Microsoft Office Tutorials and References
In Depth Information
Smart Documents: Quick Facts
Here are some quick facts about smart documents and the way they’re
distinguished from smart tags and InfoPath:
Smart documents work with Word and Excel.
Developers create smart documents solutions for end users.
Smart documents display customized helps (prompts, links,
actions, and more) in a Document Actions task pane.
Smart documents are context-sensitive and interactive in the
sense that they respond to users’ actions in a document.
Smart documents use XML schemas to provide the structure of
the created document.
Deployment of smart documents is simple; Word or Excel
templates can be placed on a server or even sent as an
attachment to an e-mail message.
The idea behind smart documents is exactly that: documents that
enable you—as an IT manager, developer, or expert end user—to build
business-specific information into the Word or Excel documents your end
users work with. Smart documents might help users in the following ways:
Providing help with formatting. For documents with specific
formatting instructions (for example, a style sheet used by an online
magazine to enable writers to HTML-code their writing), a smart
document can provide formatting hints and helps as well as lend
tagging capability and access to a tag library. Writers could simply click
a tag to insert it or search for help to determine which tags to use by
clicking a link that takes them to an HTML reference.
Prompting users to add information. Some documents and
spreadsheets include boilerplate text or common features that a
smart document can add automatically. For example, suppose that a
legal disclaimer is added at the bottom of every product description
of a new prescription drug offered by a pharmaceutical company.
A smart document can prompt the user to add the boilerplate text
and give him or her the option of adding a disclaimer that has been
written in different ways for different audiences.