When honoring a request for information, you remove any information traceable to individuals from a document. With our Anonymize functionality, you have the option to anonymize both specific fields and all variables in a document. What do we mean by ‘all variables’? And how do we ensure that the end result remains a digitally accessible document? You can read about …
When, as a government agency, you disclose a document in response to a request for information (or FOIA request), you protect the sensitive information in that document. With documents created using SmartDocuments, you may also need to remove certain data. How do you make these documents free of confidential data without having to read through them and manually remove this …
When using document creation software, you use smart (interactive) templates and a Q&A screen. Throw in a nice preview option and the document creation party is complete. Because, you know, it’s kind of nice to be able to see what you’re doing, while creating documents. In the beginning… document creation usually happened in Microsoft Word. And that made everything easy—because …
Finally! It’s 5:36 p.m. on Friday evening, and you’ve just finished your last document of the week. Time to shut down the laptop. It was another productive week with an impressive volume of documents sent off, off and away. Always a great feeling! Two weeks later, Joyce from Customer Service visits your office. Ms. Jones received the lease you prepared …
Document templates. They give your outgoing correspondence an appealing and uniform look. You can quickly conjure up sharp-looking business documents with your corporate identity. Wouldn’t it be great if you could do the same with your outgoing emails?Consistency makes for a strong brand identity It bears repeating: the magic word in building a strong brand is consistency. Your brand only …
Creating multiple letters at once, but with a personal touch. That’s possible thanks to mail merge, a popular technology widely used in business. What is the appeal of this technology, and what options are available in the document creation software of SmartDocuments? Automated communication—you can’t do without it in today’s world. We regularly receive letters that we know were generated …
Do you always seem to be missing one of your socks in the morning? And next, you spend ages looking for your car keys? Wouldn’t it be great to be done searching once you get to the office? We have just the thing for you! Ever heard of our Search Module? The intro to this blog may be a bit …
Many organizations work with a variety of (external) systems simultaneously. You log in to system A, while you look for the data you need in system B. Then you’re supposed to use system C to send it all to the right person. Sounds efficient, doesn’t it? And to top it all off, there is a different login for each system. …
Working with templates. It saves you time, money, and frustration. You keep outgoing communication uniform and make considerably fewer mistakes. An adjustment in a template is done in no time and immediately available to the rightful claimants. The end user only has to choose the right template for their document, answer the questions in the question-and-answer dialogue, and they’re done! …
Working on one document with multiple people seems efficient but regularly generates frustration. For example, John from Marketing has already put the conclusion in the document, while Jenny from Sales was supposed to look at the content first. It’s nice to hear that Jack is working so far ahead… but hopefully, he also likes doing things twice over!Co-chaos Co-authoring is …
