Tools and features

User Data

Your personal data saved and automatically updated for whenever you need it, with a simple click.

The User Data feature allows you to retrieve your personal information directly from Microsoft Entra ID (formerly Azure Active Directory) and populate it into your organization's documents. Your documents are always up to date with accurate information such as name, title, and department—completely automatically.

For the user, User Data serves as a convenient and personalized database where the user's information is updated automatically and is always accurate. The user doesn't have to enter their information manually every time they create a new document.

For administrators, User Data is a simple solution for managing the organization's information efficiently. Through our administration portal, you can add more information or make adjustments such as renaming, deleting, or hiding fields.

Combined data (an extension of “Company/Custom Details”)

The Combined Data feature makes it easy to merge multiple user data fields. This feature is perfect for creating elements such as footers in documents or personalized contact information in letters.

With Combined Data, you can combine different user data fields in various ways and with the layout of your choice. If a field is missing a value, the appearance of your combined field will automatically adjust so that the user always sees a clean and neat result, even if some fields are left blank.

If you make a change to a Combined Data field, that change will be reflected in all templates where the function is used. A huge time-saver!

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Novedo

Automated and multilingual reporting

Risk Matrix and Analysis

We help you identify, assess, and monitor risks in a way that actually works in your day-to-day operations. In Excel, Power BI, or both, depending on how you work.

Company/Custom Data

Collect details of all the different offices or departments in one template - and apply the data you need instantly and easily with Company Details.

User Data

Your personal data saved and automatically updated for whenever you need it, with a simple click.

Dynamic Forms

Information in the templates that should be included in, for example, headers/footers or recurring information that you do not want to have to fill in every time.

Outlook Signature

Our Outlook signature for Office 365 is automatically generated with the user's information, customized to the company's graphic profile and works seamlessly on all platforms without third-party software.

Sections

Build Word documents from a predefined structure. Choose through the interface what content you want to include.

Navigate to

Interactive navigation directly in PowerPoint that allows you to surf around your presentation unhindered

FileSync

Feature that automatically updates in all templates in your organization when you update in the master file

Classification

Tools that automate security classification and other disclaimers in your various documents

Chart Library

A library that stores your designed and finished diagrams and makes them available to everyone in the organization

Company Colours

The color tool that makes your company's color palette available directly in PowerPoint, Word and Excel

Extender

The design tool in PowerPoint that picks your placements, colors and formats and applies them anywhere else you want

Template Library

Direct menu button to access all your PowerPoint, Word, Excel and Outlook templates

Content Library

A library of ready-made text sections that can be dragged directly into your Word document

Slide Library

A content library directly in PowerPoint where you can download ready-made pages of content and drag into your presentation

Excel2Word

The tool that transfers and updates the changes and content you create in Excel directly to tables and charts in the Word template

Picture Library

Direct button in the menu to your unique image bank, adapted for use in Office programs

Excel2PPT

The tool that automatically transfers your updates in Excel to your charts and tables in PowerPoint

Icon Library

Direct access to your unique icons, in vector format that can be color edited and resized

Swedbank

Report template in Word

Hexatronic

Effective reporting process

Implement Consulting

Available report templates

Influence People

PowerPoint template based on finished design

Värmdö municipality

A comprehensive template solution

Electrolux

Quarterly reporting solution linked to business systems