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Follow Up Documents for Enhanced Customer Communication
The Client Letter Follow-Up Document feature automatically generates documents for further correspondence eliminating additional document authoring and increasing processing speed. The Follow-Up feature enables documents to be generated when a response to an earlier document has or has not been received after a specified amount of time.
Follow-Up Documents can contain variables, attachments/enclosures, conditional logic and all letter template workflow features. Uses for Follow-Up Documents include late payment notices, reminders and satisfaction questionnaires.
Benefits of Client Letter Follow Up Documents:
- Automatically initiates Follow-Up Document generation to eliminate manual processing and reduce delays in document creation.
- Identifies timing for Follow-Up based on specific account criteria increasing efficiency with timely correspondence and eliminating calculation error.
- Automatically populates appropriate content into Follow-Up Documents to eliminate manual input and errors in processing.
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