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Conditional Logic for Intelligent Document Assembly
The Client Letter Conditional Logic feature generates customized, consistent and error-free communications by automatically including text and assets into any document based on customer data values. This feature increases productivity and reduces operator decision-making by automatically including the proper letterhead, word, paragraph, attachment or calculated value into documents. A user simply selects a document type and the customer information determines the appropriate components. Virtually the entire document assembly process, from creation to delivery method, can be automated.
Conditional Logic can automatically set properties for a specific communication such as font size, modification permission, archival period, quality assurance (QA) and sort order— just to name a few. Logic can be placed in any document type, is reusable and requires no programming.
Benefits of Client Letter Conditional Logic:
- Increase processing efficiencies by automating text inclusion and reducing data input errors.
- Eliminate costly processing errors by unauthorized users by controlling content modification.
- Increase customer satisfaction by automating text to include offerings specific to gender type.
- Adhere to state and legal guidelines by incorporating current policy content.
- Avoid costly errors by automating the review of materials with high sensitivity or dollar-amounts.
- Eliminate user decision-making by fully automating document properties.
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