dynamic document generation for sharepoint & office 365
TRANSCRIPT
Dynamic Document Generation for
SharePoint and Office 365Joel Oleson – SharePoint Evangelist, Dir. KMBS, @joeloleson Collabshow.com
Manish Agarwal – Product Mktg. Manager, Nintex
Who is Joel Oleson @joeloleson
First SharePoint Admin.Global SharePoint Traveler.
• Business Value• Word and
SharePoint Capabilities
• Nintex Document Generation
• QuestionsAgenda
Document Generation Business ValueAutomation and Integration with Business DataConsistent, Standardized BrandingIP Protection, Legal and Compliance in every DocumentCurrent Dynamic ContentProductivity and Efficiency SimplifiedReduced Duplication of EffortFocus on Your IP, not Layouts or Fonts
Document Assembly in Office: Word & SharePointOver time… History Lesson
1997• Office Assistant. Clippy!
2000• Binary based documents – OLE DB or DDE • Document Conversion & Compatibility Pack to support open newer doc types
2003• Office Web Components. Component Object Model (COM) controls for publishing spreadsheets, charts, and
databases to the Web
2007
• Microsoft Office Server System, the Open XML file formats present documents as a composite of parts and relationships
2010
• Word Automation Service & Open XML - Content Types, Document Templates, Content Control, Extensible Ribbon, Document Sets, Document ID, Document Center in SharePoint Server 2010
• SharePoint Designer 2010 – Form based document assembly, Open XML SDK 2.0• Solutions C# – https://msdn.microsoft.com/en-us/library/office/ff519529(v=office.14).aspx
2013
• Mobile Office. Move Objects freely. Online picture support from Bing, Flickr, public images by default. Recent documents cross machine
2016
• OOXML, Word Addins, JavaScript API Snippet Explorer http://officesnippetexplorer.azurewebsites.net/#/snippets/word
If only Document Generation was as simple as building a car…
Courtesy Tesla. Creative Commons.
Printing has changed… why not assembling documents…
Assembling a package…
Courtesy Amazon Factory. Creative Commons.
Document Assembly in Word 2016Find and re-use parts of documents within your organizationDocument TemplatesHeaders and FootersGallery: Reusable Parts
oDocument ItemoDocument PropertiesoQuick partsoGallery
• Content Types•Document Templates• Columns & Metadata•Managed Metadata•Managed Properties
Document Assembly in SharePoint and Office 365
Challenges Implementing Document Assembly
• Desktop Silos and Departmental Silos• Complexity of Managed Metadata Services,
Managed Properties and Content Types• Governance, Delegation and Control
NintexManish AgarwalProduct Mktg. Manager
Nintex transforms business processes into automated workflows
Process
People
Content
NINTEX FORMS Design sophisticated forms built with powerful business logic
NINTEX WORKFLOW Automate business processes quickly and easily
Nintex Workflow & Content Automation Platform
NINTEX MOBILEExtend workflows to users on the go
NINTEX APP STUDIOBuild uniquely branded mobile apps
DOCUMENT GENERATIONQuick and easy document generation
NINTEX HAWKEYE View your process portfolio with workflow analytics
Demo
Nintex Document GenerationAutomate generation of data driven documentsDynamic and up-to-date information
https://www.nintex.com/workflow-platform/document-generation/document-generation-action-for-sharepoint-and-office-365
Assemble documents using data from a variety of sources
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Free Document Generation allocation
included in your license
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www.nintex.com/trial
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Slides are at http://slideshare.net/joleson
Tweeted by @joelolesonConnect at linkedin.com/in/joeloleson