USE CASE DOCSHIFTER AUTOMATION IN GENERIS CARA
Are you using Generis CARA to store & manage your submission content?
Combined with the power of DocShifter, take submission document preparation automation to the next level.
- Generate fully-compliant submission-ready PDFs from your documents
- Automatically check & fix Word & PDF files for compliance
- Automate report compilation from document collections
- Fully automated PDF manipulation
- Trigger advanced automation leveraging metadata in CARA
Achieve document compliance in the Generis CARA.
With DocShifter's powerful document automation capabilities.
Submission-ready PDF Rendering
Automatically generate navigation-rich, high-quality, auditable and submission-ready PDF documents from CARA.
Advanced Bookmark & Hyperlink Handling
- Generate bookmarks from any styles, including your own custom styles
- Ensure hyperlinks are consistently formatted and styled
- Set magnification and zoom level for bookmarks and hyperlinks
- Automatically create bookmarks for PDFs that have no bookmarks (based on text font, size, and more)
Flexible Office & Image Handling
- Advanced image handling within documents (dpi, encoding, quality, etc.)
- Advanced image and email format conversions (sizing, orientation, aspect ratio, scaling, and more)
- Advanced Word, Excel, PowerPoint, email, text and image format handling
- Ensure tracked changes convert consistently
- Field code handling to ensure content is up-to-date
- Process or exclude embedded files (including zip, docx, and more)
Detailed PDF Specification Handling
- Convert from various input formats to PDF or PDF/A
- Select the PDF or PDF/A version of your choice
- Set PDF properties and leverage any DMS metadata
- Flatten PDFs where needed
- Optimize PDF (including for fast web view)
- Ensure PDF viewing preferences are set correctly
Font Handling
- Embed fonts as required (all, subset, nonstandard, and more)
- Automatic font substitutions where fonts are unavailable
- Force specific font substitutions to use available fonts
Advanced Excel to PDF conversion handling
- Embed fonts as required (all, subset, nonstandard, and more)
- Automatic font substitutions where fonts are unavailable
- Force specific font substitutions to use available fonts
Advanced PDF Branding Features
- PDF branding features including watermarks, headers and footers, numbers and many more
Advanced PDF Compression
Report Level Publishing
Merge multiple documents from any supported format into one or more compliant PDF report(s).
Cover page automation
- 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
Create tables of contents & figures automatically
- Generate tables of contents for entire reports
- Generate tables of figures for entire reports
- Handle all content, table and appendices tables
Consistent headers & footers
- 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
Split reports into multiple output files (based on page count, or merged file size)
Automatically create booksmarks for all included content. Separate bookmarks when multiple output files are made.
Automatically check and fix Microsoft Word documents for compliance
Remove the manual workload, reduce costs and secure absolute compliance with DocShifter’s automated Word format fixer. Quality control and quality assurance for Microsoft Word documents has never been this easy.
Check for issues with paragraph
- Breaks in space paragraphs
- Empty paragraphs
- Highlighted text
- Manual page break
- Unused bookmarks
- Watermarks present
Check issues with images
- Images not inline
- Low resolution images
- Incorrectly formatted images
Check issues with tables
- In-table small font size issues
- Table not fitting to page
- Table header row not repeating
- Table with row breaks across page
Check issues with styles
- Corrupt style alias
- Instructional style used
- Narrative text formatting issues
- Non-black text
Check issues with linking
- Blue text not linked
- Cross-reference issues
- External link formatting
- Hyperlinks to external documents
- Internal hyperlink target mismatch
- Internal hyperlink with no target
- Internal reference document(s)
- Web links present
Check issues with headings
- Numbering issues
- Headings out of sequence
- Headings with white spaces
- Heading/title with break
Check for other issues
- Comments present
- Track changes enabled
Automatically validate and fix PDFs for compliance
Do you receive PDFs from external stakeholders? Do you want to make sure these PDFs comply with internal and external regulations before they are included in the submission?
Check for bookmark issues
- Bookmarks only included to (and open to) the correct level
- Bookmark nesting issues
- Look for broken & no-action bookmarks
- All bookmarks are set to correct zoom level (eg. inherit zoom)
- Check bookmarks exist where necessary
- Ensure bookmarks exist for each ToC entry
- Check first bookmark points to first page
- Check bookmarks point to correct page
Check for hyperlink issues
- All hyperlinks are the correct colour (e.g. blue)
- No invisible or broken hyperlinks exist
- Relative paths are used for all hyperlinks
- No external links are included
- All hyperlinks are set to correct zoom level (eg. inherit zoom)
- Identify any non-linked blue text
- Check a ToC is included, if needed
- Check hyperlinks point to correct pages
Check for PDF properties & security issues
- The PDF file size does not exceed any regulatory limits
- Check no security (passwords or restricted access) is applied
- The PDF version is correct
- The PDF is optimized fo ‘fast web view’
Check for font and initial view issues
- Check for font and initial view issues
- Check used fonts are embedded correctly
- Check initial page layout and magnification are set correctly
Check for page related issues
- Page sizes are correct (A4, Letter, etc)
- The initial page orientation is portrait
- There are no blank pages
- Page numbering is sequential
- Ensure headers and first page are not set to draft
- Look for any text remaining in the margins
Check for annotation and text issues
- The PDF is not empty and contains searchable text
- No track changes exist
- No annotations (of specific types) or comments remain
- No digital signatures are included
Discover how DocShifter strengthens Generis CARA to simplify and accelerate your submissions
Contact us for your questions, or to book a personalized demo
- A conversation to discuss your project, and your specific requirements
- A walk through / live-demo of the software solution you are interested in
- A customized demo that is about your project and needs
- Explore why many companies that use Generis CARA trust DocShifter