Variable Data Management

Document Generation

Users no longer have to manually enter customer data into documents. With Octiv you can place advanced dynamic content into documents using variables. With variables, information can be automatically pulled from other sources into your documents.

Variables are used to power automation, personalization and the structure of Octiv documents. Variable data used in Octiv can be mapped from from multiple sources, reference individual document properties, and can be retained or updated with each version of a document.

Key Capabilities:

  • Variable data mapping
  • Data to drive hide/show logic
  • Variable data is kept with each version of the document
  • Multiple sources can be used to merge data
  • Create custom variables
  • Refresh variables to easily keep documents up-to-date with the latest data