Guide - Simply composing a letter

Guide - Requesting a database

Guide - Multi-document output

Guide - DMS connection

Step 1: Create template

Your application manager creates a template with correct corporate identity and the necessary basic information. Your standard document is ready to use. From that point on, every employee will start with the same basic document, with correct corporate identity and the right content.

Step 2: Document generator

The end user requests a standard document and personalises it using a Q&A screen. The document will be generated in real time and changes can be checked using the preview function.

Step 3: Send & archive

After being generated, the document is archived and can be downloaded as a Word, PDF or XML at any stage. If desired, the document can also be sent at any time.

Step 1: Create template

Your application manager creates a template with correct corporate identity and the necessary basic information. Your standard document is ready to use. From that point on, every employee will start with the same basic document, with correct corporate identity and the right content.

Step 2: Document generator

The end user requests a standard document and personalises it using a Q&A screen. The document will be generated in real time and changes can be checked using the preview function.

Step 3: Connect with database

Once your documents are ready, other data will be added automatically from your database. Each document will be assembled in the correct way.

Step 3: Send & archive

The end user sends the document directly to the addressee at the push of a button or prepares the document for download. The document will be neatly archived in your system and can be retrieved at any time.

Step 1: Create template

Your application manager creates a template with correct corporate identity and the necessary basic information. Your standard document will then be ready to use. From that point on, every employee will start with the same basic document, with correct corporate identity and the right content.

Step 2: Document generator

The end user requests the desired basic document and fills in the variable data using a Q&A screen. You can provide each document with its own corporate identity and unique content. Your documents will be generated in real time and can be checked using the preview function.

Step 3: Connect with database

Once your documents are ready, other data will be delivered automatically from your database. Each document will be assembled in the correct way.

Step 3: Send & archive

Your documents are sent, at the touch of a button, directly to multiple recipients having been provided with appropriate content and corporate identity. The sent documents can then be found in your system.

Step 1: Create template

Your application manager creates a template with correct corporate identity and the necessary basic information. For each department, various templates can be created with correct corporate identity.

Step 2: Connect with DMS

You can quickly and easily connect your templates to your own database, allowing you to enter customer data into your templates at any time.

Step 3: Creating, sending & archiving

You've a document for a large audience: a change of premium, an adjustment in a subscription or a nice promotion for your regular customers. With the help of a simple connection to your database, the SmartDocuments software allows you to personalise your document for each one of the large number of recipients. You create a basic document and the software extracts the customer data from your database. Each document will be unique, containing the right document for the recipient, and is created with the correct corporate identity, even when there are hundreds of documents to personalise. The new document will immediately be ready for sending and archiving.