Creating documents during a workflow

One of the primary reasons that we decided to utilize SharePoint for the U-LINC workflow engine is that it is so robust with so much out of the box functionality.  Additionally, there are a plethora of free and for fee extensibility products.

We had a request come up recently that could have deep reaching impacts for a lot of our customers.  The customer wanted to create a customer welcome letter anytime a new customer was created in their system.  Not having done this before, I went searching for an extensibility product that would allow SharePoint workflow to create a Word document.  I was pleasantly surprised when I found that this was easily accomplished with some of that robust out of the box functionality.

Essentially, you create a Word document and use that as the default template for a SharePoint document library.  The workflow then creates a list item in the target document library using information from the current list item which has information from the U-LINC Integration.

There is a complete step-by-step here.  This has now become part of our standard demo and customers are getting amped when they start thinking through how they could utilize this type of functionality.

This is just one example of how U-LINC's dependancy on SharePoint enables a rich user experience.

More coolness later ...