Creation and Assembly
Many organizations need to fill out documents and create document packages dynamically based on data entered by an operator and predefined business rules. The CCM Cloud provides an easy way to streamline document production and eliminate human errors:
- Create documents and assemble document packages in a controlled manner, by simply filling out a form.
- Company representatives and customers can fill out documents wherever they are: on PCs, tablets or mobile phones.
- Built-in review and approval, email distribution and integration with electronic signature providers (Docusign, Ecosign).
Advanced capabilities include data entry validation, conditional content and even online editing of the final document in a WYSIWYG (What You See Is What You Get) manner. Click the thumbnails below to see some examples of documents being filled-out interactively.
Personalized correspondence is key in establishing and nurturing good customer relationships. This letter shows how a mix of user entered input and transactional data retrieved from back-end systems comes together in a seamless piece of communication.
Property and casualty insurance documents are usually long and complex and require some level of document assembly. Check out this example for a quick demonstration of how lookup fields and conditional content are being used to build a complex policy. A full revision history is displayed on top.
Creating legal documents and contracts interactively can be quickly accomplished in the Customer Communications Cloud by importing Word or PDF documents. Advanced features include the use of conditional content, repeatable objects and computed fields.
In this example we show how marketing professionals can use the CCM Cloud to create marketing correspondence using a predefined structure. Output can be automatically distributed to thousands of recipients and re-branding can be configured for those organizations that need to distribute through partners.
The Features You need
CCM Cloud helps you fill out documents and automate the flow of information