Taking Your Documents from Static to Dynamic

Dynamic Docs with Reports
Dread reporting audit findings or vendor risk acknowledgments at the end of every month, quarter, or year?

Well, dread no more. Rather than fret over static version control or tedious manual updating, Onspring’s powerful dynamic documents feature solves your reporting woes. And it was built with you in mind—to make updating reports and communicating data lightning-fast.

Here, we’ll walk you through how you can use dynamic documents to provide your stakeholders with exactly the right information in the format they prefer.

What is a dynamic document?

A dynamic document is a type of “living document” that downloads the latest data from Onspring and formats the content into your desired template. Data included in a dynamic document includes both text and reports with charts, graphs, maps, and tables.

Dynamic documents are incredibly powerful because you can aggregate data and report across several teams and GRC programs in one branded file by the click of a button. Simply select ‘generate dynamic document’ and you receive a polished, branded report in Microsoft Word or Adobe PDF file formats.

No matter which Onspring products you use – risk, compliance, audit, business continuity – Onspring software centralizes your data to make reporting fast and convenient.

The dynamic documents feature leverages your fixed content to create one cleaned-up report file that you can regularly update and share with internal or external stakeholders.

Customize your report template to organize content for unique audiences.

You don’t have to manually change the content for each stakeholder during every reporting period – you can use separate templates for each audience type. This creates serious time savings for yourself and accurate information for your audience.

Dynamic documents can also include brand elements, like your logo, fonts, and brand colors, so that it looks like it was produced in conjunction with your marketing team.

Dynamic Document Template

Not only can you tailor dynamic documents to your stakeholders’ needs, but you can also proactively send the report to those who need it when they need it. Send dynamic document reports for daily, weekly, monthly, quarterly, or ad hoc distribution.

By scheduling and embedding a dynamic document into an email, your audience receives the report in the simplest way possible.

How and when should you use dynamic documents?

Dynamic documents are a great resource for any reporting need, but we want to unpack three great use cases to highlight this powerful feature’s benefits.

1. Use dynamic documents for smarter & faster vendor reviews

Goal: Apply real-time vendor risk insights to contract negotiations

Teams Involved:

  • Legal
  • Vendor
  • Information security

Dynamic documents create the perfect reports to share information about third parties with whom your organization is contracting business. The feature gathers information and data from assessment responses to produce an easily consumable report for multiple teams to action against.

As you work across teams to intake vendors and conduct risk assessments, all questionnaire responses populate in real-time in Onspring. This instant data provides immediate visibility into potential risks and helps your teams make faster decisions regarding vendor onboarding approvals.

Vendor Risk Assessment with Dynamic Documents

During a detailed information security review for all new vendor requests, your team can flag individual responses from an assessment to discern approval acceptance or exceptions. For example, if a vendor is requesting a high level of access to sensitive data or access to privileged accounts, a trigger can be set for the vendor risk analyst to review in detail which access points are needed, for how long, who has access, and the implications to not granting access.

Access Levels with Dynamic Documents

Access request information from this example would be shared with the vendor management team and business owner to discuss if and how to proceed with the vendor. If the vendor is accepted based on certain conditions being met during the contracting process, Onspring can automatically provide specific legal clauses to insert into the contract.

Benefit to this review process in Onspring: If the inherent risk is identified prior to working with that vendor, your organization can account for it beforehand by negotiating your contract to add more coverage or adjust their access to data.

See the step by step guide of how this information would appear in Onspring for vendor management, information security, and legal teams to review in tandem.

Vendor Type Field Determines Access Level to Data 

ABC Company Profile

Results from Risk Assessment on New Vendor Request Flag Risk Rating

Assessment Information
Survey Scoring

Risk Rating Triggers Legal Clauses to Insert into Contracts

Clauses by Risk level

Using a dynamic document, the vendor risk analyst can then suggest specific legal clauses to insert into contracts based on what is needed for the vendor to conduct their services and what your organization needs to maintain your risk thresholds.

Dynamic Document Output Based on Vendor Risk Assessment Score & Legal Clause Requirements

Dynamic Document Output

These automated reports save vendor risk analysts, information security, and legal teams tremendous time and effort while simultaneously producing customized data in a clear, professional format. It’s a small automation that improves the ability of multiple teams to take appropriate actions to manage risks and improve organizational performance.

2. Communicate company policies for approval before public distribution

Goal: Streamline policy communication for adherence

Teams Involved:

  • Compliance
  • Audit
  • Business units

Whether you have a new policy or a new review process, creating a dynamic document is key to facilitating this change smoothly. We know how difficult it is to maintain layers upon layers of data policies with static reports. Dynamic documents allow users to easily identify, reference, and update specific policy data as needed.

To produce a final deliverable, dynamic documents pull specified policy information, the policy itself, and any related controls into a polished document that can be issued in a designated cadence or for specific individuals.

The goal here is to align organizational groups and policies before approval and public distribution. And there are often many groups involved: policy, legal, information security, and the advisory board. With dynamic documents, you’ll have more efficient and effective policy processes, better and faster data sharing, less margin for errors, and consistent communication across groups.

3. Use dynamic documents to produce ESG disclosures

Goal: Consistent ESG communication to internal and external stakeholders

Teams Involved:

  • Sustainability
  • HR & DEI
  • Vendor management
  • Information security
  • Operations
  • Board

Let’s say you want to communicate your company’s Environmental, Social, and Governance (ESG) strategy and its progress. Materiality assessments are likely created at this stage, so Onspring is housing scoring and ratings for each assessment process. Dynamic documents capture this current information, along with any identified risks, opportunities, or remediation/mitigation plans, and organize them into a formal document. Your dynamic document templates create consistency in your ESG status reporting.

ESG Disclosure using dynamic documents

Dynamic documents make it more sustainable to keep ESG info up-to-date and accurate in circulation. Consistent language and reliable standards mapping mean only that you can quickly point out changes rather than create a new reporting document every time.


Track, manage & report ESG performance

To improve ESG initiatives, Sevita used the Onspring ESG solution to create scale and consistency in year-over-year plans.

Dynamic Document Best Practices

Overall, dynamic documents can significantly improve communications by providing stakeholders with real-time updates and streamlining report processes. By using dynamic document automation, team can increase efficiency, reduce risk, and improve overall business performance.

That said, there are a few tips for using dynamic documents in Onspring successfully.

  1. Use triggers and outcomes to auto-generate dynamic documents. Based on logical conditions, Onspring can be triggered to create your final deliverable. Be sure to use the preview feature to test before enabling a document.
  2. Define who can generate dynamic documents. You may not want all users to have dynamic document capabilities. You can limit document generation by role, say only managers, to produce documents.
  3. Remember: End users without access to private fields receive redacted data. So, you’ll want to think about what information you’re putting in your dynamic documents and who has access to what. You can override the setting in the document configuration or you can choose to include only public fields.

Curious about how dynamic documents could work for you?

Let’s find a time to talk about configuring dynamic document templates, field display rules and output settings.

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