Office Documents Module
Spreadsheets and documents inside the ERP, live with your data.
The Office Documents module brings spreadsheets, text documents and templates inside the ERP. Documents are filled with ERP data, ending the export-and-update-by-hand cycle.
Create and edit spreadsheets and text documents inside the ERP.
Overview
What it does
One place instead of exporting data, editing it in a separate program and juggling versions. The Office Documents module runs spreadsheets, text and templates on top of ERP data, so a document opens with current figures every time.
Scope
Sub-categories of Office Documents
Each sub-category manages a part of this process — all on the same data.
Spreadsheets
Build spreadsheets with formulas, fed live from ERP data.
Text Documents
Write and format contracts, quotes and correspondence inside the ERP.
Template Management
Define corporate templates so everyone produces documents to the same standard.
ERP Data Merge
Auto-fill quote, invoice and report documents from ERP records.
Roles
Who is it for?
The same data, a different view for each role.
Manager
Prepare reports without exporting to another program; figures stay current.
Office User
Produce contracts and quotes quickly from corporate templates.
System Administrator
Manage templates, access rights and document standards centrally.
Connection
How data becomes a document
A document is not an isolated file. An ERP record binds to a template, the document is produced and filed to the archive.
ERP Record
Quote, invoice, report.
Template
Merge fields are filled.
Document
Edited and approved.
Archive
Attached to the record.
Capabilities
Key features
Office Documents with Sonia AI
Describe it, Sonia prepares it.
Describe your document need in natural language; Sonia gathers the data, prepares the draft or spreadsheet and brings it for your approval — the final decision is always yours.
Frequently Asked Questions
Can I open my existing Excel/Word files?
XLSX and common text document formats can be imported; after editing you can export in the same format or as PDF.
Do documents stay current with ERP data?
Data-bound fields read the current record each time the document opens, ending the export-and-update-by-hand cycle.
Can several people work on the same document?
Documents can be shared for joint access; version history and permission control work together with the Document Management module.
Related content
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