The Correspondence Process

The Correspondence document development and distribution process involves the following stages:

1. A library of intelligent forms is created in Documaker Studio by an author and deployed by an administrator.
2. An administrator creates user profiles and groups, or retrieves them from the current Enterprise Identity Management application.
3. The administrator assigns roles to users or groups.
4. An external system (such as Policy Administration or Claims system) requests a new document set be created and supplies the appropriate data or a Drafter initiates a new document set.
5. The Drafter selects or add forms and attachments to the document set, selects the appropriate addresses (recipients), and updates the document data as needed.
6. The Drafter submits the documents to an Approver.
7. Approvers review the documents and approve them or reject them.
8. If the document is rejected, the Drafter corrects the document and resubmits it.
9. Once the document set is approved, the system distributes it to the selected addressees using their preferred delivery channels.

 

Overview Diagram

The following diagram gives an overview of the process described above:

See Also

• Overview of Correspondence
• Managing Documents