Microsoft Word Document Automation

Microsoft Word Document Automation

One of the fastest ways to increase efficiency in your firm is to improve the synergy of your systems. When you don’t have to waste time re-entering information or explaining concepts multiple times, your office gets work done faster and your productivity shoots through the roof.

 

Synergy among the programs you use most is a vital part of reaching your productivity goals without breaking the bank of your available resources. That’s why we developed Knackly to work smoothly with the most common word processor in firms today – Microsoft Word.

 

The vast majority of firms use Word to create and edit their documents. Word has extensive tools available that make it ideal for office use, no matter what kind of firm or company you’re in. Because Word is so ubiquitous, we made Word compatibility one of our first goals when we started to develop Knackly.

 

Knackly allows Microsoft Word document automation to be done simply, quickly, and easily – and when you run your Knackly interview, the completed documents come back to you as Word files that you can save, edit, print, and transfer exactly as you would any other Word document.

 

With Microsoft Word document automation in Knackly, you follow these three easy steps:

 

  1. You first create personalized variables – these reflect the pieces of information that need to be customized each time you produce this document, like names and addresses.
  2. Next, you insert your variables into your Word document, creating a template that all your future documents of that type will be based on.
  3. Finally, you upload your template to Knackly, allowing you to generate documents from that template.

To make automation even easier for you, Knackly allows your clients to fill out their information online – saving you all the time and effort that usually goes into data entry.

 

This simple process can reduce your drafting time by up to 80%, saving you time and money as you increase your efficiency.

 

Additionally, once you see how much time one automated document can save you, you’ll find yourself itching to get as many documents automated as possible. Since Knackly allows you to produce several documents with just one interview, every document you add to your automation system saves you that much more time.

 

With the ease of automating documents through Knackly and Word, you’ll find that you and your staff have more time to focus on your clients’ needs. Providing you with this kind of synergy is one of our company goals here at Knackly; we hope we’ve given you a taste of the incredible benefits Knackly can bring to your firm.

 

If you are interested in learning more about Knackly or setting up a consultation, [click here].