DocForm TM

Automated Electronic & Print Transactional Business Communications

DocForm enables automated generation of high volume electronic, mobile, email, and print variable data-driven business communications.

Highly Personalized Business Communications

DocForm is designed for organizations that need to generate high volumes of highly personalized electronic, mobile, email, and print business communications. It’s ideal for eStatement and printed statements, customer notifications, and other types of complex communications.

DocForm quickly creates a set of complex documents so organizations can easily provide their customers print and electronic cross-channel communications. This eliminates the need to utilize multiple applications to generate different types of communication media.

The more personalized a communication is the more likely it is to be remembered and acted upon. DocForm enables the creation of these powerful highly personalized communication sets.

Easily Create Complex Personalized Documents

DocForm creates these complex communications by ingesting data from multiple sources and inputs. These input sources include multiple databases, print queues, XML streams, and many other data sources.

DocForm also processes nested-XML streams to create complex and data-nested statements often used in financial and banking statements.

DocForm can then conditionally process these data sources to further create on-the-fly charts and graphs, conditional image selection, and calculations.

DocForm can dynamically create QR codes and 95 other styles of barcodes to match all barcode requirements.

DocForm has a project design interface that allows the creation of a wide range of print and electronic communications. Projects can range from simple notifications to complex conditionally processed customer offers.

One Application: Many Output and Delivery Methods

DocForm can automatically deliver its projects to many output types including:

  • Print
  • HTML e-mails
  • HTML to Web Pages
  • Links within, and attachments to, e-mails
  • Searchable PDFs and TIFFs
  • RTF, Word, and Fax
  • Output to SharePoint (with metadata)
  • Output to Prism DocRecord (with metadata)

High Volume Capable & Integrated Workflow

DocForm is built for the rapid processing and generation of complex electronic and print documents for production environments. It can generate print output to feed the fastest production printers.

DocForm’s integrated workflow also enables the conditional output of documents based on data and other preset processing rules.

Types of Documents

  • Statements & invoices
  • Customer notifications
  • Explanation of Benefits (EOB) communications
  • Employee handbooks
  • Promotional notifications
  • And many more