DocuSuite transforms document generation and delivery into a structured, scalable, and intelligent process, empowering your organization to operate with greater efficiency, consistency, and confidence. Each component of DocuSuite is modular, reliable, and easy to maintain, allowing you to update templates, switch data sources, add new document types, or change delivery channels without disrupting your operations.
OUTREACHES
LETTER GENERATION
NOTIFICATION
COMPLIANCE
Key Features
Document Generation
DocuSuite provides a centralized system that enhances efficiency and consistency. Using header templates, it centralizes business logic and orchestrates multiple detail templates to generate documents seamlessly. It securely manages data connections, linking templates to any data source for maximum flexibility.
Document Delivery
A robust suite of integrations enables documents to be delivered through your preferred channels — Fax (RightFax, Concord, etherFax), Email (Mailchimp), or Mail (SharePoint). Delivery receipts are automatically tracked and managed across all modes, giving you complete visibility and assurance.
Inbuilt Flexible Scheduling
DocuSuite automates document workflows around the clock. Easily set up recurring schedules hourly, daily, weekly, monthly, or yearly to ensure that your documents are always generated and delivered on time.
Verification & Reconciliation
Every document generated is verified, and every stage of the process is reconciled within a single, unified framework. This ensures transparency, traceability, and compliance with all notification and audit requirements.
Integrated Data Management
All generated documents, delivery receipts, and metadata are automatically synchronized with your system of record, ensuring consistency and data integrity across platforms.
DocuSuite Workflow
User Interaction
The user initiates template-related tasks within the application.
Data Source Management
Connect and manage data sources
Template Management
Configure and maintain both centralized and decentralized templates.
Scheduling
Automate document generation by setting up scheduled workflows.
Task Queuing
Organize and prioritize document processing tasks efficiently.
Document Generation
Create documents using predefined templates and integrated data.
Document Transmission
Deliver generated documents to designated recipients via email, cloud storage, SFTP, or fax.
Integration
Ensure seamless connectivity with external systems, including CRM platforms, ERP software, and healthcare applications.
