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DOCUMENT GENERATION & DISTRIBUTION

An important element in any trading operational process is the provision of documentation. This includes the generation, retrieval and distribution of information to internal and external stakeholders. ITAS provides a range of solutions for creating and exporting documents that compliment the Document Manager facilities available for all subscribers.

Core subscribers can use pre-defined templates to generate RTF documents. Premium and Enterprise subscribers can use the Template Manager in the Data Portal to create HTML templates that can be used to generate customised RTF or PDF documents on demand. Document references can be added to workflows and Enterprise subscribers can use the Events API to add distribution options (such as email, MS Teams, etc) that can be triggered by system events.


What Document Generation options are available in the subscription plans?

Component Code and Description
Core

Premium

Enterprise

ITAS API
DMC Generate documents in RTF format using pre-defined DOCDES Templates  
DMP Generate RTF and PDF documents using Document Services API  
DME Create HTML Templates using Template Editor    
DME Document Services API    
  Include Document References in Workflows