EN, ES, FR, HU, and CZ.
A real-time example of the document during drafting.
Displayed only if desirable (mouse-over).
Ensures that important questions are always answered.
A link to a web page where additional information is given.
Multi document output
Easily generate larger amounts of documents with differing (customer) data.
Signing a document quickly and easily.
Quickly send emails based on templates.
PDF, HTML and XML
Generate documents as PDF, HTML, and XML in addition to the standard MS Word .docx output.
Control SmartDocuments templates from external applications.
After generating a document, you can proceed to another online environment to further process the document.
Did something come up during the creation of a document? Temporarily store it to continue later safely.
Does a document need to be checked or signed by colleagues? The co-authoring functionality can facilitate this.
Edit in Microsoft Word
Not recommended in most cases, but there is a possibility to manually edit the Word document before forwarding it to an external application.
Security and compliancy
Once documents are generated, all data is deleted.
No data is stored after the document is generated.
Simple and secure access to SmartDocuments at anytime, anywhere.
Oauth2 is used for accessing, reading, and modifying data.
Just one login to access all applications.