ExactDocs

ExactDocs, developed by Solentive Systems, is a document management solution designed to streamline document template management, generation, and automation. According to the vendor, ExactDocs caters to small to large organizations across various industries, including legal, compliance, real estate and construction, professional services, and government sectors.

Key Features

Document Template Management: ExactDocs allows users to centralize and control all document templates in an easy-to-use repository. According to the vendor, users can manage access to templates and ensure they always have the most up-to-date versions. Changes to content can be made in one place, which will automatically update all subsequent document generations.

Document Generation: The vendor claims that ExactDocs enables the generation of error-free, accurate, and compliant documents through its intuitive web-based user interface. Users can utilize a secure role-based permissioning system and enter variable details on a single screen. ExactDocs also offers seamless integration with other applications and systems.

Document Automation: According to the vendor, ExactDocs allows for the generation of documents without human intervention. Users can leverage the ExactDocs API to connect with other applications and eliminate manual data entry, reducing document creation time. The vendor states that this automation maximizes document accuracy and minimizes errors. ExactDocs also offers integration with the InRule Decision Platform for complex rule-based document generation.

Complex Documents: ExactDocs allows users to create complex documents without coding or scripting. According to the vendor, users can merge multiple templates together, embed common content for reuse in multiple documents, and select between different versions of content. Users can also build packages of documents with a single set of variables for efficient document management.

Manage and Control Company Templates: ExactDocs offers features that allow users to easily manage and control company templates, ensuring consistency and compliance across all documents.

Use 3rd Party Data Sources: According to the vendor, ExactDocs provides the capability to seamlessly integrate with third-party data sources, expanding the capabilities of document generation.

Link Templates for Easy Updates: Users can link templates in ExactDocs to enable easy updates across multiple templates, saving time and effort in maintaining document consistency.

Save Documents in Multiple Systems: ExactDocs allows users to save generated documents in ExactDocs, SharePoint, or other systems for convenient storage and retrieval.

Bulk Upload for Multiple Document Generation: According to the vendor, ExactDocs streamlines document generation by allowing users to bulk upload data from .CSV files, enabling the generation of multiple documents at once.

Integration with Microsoft Dynamics CRM: ExactDocs offers integration with Microsoft Dynamics CRM, allowing users to utilize CRM data as input for generated documents, ensuring accurate and up-to-date information in customer-related documents.