Technology Tools: Document Customization

The Harvest Document Customization Solution enables customers to tailor the look and feel of any document and intelligently distribute it across a global network of delivery channels including printers, fax machines, wireless devices, the Intranet and the Web. The simple “point-and-click” technology allows for forms design right from the desktop, accelerating output timetables and decreasing the need for costly pre-printed forms. Its inherent technology provides for B2B integration with a variety of e-commerce systems, trading exchanges and e-marketplaces.

Does Your Company Have or Need…

• Partners who are demanding specific content be included in their invoices or statements?
• To comply with industry or governmental mandates involving information disclosures to certain audience groups?
• Customers who would benefit from tailored messages from your sales or product development divisions?
• To improve cash flow?
• To reduce costs associated with document delivery?
• To minimize the amount of paper being stored on- or off-site?
• To lower costs relating to special pre-printed forms or green-bar paper?
• To enhance workflow processes?
• To burst and distribute large reports?
• Multiple departments or personnel that must able to access information quickly from their desktop?
• To enhance your corporate image?
• To include elaborate graphics such as logos or digital signatures in certain forms?
• To leverage printers and other devices at off-site locations for document distribution (i.e. payroll checks, invoices, etc.)?

Key Features*

• Customized Information Without Custom Programming
  Customizes output from enterprise applications to create business documents to meet specific industry and customer requirements.
   
• Supports B2B Presentation Portal Initiatives
  Enables browser-based presentment to provide instant accessibility and real-time notification as business-critical information is made available.
   
• Reliable Delivery 
  Intelligently delivers information to a global network of digital destinations, including the Web, email, fax, and laser and thermal printers based on user-defined business rules.
   
• Intelligent Processing 
  Rules-based, intelligent processing automatically produces the correct document or set of documents based on event-driven specifications.
   
• Full Barcode Integration
  Supports barcode printing onto documents and labels directly from enterprise applications.
   
• Open Integration Support
  Supports application call-outs from a call library.
   
• Comprehensive Printer Support
  Comprehensive support for industry-leading thermal printers, including Intermec, Zebra, and industry-standard laser printers such as Lexmark®, IBM® and HP®.
   
• Form Layout Designer
  Allows users to draw the graphical elements for the form-based output.
   
• Document Preview
  Allows users to review and validate business logic and output formatting before deploying documents.
   
• Enhanced Data Mapping
  Provides support for repeating input data and floating input data.
   
• XML Input Designer
  Allows the user to select elements from XML data to be used in the document output and routing process.
   
• XML Layout Designer
  Allows users to associate input data with XML elements.
   
• SQL Input Designer
  Allows users to create and test SQL statements.
   
• Double-Byte Character Sets
  Supports most major character-encoding schemes.
   
• Graphical User Interface (GUI)
  Easy-to-use design tool that leverages “point and click” functionality so users can place graphic elements where they choose.
   
• User Functionality
  Supports private and public fax-phone books, fax broadcasts, cover-sheet generation, detailed logs of fax transmissions and status, and the ability to defer fax transmissions by time and priority.
   
• Support for Multiple Attachments
  Users can attach an unlimited number of documents to any fax job.
   
• Robust Management
  Includes advanced features like built-in diagnostics, reporting and the ability to configure multiple fax systems, even in geographically dispersed locations, from a single desktop. Monitoring capabilities allow administrators to track system log-ins, control faxing queues and identify origination computers of each fax.
   
• Trouble Alerts
  Automatically produces detailed reports that can be transmitted directly to technical support when problems occur.

Benefits*

• Eliminates costly pre-printed forms
• Streamlines invoicing and improves cash flow
• Enhances relationships with customers by targeting promotions to their needs
• Lowers payroll expenses and produces disbursements faster
• Eliminates manual errors by automating operations-related document content and distribution
• Improves vendor management by distributing the right information in the right format
• Distributes information to the right audience across virtually any traditional or high-tech channel

Solutions Components*

• Document Customization Server
• Document Customization Designer
• Document B2B Integration Tool
• Fax and Transmission Tool
• Systems Manuals
• Reference Guides
• User Training

* This is just a sample of the many benefits, features and components of the Harvest Document Customization solutions-set. Benefits listed are a composite of several individual software applications. Consult your account manager for more information.

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