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Dynamic Data Sources

Stay Compliant with Dynamic Data Sources

Connect to live enterprise data so every document is accurate, current, and ready on demand.

By linking intelligent templates to live data feeds, ActiveDocs ensures documents remain precise, compliant, and ready to use at any time. Teams save hours on manual updates, reduce risk, and maintain a single source of truth across the enterprise.

Live Data

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ActiveDocs brings real-time information directly into your documents. Templates connect to approved systems such as ERP, CRM, HR, and other core business platforms. Data is pulled dynamically, eliminating manual input and ensuring accuracy at scale.

Smart Updates

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Each document reflects the most recent data and rules, including updated pricing, policies, and customer details. Integration with document automation software and intelligent document processing (IDP) ensures consistent, automatic updates across systems.

Consistent Output

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ActiveDocs keeps documents synchronized with enterprise data, producing reliable and compliant results—without version drift or duplicate entry—even across global operations.

Make Live Data the Backbone of Your Documents

Accurate data is the foundation of reliable documentation. ActiveDocs connects dynamic data sources directly to templates, ensuring every document reflects the latest information the moment it is generated.

In Microsoft Word, your experts define data points within intelligent templates. ActiveDocs retrieves information in real time from systems like CRM, ERP, finance, HR, and other enterprise platforms. The built-in rules engine applies business logic and compliance controls to assemble documents that are always current and consistent.

Because data is drawn dynamically, contracts display up-to-date pricing, proposals reflect current product configurations, and policy documents automatically include new regulations. This removes duplicate entry, reduces manual error, and accelerates approvals.

Enterprise-level integration ensures reliability and security. ActiveDocs supports APIs, role-based access, and audit trails, maintaining full governance across all data connections. It scales effortlessly to support thousands of concurrent document generations with speed and precision.

How Dynamic Data Sources Keep Documents Current
dynamic data sources

Build Smarter Documents with
Live Data and Business Logic

Our AI capabilities ensure precise, compliant, and seamless document automation across your enterprise.

AI in Your Documents

Embed AI inside every document to automate logic, reduce manual checks, and deliver faster, more accurate outputs.

Deterministic Document Generation

Standardize document generation with centralized data and logic to ensure consistent, compliant outputs at scale.

Intelligent Templates

Reduce operational risk and ensure every document meets corporate and regulatory standards while shortening review cycles.

Rules Engine

Simplify maintenance by centralizing logic within a governed, auditable layer, rather than embedding it in application code.

API for Your Applications

Integrate smart, secure document workflows into your existing systems using the ActiveDocs API.

Explore Further

Architecture

Built for enterprise performance, the ActiveDocs platform offers a scalable architecture that integrates with existing systems and supports secure, automated document generation.

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IDP

Capture, classify, and process high volumes of documents with AI-driven intelligent document processing that is accurate, fast, and fully governed.Accelerate workflows with Intelligent Document Processing (IDP) that captures, classifies, and manages data efficiently without compromising control.

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Keep Every Document Current with Live Data

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