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Doxserá DB using Wrappers to Dress Up a document

Wrappers allows users to change the entire complexion of a form, logo, Style, everything, Great for firms with branch offices or firms that create documents for others.

Written by Service Desk

Updated at September 9th, 2024

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This demonstration introduces the wrapper feature in Doxsera® DB, designed to streamline document formatting across multiple outputs, making it especially useful for law firms, insurance companies, venture capitalists, or other professionals who regularly create custom documents. Wrappers allow users to apply specific design elements like headers, footers, styles, and formatting to documents—ensuring consistent branding and structure without manually formatting each document.

The example begins with a basic form containing placeholder text, showcasing how a wrapper can transform the plain text into a polished, professional document with just one click. In the questionnaire, a dropdown menu offers two wrapper options: "Acme" and "Posh." By selecting "Acme" and clicking "Fill," the document is instantly transformed, complete with a corporate letterhead, customized fonts, watermarks, and formatted headings.

If the user selects the "Posh" wrapper instead, the document adopts a completely different look—featuring an elegant letterhead, decorative borders, and unique fonts—while keeping the content the same. This flexibility allows users to choose different formats for the same content, whether for internal or external communications, ensuring documents are always formatted appropriately for the audience.

The demonstration then shows how to create and save a wrapper, which can be applied to multiple documents. Instead of copying and pasting a letterhead into every form, users can apply a wrapper to numerous forms at once. If the letterhead or style changes, users only need to update the wrapper, and all linked forms will be updated automatically.

Finally, the demo explores how Doxsera® DB integrates wrappers with large-scale data, using an Excel spreadsheet as the data source. The user can select multiple recipients and generate separate, customized letters for each, with the pre-selected wrapper applied to each one. This automation saves significant time, especially when dealing with large mailing lists, ensuring that all documents are formatted consistently and professionally.

In summary, wrappers in Doxsera® DB streamline the document creation process, ensuring consistent formatting across documents while allowing flexibility for customization. This is invaluable for organizations that produce high volumes of personalized content.

 

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