Improving document management through
advanced rendering
Webinar based on our session at
DIA RSIDM 2025
Win valuable time with automated PDF report creation
Merge documents into a single PDF
Highly-configurable to meet regulatory specifications
Navigation-rich & searchable
Fully compliant
Reports + Overview
Features
Benefits
Reports + Customer Stories
FAQ
Supported File Formats
Screenshots
Reports + Overview
Fast, easy, scalable and fully-automated report generation software
What does Reports+ do?
Reports+ automates the creation of PDF reports, without the need for complex publishing tools typically used and designed to create large report submissions. With Reports+ automation, you can reduce the risks associated with manual report creation. Automatically merge multiple documents into one or more compliant PDFs; add cover pages, ToCs/ToTs and ToFs, headers & footers, pagination and watermarks. You can even split final results based on file size and page count.
What do companies use Reports+ for?
DocShifter’s Report+ is used by large-scale enterprises to create multiple reports, including:
- Compliant reports to support regulatory submissions, such as Clinical Study Reports (CSR), Investigational Medicinal Product Dossiers (IMPD), full medical device 510(k) submissions, and many more
- Internal PDF reports to support enterprise functions, including Standard Operating Procedures (SOPs), training guides, annual reports, and much more
Features
- Authors store their documents as usual. A DocShifter workflow will pick up the document automatically and convert to the right format, at the right time
- Workflows automatically route content based on the type of file, metadata, template used, signed or not signed documents, and much more
- A simple to use and highly flexible workflows to define your automation steps
- Check for new documents from multiple content sources (see DS Connectors to find out more)
- Merge multiple documents in different file formats, including ZIP files, folders, OpenText’s Documentum Virtual Documents, and Veeva Binders
- Automatically add cover pages to your reports
- Add cover pages at the start and end of reports
- Add cover pages at the start or end of each report volume (where output is more than one PDF file)
- Template designs directly in Microsoft Word
- Include metadata placeholders for inclusion of dynamic content from your repositories.
- Generate tables of contents for entire reports
- Generate tables, figures for entire reports
- Handle all content, table and appendices tables
- Use attributes and metadata from your document management system
- Include dynamic titles and visuals in your cover pages, tables of contents, headers & footers, and more
- Add consistent pagination including page and volume numbers, and totals
- PDF branding features including watermarks, headers and footers, numbers and many more
Benefits
Reduce the manual work needed for report generation and free up time for more valuable tasks
Create simple reports with ease and speed, outside of your complex submission publishing tools.
Centralize report creation and generate consistent PDF reports
Re-use content in existing systems through seamless integration
Use metadata from your document management system in your reports
Technically compliant PDFs thanks to DocShifter’s PDF+ rendering
Reports + Customer Stories
An international Medical devices company…
…reduced costs and accelerated results in report generation for 510(k) and MPA submissions. All by reducing manual work with automated document conversion
.
A global Pharmaceutical company…
…used automated report generation to reduce manual work and the need to use complex submission-publishing tools when creating reports from PDFs in Veeva Vault.
FAQ
How are DocShifter’s automated report generation capabilities complementary with LORENZ Docubridge’s publishing capabilities?
DocShifter’s report generation functionalities are fully automated features. For example, they enable the fast creation of PDFs that would typically be included in a submission using LORENZ’s publishing tools.
Can DocShifter automatically bookmark PDFs and create Table of Contents (ToC)?
Yes. PDFs are fully bookmarked, with Tables of Content created automatically as necessary (as well as cover pages, pagination, and more)
Does DocShifter software support optical character recognition (OCR)?
DocShifter allows for fully-automated OCR from any file format supported, which includes all image formats listed in a given RFP. The accuracy of results will depend on the quality of the image being processed via OCR, so the required 90% guarantee cannot be achieved without the quality of the content source also being guaranteed.
Where is DocShifter deployed?
DocShifter’s software can be deployed on-premise or in your cloud (AWS/Azure/Google). On Microsoft Windows or Linux. Either directly onto hardware, using VMWare or in a Docker / Kubernetes infrastructure.
We need the conversion functionality for a one-off conversion project, but are not interested in purchasing conversion software. Can you help?
Absolutely. It’s something we have plenty of experience in. Head over to our Document Conversion Services page to find out how DocShifter’s team can handle all of your document conversion project needs.
Supported File Formats
| Input Formats | Output Formats |
|---|---|
| DOCX, DOC, XLS, XLSX, PPT, PPTX | PDF (1.4 – 1.7 & 2.0) |
| PPS, PPSX, ODP, POS, POT, POTX | PDF/A (1a, 1b, 2a, 2b, 2u, 3a, 3b, 3u) |
| HTML, XML, CSS, MHTML, XHTML, XML + XSL | PDF/UA-1 |
| TXT, RTF, CSV | PDF/X (1a, 3) |
| PDF, PDF/A | |
| .MSG, .EML files from content store (DMS and file shares) or IMAP, POP3, SMTP inboxes | |
| All image file formats, such as PNG, JPG or TIFF | |
| Zip, Virtual Document, Binder |
*Please note that this is not the full list of supported file formats for Reports+.
Drop us a note, and you will receive all the answers regarding the supported file formats for Reports+.
Screenshots
Automatically merge multiple document into a single PDF report. Add cover pages to your reports by leveraging metadata from your DMS
Automatically add a table of contents (ToC) to the final report
Automatically add and manage advanced bookmarking, pagination, zoom levels, and much more
Merge multiple documents in multiple formats. From ZIP files, MS SharePoint, Veeva Vault, OpenText Documentum and other content sources
Have questions about DocShifter Reports+?
Designed to make your organization more productive, and your life easier
Set up DocShifter with a web browser
and a few simple clicks
Create your own document conversion workflows with the platform’s user-friendly drag & drop web interface. Configure each step to match your specific conversion needs, save your workflows and configurations – and you’re ready to go.
With its one-and-done setup, DocShifter can take on all of your frustratingly repetitive – yet necessary – document conversion tasks straight away, leaving your staff to focus on more pressing business activities.
The result? Trusted, compliant document and email conversion without the headache. Super fast and always on.
Discover why companies of all sizes trust us for document conversion
Fully automated
Convert any file type without the need for manual intervention. Simply set up and start converting.
Securely install anywhere
Because security and privacy matter, convert your documents on-premise or in your cloud. On Windows, Linux or Docker.
The best customer
service in the industry
With our support team guaranteeing two-hour response times, help is always at hand.
Superior conversion speed
Without the need for MS Office or Adobe, DocShifter converts documents 10x faster than comparable solutions.
Seamless integration
Effortlessly integrate all of your enterprise systems, both natively or via web API.
High-availability
With zero downtime, your conversion service will always be on to meet the demands of your business.
Live Webinar + Practical Demo on July 31st | 2 sessions in 1 day
Is your report compilation too slow? manual? complex? time-consuming?
Partnering with confidence
PharmaLex, a technology-enabled solution provider in the Life Sciences industry, partnered with DocShifter to streamline their complex PDF-submission process for their 1000+ clients worldwide. So what changed?
5 minutes
saved per document
750 Hours
saved per year
Serving 1000
customers with 1 solution
We’re obsessed with our customer’s success. From first-day training to expert implementation – via our friendly, two-hour response time support (we’re proud of that) – our team is here to ensure your DocShifter project is up and running, on-time and on-budget.
Training
DocShifter is easy to navigate and learn. A single DocShifter expert can remotely train an entire team to install and use the platform in a day. Simple.
Implementation
Choose to have DocShifter implemented by one of our experts, by your IT department, or both. Whatever your current setup is, we’re here to deliver a seamless experience. Without the stress.
Support
From setup to scale-up, our document and systems experts are on hand to support anything you need. And with our award-winning, two-hour response time, you’ll never be kept waiting.
