XaitPorter as an Application Platform as a Service (aPaaS)
03. Feb 2020 |
4 min read
Let's say you have an application or you are creating an application that needs an automated document creation solution. Let's also say that creating and maintaining the content of the documents or templates in your application requires a collaborative effort by several subject matter experts (SME) in one or more domains like legal, financial, HSE, etc..
Perhaps you would want to follow in the footsteps of our APaaS partners? They have integrated XaitPorter as a crucial part of their software to leverage XaitPorter's automation and collaborative co-authoring capabilities, and professional layout templating system to timely deliver complex documents with high quality.
The figure above shows how normal users of your application will work within your application. And that your application will integrate with XaitPorter to provide document automation capabilities using its RESTful API.
Your subject matter experts will work directly in XaitPorter's UI to create and maintain reusable text into document templates. With the use of capabilities like linked content, workflow and content expiry on a section level, the content is kept up to date, in one place, and at high quality by the contributors. Depending on the type of document, these contributors could be lawyers, engineers, HSE personnel, etc...
These document templates are further enriched with placeholders for dynamic text pictures, table, and attachment. The page styles on the layout template for the document can have dynamic placeholders for header and footers, logos, watermarks and other graphical elements. When a user is using your application integrated with XaitPorter, your application can fill the placeholders with your specific content to create a specific instance of a document.
Example of an application build on top of XaitPorter
One of our partners, Marcura, has made an application, Mardocs, to create and manage maritime freight contracts called charter voyage party or fixtures. In their main dashboard, Mardocs leverages XaitPorter search capabilities to show the available fixtures and the status of those. It also leverages the user and group management and project access control of XaitPorter to be able to provide a multi-tenant solution for their customers. When a broker creates a new fixture, he fills in the details for a specific freight shipment and will leverage XaitPorter to duplicate a contract document called "agreed terms" and update the dynamic text placeholders. In addition, extra documents like emails or word documents can be uploaded to the Fixture project. When creating a Fixture "package" to send to their client, they will leverage XaitPorter to create a full contract, a brief summary, and a summary of changes between the proposed fixture, the agreed terms, and a base contract.
Example of an application using XaitPorter as their reporting engine/editor
Another partner, Schlumberger, has made an application, Drillplan, that uses XaitPorter as an integrated reporting tool, dynamically filling in the placeholders of their templates with the latest results from their engineering application. The Drillplan users can write, contribute and collaborate on the report in an embedded simplified version of the XaitPorter editor. They can also create new templates from scratch or based on previous documents they have written.
Some of our SaaS customers use a small part of these automation capabilities for example through using our Salesforce App. So, whether you want to digitize and improve your own document automation and co-authoring processes or your customer's processes, XaitPorter could be the answer.
As Technical Product Manager at Xait, Eric brings 20+ years of experience of coming up with and implementing solutions in the software industry, either technical or organizational, in various roles ranging from developer to acting CTO. Eric is an engaged creative problem solver that thrives at the whiteboard.
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