9 posts tagged with "Document Generation"

A set of enhancements are now available in Document Generation, adding new data sources, editor reliability fixes, and expanded related-party coverage.

Document Generation now supports investment account data as a set of configurable data sources in the Component Library. Clients with the Accounts Service ID enabled can build document components from investment account records linked to the main entity, including related bank accounts, related investment accounts, and the fund, share class, bank account, and related party data associated with those investment accounts.

This extends the existing Document Generation capability which already supports Entity Data, Related Parties, Associations, Products, Deals, and Collateral — to cover the full breadth of investor data required to generate subscription and onboarding documents.

A set of editor enhancements are now available in Template Configuration, reducing configuration effort and improving the template authoring experience.

The Automated Document Generation task now supports up to 500 direct related party associations, up from the previous limit of 50.

Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.

Set conditionality to filter the content that will appear on a generated document.

Enhance the Products Data Source, so that Related Parties of Products can be generated.

Control layout options such as page layout (Portrait/Landscape), Format and Scaling.

Create Custom Templates in a no-code design space, removing the need for technical HTML coding knowledge when designing templates.