Most of the time when you are generating financial documents you need to work in Office and Excel – but you may then struggle to produce your documents within brand or quickly enough.
Our sophisticated templates can handle all the issues that you’ll face and can make your life easier in many ways.
The templates themselves are structured documents that contain many pre-set elements that allow the operator to concentrate on keying in copy while formatting issues are handled by the template. The corporate guidelines and agreed design are automatically maintained. Any size of document from two pages upwards can be handled and our templates are regularly used for documents running into hundreds of pages. The production of charts and tables is de-skilled to keep time spent on production to a minimum while you take advantage of the following features:
- Intelligent button driven text-formatting engine that enables users to use correct styles as they input text
- Automatic generation of Charts incorporating correct fonts, sizes and colours
- Automatic generation of Tables incorporating correct fonts, sizes and colours and allowing easy re-positioning and re-sizing
- Automatic generation of landscape pages with correct headers and footers
- Wizard driven template to insert data in correct places
- Linking objects such as side comments to move with text
- Insertion of commonly used objects in the template
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