{"id":68,"date":"2025-03-31T15:13:01","date_gmt":"2025-03-31T15:13:01","guid":{"rendered":"https:\/\/docfusionc1dev.wpenginepowered.com\/?page_id=68"},"modified":"2025-09-23T15:59:53","modified_gmt":"2025-09-23T13:59:53","slug":"how-it-works","status":"publish","type":"page","link":"https:\/\/docfusioncloud.com\/staging\/how-it-works\/","title":{"rendered":"How it works"},"content":{"rendered":"

How DocFusion Works<\/h1>\nDocFusion\u2019s low-code document generation system can be summed up in three steps.<\/span><\/div><\/div><\/div><\/div><\/div><\/div><\/div>
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DocFusion offers a powerful yet user-friendly platform for all your document generation needs, whether you\u2019re an information user, IT professional, developer, or systems integrator.<\/h2>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div>
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Create your template<\/h2>\n<\/div><\/div><\/div>
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Advanced Templating:<\/strong> Create detailed DOCX templates with powerful components such as Optionals, Repeaters, Images, Charts, Adornments and more to ensure that every piece of dynamic data is displayed in the correct format.<\/div>\n<\/div><\/div><\/div>
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Template Repository:<\/strong> Store templates in the secure DocFusion Template Repository, ensuring organised management and access control that meets your governance needs.<\/div>\n<\/div><\/div><\/div>
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Templates Referencing:<\/strong> Effectively manage corporate identity and compliance elements as separate templates by reusing Corporate identity headers and footers template.<\/div>\n<\/div><\/div><\/div>
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Real-time Validation:<\/strong> Use the Template Designer\u2019s preview feature to check template accuracy based on actual data.<\/div>\n<\/div><\/div><\/div><\/div>
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Connect your data<\/h2>\n<\/div><\/div><\/div>
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Data Retrieval:<\/strong> Integrate with JSON\/XML inputs or connect directly to multiple business systems within the same template and pull data directly from the source.<\/div>\n<\/div><\/div><\/div>
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Data Mapping:<\/strong> Pull your data structures from your source systems and then sort, filter, transform and map data fields to the template.<\/div>\n<\/div><\/div><\/div>
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Business Logic:<\/strong> Add your business rules to ensure each document fits enterprise standards.<\/div>\n<\/div><\/div><\/div><\/div>
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Generate your documents<\/h2>\n<\/div><\/div><\/div>
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Detailed Processing:<\/strong> Use our \u201cChains\u201d and \u201cProcesses\u201d for tasks like watermarking, data preparation, and more.<\/div>\n<\/div><\/div><\/div>
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Multiple Outputs:<\/strong> Produce documents in formats like DOCX, PDF, and HTML. Need a secured PDF? No problem.<\/div>\n<\/div><\/div><\/div>
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API Integration:<\/strong> Integrate DocFusion into your current enterprise processes via code or one of our readily available integration options in ecosystems such as Microsoft or Salesforce.<\/div>\n<\/div><\/div><\/div>
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Digital Signatures:<\/strong> Sign documents using our integrated digital and electronic signature solution. If you already have a signing provider, DocFusion will integrate with it.<\/div>\n<\/div><\/div><\/div><\/div>
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Your document transformation journey starts here.<\/h3>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div>
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What is a template?<\/h2>\n<\/div><\/div><\/div>
A template is a sample, blueprint, skeleton, or example of a document. DocFusion templates determines the structure, layout, and styling for a document.<\/strong> They contain basic content such as data placeholders and boilerplate texts.<\/strong><\/div><\/div>

Static vs dynamic templates?<\/h2>\n<\/div><\/div><\/div>
Without a document automation system, templates are considered static and are created manually. DocFusion templates are considered dynamic and documents are created automatically.<\/strong><\/div><\/div><\/div><\/div><\/div>
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DocFusion\u2019s dynamic templates provide a robust and intelligent system for document creation and output.<\/h2>\n<\/div><\/div><\/div><\/div><\/div><\/div>
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SMART TEMPLATE CREATION<\/h3>\n<\/div><\/div><\/div>
The ability to create \u201csmart\u201d templates that are intricately linked to data, allowing for customised and dynamic content<\/div><\/div>
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RULE-BASED CONTENT<\/h3>\n<\/div><\/div><\/div>
Implementation of rule-based optional and repeatable content, complete with automatic clause numbering and cross-references, ensures consistency and precision<\/div><\/div>
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DYNAMIC ELEMENTS<\/h3>\n<\/div><\/div><\/div>
Features such as dynamic table creation, barcodes, formulas, conditional formatting, and charting enable versatile and visually engaging documents<\/div><\/div>
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REUSABLE TEMPLATE LIBRARIES<\/h3>\n<\/div><\/div><\/div>
Streamline the design process with the creation of reusable template libraries, promoting efficiency and uniformity across various documents<\/div><\/div>
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DOCUMENT WORKFLOWS<\/h3>\n<\/div><\/div><\/div>
Manage and automate the journey of documents with specialized document workflows, facilitating a seamless transition from creation to delivery<\/div><\/div><\/div><\/div><\/div>

Document automation from A to Z<\/h2>\n<\/div><\/div><\/div>
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Template creation:<\/strong> Use the simple template editor with reusable components, sub-templates, and dynamic styling to design documents.<\/div>\n<\/div><\/div><\/div>
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Data integration:<\/strong> Utilise support for complex data models and relationships to connect with multiple data sources.<\/div>\n<\/div><\/div><\/div>
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Document assembly:<\/strong> Apply optional conditions, simple\/complex formulas, and custom scripting to generate personalised documents.<\/div>\n<\/div><\/div><\/div>
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Batch processing:<\/strong> Assemble multiple documents at once with the built in batch assembly feature.<\/div>\n<\/div><\/div><\/div>
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Document signing and approval:<\/strong> Utilise built in document signing, post-processing workflows, and native template version control for review and approval.<\/div>\n<\/div><\/div><\/div>
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Integration with enterprise systems:<\/strong> Achieve full integration in and out of various enterprise systems for seamless workflow management.<\/div>\n<\/div><\/div><\/div>
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API utilisation:<\/strong> Leverage full API access to all aspects of the platform to integrate with any Line of Business (LOB) system.<\/div>\n<\/div><\/div><\/div>
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Final delivery or storage:<\/strong> Send finalised documents to their destination, such as email delivery, digital signature processes, or other document systems.<\/div>\n<\/div><\/div><\/div><\/div>
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Experience the transformative power<\/strong> of DocFusion and elevate your document processes to new heights.<\/div>
Get a demo<\/span><\/div><\/div><\/a><\/div><\/div><\/div><\/div>

DocFusion transforms complexity into simplicity, clutter into order, and inaccuracy into flawlessness.<\/strong><\/h3>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

How DocFusion Works DocFusion\u2019s low-code document generation system can be summed up in three steps. DocFusion offers a powerful yet user-friendly platform for all your document generation needs, whether you\u2019re an information user, IT professional, developer, or systems integrator. Create your template Advanced Templating: Create detailed DOCX templates with powerful components such as Optionals, Repeaters, Images, Charts, Adornments and more … <\/p>\n

Read More<\/a><\/div>\n","protected":false},"author":7,"featured_media":21,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-blank-4.php","meta":{"footnotes":""},"class_list":["post-68","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nHow it works - DocFusion<\/title>\n<meta name=\"description\" content=\"DocFusion offers a powerful yet user-friendly platform for all your document generation needs, whether you\u2019re an information user, IT professional, developer, or systems integrator.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docfusioncloud.com\/staging\/how-it-works\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How it works - DocFusion\" \/>\n<meta property=\"og:description\" content=\"DocFusion offers a powerful yet user-friendly platform for all your document generation needs, whether you\u2019re an information user, IT professional, developer, or systems integrator.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docfusioncloud.com\/staging\/how-it-works\/\" \/>\n<meta property=\"og:site_name\" content=\"DocFusion\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-23T13:59:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docfusioncloud.com\/staging\/wp-content\/uploads\/2025\/03\/smartmockups_llw4wo3g-1440x975-1.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"975\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@DocFusionCloud\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/docfusioncloud.com\\\/staging\\\/how-it-works\\\/\",\"url\":\"https:\\\/\\\/docfusioncloud.com\\\/staging\\\/how-it-works\\\/\",\"name\":\"How it works - 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