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Participant
October 23, 2017
Question

We produce 300 client report docs p/y. Instead of doing it manually, what should we use? ID server? Or?

  • October 23, 2017
  • 3 replies
  • 730 views

[Moderator moved from The Lounge to InDesign.]

Hi everyone!

We are a financial services company and, as part of our services, we produce a final document for our clients, that sums up the work we have done. It's usually a 6/12 pages document, with some tables, that includes parts that are fixed and some that change.

We could set up a template and then come up with a series of conditions that would use bits of text depending on those conditions. We could also use open fields for the big chunks of specific text that has to be put in. Same for the tables.

The resulting document is a PDF which may or may not get printed, that we send to clients. We produce, at the moment, less than 300 per year.

Now... what I am talking about is basically Document Automation, with some sort of VDP. I know that one solution could be looking for a vendor that could sell us a platform that would use InDesign Server.

Now... my question is... What is the best solution to produce that kind of document?

It feels that 300 documents per year are too small of a volume to justify the expense.

Am I missing some simpler opportunity within the Adobe options?

This topic has been closed for replies.

3 replies

Alexandre Becquet
Community Expert
Community Expert
October 25, 2017

I think Loic.Aigon​ is the best to answer this question I have also some ideas to made it more easier

Loic.Aigon
Legend
October 25, 2017

CIA_design  a écrit

I think Loic.Aigon  is the best to answer this question I have also some ideas to made it more easier

Thanks, much appreciated but Kasyan is also a highly skilled professional and people in need are lucky to be surrounded by so many great people

Kasyan Servetsky
Legend
October 24, 2017

We could set up a template and then come up with a series of conditions that would use bits of text depending on those conditions.

I think developing a custom script doing exactly what you need will be the best solution for you.

granttreeAuthor
Participant
October 25, 2017

Do you mean we can have a dev work out the script and use standard InDesign instead of Server?

Kasyan Servetsky
Legend
October 25, 2017

alevalentini  wrote

Do you mean we can have a dev work out the script and use standard InDesign instead of Server?

Yes, I do. It's possible to do in a desktop version of InDesign.

If you have  a few minutes, here's a short video (8 minutes) where you can see how it works.

The script reads data directly from Excel using all valid spreadsheets (only those who contain useful information).

Using the data it creates documents from templates (different templates for different products), fills in text data, places images and finally makes export to pdf. If a problem occurs during execution, it's silently loges it into an error log file created on the desktop and the script continues working so the user can fix it later and rerun the script on the problematic part only.

Erik Lord
Inspiring
October 23, 2017

This is outside my area of expertise...but...I think a lot depends on where you are pulling your data from.

Word, for example, can pull in data automatically from an Excel sheet or Access database, filling in pre-defined fields ('mail merge' being the classic example).

Then you could possibly setup a batch process in InDesign to open the set of Word documents and save them as PDF?

granttreeAuthor
Participant
October 24, 2017

That's a good point. I will explore the process further and report back!