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DocTo

Smart documents the easy way

DocTo is an easy to use software product which gives a fast and effective way to generate documents combining information from Microsoft Outlook Contact items, Word documents, Excel spreadsheets and user dialogs.

With DocTo you can make it easy to produce letters and reports tailored to your needs – using any combination of plain stationery, pre-printed stationery, and envelopes – and applying your chosen standards for layout and styles.

DocTo combines:

And with a free download and simple installation, it is easy to try before you buy.

Who is it for?

DocTo is ideal for small businesses, professionals, and individuals.  It can help you to deliver good looking documents quickly, consistently, and effectively.

DocTo is particularly useful for producing documents with the personalisation relevant to you, your organisation, or your clients and customers.  DocTo can apply your chosen personalisation throughout the documents you create - including text, headers, footers, comments, and document properties.

Some examples of use: produce a cover letter for a report to be sent to a client, together with the key parts of the report - cover, contents, appendix -  in your chosen style combining your details along with client's, and finally an invoice to accompany the letter and report - using DocTo each time.  DocTo is smart - but not smart enough to write the body of the report - you'll have to do that yourself.

How it works

DocTo uses a single button on the toolbar in Word or Outlook to produce tailored documents by combining Word document templates, Outlook contact items, other Word documents, Excel spreadsheets  and end user personalisation details supplied through a simple dialog.

DocTo uses standard Word templates to which you add simple instructions to control how data for the document is collected, validate, presented and stored.

DocTo is simple to install, and can be configured with your options and preferences. As an optional extra, the product can be customised very cost effectively to meet the specific requirements of your organisation.

DocTo works with Microsoft Windows XP, Microsoft Outlook 2002, Microsoft Outlook 2003, Microsoft Office 2002, Microsoft Office 2003.

Standard templates

DocTo comes with a sample set of standard Word Document templates for:

Combining data

DocTo has capabilities for combining standard information about

DocTo can also request additional special input as required for the template in use - for example

Validating data

The product can also validate the data supplied by users to tailor the documents data according to a range of criteria:

You can control how DocTo responds to invalid data - you decide whether to use the data as it is, ask for it again, or stop processing.

Managing document properties

DocTo can also set the Word document properties according to values which you define in the template in use.

Availability

DocTo is available for use by completing a simple form which will email you everything you need to run for a trial period without any payment. 

You can order the full individual licence for use on a single computer for a one off charge of £25.00.  Business users can order a corporate licence for use on up to 10 computers for an initial charge of £300.00 and an optional annual maintenance fee of £30.00.

You can order and pay for DocTo using a simple web based dialog.

More information

For more information, please contact Dever Valley Consulting

Sample - main form

DocTo screen shot of main form with sample data

DocTo screen shot of initial dialog with sample data.

 

Sample - contact selection

DocTo screen shot of contact selection form with sample data

DocTo screen shot of contact selection, with folder selection, subfolders, filters, and contact selection.

 

Sample - configuration

DocTo screen shot of configuration form

DocTo screen shot of configuration form, with defaults for content, file name, and properties.

 

Headlines


SME Case study

"Invoicing at the touch of a button"

One small consultancy uses DocTo to improve their production of invoices from timesheets.

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Support forum

There is a support forum for anyone with an interest in DocTo.

The forum is the place for information or questions on DocTo capabilites, features, benefits, problems, enhancements.

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