Customer documents have to be not only personalized, but also created efficiently and error-free. Manual processes are often error-prone and time-consuming. Interactive document creation uses structured input and automated text blocks to generate documents dynamically – with maximum precision and minimum effort.
Screenshot: Clerks enter case-related data via the input mask / Example of integration with Salesforce.com
Interactive document creation is an innovative method for creating business documents. It enables clerks to enter case-related data interactively via an input screen and thus influence the content of a document based on rules.
Based on the information entered and stored business rules, the system automatically inserts predefined text modules into the documents and adapts them as required. Users can either create documents independently – whereby the display of relevant fields reacts dynamically to their entries – or supplement existing business data with additional entries.
Customizable forms and layouts allow individual design for a wide variety of use cases. Recurring dialog components (including logic) can be created once and reused in different documents.
The application is fully integrated into the DocBridge® Communication Suite design environment, enabling consistent and efficient document creation.
Screenshot: User Interface of DocBridge® Communication Suite
The dynamic document creation process follows a structured sequence of steps. The specialist user is guided through an intuitive user interface that reacts interactively to their input.
Interactive document creation ensures that personalized customer communication is standardized, legally compliant and efficiently processed - for a consistent and professional external image.
