Pushing the envelope to generate documents. The way of TeamDesk.

If you are already tired of creating documents in MS Word through copy/paste try a different way of doing this. You want to generate nice documents automatically with just one click? TeamDesk shows how to, so there is a point to find out the way.

In all tests I am going to use a simplified Invoice app with just 2 tables Invoice (master) and Item (details). Invoice items will contain product images. This is how the particular invoice looks like:


TeamDesk allows to generate documents through templates that are represented as MS Word files.


Let’s generate document template for invoice first. This is how it looks like:


Well, one can see all fields are already displayed and even details table of our invoice items are there.

So, let’s eliminate everything we don’t need there and add some amenities:


Let’s save this template in TeamDesk as a new document:


While viewing a specific Invoice the system shows the button to generate a document of this record:


Press the button and the system will generate a document in MS Word using the template we created:


It’s just the matter of your choice what to do next. You can use it as it is, make changes, send it via email, print or convert to PDF.

Conclusion:

My point is TeamDesk proved the system satisfies users need to generate nice and slick documents. And it is safe to say there won’t be any problem with creation and editing a template in MS Word or its use as you generate a document. There are few moments though I’d like to point out, for there is no such a thing as an "ideal solution":

1. The document was generated on a client. So the MS Word is a must if you want to do it.

2. To generate a document the system uses Word Automation and ActiveX and it means this can be done only in Internet Explorer.

In case these 2 points of the system are ok with you TeamDesk is a pretty good choice if you want to create fine documents which you can create all by yourself.