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I have a few questions for this event specifically on Syntex Content Assembly (Outbound Document Generation) and if below is on Roadmap/existing.
Q1: Typically, a Template management team is different to the Team that may be generating the final document. For example, the Legal team may manage the Employment Contract Template but its HR that will generate the final named Employee Contract based on a template. Given Syntex operates on Modern Templates how can we create a security model on that Doc Lib that allows Legal team to add/update modern templates, but they have no visibility to the generated documents due to sensitive content (HR access only)?
Q2: In many countries' documents have a legal requirement to have 2 languages displayed side by side in a document like a contract. How can we parse the same template twice in the Power Automate Generate Document with Syntex action, once filling in one language fields and then the other. Or conditional steps to complete this process.
Q3: Question asked below as well, is there an API that allows systems to retrieve modern templates along with placeholder fields for use by that calling system? many systems will have specific doc generating processes, but organizations would want to manage templates and finalized documents in one place (SPO & Syntex) but not use the doc generation workflow of Syntex due to propriety workflow that generates the content?
Q4: Any impact to licensing or high-volume API calls for a scenario where let's say an example financial institution uses Syntex to generate thousands of documents (by its triggering systems) for its global millions of members and surfaces these documents to external facing secure members website to browse, search & view these documents by its members?
- IanStory
Microsoft
Hi Mo and tutlammctechisoftware! Thank you for the great questions, I've sent to our content assembly folks to chime in, but I'll share a couple of thoughts here too: Q1 - great feature ask, we are looking at ways to create libraries of templates (and images and clauses and so forth for use with templates) and we'll consider this! Q2 - likewise, great feature ask, we'll have to look at adding this to the Power Automate capabilities. We are absolutely adding conditional capabilities to generate various clauses, but not sure it'd be exactly what you need here. I guess you could just define the template with both languages and then reuse the values...I suspect our content assembly folks will have some ideas for you on this one! Q3 - we are planning to add APIs, beyond Power Automate (which surely is not an API, I get that!), in the upcoming ~6 months or so, stay tuned! Q4 - to be direct, our *current intention* here is that an end user license of Syntex allows the user to manually create documents using content assembly, any bulk generation capabilities, at this point in time, will be in a pay as you go/consumption model.- Shreya_Ganguly
Thanks, Ian, for looping me in.
Thank you, Mo, and tutlammctechisoftware! Great set of questions there!
I will do a big "+1" to all of what Ian talked about. We are brainstorming around how we can allow easy management of templates and content/clauses in general from a centralized place. We are also looking on providing API support going forward to programmatically create and manage templates and generate documents.On Q2. There is a suggestion we would want to provide on top of what Ian already mentioned. Is it possible where you create one list that contains two columns, say, Name and Name_Dutch capturing name values in English and Dutch languages respectively, and now, while you link list columns in the fields of the template, you associate Name to the section of the document that is written in English and Name_Dutch to the section of the same document written in Dutch. Thereafter, when you create documents from the template, the values are filled accordingly in the desired sections. What do you think of this flow? I am not sure of the exact business flow, but we will be happy to chat separately to know more and see if we can help solve this use case that you mention!
Looking forward to hearing from you!Thanks Ian & Shreya for the responses. On Q2 Shreya having this approach may complicate the List columns as there could be many languages in scope, and each language will be managed by a different person/team who may not want to allow access to update to other users (of a different language), would it be possible to consider more than one list per template? so set up a List1_english and a List1_dutch list each managed by required users? and then the template can be populated from either or more (as there may also be a List_french version too)? This approach of building out the template from multiple lists will also be helpful for other use cases where data could be distributed across lists. It will be good to chat and properly explain the real-world challenges we see in the questions I have listed above and if we are to replace (how it was done previously with use of Word & SP) with Syntex when it comes to Outbound document creation/generation, need to ensure we can do so? How can we have a chat?
