Automatic Document Generation

Automates document creation, management and delivery

With Athento's Automatic Document Generation you can automate the generation of letters, offers and other communications with your customers.

Uncomplicated communication generation ;)

Automatically generates documents from templates and data stored in forms.

Athento is compatible with:

Word templates
Excel templates
HTML templates
Jasper Reports templates

Non-technical users can maintain and manage the templates from which documents are generated, controlling their versions and approval process.

They generate their documents with Athento:

Why use Athento to generate your documents?

Letters or communications can be generated individually, as part of a case or on a periodic and massive basis.

Improve the experience of your customers with personalized communications.
Greater control over the content and shape of your templates.
Automate the generation of documents in house, without external suppliers.
Reduces the costs of outsourcing the service.
Maintain traceability of communications in the customer file.

How does automatic document generation work?

Create a form

Un formulario es un registro que te permite almacenar información, por ejemplo, la ficha de un cliente. For each field of your form you will have a label {{label}}

Insert labels in your templates

Simply copy and paste Athento's {{tags}} wherever you want to print dynamic information within your Word, Excel or HTML files.

Fill in your records

Use different data sources to create records populated with information. You can create records via API, UI, bulk upload, etc.

Generate documents and share them with the world!

Create Word, Excel, PDF files from your records and templates. You can do it on demand in real time or in a massive and scheduled way. Share your colorful and attractive documents through different channels.

Intelligent Templates

Templates in Athento are intelligent and allow you to enter dynamic content such as text or images. In addition to the possibility of printing field values on the template, you can print any other information without the need to store it in fields. From the Athento interface you can define conditions or rules to dynamically print content or resources.

Integrate data from different sources to compose your documents

Athento’s functionalities to transform processes requiring automatic document generation

Generate documents on demand from your business applications.
Use our REST API to generate and retrieve documents.
Bulk loading of data in CSV format.
Load data via XML files.
Load the data from the product UI.
Athento supports complex data structures such as nested tables.

				
					{
       "input": "0ee8416b-ab65-44e6-b29f-c8fc10a24335",
       "params": {
       "type": "DebtColletionLetter",
       "template": "LegalActionsWarning",
       "audit": "Created by core system",
           "properties": {
               "dc:title":"0097655-887654-LegalActionWarning",
               "letter_date" : "2024-10-02",
               "debtors_name" : "John",
               "debtors_surname" : "Doe",
               "debtor_address" : "Pine hill 45. MA",
               "debtor_postcode" : "20297",
               "type_of_debt" : "009_consumer_loan",
               "case_number" : "043097655",
                           }
               }
}

Checklist of Automatic Document Generation Features

Athento’s Document Composition and Generation Functionality

Support Microsoft Word templates
Support Microsoft Excel templates
HTML template support
Jasper Reports template support
Dynamic content insertion rules
Unlimited templates
Templates can be maintained by non-technical users
On-demand or mass document generation

Reuse common resources for templates, such as logos, banners, signatures, etc.
Template approval and version control flows
Get traceability of template changes
Multi-language template support
Configure labels for printing and pasting on envelopes or paper documents. You can control the dimensions of the labels and the information they contain

Take communications with your customers to another level

Share your documents with the world

Send your documents from Athento

You can send them from Athento via SMS, email or WhatsApp. Customize the sending emails with your company’s branding.

Send documents securely

Control access to sent documents with OTP passwords. Password protect PDFs. Make encrypted requests via API.

Other ways to share

Generate QR codes for document sharing, public URLs, embed document previews in your applications and much more!

Accelerates the development of customer portals

Allow your customers to update their information, make product requests, consult their documents or send you the necessary documentation to contract services and products.

A Cloud ready for corporate needs

Because your organization needs flexibility without compromising on security

ISO27001

ENI

CSA

GDPR

RGPD

Learn more about Automated Document Generation

Consult our resources applicable to automated document composition and generation.

Use case: Automatic document generation

Achieve exceptional customer communication while maintaining control and traceability!

Business users expect agility and versatility to adjust or modify the content of customer communications, in addition to ensuring a customer experience consistent with the brand identity and communication in line with the times.

This becomes crucial when there are various communication channels through which customers expect to receive information: postal mail, email, WhatsApp, SMS, chatbots, among others.

Automatic document generation presents itself as an effective solution to meet these demands.

Automating document generation with Athento

Learn how a content management platform such as Athento can automate document composition quickly and efficiently.

Athento allows you to automatically generate documents from information stored within the platform or from external sources, and populate templates in Word, Excel, HTML or Jasper Reports format. Most importantly, this process can be set up in Athento in less than a day!

Ready to generate your documents automatically?

Get started now with Athento and try the product that is revolutionizing document management. Athento is an intelligent, versatile and powerful digital content management platform. It builds 100% digital workspaces by integrating processes, documents and data.