Do your staff need to be able to generate documents rapidly and accurately across your full client management portfolio? Do they need to be able to define and create documents themselves, as suitably authorised business users, reducing time and cost overheads? If the answer to either is ‘yes’ you will benefit from IIZUKA document generation capability.

IIZUKA document generation captures all correspondence (and other types of contact activity) and links them to the customer record, enquiry and service request to which they relate. The document generation module also automatically captures documents sent to the customer and links it to the customer, case and service request record. Documents received from the customer can be scanned and linked to the customer, enquiry and service request. Emails and other electronic documents can also be attached in the same way. These functions collectively populate the communication log for each customer. This information can then be accessed easily from the appropriate screen within the customer record.

• Generate documents such as letters, forms and reports with a single click when viewing the relevant record in the main application
• Generate documents that are automatically populated with data from within the application e.g. customer details, case status information, appointment times etc.
• Simple wizard driven process for configuring document templates and automatic insertion of system data
• Easy to use, fully featured editor that allows final amendment of the generated documents before publication
• Automatic selection of documents for generation that are relevant to a customer or case
• Generate documents in any format including HTML, PDF, plain text and Word
• Automatic recording of generated documents as part of the customer and case history
• Choice of printing options including printing individual documents or sending to a print queue for bulk printing
• Mass mailing system to automatically generate documents for large numbers of customers and cases in a single go with configurable selection criteria e.g. generate a status update letter for all open cases within a particular campaign or generate a letter to everyone who receives a particular benefit