Quickly find and insert relevant text for your report
Browse through a list of standard text, select text that’s relevant to your report then press a button to insert it. That’s all there is to it! You save a great deal of time because you don’t have to type this text or look through endless old reports to copy and paste it.
Insert several sections of text at the same time
You can select multiple items of boilerplate text and insert them all in one go. Much more efficient than other solutions such as Quick Parts and AutoText where you can only insert one item at a time.
Previews help you find applicable text
See a full preview of every item of boilerplate text before you insert it in to a report. Even if the text runs over several pages, you can scroll down the pages to check the text on each page. So you can check whether the text is relevant before you insert it.
Save collections of text to custom reports
Save multiple items of boilerplate text to a custom report and specify the order those items should appear in your document. Save time and generate more accurate and complete reports.
Ensure the accuracy and validity of your reports
There is only one copy of each section of boilerplate content so you know it is the most recent copy with the most up-to-date information.
Share your boilerplate content among colleagues
Store your text library on the network and give your staff access to it. Save your staff time as they can reuse text that has already been written.
Easy to update and maintain
When text needs to be updated, you only need to update one copy of it. You control who is allowed to update and maintain the library.
Include tables, diagrams, photos, graphs and text boxes
Each section of boilerplate text is a standard Word document so you can include tables, diagrams, photos, graphs, text boxes and any other element Word allows. It doesn’t need to be just text.
You decide on the structure of your library
Organise your boilerplate text into categories and subcategories. The categories are displayed in a tree view so you can open up branches to see what items of text are available in that category.
A custom ribbon tab provides buttons to access the text library functions.
A custom ribbon tab provides buttons to access the text library functions.
Save selected standard text to custom reports so you don't have to keep selecting the text every time you create a regular report.
A custom ribbon tab provides buttons to access the text library functions.
The Text Library has improved the efficiency of preparing reports and ensuring they are accurate
"Having used a number of different report systems previously, this is definitely the most user friendly with no need to be an IT expert to both implement or to administer.
The system is used by our team to create reports and it has the flexibility to either pick a number of items to drop in at once in the order you choose or you can customise accordingly.
The system has improved the efficiency of preparing reports and ensuring they are accurate with the correct contents required by our regulator which is important from a risk management perspective. I would recommend this system for companies all sizes.”
Jimmy Mitchell, Head of Paraplanning, McCrea Financial Services
We have achieved a number of efficiency gains, not only in terms of productivity but also in the consistency of output
"The Text Library is now installed and up and running for all of the team in the UK and we will shortly be deploying this for use in our overseas offices – going forward this will be the only system we use for the production of our reports. Through the use of the Text Library we have achieved a number of efficiency gains, not only in terms of productivity but also in the consistency of output. Importantly the software is also extremely easy to use and keep up to date.
For firms looking to maintain and control a dedicated library then this is a system that should seriously be considered. Alongside this Expert Office provides excellent support, ironing out any issues extremely quickly and always takes on board feedback to help develop and enhance the system still further."
Richard Good, Paraplanning Manager, The Fry Group
We are now able to issue more quotes per day with the same number of staff
"The EOD Text Library tool has been a great addition to our company. We use it for two tasks; for putting together customer proposals and for compiling instruction manuals for our equipment. Both of these activities are now much faster using the text parts pulled from the library. As a company we are now able to issue more quotes per day with the same number of staff. Our quotes are also more accurate as any changes we make are pushed through to all new quotes via the text library."
Zac Jones, Business Improvement Manager,
STS Bespoke Handling Equipment
The Text Library is, without any doubt, one of the most valuable tools we use every day
"As a busy paraplanning team working with a large number of financial planners, we are always looking for ways to make our report writing process more efficient. Investing in the Text Library has been instrumental in improving consistency and speeding up the process of producing suitability reports. The Library has been easy to install and implement across the team. It is also proving to be effortless to maintain and update, which means we can easily adjust the wording to suit the changing regulatory and compliance requirements and reflect the specific needs of our clients. It is, without any doubt, one of the most valuable tools we use every day. "
Aleksandra Sasin, Founder & Chartered Financial Planner, Navigatus
Suitable for
-
Financial advisers
-
Report writers
-
Proposal writers
-
Legal professionals
-
Consultants
-
Analysts
-
Surveyors
-
Technical authors
-
Contract writers
System Requirements
The EOD Word Text Library is a Microsoft Word add-in that will work on the following PC/Windows versions of Microsoft Word (32 bit and 64 bit):-
-
Microsoft Word for Microsoft 365 (Windows desktop)
-
Microsoft Word for Windows 2019
-
Microsoft Word for Windows 2016
-
Microsoft Word for Windows 2013
-
Microsoft Word for Windows 2010
EOD Word Text Library will not work on Word Online or any Mac versions of Word.
Try it for FREE
Click the button below to download the EOD Word Text Library
Fully functional Admin Edition valid for 30 days
Editions
The EOD Word Text Library comes in two different editions - Admin and Standard.
You will need at least one Admin edition as the Admin edition allows you to set up and maintain your text library.
Admin
£399 (+VAT) per user
One-time cost
Insert standard text
Preview text before insertion
Insert standard text from custom reports
Save standard text to library
Create custom reports
Create and edit categories
Move and copy standard text between categories
Standard
£299 (+VAT) per user
One-time cost
Insert standard text
Preview text before insertion
Insert standard text from custom reports
Each licence includes 12 months of free updates and technical support.
Software licences are perpetual.
Volume discounts for more than five users are available. Please contact us.