Using Informer Templates to Easily Create Firm Documents

During this mini-demo, Full Sail Partners will demonstrate how firms can automate manual form and template creation of firm invoices, fee proposals and more using Informer Templates.

This solution uses conditional logic and essentially acts as a smart form that is available to non-technical users. Once created, users add data into the Deltek record, run the Informer Template and easily generate the document with a single click.

Deltek Vantagepoint and Informer Templates ensure the firm has a single source of truth used to generate the firm’s most important documents.

View the Mini-Demo to see how using Deltek Vantagepoint with Informer can help eliminate SSRS custom reports and quickly generate firm documents.

Blackbox Connector       30-Minutes

Presenter:

Tim Burns, Principal Consultant at Full Sail Partners