Verified User in Insurance
II
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Versatile application for document generation "
2/5
What do you like best about Fluent by Apryse?

The ability to apply data directly on a template. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

The limitations for retention of formatting within the import function. Also the lack of support for footers in templates. Review collected by and hosted on G2.com.

Response from Dave Thielen of Fluent by Apryse

Could whoever wrote this please email me - david@windward.net? I want to understand your comments on the problems as we do retain all formatting in an import and we do support footers in templates.

If you hit a bug, I want to get it fixed. If not, I want to learn what issues you hit using this functionality.

thanks - dave

Tom S.
TS
Tom S.
Senior Consultant
Accounting
Mid-Market (51-1000 emp.)
"Windward delivered our document automation needs"
4.5/5
What do you like best about Fluent by Apryse?

Windward was able to solve our issues regarding complex templated document creation. AutoTag enabled us to quickly translate sample documents from our clients into templates that allowed to generate massive amounts of documents, both at scheduled times and on demand.

AutoTag's integration with the familiar Office interface is a huge win, and we were able to even turn our customers onto the solution and have them being to develop their own templates.

In the end, we were even able to function as a reseller, and get the clients to generate their own templates that we could quickly expose via our software for their needs. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

There were some hoops initially getting it to play nicely with ASP.NET, and complex templates can be difficult to visually navigate and understand Review collected by and hosted on G2.com.

Adam T.
AT
Adam T.
Learning and Development Specialist
Information Services
Enterprise (> 1000 emp.)
"Dynamic Letter/document generator for existing database structures"
5/5
What do you like best about Fluent by Apryse?

I like how flexible it is at creating what I want. Quick response from Support and the software continues to improve at a steady pace. Nearly all formatting is based off of regular old Word and Excel. Everyone knows at least a little about the Microsoft Office software. It's an easy entry into the world of AutoTag.

Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

There were certainly some pains in the beginning like with any new tool or software. So far, I have been able to find a way with nearly all "what if" situations our clients bring to me. The only thing I would say could use some tweaking is the validating tool. It's really good at finding and jumping to typical problems to quickly fix the issue. When you move to the much more complex scenarios, the tool still provides useful information but doesn't necessary jump to exactly where you need it to go. It gets you close but not quite there. Review collected by and hosted on G2.com.

Response from Dave Thielen of Fluent by Apryse

Adam - thank you for an incredibly nice review.

You are right that the validation toll cannot jump to the exact location of an error it finds in complex documents. Unfortunately this is due to limitations in the Word COM API. Until Microsoft addresses this, we're all stuck with this limitation.

Running on top of Word is both wonderful (great template designer) and limiting (if Word doesn't do something - we're stuck).

Again, thank you for a wonderful review.

Brent R.
BR
Brent R.
Business Data Analyst
Computer Software
Mid-Market (51-1000 emp.)
"Windward ho!"
5/5
What do you like best about Fluent by Apryse?

I have just started using Windward, but coming from many years of experience with other report tools, I am already smitten with it. The ease of design for at least the fairly basic templates I'm starting to build is, for the most part, remarkable. The output in legitimate DOCX format that can be easily manipulated by end users is head and shoulders above any of the other tools we currently use to create Word documents, which end up as complex tables from edge to edge and top to bottom with very little meaningful ability to be tweaked, let alone heavily edited, rearranged and reused in other documents.

I've also received very prompt, professional and competent responses from Windward's support team. From webinars to email support to phone calls, they've been extremely accommodating and helpful -- not to mention just plain friendly. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

It's hard to complain about a tool I've only recently started using, and I'll update this review when I've got more experience with it, but two areas I find lacking are documentation (which I've been assured has just started a complete overhaul) and functionality for some of the tags. For example, I've been struggling to use the IF tag to do something that's dead simple in other tools: hide text and/or other elements when a data field is empty/null. Support is working on it and I'm sure I'll get an answer, but this should be more straightforward than it is.

A more long-term concern for me, knowing what I've needed to do with other tools to meet customer needs, is the lack of really powerful scripting and customization. I don't think this is something that they can or should address because from my perspective it's out of scope for AutoTag's purpose, but with one of the other tools we use, I have the ability to write complex JavaScript to create functions, manipulate data, etc. I rarely need to resort to this, but on the occasions where it's been critical to a project requirement I've been saved by it. Time will tell how similar requirements will impact our use of AutoTag; at this point it is supplementing rather than replacing other tools, but I can easily see it being our default go-to designer when customer requirements are typical. Review collected by and hosted on G2.com.

Response from Dave Thielen of Fluent by Apryse

Brent - thank you for a wonderful review.

On your first issue, we have just released a totally revised and updated documentation portal so you should now be very happy with the documentation. It is at http://ohana.windwardstudios.com/

On the if tag issue, please let support know if this is still an issue - this should be trivial to do.

On the scripting issue, have you looked at custom macros? You can write any macro, to do anything, and then call that macro in the select/query for any tag. This should give you any custom scripting you need, and then some.

Again, thank you for a wonderful review.

DC
David C.
IT Consultant
Computer Software
Small-Business (50 or fewer emp.)
"Brilliant Tool - Easy, Simple & Fast!"
5/5
What do you like best about Fluent by Apryse?

I have just started to use this tool as i am sure many of the other users have! The simplicity of this tool crossed with its powerful tool set make for a brilliant product, One that i find to be very hard to beat! We as a company use a lot of reports and going from an in house product to this is amazing in difference. Reports are generated a lot quicker and smoother. I would recommend this solution to anyone wanting a quick, reliable and simplistic reporting tool. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

Our company have not have many problems with this product, however any problems we have had have been swiftly sorted and have not required constant pestering! When compared to our old in house tool there are literally no complaints, i cannot think of any points that i dislike with this product. I am due for my first webinar on 17th Feb and hopefully this field will remain with no dislikes :)! Review collected by and hosted on G2.com.

Christopher T.
CT
Christopher T.
Software Developer
Insurance
Enterprise (> 1000 emp.)
"Windward AutoTag review from a Software Developer standpoint"
4/5
What do you like best about Fluent by Apryse?

I like the user friendly GUI (graphical user interface) that they have. If there is something that I don't understand they have a very helpful online repository where I can look it up. They email support is excellent. The response time is usually within an hour or two. I have talked to a couple different people and all of them have been very helpful. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

There really isn't much that I can think of when it comes to disliking it. The only thing that comes to wind is not being able to edit the excel document while you have the tag editor open. Review collected by and hosted on G2.com.

Response from Dave Thielen of Fluent by Apryse

Christopher - thank you for a terrific review.

On your desire to edit the Excel document while the tag editor is open, that would be asking for trouble. Because you could edit the cell that the tag you have open is to be written to, and then when we write it, if the location in the cell was shifted, we have no way to know that happened.

This is not a limitation of the Excel API, it's more of a fundamental logical limitation that we can't edit content in both the tag editor and directly in the spreadsheet and keep them in sync. I understand the desire to do so, but it's not doable.

Sorry.

Again, thank you for the very nice words.

Anthony V.
AV
Anthony V.
Programming Team Lead
Computer Software
Mid-Market (51-1000 emp.)
"WindWard in my sails."
4.5/5
What do you like best about Fluent by Apryse?

AutoTag is build within the Office suite and is therefore able to leverage all the familiar features. This is very useful when you need to make reports useful and appealing. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

It is hard to pick out the tags if they are mixed in with a block of text. Review collected by and hosted on G2.com.

Response from Dave Thielen of Fluent by Apryse

Anthony - thank you for such a nice post.

On the issue of picking out the tags, in version 15.1 we added color coding to the tags to help make them stand out. This does make it easier to pick them out. Please try that and see if that is sufficient for your needs.

And if there's a better way for us to make the tags more obvious, please go to http://ideas.windward.net and post a suggestion - we can always make this better.

Again, thank you for a great review.

Verified User in Pharmaceuticals
IP
Verified User in Pharmaceuticals
Small-Business (50 or fewer emp.)
"Seamless. The integration into well used Microsoft products make this so easy to utilise."
5/5
What do you like best about Fluent by Apryse?

How easy it is to use. There isn't a specific requirement for expensive training courses as all the help you need is provided by the team at Windward. Once you become well versed in how to use Autotag, document production and generation becomes so so easy. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

The charts were problematic at first, but again, using the resources available on the Windward website, I soon came to understand how they work. Some of the charts that became obsolete in new releases of Autotag was something I felt was a shame but not to the point it was detrimental to my user experience. Review collected by and hosted on G2.com.

JC L.
JL
JC L.
Sr. Director of Conservation Information
Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Windward AutoTag and Reporting Engine work as advertised"
4.5/5
What do you like best about Fluent by Apryse?

Easy data source connection, easy report authoring, super customer service. Authoring options are basically whatever Microsoft Word's formatting offers you, which is a ton. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

There hasn't been much to complain about thus far, no issues that haven't been resolved promptly by tech support Review collected by and hosted on G2.com.

Gregory B.
GB
Gregory B.
Product Support Analyst
Computer Software
Mid-Market (51-1000 emp.)
"The search should stop here"
5/5
What do you like best about Fluent by Apryse?

The software's user interface is intuitive and easy to use - I very rarely click on something and get a window/option that I wasn't expecting. The database resources you have to connect and get essentially real-time data is also incredible. Most importantly, the support page on their website is one of the most extensive support catalogs of any software I've ever seen. There's only been one time that I can think of where my question wasn't resolved from their support page, and in that case, their e-mail response was incredibly fast and immediately helpful. Review collected by and hosted on G2.com.

What do you dislike about Fluent by Apryse?

Sometimes the executing of queries when you're trying to evaluate them runs slow, but I think that has more to do with my query writing than it does with their software. Not being able to have two query editors open at the same time (or anything else in the excel file) was frustrating to get used to at first, but isn't a deal-breaker by any means. Review collected by and hosted on G2.com.