SER & INVARIS
Seamless integrated output management on a new level

The INVARIS solution is fully integrated in Doxis and provides a versatile software for managing templates and creating documents directly in the ECM system. This combination meets all requirements of a modern, document-based communication.

Use Case 1 – Template management

Template management – goSmart® Designer

The template management includes document layout, document logic, data placement and template content. The designer can maintain the template on a graphical interface without any programming or scripting. Data from the Doxis eFiles, template-specific metadata and data from the Doxis user can be
used in the layout control, the document logic and in the template content.

Separate text from the template management – goSmart® TextRepository

The department administrator can take over text management by separating text content management from template management. This means, that the management of layout, document logic and data placement is still carried out by the designer. The template content/text management can now be carried out by the department administrator itself via the browser. The template contents can also be managed very easily in a multilingual, country- and department-specific manner.

Use case 2 – Template use

Document editing – goSmart® FormStation® nXt

With a seamlessly integrated document editor, the Doxis user can customize the document directly in Doxis. Template management determines which places in the document may be changed and formatted and which interactive document sections are offered for showing and hiding.

This is what you can expect when it comes to template management

  • Comprehensive administration UI to ensure a smooth configuration and operation of the INVARIS Output Management System.
  • Template management without programming and scripting to enable template management by trained business administrators without the help of IT. 
  • Highly dynamic templates to reduce the number of templates to a minimum. 
  • Reusable template resources to roll out changes as quickly as possible. 
  • Central template management to always use the latest template version and not locally stored template copies.
  • Versioning and staging of all template resources including approval process to make the editorial process transparent and traceable.
  • Scheduled activation of template resource modifications to let changes become active at exactly the desired time.
  • Text / template content management decoupled from template management to enable business department admins to manage template content without the need for special layouting knowledge and tools.

This is what you can expect when it comes to template use

  • Document creation seamlessly integrated into Doxis to avoid manual upload steps and provide a versioned document storage.
  • eFiles data automatically pre-filled in the document to eliminate the need to manually copy or enter eFiles data. 
  • Document editing seamlessly integrated into Doxis to allow editing in the browser without a need to install a client locally.
  • Controlled and role-based editing to guarantee that the user can only adapt those parts of the document that are intended for changes with his role.
  • Wizard guided document editing to guide the clerk through the creation and customization of the document.
  • Template logic to show and hide templet building blocks to make editing intuitive and the final document consistent.
  • Configurable validation of input fields to optimize the fill quality and eliminate unnecessary rework.
  • PCL, AFP and Postscript output channels to support sending print data streams directly to spoolers/print service providers.

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