Business Overview of the Documaker Add-In for Word
Within the insurance carrier organization many departments and individuals are responsible for creating and maintaining document templates. The technical skill levels of these individuals vary greatly as does their knowledge of specific areas of the insurance industry and their company’s processes and procedures.
A common factor within their skill set, however, is the ability to create documents in Microsoft Word. A tool that lets these authors create content in a familiar manner reduces the requirement of additional human resources and lets these individuals operate independently and with greater throughput.
Underwriters, compliance representatives, and others are responsible for ensuring the content of generated documents is accurate. In the current business process, which includes many authoring applications, these individuals first create paragraphs or complete documents in Word. This content is then sent to specialized authors who re-create the document in an advanced authoring tool, such as Studio.
In many cases the sections, variable data, and inclusion rules must be discussed multiple times before the final document template is completed. Additional input from resources such as database administrators is often needed as well.
The Documaker Add-In for Microsoft Word
The Documaker Add-In for Microsoft Word provides non-technical Word users with an easy way to provide Word-based content to the document automation process.
Add-In users can format text using Word to create paragraphs or full documents that can then be imported into Studio without significant editing. When creating documents in Word, the Add-In user has access to variable field names and graphics defined in Studio, can create new variables and graphics, and can provide notes and settings for various document attributes such as library tags and recipients. If the user opens a document that was created by the Documaker Studio author in a format that is compatible with Word, the user can determine the location of all the Documaker objects/entities, and can modify the editable areas within the document.
Oracle Documaker Mobile
The Oracle Documaker Mobile provides an ability to render output for mobile devices. The initiative’s objective is to leverage the existing capabilities in Documaker to define content, triggers, and data mapping elements while adding in new elements that will allow Documaker to render output for various device targets including mobile.
Document Authors can use the Word Add-In to create content for device responsive presentation. Document Authors will be able to supply a unique context tag to the objects and also have an ability to edit the Context Tags within the Word Add-In and also be able to pick from a list of available tags or add a new one on the particular object. See, Oracle Documaker Mobile User Guide for more information.
If you have not purchased and installed Documaker Mobile the required mobile options will be disabled. To purchase Documaker Mobile visit My Oracle Support website or contact your Oracle Sales representative
Information Flow without the Add-In
The following diagram shows the routing and re-routing of information between Word and Studio users without the functionality provided by the Add-In:
Information Flow Using the Documaker Add-In
The following diagram shows the process with the Add-In, where the Word user can select from predefined Studio resources and provide the Studio author additional information directly within the Word Documaker document. As well, the Word user can work with Publication documents.
