Delivering document assembly for TRIM

Anbul Technologies has developed a Document Assembly platform for HP TRIM and SharePoint that can be used individually or in a combined deployment to compile standard documents, letters, forms, contracts in Microsoft Word.

Document Assembly was available as a feature of earlier versions of TRIM, however this feature was dropped by HP from the Version 7 release of the EDRMS product.

Owais Haroon, General  Manager Consulting at Anbul Technologies, said the new Doc Assembly for TRIM 7.x  product works for both HP TRIM 7.1 and 7.2

"We have two flavours of Document Assembly one for TRIM and SharePoint, and each offers the same features."

It can leverage existing Templates built in earlier versions of TRIM or create new ones and store them centrally either in TRIM in a SharePoint Folder. Once a template is created the Word documents are dynamically generated.

"Users can choose the final store location as well where to store that document.  In case customer has SharePoint TRIM integration available, they can choose to store the final document in SharePoint which can be managed by TRIM using AUTO MANAGE feature. That means user store the documents in SharePoint which is automatically managed in Records Management," said Haroon.

The application is 100% Web based and requires no client software. It is offered as a WebPart that can accommodate any version of SharePoint.

Users can generate documents by selecting custom columns/metadata as well as document clauses.

It is designed for any organisation which generates documents based on their existing templates, such as City Councils, Insurance Companies, Legal Law enforcement, Contracting, HR companies.

Anbul Technologies is an Australian developer that also offers specific solutions for integrated document management with SharePoint and TRIM.

It has also created two-way integration between SharePoint and the Infor Pathway enterprise application used by many city councils across Australia and New Zealand. This provides for all the documents generated and attached at Pathway level to be available in SharePoint with Metadata passed directly from Pathway, providing s Pathway users with 360 degree view of all their data and information related to an enquiry.

Enquiries to Owais Haroon, General  Manager Consulting, Mobile: +61 4040 81962 email: owais.haroon@anbultechnologies.com