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Automate Your Documents Using XML and JSON
From Template to a Complete Document
With SmartDocuments, you create documents using smart templates. The template manager incorporates XML fields, connected to specific data points, into the template. These can be basic details such as a name, address, or date of birth, but also real-time information such as the status of a process or the amount of an outstanding balance. Each XML field represents a data request, and the corresponding variable data is stored in a source system or database.
When an end user creates a document with SmartDocuments, there are two ways to process data using XML and JSON:
- The end user starts document creation from, for example, a case management system, and this case management system starts SmartDocuments with an XML file or JSON file.
- SmartDocuments automatically receives the required data from linked systems via a web service request, with or without user intervention.
In both cases, SmartDocuments retrieves the correct and up-to-date data from the source and places it in the right place in the document. This creates a correctly completed, personalized document in no time, without manual entries or error-prone copying and pasting.
The Link Between Data and Document
SmartDocuments offers various ways to process data in documents. You can transfer data directly, but SmartDocuments also offers options for enrichment and conversion. This is especially valuable when the source data does not match the format you to display in the final document. For example, a date such as 1975-10-23 can be automatically displayed as “Thursday, October 23, 1975,” or a number can be converted to a value in the right currency. This way, you use XML and JSON to create accurate and up-to-date documents that align perfectly with your organization’s standards.
The smart use of XML and JSON makes document creation faster, more consistent, and more reliable. Less manual data entry leads to fewer errors and makes document creation more efficient. In addition, smart automation contributes to personalized communication, turning every document into a professional representation of your organization.