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M-Files Document generation

How document generation works in M-Files
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What is document generation ?

Document generation is like having a magic tool that automatically creates documents for you. 

 

It takes information you have, such as names, numbers, and text, and puts it into a template to make a complete document.

Efficiency

Instead of manually typing out documents every time, document generation automates the process. 

 

This saves a lot of time and effort, especially for recurring documents like invoices, reports, or contracts.

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Accurancy

Since document generation pulls information from your data, there are fewer chances for typos or errors. 

 

This makes your documents more reliable and professional.

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Consistency

All documents generated from the same template will look the same and follow the same structure. 

 

This ensures a consistent, professional appearance for your documents.

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Customization

Document generation can still be flexible.

 

You can customize templates to include specific details or variations while keeping the overall format consistent.

Integration

In M-Files, document generation integrates with your existing data and documents. 

 

This means you can easily generate new documents using information already stored in your system.

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Version control

Generated documents can be tracked and managed just like any other document, with version control and access permissions in place.

In summary, document generation is a powerful tool in M-Files because it automates document creation, saving time, improving accuracy, ensuring consistency, and making it easy to integrate with your existing documents and data.