Overview of Correspondence

• letters and other forms
• graphics, including logos and corporate signatures
• attachments, including scanned material

Correspondence can be integrated with existing business applications (such as CRM systems) using industry standard APIs, web services, site monitoring, or messaging middleware.The correspondence you create can be distributed simultaneously across multiple channels such as email, fax, and print with appropriate copies sent to multiple recipients in their preferred format.

Users and Groups

Users, or groups of users, are assigned one or more task-oriented roles such as Drafter, Approver, or Administrator. Depending on this role, users can create, approve or reject documents, or administer the system.

Drafters work with correspondence that is in progress and assigned to them, or that they have created. Drafters can personalize the generated document set by selecting additional forms, adding attachments, assigning addressees, and editing data or content before distributing the documents.

Approving and Assigning Documents

There are several optional levels at which documents can be approved such that only the appropriate document sets will be sent to the correct approvers based on business rules. Approvers can accept, reject or comment on any document set.

A user can assign correspondence that is in-progress to other users if the original user is away, or if the work load needs to be shared among several employees. All documents are routed through a configurable system that ensures each item is sent to is sent to the appropriate workflow step, such as drafting, approval, or distribution.

Administrators

Administrators can use the Documaker Administrator application to associate existing groups from a corporation's current system.

Administrators can :

• define roles and edit each role’s available actions
• assign roles to user groups from the corporate security system
• use analytics provided in the dashboard to identify system throughput, track system performance, and resolve processing issues

See the Documaker Administrator Guide for more information.

Documaker Studio Library

Multi-purpose library content is created and maintained in Documaker Studio, a separate Documaker authoring application. You can use this content in ad-hoc correspondence, system-driven correspondence and batch document production. For more information on establishing a Library with Studio to use in your Correspondence, please refer to the Documaker Studio User Guide.

See Also

• The Correspondence Process
• Managing Documents

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