Document Integrator Examples

1. Create and track correspondence by customer in a sales system.

2. Link notes to products in a manufacturing system and have those notes accessible while accessing the product records.

3. Enter purchase order notes to display and print in purchase order.

4. Create procedures documents by department. Give all users the ability to display and print these documents. In addition, give specific users the ability to create and edit procedures documents.

5. Record conversations with customers that will be linked to corresponding customer numbers.

6. Create supply requisition forms with predefined fill-in prompt fields for multiple items and quantities.

7. Create fill-in form for work orders. When a new work order is created for a customer, the work order form is displayed with some of the fields already filled in, such as the customer name, address, and work order number. The user can then fill in the rest of the fields such as the work order description, time estimate and cost estimate. The completed work order can then be saved and printed.

8. From a sales prospect entry screen, allow a user to generate an introduction letter to the sales prospect. This will display a pre-defined document with the prospect's name and address already merged into the document at the appropriate places. The user can then edit the merged document and add some custom text before printing the letter.

9. Create a help text system.

10. Generate accounts receivable letters that contain different text for each customer based on their account balance and number of days past due.

11. Allow users to fill in invoice forms for accounts receivable. Once these forms have been saved, the filled in data (e.g. customer number, amount, etc.) is retrieved from the forms to print on a summary report.