MS Office template repository

Central management of MS Word and Excel templates

MS Office template repository

Tasks frequently involve generating a record or a document based on a document created earlier and replacing only data with a different customer’s data. These tasks are simpler and faster to complete if such documents are generated based on a sample (a template) stored in a repository and containing all unchanged parts of the document, where the user simply fills in only the current data with the help of a text editor. In addition to shorter document creation time, this also allows creating uniform templates and, if necessary, modifying them. Template modification can involve more than one team, giving sufficient time also to the legal department to finalise them.


  • Manage MS Word and Excel templates
  • Create replies and correction request mail based on templates during administration
  • Manage contract templates
  • Create project documents and fill them in with basic project information
  • Edit and amend documents after they are generated
  • Populate data fields and tables with initial data
  • A single document type can be associated with more than one template
  • Manage effective and expiry dates of document templates
  • Support the template implementation process
  • Templates with revision control


All documents can be prepared in the appropriate form and with the right content.

Templates are created through a controlled process which can only be run with appropriate user rights. This prevents creating mail with incorrect content.

The legal department can monitor changes made in the template, this way preventing legal disputes.

It supports the training arranged for new entrants since they do not need to learn every form- and content-related requirement for each document type.

It allows developing customisable templates to meet the company’s requirements.

Through interacting with other systems of the company, it also solves the document integration issues arising in those systems.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely with other systems used by the company