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Dynamics Compile package

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About this article

In this article, we will explain what Dynamics Compile contains in terms of functionality, as well as the use cases that will be solved using this package. 

 

Dynamics functionalities included​

 

Main use cases​

  • Automating the compiling complex and repetitive documents​
  • Full automation of mass-produced documents
 
  • Dynamics compile will work across different Spaces. This means that a document can dynamically be generated utilizing content from multiple Spaces. End user with access to the Space hosting the dynamic document will get the document containing all content regardless of their access rights to the other Spaces. This allows for content to be continuously managed in a single place and need no duplication. Admins that configuring overarching dynamic documents will need Space Owner access to all relevant Spaces in order to access the corresponding asset IDs.

 

Dynamics Compile for presentations ​

Automate the building of complex documents like sales quotes, contracts, and quarterly reports​

  • Dynamically compile PowerPoint presentations using gating questions and user profile information.  ​
  • Integrate access to template library and automatically pull data into documents from other systems e.g. DMS and CRM. ​
  • Centrally update and maintain dynamic slides and slide collections used across company presentations.​

 

Dynamics Compile for documents

Automate the building of complex documents like contracts or quarterly reports

  • Automate the building of complex documents like sales quotes, contracts, and quarterly reports.​
  • Integrate and pull data automatically into documents from other systems e.g. DMS and CRM. ​
  • Update and maintain document content dynamically in templates. 

 

Common document types​

  • Contract
  • NDA
  • Employee contract
  • Project proposals
  • Quotes 

 

Other available Dynamics packages

  • Dynamics Templates: inject user, brand, and compliance information into the skeleton template
  • Dynamics Metadata: inject default and custom metadata information into templates

 

Related articles

 

 

Related to

templates dynamics compile
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