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To re-design document templates to reflect the new brand image and to convert existing documents in line with the new formats.

IOS re-designed all existing Word templates (documents and in-house forms) to include new Word styles and, where appropriate, incorporate the firm’s new logo.

We also developed sophisticated routines to convert existing documents to the new formats. Administrators can run the document conversion procedures in batch whilst any user can convert single documents on the fly. These procedures include replacing the firm’s name, initials and logo; changing the standard font and reformatting documents in line with the new template designs. The system automatically creates a central log detailing the name of the document converted, the changes made and by whom.

A modified ‘File Save’ command checks each document as it is saved to ensure that the firm’s previous name or logo is not inadvertently retained.

The comprehensive, easy-to-use document conversion routines allowed system administrators to quickly convert batches of centrally stored precedent documents in the days leading up to the firm’s re-brand. All other shared documents (i.e. those not stored in private folders) were automatically converted immediately prior to the changeover. Individual users were able to easily convert privately stored documents at the touch of a button. The end result was that users were able to continue their work without disruption from the very first day of the firm’s re-launch.