Use our configuration tools to adapt powerful standard software to your publishing business
Create your individual workflows
You decide, it’s your workflow:
Validation Manager
All quality rules and criteria, plus all workflow and approval steps, can be tailored to the functional roles of the users at a publisher using our Process Validation Manager app. This STREAM product is the administrative basis for the Product Quality Manager.
Our admin tool Mail Merge Manager is a central element of all STREAM apps using template-based document and email creation features. Design numerous data merge activities and use them whenever necessary.
Key features and benefits
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An admin app: a central element of various STREAM apps for different business processes using template-based document and email creation features (e.g. Contact Tracker, Contact Manager, Ticketing, Citation Manager, Title Life Cycle Manager)
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Creating mail merge (a) letter and (b) email templates resembles the process of ‘writing’ using placeholders
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Powerful merging functionality supports creating multiple data tables to be used in one document
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Rich html editor for defining MS Word® document (for letters) and email templates
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Multiple stationaries for writing/printing business letters
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Option to integrate pictures for defining email templates with placeholders
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Multiple attachments can be added to an email template
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‘Mail Merge Engine’ for retrieving the correct data from the database and creating a final document
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No restrictions for data sources to be used (SQL statements)
Define your mail merge letter and email templates with placeholders in the simplest way by just writing them
The powerful merging functionality of Mail Merge Manager supports creating and integrating multiple data tables to be used in one document, which is essential for the different communication processes triggered by the various STREAM apps (e.g. an author letter with a list of titles, a supplier order with multiple order lines and complex production specification, etc.).
Mail Merge Manager provides a ‘Mail Merge Engine’ and an interactive component: a rich html editor for defining MS Word® document (for letters) and email templates (and the related data sources), so working on these is very much like working on texts. Docx and PDF files and emails can then be created and merged with information from your selected database.
With Mail Merge Manager, you can store and manage multiple stationaries for your letters. A stationary can directly be merged into the document you’re creating as a background – together with the data that has been retrieved. In addition to this, uploaded scanned signatures can automatically be merged into the document. This makes it easy to create new business letters using the correct stationary.
For printing, there is no need to provide the correct stationary in the paper tray, as the document itself already incorporates the correct one.
Processes tailored to your individual needs help to reduce the time required for handling tasks
Key features and benefits
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Employ the Scenario Manager to create your own workflows for data entry that are not part of the standard delivered by us (including defining which fields have to be filled out, which data is read-only)
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Creating your own scenario is done in a simple 3-step process that ensures maximum efficiency and re-usability
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Title Metadata Editor and Scenario Manager help you to create exactly the title management processes you need, resulting in harmonized workflows and improved data quality, as you decide which fields are mandatory at which point in time
Scenario Manager: Create your own scenarios that work best for you
If you’d like to work with different scenarios in Title Metadata Editor that are not part of the standard delivered by us, you can employ the Scenario Manager, an app to design your own schemes.
Creating your own scenario is done in a simple 3-step process that ensures maximum efficiency and re-usability:
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You first add the elements of our available attributes and arrange them in groups.
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The second step is creating a canvas: visualize the element groups as desired and define which fields are mandatory or locked.
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Finally, you build your own scenario by adding your canvases to it and assigning them to a workflow step – done. (You can also configure the tabs and add icons as desired, so the UI of your scenario will support you the best possible way.)
Klopotek can also build special scenarios for you as a consulting service.
Title Metadata Editor and Scenario Manager help you to create exactly the title management processes you need, resulting in harmonized workflows and improved data quality, as you decide which fields are mandatory at which point in time.
