Doxserá^® DB is the ultimate tool for automating document creation, enabling seamless integration with multiple data sources such as SQL databases and Excel spreadsheets. It builds on the success of our previous tools—TheFormTool^®, our award-winning document assembly software, and Doxserá^®, which automates the creation of multiple documents and inserts text and graphics from external documents.

In this demonstration, we’ll showcase how Doxserá® DB can pull, analyze, and act upon information from various sources in a single document. This is particularly valuable for professionals in law firms, insurance companies, venture capital firms, and other knowledge-based industries where managing large datasets is key.

We begin by working with two Excel spreadsheets and a SQL database. Doxserá^® DB allows us to create relationships between these sources—even linking data from an Excel spreadsheet to a SQL database, expanding the document's reach across different systems.

Here’s an example: We create a dropdown field where users can select a movie title from an Excel data source and combine it with a film rating retrieved from a SQL database. The resulting dropdown is clean, showing the movie title followed by its rating in parentheses.

Next, we add fields to the document that pull data from both sources. For example, we’ll pull the movie’s title from Excel and combine it with director information split across two fields. We also retrieve the release year from the SQL database. The form assembles seamlessly, pulling data from both Excel and SQL in one unified process.

For the form user, this process is even simpler. They select a movie from the dropdown, and Doxserá^® DB auto-populates the form with all relevant information from different data sources.

Doxserá^® DB can generate hundreds or thousands of documents in a single operation, allowing knowledge workers to harness the power of automated document creation with data from diverse sources—saving time, reducing errors, and maximizing efficiency.

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