Features Designed For Utilities

 

Document Workflow

 

Client Letter’s document workflow feature can generate any type of document set. A document set is a group of documents required for a utility industry process, such as a energy savings audit. In this example, correspondence sent to the customer triggers an automatic system generated email to a third-party vendor outlining appointment details.

 

Each document in the workflow process can be distributed using the recipient’s preferred delivery method—print, email, Web or fax.