Automatically Format Documents? 5 Tips!
Are you spending half an hour on a quote, or does it take you a lot of time to format documents? Here are 5 tips to help you create documents more efficiently and automatically.
Tip 1: Use a Template
Why reinvent the wheel every time? Use a template as a starting point for creating new documents. By using a template, you ensure your company’s branding is consistently applied to your documents. You can have a template custom-made by Eformity or modify an existing one. Learn more about how templates can boost your daily productivity!
Tip 2: Automatically Format Documents
Let documents format themselves. Enter data into specific fields, and the information automatically appears in the correct places in the document. No more lengthy text that disappears, misaligned lines, incorrect fonts, or messy typos. In short, no more endless adjustments to document layouts. Discover how eformity can assist you with this!
Tip 3: Integrate with a CRM System
You’re probably already using a CRM system to store customer information. Link this CRM system to the software you use for creating documents. You can then quickly import customer information into documents. This is useful when sending letters, quotes, or invoices, as you can import customer names, addresses, and more with just one click. This allows you to focus on the content of the document rather than the layout.
Tip 4: Use a Document Management System
What happens after a document is created? Do you archive it? Send it to a colleague for approval? Or send it to a client? Utilize a connection with a document management system. Solutions are available to securely share, track, and analyze documents and files within and outside your organization. Additionally, you can quickly search for keywords within documents, reducing the time spent looking for files.
Tip 5: What Takes Up Most of Your Time?
What takes up most of your time? The answer varies for everyone. Perhaps you can delegate those tasks to someone else, allowing you to focus on what you do best. It might also be wise to take a course, such as one on typing faster or improving your skills with spreadsheets and formulas. This will help you create documents more efficiently.
eformity Solutions
eformity’s solutions are compatible with Microsoft Office 365, Word, PowerPoint, Outlook, and Excel. Want to know more about automatic document formatting? Discover all the eformity solutions that make your daily tasks easier. Or contact us below to discuss all the possibilities.
