Create in-depth document templates to streamline any work type, using ShareDo’s Word plugin and email builder. From conditional display logic to reusable content blocks, and from meta tags for search to data quality rules – ShareDo caters to the complex and diverse document needs of enterprise organisations.
ShareDo ships with several preconfigured document template types, and with the functionality to create more as needed.
Templates built in ShareDo contain all of the advanced document functionality that you would expect for an enterprise system.
ShareDo has a dedicated Document Admin portal, that acts as a dedicated space for large organisations to manage the creation, editing, and usage of their templates.
Document Template creation takes place from directly within Word, using our seemless Word integration plug-in.
Create and search for reusable content blocks from within Word itself. Group content blocks together into sections for even faster templating and document assembly.
Also known as merge fields, within the Word plug-in you can search for available Data Tags that will be dynamically replaced as part of the document assembly process
When dynamic content has been used within your document – whether tags, sections or content blocks – these are visible within the Document Browser.
The document browser allows you to quickly “jump” to the relevant content or else remove it from your document entirely.
Display rules are used to specify whether a particular piece of dynamic content is displayed (or hidden) as part of the assembly process.
Each template has full versioning control, together with publishing flows, to facilitate transparent change histories and easier version rollback.
