Understanding the manual process
As this walk-through will take you through a business role, it is essential that we understand the manual process that needs to be automated. The current manual process for the user is as follows:
- An administrator receives an Excel workbook on a daily basis. This document contains a list of clients whose loans have been approved.
- The administrator is tasked with creating a confirmation letter using Word for each client on the Excel worksheet and saving the document with the client's reference number as the filename.
- A Word document is provided as a template, but two additional paragraphs have to be inserted: one has the company telephone number and the other is the signatory.
- The administrator also has to date the letter with the system date.
- The administrator also inserts the loan details at specific placeholders in the Word document.
The files used for this walk-through are available in the GitHub repository. The...