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Automate Your

Word Documents

Set up your template then generate powerful, customized Word documents by simply answering a few questions.

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Install Word Add-In

Because Writing Custom Docs is a Pain

With BeyondDocs you create powerful document templates entirely in Microsoft Word. Each published document creates an online questionnaire from the questions and form fields you define in your document template. Once the template is created, all you need to do is fill out the online form and your custom document is automatically generated.

Legal Documents
Proposals
Contracts
Certificates
Letters
Invoices
Agreements
Reports
…and More
TRY FOR FREE

The Fastest, Most Intuitive Way To Generate Customized Word Documents

Available in the Microsoft Office Add-In Store

Install Word Add-In

Generating Documents Couldn’t Be Easier

Setup Your Word Template
Fill Out The Questionnaire
Document Generated
QUESTION DESIGNER

Setup Your Questions

When adding your questions, you have the choice between the following question field types:

  • Text fields
  • Multi-line fields
  • Number fields
  • Radio choices
  • Checkboxes
  • Dropdowns
  • and Yes/No questions

You can add conditions to each question you create, creating dynamic workflows and paths in your questionnaire.

TEMPLATE DESIGNER

Configure Conditions 

Selectively hide/show words, phrases, or entire paragraphs with the built-in condition generator. After creating your condition, click “Send to Doc” to insert the condition statement directly into your document template.

Install Word Add-In
ATTACHMENTS

Package Your Document as a Set

Customize your documents even further by attaching static PDFs or even other published BeyondDocs document templates.

Common use cases include attaching:

  • Exhibits
  • Sales sheets
  • Case studies
  • Complementary or supplemental Word documents
  • and more…

When a document includes an attachment, it’s downloaded as a *.zip file rather than a *.docx file and all of the contents are provided within the Zip Archive.

Attachments can be made available conditionally by inserting the attachment field within a condition statement.

TEMPLATE READY

Fill Out Form: Document Generated 

Once your document template is set up, you can generate dynamic, error free documents as fast as you can fill out your questionnaire via a simple web form. Say goodbye find and replace. 

Install Word Add-In

Want to See Beyond Docs in Action?

See how easy it isto setup your template and generate a dynamic document from start to finish within a few minutes.

WHAT USERS ARE SAYING

“BeyondDocs saves our firm countless hours in legal document generation while keeping billable hours the same.”

Partner
8 Associate Law Firm

“Creating legal documents that are watertight and accurate every time has been a big benefit to our firm”

Senior Partner
50 Associate Law Firm

Knowledge Base

Need Some Help Getting Started?

Question Designer

Creating your first document template is simple. Open up the Question Designer and add your questions. These questions correspond to the questions asked in the web form after the template is published.

If you don’t see the “Question Designer”, simply click on the black triangle icons (▼) in the logo to open the menu and click the Question Designer.

When adding your first question, you have the choice between the following question field types:

  • Text fields
  • Multi-line fields
  • Number fields
  • Radio choices
  • Checkboxes
  • Dropdowns
  • and Yes/No questions

You can add conditions to each question you create, creating dynamic workflows and paths in your questionnaire.

Template Designer

If it’s not already visible, click on the black triangle icons (▼) in the logo to open the menu and click the Template Designer.

The Template Designer allows the user to customize the contents of the documents by inserting:

  • Fields
  • Conditions
  • and Attachments

Fields

The fields are automatically derived from the questions created in the Question Designer. A field is inserted into the document by clicking on the blue field button.

Field Transformers

Sometimes you might want to manipulate the field value before it’s rendered in the document. You can do this with Field Transformers. Common field transformers include:

  • Address transformers
  • Case transformers (ex: convert to UPPERCASE)
  • List to String transformers (ex: convert a comma-separated list of items into a number-order
  • list of items [A, B, C –> (i) A, (ii) B, (iii) C ])
  • Personal transformers (ex: convert a name like “John” to “John’s” to make it possessive)
  • and more…

Conditions

Selectively hide/show words, phrases, or entire paragraphs with the built-in condition generator. After creating your condition, click “Send to Doc” to insert the condition statement directly into your document template.

Attachments

Customize your documents even further by attaching static PDFs or even other published BeyondDocs document templates.

Common use cases include attaching:

  • Exhibits
  • Sales sheets
  • Case studies
  • Complementary or supplemental Word documents
  • and more…

When a document includes an attachment, it’s downloaded as a *.zip file rather than a *.docx file and all of the contents are provided within the Zip Archive.

Attachments can be made available conditionally by inserting the attachment field within a condition statement.

To insert an Attachment into your document click on the red “Attach PDF” or “Attach Document Template” button.

Publish

Publishing your document template sends a copy of your document to the BeyondDocs template engine along with any customizations provided in the Question Designer and Template Designer.

When published, you will receive a “Share” link which can be used to access the online questionnaire. You will also receive a “manager” link to manage the document, including downloading backup (document revision) from a previously published document template.

Document Revisions

With large, complex documents, something will inevitably go wrong. Using the manager link (provided after publishing), you can log in to the online portal to download a previously uploaded template. The versioned template contains your original document, including the BeyondDocs data in the Question Designer and Template Designer.

Advanced Features: Tools

Please Note: These tools are still experimental and aide in advanced document creation and debugging. Ensure you have proper backups in place before using any tools.

Find and Replace:
Search for a string within the document and replace it with a field from the Template Designer.

Backup and Restore:
A flexible backup feature that allows users to restore the data within the Question Designer. It can also be used to transfer questions from one document template to a new one.

Unlock Content Controls:
By default, all inserted fields (content controls) are locked. This is done to prevent errors from being introduced into inserted field keys or condition statements. Clicking “Unlock Content Controls” will allow you to edit the contents within the inserted content controls.

Lock all Content Controls:
After making edits to the content controls, you can lock them again.

Pricing and Availability

BeyondDocs is currently in open beta. You are welcome to use it and we look forward to your feedback.

Although this version doesn’t include subscription options, we have dozens of paid customers that use our software daily within their enterprises.

We reserve the right to require a paid subscription at any point, however, we will inform all BeyondDocs users via email and give 30 days notice of any changes to subscription requirements. Enjoy!

SUPPORT

Still Need Help?

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