Business document design software allows you to streamline your business operations, while creating documents with a more professional appearance. This process largely involves separating a document’s static content from its dynamic content, which can significantly reduce the time needed to create documents. This approach is particularly beneficial for in businesses that use many documents that are similar to each other such as contracts, requests for proposals and invoices.
However, you must design these documents carefully to take full advantage of document software’s capabilities. The creation of a template is a major part of modern document design software, which includes the following elements:
A traditional electronic document has static contents, meaning they don’t change each time you generate the document unless you do it manually. This requirement can make the creation of a new document a time-consuming task. Assume for this example that you want to draw up a contract for a new customer based on an existing contract. You must first make a copy of the old contract and manually modify the customer-specific details in the copy, ensuring you don’t change the text that applies to all contracts.
Document design software stores the static content in a form called a template, which primarily consists of boilerplate language in the case of a contract. The document design software then adds the dynamic content when the new document is generated, including customer-specific data and images. This approach to document creation means you only need to enter the dynamic data gathered from the client interview to generate a new contract. In addition to producing a transaction-ready instrument more quickly, dynamic document generation also reduces the risk of human error from manually editing the document.
Begin the document-level phase of your template design by identifying the types of information the document will contain. You’ll also need to decide on the manner in which you wish to present this information to maximize its usability. Headers and footers are another important consideration that will be common to the entire document. Sketch the layout of the document if you’re designing the template from scratch; otherwise, your document design software will allow you to modify an existing template to suit your needs.
The next step is to define the document’s boundaries, including page size and external margins. Ensure you consider any printing limitations for printed documents when choosing these settings. Bound documents like books will also require internal margins. Documents that will be laid out in columns may need the columns to have a pre-set width.
A document’s page-level, or structural, elements include the size and number of headings. You’ll also need to identify areas that will contain text such as the headers and footers. The templates you build with the document design software will allow adding some placeholders in these areas, or if it is just standard text traditionally the “lorem ipsum” nonsense text. Additional page-level elements that you’ll need to design during this phase include repeating elements such as backgrounds, borders and rules as well as branding elements for your organization.
Once you have designed the framework that provides the functionality for your document, you can begin adding elements that affect its look and feel. Build these elements on the structural elements you’ve previously defined. Style elements should generally be minimized in business documents to ensure they don’t distract the reader from their content.
Color
Choose colors in your document that suits its purpose. You should generally restrict the color of the text in business documents to black and gray palettes to avoid garish contrasts, especially for documents that will be printed with standard laser printers. You can also use black with a contrast color to highlight key information and provide visual interest for readers. Ensure the contrast between these two colors reproduces well when printed in black and white, even if you plan to use a color printer.
The use of shading and 3D effects should be similarly limited to ensure the document is easy to read. The most effective use of these style elements is to add value to the text in a way that doesn’t call attention to them. Other elements like Word’s Smart Art objects should also be used sparingly. Your document design software allows you to achieve this goals easily
Font
Your font choices can also have a great impact on your document’s readability. For example, serif fonts are generally preferable for printed documents, while sans serif fonts are usually better for documents that will be displayed on a monitor. You should only use decorative or specialized fonts in specific circumstances for business documents. A given document should typically have no more than three fonts to ensure the text remains relatively consistent. You can also always add needed variety with font properties such as size, bold and italics. Your document design software will allow also importing fonts
Headers and Footers
Headers and footers are often quite simple, with the same information on every page except for the page number. However, they can be more complex by showing different information each section of a document such as changes in page sequences. Headers and footers can also anchor some of a document’s static elements.
Document design options for headers and footers include the use of tabs to control their position and alignment. Section breaks can allow you to introduce changes to headers and footers, but they also require you to pay more attention when editing them. Tabs can control the alignment and position of headers and footers.
Headers and footers can anchor static information like your organization’s name or other details. They can also contain repeating elements such as banners, borders, logos and rules. Placing these elements in headers and footers helps prevent you from inadvertently changing them while editing the document’s main body.
The effective design of business documents generally involves doing as much as possible with the template. This strategy minimizes the more labor-intensive work of adding dynamic content when generating a new business document.
J.C. Olivares
Business Development Mgr. at DocPath Corp.
El año pasado, DocPath® lanzó al mercado su herramienta de gestión documental DocPath® Sinclair™. Dicha herramienta está destinada a facilitar el control que tenga el usuario sobre el proceso de generación de documentos gracias a una avanzada interfaz gráfica. Además de disponer de la capacidad para configurar los motores de generación de documentos.
Este software documental ya presentaba unas características interesantes como, por ejemplo, la presentación de toda la información en un panel de control o el acceso a dicha información en tiempo real.
Madrid, 19 de diciembre de 2019, DocPath ha mejorado aún más las prestaciones de Sinclair con el fin de que se ajuste a las necesidades de los clientes, así como al ritmo de los avances del mundo del software. Tanto el rendimiento como la estabilidad general del producto se han perfeccionado y, por otro lado, se han mejorado muchas opciones e incluido nuevas funcionalidades.
En primer lugar, las consultas sobre la base de datos, así como la forma en que se presentan las estadísticas en la interfaz han sido optimizadas. Además, es posible visualizar el archivo de registro de los trabajos generados desde la propia interfaz. Asimismo, se han incluido notificaciones sobre los motores y los trabajos generados que se mostrarán también desde la interfaz.
En segundo lugar, DocPath Sinclair ofrece ahora la capacidad de crear Configuraciones Salvadas en las que se pueden definir todas las opciones de configuración de las que disponen los motores. Estas configuraciones salvadas pueden aplicarse a los motores bajo demanda y de forma remota, lo que facilita la configuración de varios motores con las mismas opciones predefinidas.
Por otro lado, DocPath Sinclair se integra con DocPath® Access Identity Management™ (AIM) para gestionar los usuarios. En la configuración de un usuario, además de los permisos de la aplicación web se puede configurar la zona horaria, entonces en la interfaz de Sinclair se mostrarán todas las fechas, estadísticas y gráficas acordes con dicho huso horario que se haya configurado previamente.
Para más información, visite: https://docpath.com.
DocPath es una empresa líder en la fabricación de software documental empresarial que ofrece a sus clientes internacionales la tecnología que les permite complementar su ERP e implementar procesos avanzados de Document Output Management, Customer Communications Management y software documental de spooling. Fundada en 1993, DocPath tiene sedes en Europa, EE.UU. y América Latina y está presente con sus Soluciones en compañías de todo el mundo. Entre sus clientes figuran bancos de reconocido prestigio y corporaciones de primera línea, a los que facilita la compleja tarea de diseñar, generar y distribuir sus documentos críticos de negocio. DocPath mantiene un fuerte compromiso con el I+D+i, área a la que destina una buena parte de sus ingresos y en la que radica una de las claves de su éxito.
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