Templates are one of the most useful resources a business has for handling large volumes of communications. However, templates can still be time-consuming and primarily manual in many modern companies. Templates are helpful for quickly duplicating some content and structure, but they still require personalization and customization based on the use case. With QuickTemplate from the Tungsten Marketplace, you can bring automation into this arena.
Automating work with templates by integrating them into a TotalAgility workflow can yield several benefits for organizations. This solution is free, so you can improve a business process at virtually no cost. Let's explore the issues companies often face in this area and what makes QuickTemplate the right solution.
Pain Points Facing Organizational Template Workflows Today
Word templates are valuable tools for many kinds of documents and communications. Email messages, marketing materials, internal reports etc, all benefit from templates. These communications and documents may contain large amounts of boilerplate text, including specific data points, names and other elements that vary from document to document. In the current business environment, creating templates often runs into a few issues:
- It takes too much time to set up and configure new templates or to work with existing ones.
- Templates can be inflexible and require extensive tweaking or editing to work for a specific scenario, which adds more time and frustration to the process.
- Manual work can cause errors in the text or inconsistencies between similar fields.
- A lack of thorough integration into automated workflows, necessitating workarounds or a loss of functionality.
QuickTemplate aims to address each of these problems.
What Is QuickTemplate for TotalAgility?
QuickTemplate is a free solution for modifying Tungsten TotalAgility workflows. The tool streamlines template creation and data population. QuickTemplate features both an administrator interface and an end-user interface. The latter supports users working inside a TotalAgility process. The former allows you to design templates, integrate TotalAgility processes into the template work, and create maps for variables, constants, and values. After creating a .DOTX template in Microsoft Word, you can use QuickTemplate to integrate that document into the workflow rapidly.
Exploring the Benefits of Using QuickTemplate
With QuickTemplate, you can avoid giving users access to TotalAgility Designer to configure their templates. This solution integrates seamlessly, creating a new and improved document workflow. That translates into tangible benefits that directly address the pain points outlined above. You'll be able to enjoy:
- Notable time savings on workflows that involve templates. Spend less time in setup and avoid the headaches of repeated configuration sessions. Use QuickTemplate to generate documents in a shorter time and empower downstream processes with more knowledge.
- Easily use QuickTemplate to adjust templates for specific use. Instead of going back to the drawing board, this solution enables users to modify templates without leaving the workflow or starting from scratch.
- An intuitive mapping workflow inside QuickTemplate makes it simple to ensure that the correct data ends up in the right places. QuickTemplate reduces error rates, avoids unnecessary manual intervention, and enables you to integrate data from many other TotalAgility rules.
This solution packs a big punch in a small package. Consider exploring how it could change the game for your teams and boost productivity.
Overhaul Your Document Processing With Advanced Workflow Automation
Empowering your users to do more in every workday has never been easier. With dynamic templates integrated directly into a TotalAgility workflow, teams can import and merge data quickly and seamlessly. There's no need to depart the automated workspace to edit Word templates or make many manual adjustments. Instead, you can populate several templates with a wide range of data available through your TotalAgility processes.
QuickTemplate is an excellent example of how organizations can leverage the Tungsten Marketplace for quick wins. This free solution offers much-needed functionality without a lengthy development or implementation time. You can see a faster ROI and real-world impacts with this and many other Marketplace solutions. See what you can find to address other specific needs in your business today.
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