This article explains 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.
ImportantDynamics compile will work across different Spaces. This means that a document can dynamically be generated using 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 one 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: insert user, brand, and compliance information into the template.
- Dynamics Metadata: insert default and custom metadata information into templates.
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