Document Assembly & Case Management Blog

Document assembly articles of interest, product discussions, case management articles and more.
Friday, February 24, 2006

XML Based Document Assembly - D3 and IPManager


Office13, aka Office 2006, now in final beta, introduces a new format WordML, a Microsoft variant of XML that includes XML objects and proprietary Word formatting extensions.  XML has the potential to revolutionize document assembly, allowing for the creation of dynamic editable templates.  D3 and Perfectus make extensive use of XML encoding in Office 2003.  They present a case study in diametrically opposite approaches to the design of document automation software.

Posted by Seth

Friday, May 06, 2005

Getting Past the 80/20 Rule in Building Document Assembly Applications


Document assembly projects are subject to the 80/20 rule ... the final 20% takes 80% of the time.  And for that reason, many projects don’t get perfected.  When a system is for internal use, the benefits of automation are good enough; but when turned into an saleable application, or a client-focused application, much more is required.  This blog focuses on techniques for working with the template to reduce the time to get from 80 to 100%.

Posted by Seth

Monday, April 04, 2005

Practice Systems - Starter Kits


From a collection of templates to a “practice system” interwoven with document assembly - is this a business model that would be of use to all the would-be Basha clients out there? Let us know!

Posted by Seth

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