Products

Content Wizards

A lot of documents created with ITP are based on user selectable text blocks. This is used for relatively simple and straightforward letters or correspondence, but is also used for more complicated negotiated documents, such as contracts, verdicts or London Insurance Market slips and cover notes.

Such documents could already be defined within ITP but would typically require technical components maintained by IT staff. The Content Wizards allow business-managed definition of interactive document content.

Business users defining new documents

Content Wizards extend the class of documents that can be maintained by business users without the need for scripting. Content Wizards allow business users to define new documents in terms of sections, subsections and text blocks and to specify which of these elements are mandatory and which are optional. By combining the use of Text Blocks and QForms, Content wizards provides enhanced capabilities for empowering the business to manage their own Text Block based content without IT losing control!

End users are capable of defining Content Wizards that define such Text Block selections. Text Blocks can be grouped and ordered and blocks and groups can be made mandatory or optional. Such a Content Wizard defines (part of) the body of your document. Headers, footers, company style, data retrieval etc are defined in ITP models.

Content Wizard guides the user

The end user producing a document is presented with a dialogue in which the user can see the structure of the document and interactively select the optional elements that are required for the document. Content Wizards were originally developed for complicated negotiated documents such as London Insurance Market slips and cover notes, legal contracts, etc. but they are also ideally suited for correspondence solutions where the business defines letters with one or two mandatory texts and a couple of optional text blocks for the body of the document.

A simple Content Wizard shows a list of optional text blocks from which the user, that is composing the document, can choose. A more complicated Content Wizard shows a number of document sections and within each section a list of optional (and mandatory) text blocks. Multiple nested levels of sections are possible.

Content Wizards will be developed furthermore in upcoming updates and releases, moving more and more content management to the business.