Top 5 Do’s of Document Creation To Always Keep in Mind

Top 5 Do’s of Document Creation To Always Keep in Mind

Document creation and management can be a daunting task for many of you out there. However, using the right Salesforce document generation software can make this task easy. Document generation tools ease down the complications and allow you to create any kind of document in any type of format. Also, they keep you notified whenever the recipient opens them.

But there are several things that organizations do wrong when creating digital documents. Today, we have listed the top five do’s of document generation that you should always keep in mind.

So, let’s get started!

Salesforce document generation tool

#1. Use Standard and Accessible Format

If you want to ensure that the recipient of your document can read your document properly, you need to create them in the standard format. Make sure that you use document generation software that allows you to create documents in accessible and standard formats. Docs Made Easy for Salesforce document generation helps you keep brand consistency with fonts, headers, etc. Also, you need to ensure that the documents are mobile-friendly.

#2. Avoid Jargons

Always write for the reader. Know who you are writing for, and make sure to write in a manner that is easy to understand for a wide range of readers. Use tools that tell you how readable your content is. Also, you should avoid terms that your end-reader might not be familiar with. Further, you should never assume that the reader would know all abbreviations and acronyms. Be wise while writing anything for the reader.

#3. Ensure Correct Formatting

Formatting is the key to clarity in your documents. Try writing in short sentences with smaller paragraphs – use headings and subheadings wherever possible.

Use commonly used fonts that are known to increase readability such as Arial, Times New Roman, Calibri, etc. Also, try to add bullet points, use basic colors, and stick to the white background that your users are used to.

#4. Reduce Complexity

By using rich media- images, and charts, you can easily enhance any document and make it look lively. As you know, a picture says a thousand words! Also, you can minimize the text and use an image to depict the same thing in a better way. Thus, reducing any complexity that comes along with texts. 

#5. Keep Documents Updated

Whatever style or structure you follow, ensure to keep documents consistent with the same fonts, color, logos, headers, etc. Also, you can try linking documents so that it’s easier for the reader to jump from one document to another. Develop a process of document management where you can update the documents regularly without losing their integrity. Thus, this allows you to retrieve multiple versions of the same document easily so that you can track progress and not lose any data.

Wrap Up

Docs Made Easy for Salesforce document generation allows you to create documents using its prebuilt document and email templates. You can create the type of document that you want – contract, proposal, work orders, receipts, invoice, and more in any type of format. If you wish to get started with document generation software for your business without digging a hole in your pocket, then click here.

About the Author

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with passionate people.

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