Windward AutoTag is an add-in for Microsoft Word and other products. We use AutoTag to pull in data from our software to create standard documents for all clients, and customized ones as needed.
Windward AutoTag is an add-in for Microsoft Word and other products. We use AutoTag to pull in data from our software to create standard documents for all clients, and customized ones as needed.
This solution allows our clients to create their own custom documents on the fly. It allows clients to tweak our standard document templates to meet their needs. We didn't have this feature in the past.
It is very user-friendly, and the wizard and equation options. There is a feature to create "PODs" for data points that you will be using over and over again. You create a POD and save it to your network drive. Then all you have to do is pull it into your next document template when needed. This saves so much time when templates need to be created quickly.
I would like to see examples included within the Wiki information to show how each function option could be used.
Yes. We switched as it was no longer supported. It didn't meet our needs or our clients'.
It's a quick setup, and the license is on an individual basis. I'm not part of the cost or pricing conversations with our clients.
I was not part of the group of people that evaluated other options.
WindWard Core makes customized document automation fast and simple. Install WindWard Core and start designing your own templates in a matter of minutes!