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Real-Time Document History
Client Letter Real-Time History enables all documents sent to customers to be reviewed or reprinted with the click of a button. Client Letter History saves the complete text of the customer communication. When a document is created, a ‘document set’ is added to History. A document set consists of entries for the original document, Attachments, Carbon Copy Cover Documents, Trigger Documents and Follow-Up Documents, and a complete audit trail of all actions taken on these documents: printing, approving, routing, modifying and reprinting.
Client Letter also provides a Full Text Search feature in Real-Time History, enabling users to search through historical documents for specific text. This capability applies both to regular and to Archived History tables.
Client Letter allows each Department or Workgroup in a company to have a separate Document Library and Document History. A number or departments can share a common Document History, but maintain independent Document Libraries, or vice-versa, depending on the structure and needs of the business operation. Within each Document History, documents are indexed and stored under multiple, customer-defined retrieval keys, such as Account Number, Claim Number and Customer Last Name. An individual storage key or multiple keys retrieve historical customer correspondence from Document History (i.e. display all documents to this account number regarding this claim number). Only Client Letter integrates with corporate databases so easily - providing powerful functionality, flexibility and efficiency.
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