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Personal Communications

Use client information and profiles to compose personal and customer-driven documents; combine data from various sources to tailor communications; standard documents can be personalized within the framework of the template and edited in a word processing program

Browser-Based, Interactive Document Composition

Leverage web-based wizards for document composition that enable users to select text and content elements and enter additional data not available from an application

Back-End Batch and On-Demand Document Composition

Produce batches of documents or documents on-demand in real time without user interaction based on application data via a server-based communications engine

Scalable Single Platform

Scale for each of your document processes—from simple renewals to complex, personalized quotations; templates and other building blocks are stored and versioned in one central database and a complete audit trail is built of all content and template changes

Omnichannel

Re-purpose a document for a different channel while maintaining the same content and look and feel or use it to generate alternative content and formats for different delivery channels

Multi-Branding

Update your style and brand information easily and apply to your documents based on data and business rules; a single template can support all brands

Industry-Standard Authoring Tools 

Integrate with standard word processing application Microsoft Word with full use of it’s features

Full Digital Transaction Management

Integrate with Kofax TotalAgility™ to enable on-demand and interactive document generation from TotalAgility workflows, expanding dynamic case management and customer communications capabilities; turn customer communications into full digital transactions and eliminate the need for paper through out-of-the-box integration with Kofax SignDoc™ e-signature capabilities

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