Features in detail:
Office 365 Template
Management

DOCUNIZE™: simply time for the essentials

With a template management system more focus on the essentials for all Office templates

Do they know that? You are looking for an offer template or have reworked all templates with the new logo. Now there are further change requests from the board. This means a number of new tasks: For example, you have to make the changes or carefully rework them in order not to run the risk of incorrect document templates coming into circulation or even being used.

Zeitsparendes Vorlagenmanagement für Anwender und Redakteure
A comprehensive approach for office template management

Holistic template management: Thoughts on promoting the brand, improving efficiency in dealing with Microsoft Office applications (Word, Excel, PowerPoint) as well as specifications of the company and the authorities play an important role here.

The integrated template management solution DOCUNIZE™ can support you. It is seamlessly integrated into Microsoft Office and is based on current technologies.

This allows you to design template management processes, such as the creation, modification and distribution of Office documents, spreadsheets, PowerPoint slides much easier or automate them. Thus you facilitate the daily work for the users with DOCUNIZE™ In this way you minimize the search effort and ensure a consistent appearance of your company both internally and externally.

You reliably meet the requirements of management, marketing, IT and your colleagues, such as the creation or modification of documents or e-mail templates. A further advantage: The distribution of the new templates is also possible after changes with a few mouse clicks.

This allows employees to concentrate on what should be in the foreground when working with Microsoft Office: Work on simple and compelling content.

Office template management with DOCUNIZE™ – The focus on the essentials

With DOCUNIZE™ you bring the Office Template Management, the efficiency and economy with the Office work in agreement. How does that work?

We organize the template management with its templates, Word documents, PowerPoint slides, e-mail templates, images, etc. in modular elements and keep them in a central database. These elements are seamlessly integrated into Microsoft Office and its processes. This makes template management a reliable part of your value chain.

This is what our Office Template Management solution DOCUNIZE™ offers you:

EFFICIENT & FLEXIBLE

DOCUNIZE™ - THE ADVANTAGES

Less administration effort due to dynamic templates
For Office users – structured and personalized templates

With DOCUNIZE™, templates can be arranged according to business areas, departments and other categories, making it easier to find them. Employees can view a personalized selection of templates. This increases transparency and minimizes search effort at the same time.

The fact that information is stored centrally allows processes to be automated. Personalized, recurring information, such as names, e-mails, telephone numbers, are used from the profiles or the Active Directory to create documents, which improves the quality and speeds up the creation process.

  • Optimum overview of templates – filtering, favorites and search functions reduce search effort

  • Accelerated, automated creation of letters, PowerPoint slides, emails or other template documents

Vorlagen erstellen mit Textbausteinen
For editors – fast and central maintenance of uniform templates

No more version floods of non-compliant templates! With DOCUNIZE™ you can simplify and accelerate creation, modification and distribution processes. At the push of a button – and without programming knowledge – you can create document modules and templates that can be made available to your colleagues on a time-controlled basis. Employees, no matter from where they work, always have up-to-date templates with DOCUNIZE™, create new documents quickly and conveniently. This reduces

  • the amount of templates and avoids redundancies and annoying searches

  • Error in use/distribution of non-compliant specifications

For administrators – dynamic content without programming

With DOCUNIZE™, administrators can integrate dynamic content and fields into the document template – completely without programming. In this way, templates can easily be assigned variables based on the user profile or location. Optionally, the ActiveDirectory can be connected via an integrated interface to provide field contents.

Modulare Vorlagen mit Textbausteinen und Dokumentfeldern
  • VBA macro-free templates, no programming for creating and maintaining templates with dynamic content

  • Time and cost savings in creation and maintenance


Automatic data synchronization for mobile users

DOCUNIZE™ is also ideal for mobile users and external employees. As soon as, for example, a sales representative logs into the company network with his notebook, the document templates are automatically updated. And all this with a sophisticated synchronization mechanism.

More efficient, more effective and structured access to templates

Organize your documents and templates by business or functional area, department, category. Employees can use profiles to control template access and signatures as needed. In this way, they receive exactly the template selection and fields filled that are relevant in their current role (e.g. if secretariats need to edit several functional areas/signatures).

Capabilities for
multilingual template management

DOCUNIZE™ is ideal for internationally operating companies. Document and frontend language can be set separately. Templates can be made multilingual – simply translate and integrate text into any language. And all this without any developer knowledge.


Sustainability through latest Microsoft technology

The template management system DOCUNIZE™ is seamlessly integrated into Microsoft Office. It is based on the latest technologies from Microsoft and supports Office Open XML Format (OOXML) for maximum interoperability. Web-based interfaces allow the integration of template management into other applications such as the company’s ERP, CRM or DMS systems. 

Architecture

DOCUNIZE™ extends Office, Word, Excel, PowerPoint and Outlook

Database based, optimized offline mode, reduced network traffic

Easy deployment in your IT infrastructure

Optional Application Server for browser-based access

Microsoft Office 365

System Requirements

Office 2010, 2013, 2016, 2019
Office 365 Support in semi-anual-channel

Compatible with latest versions of Windows, Citrix and Terminal-Server

SQL Server or SQL Server Express

Reporting & Analysis, Replication, Scalability

Microsoft Windows

Integration

Webservice interfaces (APIs)

Any connections to CRM, DMS and ERP systems (e.g. SAP, Oracle) are possible on request.

Integration in specialist applications

Microsoft .NET Framework

Experience office template management live?
Talk to us!
ABOUT DOCUNIZE™
SITE INFORMATION
CONTACT

+49 8677 9747-0
info@docunize.com

Talk to us!

COC AG
Gewerbepark Lindach A 12
84489 Burghausen

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