An Introduction to WynSmartDocuments v9.1

Most business workflows are automated right up until they produce a document. Data moves through governed systems and BI, and then someone exports it, drops it into a Word file or PDF, updates the template by hand, and emails versions around for sign-off. A contract, an invoice, an HR letter, a compliance report: the document is the point where an otherwise digital process quietly turns manual. It is slow, easy to get wrong, and it ties up skilled people in formatting instead of the work that actually needs them.

That manual step gets more expensive the more you scale it. The data lives in one system and the documents live in another, so people move information between them by hand, and every revision spawns another version to track. The hard part was never producing a single document; it is producing accurate documents by the hundred or the thousand. wynSmartDocs, new in Wyn Enterprise v9.1, is built for exactly that. It connects document templates directly to governed Wyn data and generates accurate, professional Word and PDF documents automatically: create, automate, collaborate, and govern, in one place.

What wynSmartDocs Brings 

• Turn data into documents: generate Word and PDF documents directly from Wyn datasets, SQL queries, or APIs.
• Scale without effort: produce one document or ten thousand from the same template.
• Built-in control and compliance: version control and role-based access keep output accurate and trusted.
• Enterprise-grade by design: deploy on-premises or in a private cloud, with no cloud dependency required.

Create: Start with the Templates You Already Have 

Most organizations already have thousands of documents they rely on, so wynSmartDocs does not ask you to rebuild them. You take an existing Microsoft Word or PDF document and turn it into a reusable template: define the data mappings, insert dynamic fields, and configure tables, images, charts, and barcodes where you need them. The layout stays exactly as the business requires it, while the content becomes data-driven. Your teams keep working in the document formats they already know, without redesigning anything from scratch.

Automate: Bind to Live Data and Generate at Scale 

A template connects directly to your live business data, whether that is a Wyn dataset, a SQL database, a REST API, or a JSON source. Once it is mapped, the template binds automatically to the right fields, with no copy-paste and no manual syncing to keep up with. From there, wynSmartDocs can generate hundreds or thousands of personalized documents in minutes, each one built from the latest data. Finished documents export to Word or PDF, and you can distribute them automatically on a schedule or trigger generation off a workflow event. Work that used to take days runs in minutes.

Collaborate: Share and Review Documents 

Document work is rarely a solo effort, so wynSmartDocs lets teams share templates and the documents generated from them to review and refine together. Your team can collaborate by sharing the SmartDocs with role based sharing and collaboration built into the Wyn Enterprise platform.

Govern: Built-In Control and Compliance 

As document volume grows, keeping everything accurate and consistent gets harder, and a single outdated template or stray manual edit can create real risk. wynSmartDocs pairs approved templates with trusted enterprise data, so every generated document follows the same standards and reflects the latest available information. Version control and role-based access keep the process controlled, and on-premises or private-cloud deployment keeps sensitive data inside your own firewall. Teams stop wondering whether they have the right version and can trust that the document in front of them is correct.

A Real Example: Onboarding at Scale 

Picture an HR team onboarding 500 new employees. The traditional approach means manually preparing 500 offer letters, employment contracts, and benefits summaries, one person at a time. With wynSmartDocs, the employee data is already available through trusted HR data sources, and the templates generate every personalized document in a single workflow. What once took an overloaded team days now takes a few clicks and a few minutes, with each document accurate and consistent.

Built for Document-Heavy Teams 

The same pattern shows up across other departments as well. Finance teams generate invoices, statements, and financial summaries; legal and compliance teams produce contracts, NDAs, and regulatory filings; sales teams send proposals and quarterly business reviews; and regulated industries like healthcare, insurance, and government produce mass personalized communications from sensitive data. Anywhere a team produces accurate templated documents over and over from data, wynSmartDocs is built to do it.

Get Started with wynSmartDocs 

wynSmartDocs is available with Wyn Enterprise v9.1. It turns governed enterprise data into professional Word and PDF documents automatically, so your teams spend their time acting on documents instead of assembling them by hand.

For a closer look at template design, data binding, and deployment options, visit the wynSmartDocs product page .

Request a Personalized Demo of Wyn Enterprise

Part of the Wyn Enterprise v9.1 release:

Wyn Enterprise Server v9.1 – What’s New
WynDashboards v9.1 – What’s New
WynReports v9.1 – What’s New
WynNotebooks v9.1 – What’s New
Introduction to wynSheets

Bhupesh Malhotra

Bhupesh is a Global Product Manager at wynEnterprise. He loves to tell the story behind data through data visualization techniques. He likes to hear from customers and talk about their experiences with reporting and analytics. When he isn’t thinking about data, he spends time with his family and enjoys traveling to new places with them. You can connect with Bhupesh on Twitter