In our work with loss accessors we needed to allow the assessors to capture customer signatures and generate a mandate before leaving the site. This is a regulatory requirement that allows the loss assessors to act on behalf of the client. On their tablet the loss assessor enters the basic information required for the mandate including […]
Anybody who has done large volumes of document automation with be familiar with PDF forms and embedded fields. While embedded fields are very useful, sometimes they’re a little inconvenient. Let me explain… you get a PDF without fields from a third party, you decide to add form fields yourself using Adobe Acrobat or some other […]
We are heading to London next week for the Cloud World Forum, National Hall, Olympia (26th & 27th). We have a stand 2130, why not drop by and say hello.
This is a very short video (1.08secs) which will explain the difference between Document Automation and Mail Merge.
This is a question we frequently get asked: what is the different between document automation/document assembly and mail merge? A quick and easy answer is document assembly is mail merge on steroids. Let me explain. Mail merge is a word processing tool deployed locally on a desktop based application. It allows the user to produce […]