Document Publisher

Document Publisher lets you dynamically create reports in the Microsoft Word (.docx), PowerPoint (.pptx and .pptm) file formats based on Clarizen data. As a one time set up, you need to create and upload a file template with field mappings, and desired layout and branding. With the Document Publisher, you can create powerful branded reports, executive memos, presentations populated with Clarizen data. You can also output Microsoft Word document into a PDF file which can be emailed or downloaded.

Specification: Integration Apps

Categories: IT, Marketing, Professional Services, Project Management, Research and Development

About This App

Document Publisher lets you dynamically create reports in the Microsoft Word (.docx), PowerPoint (.pptx and .pptm) file formats based on Clarizen data. As a one time set up, you need to create and upload a file template with field mappings, and desired layout and branding. With the Document Publisher, you can create powerful branded reports, executive memos, presentations populated with Clarizen data.
You can also output Microsoft Word document into a PDF file which can be emailed or downloaded.

Example documents that you may wish to publish from Clarizen work items include:

  • Periodic Project Reports (Project Highlight Reports)
  • Project Scope Quotes
  • Work Order documents
  • Risk Register documents

Reports can also be triggered by Workflow rules and Scheduled Workflows.

Full Documentation for Document Publisher can be found in Clarizen User Manual.