SharePoint Data Doc

Welcome to SharePoint Data Doc    

  Merge SharePoint List Data To MS Word Document  

Would you like to merge your SharePoint Data to Microsoft Word or Automate your standard documents?

How would you like ...

  • to have an integrated component within MS Word which allows you to instantly source live data from your SharePoint site Lists?
  • to automate your standard office documents using your SharePoint List data?
  • to automatically generated batches of client letters at the touch of a button? And Automatically print them?
  • to automate the creation of customer specific email shots, with attachments? Save your office cash and increase its efficiency?
  • to give your users the ability to create Ad Hoc reporting from within the familiar environment of MS Word, yet using your live SharePoint data as the source? And the SharePoint query builder to make it easy to do?
  • to give your users the ability to batch update SharePoint list data from within MS Word?

All of these features and more await you when you utilize the time saving power of SharePoint Data Doc.

SharePoint Data Doc can be used to source data from SharePoint 2007/2010 and 2013!

Watch a Short Video Demonstration

Download a trial version and try it out for yourself.   


Some Scenarios Where you Might Use SharePoint Data Doc:


Case 1:

You are a business which generates a lot of standard documents such as letters, faxes, memos containing individualised information such as names and addresses. Companies such as Accountants, Lawyers, Health Care Providers and Banks generally produce a lot of documentation such as this. The documents can be large and contain a lot of variable data pertaining to each Customer/Project whatever. In this case the templates can be set up with bookmark to the data already set up. The user can then create each individual document at the touch of a button rather than getting each piece of information from SharePoint and copying it in to the document. More than this, the user can select a batch of customers etc. for which to generate documents and produce a large number of them at the touch of a button, each one with individual data  taken from SharePoint.

Case 2:

You are a SharePoint solutions developer and you want to package template documents such as letters, faxes, memos with the solution (say a CRM) you are creating. You do not have the budget or skills to automate the document creation yourself, however you can leverage the product to do the same thing but at a fraction of the cost to you. Case in point, GTek Pacific in Vancouver Canada, who purchased licences for just this reason. They use the software to automate the creation of Invoices that are generated automatically by their solution and then either emailed or post mailed to customers. Take a Look at GTeks Use Case.

Case 3:

Creation of Ad Hoc reports by users for meetings, management etc. You can create your own documents representing the data in SharePoint as you see fit, store the template and reproduce as and when you need it. You can also reuse the parts that you create in different ways across different reports by simply popping bookmarks into your document.

Case 4:

Automate the sending of Emails with personalised content and personalised attachments using your SharePoint Data as the source.


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