MacroView Precedent is a Document Automation System with the SharePoint® difference. It runs in Microsoft® Word® and uses Microsoft SharePoint to retrieve data from intranets, extranets and existing databases. The result is an automated document generation system that is easy to use, readily maintainable and very efficient in operation.
- Supports the generation of complex documents, such as legal agreements, financial plans and portfolio reports.
- Precedent Markup toolbar allows document automation without programming.
- Flexible markup tags support conditional logic, document packages and custom macros, as well as standard precedent automation features such as variable input, optional and multiple choice text.
- User exits for pre-saving and post-saving generated documents.
- Can be combined with MacroView ClauseBank for flexible selection of optional clauses.
- Records and recalls user responses in Answer Files which dramatically reduce the amount of user input required when subsequent documents are generated for the same matter or job.
- Answer Files managed and accessed using a .Net web service which means that MacroView Precedent can be run from anywhere over the internet.
- Can be customized to retrieve data from your central data stores including SharePoint lists as well as existing CRM and Client/Matter databases.
- Runs in Microsoft Word 2003 and 2007.