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Interactive Document Assembly

Personalizing correspondence

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Business users want the flexibility to personalize certain communications like including a special offer to onboard a new customer or removing a paragraph that might not be applicable in a specific situation.

The organization can define the different text blocks, fields and document definitions. Your users can easily personalize communications by adding or removing predefined paragraphs, changing the order of paragraphs, adding data from other applications, choosing between two versions of a paragraph, adding tables or lists, adding business rules, changing text properties and so much more.

This will give them the flexibility to fine-tune their correspondence to the exact needs of each customer. And all this while consistent use of approved content and compliance with your corporate brand is guaranteed.

 

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