Offerings Optimize Merge Doc

Merge Doc

Publish your PLM data your way

As the depth of data in your PLM system increases, organizations are looking flexible ways to personalize the ways the publish and report on the data.

Service Description

The Merge Doc offering from J-Squared Technologies Inc.™ has been designed to merge attribute information from your PLM template to an organization designed template.

Organizations are using our solution to publish:

Form letters
Certifications
Audit reports or findings
Quality Reports
Standardization of Document Formats

Features

Can be triggered automatically or manually
Role Based Security
Create your own templates
Change control over Template Design
Configurable mapping of Agile attributes throughout the template

Benefits

Reduce Time and Complexity
Improve Productivity
Increase Data Accuracy
Drives business rules

Supported Formats

Templates: doc, docx
Documents: doc, docx, pdf, rtf, jpeg, png

The Merge Doc also allows users to compile information associated through relationships and tables to provide a rich reporting capability.

Key Components

The Merge Doc solution offers:
• Ability to create your own reports and documents with the information available from Agile
• Use MS Word to design your template, including logo, tables, headers and footers
• Map Agile attributes as merge field codes in MS template, these can be added to headers, footers or in the document body
• Template are checked into Agile for easy access and change control
• Automatically triggered from and event or manually from the Actions menu
• Role base control to who can execute a report

Agile PLM Platform Expertise

Product Collaboration

Product Quality Management