REAL-TIME, INTERACTIVE DOCUMENT AUTOMATION IF YOU CAN EDIT IT, YOU CAN AUTOMATE IT
WHAT IS DOCASSIST DocAssist is a utility for Microsoft Word providing real time document automation Most other solutions have a rigid interview process before you even see your document DocAssist does not DocAssist is interactive Answer questions and input information in any order you like and see the results in your document in real time
WATCH DOCASSIST IN ACTION
FEATURES IN PREVIOUS ACTION SIMULATION New menu in Microsoft Word enables fast document launching The DocAssist wizard pane appears automatically Entering a Matter Number populates the Client details automatically Choosing a document Author populates the letterhead address details automatically As we type in the wizard the data appears automatically in the document Don’t believe me? Go back a slide and watch again…
BENEFITS FOR AUTHORS DocAssist integrates with most financial systems for immediate access to client and matter information Common and related data is synchronised across the entire document – no rekeying Data can write back to the database for use immediately in subsequent documents – no rekeying Use your documents as a data gathering tool Create and store custom information about your documents
MORE BENEFITS FOR AUTHORS Don’t be restricted by rigid wizards – fill out what you can and complete the rest later Send the document to someone else to complete the blanks DocAssist will automatically show you what’s left to do DocAssist documents contain Guidance Notes and Contextual Help to assist you with completing the document
CLIPPINGS (CLAUSE BANK) The Clippings feature enables users to save pieces of text (a clipping) for reuse in other documents Create a new Clipping by selecting some text and pressing the Save Clipping button Select whether the Clipping should be Private, Shared with a department or Global with the whole company Insert a Clipping by pressing the Clippings button, searching for the Clipping you require or navigating via the Treeview Press the Insert button to insert at your cursor location The Clippings locations are configurable to any network path
DOCASSIST IN OUTLOOK DocAssist is also in Microsoft Outlook All features available in Microsoft Word are available in Outlook The same DocAssist wizard process appears making it faster and more efficient to communicate via email Email content is completed faster and more accurately using data captured in DocAssist in Microsoft Word
BENEFITS FOR THE IT DEPARTMENT There is no development environment for DocAssist Everything is configured inside the document Use the simple DocAssist ribbon to configure your document No coding is required to create and maintain DocAssist documents Custom data fields can be created without needing access to modify the database
BENEFITS FOR THE IT DEPARTMENT DocAssist documents are standard Microsoft Word DOCX files They are not proprietary files or templates There are no templates or macros to maintain and distribute DocAssist documents are saved to your Document Management System or to a shared network location Manage styles, letterheads, page layouts and signoffs simply and easily Installation is simple using an MSI installer
INCENTIVES TO BUY DOCASSIST Very cost effective with prices starting from $5 per user per month Fixed price implementation packages Up and running incredibly quickly No prerequisites except Microsoft Office and SQL Server Return on investment within weeks Fully functioning demo available – try before you buy
CONTACT US ABOUT DOCASSIST For a no obligation fully functioning demo version To discuss pricing for your company or department E: info@mosmar.com.au T: 61 2 8097 9888 W: www.mosmar.com.au/docassist
REAL-TIME, INTERACTIVE DOCUMENT AUTOMATION IF YOU CAN EDIT IT, YOU CAN AUTOMATE IT