Document Composition

Summary

OnBase Document Composition improves outgoing correspondence by leveraging existing data—from OnBase or third-party systems—and automating the generation of Microsoft Word documents. Documents are created faster and workers are more productive because they don't have to search multiple information sources and manually produce business documents. Organizations can avoid potential legal and compliance risks by producing accurate, standardized documents and communications.

Benefits

• Standardizes document generation to improve accuracy and support legal and compliance requirements.
• Increases efficiency by automating the document creation process and centralizing template storage.
• Promotes data integrity by pulling information directly from the source, eliminating errors from manual copy/paste.
• Mitigates risks associated with freeform document production and manual data entry errors.

Design

• Even non-technical users can configure document templates. Because the Template Builder is part of Microsoft Word, it leverages the ribbon toolbar and a wizard-driven interface for a pain-free user experience.

• Data from OnBase or a third-party system may be used to populate the composed document. Documents may be created manually by an OnBase user or automatically, without any user intervention. 

Applications

• Sales Contracts: Templates can be configured to pull data from multiple sources (like an ERP or CRM), and populate fields or terms on the sales contract. Templates serve as the contract boilerplate, and are stored centrally and categorized into libraries for consistency and ease of use. Sales personnel can easily compose a customer contract from the template, confident that the contract terms and conditions are accurate.
• Insurance Claims: Agents can generate letters responding to claims submissions, pulling data from multiple sources into the final produced document. Final documents can be locked down from editing or further changes and storage of the document can be forced to a common location, centralizing management of the document and making retrieval efficient.
• Service Organizations: Sub-contracted billing companies can use templates to automatically generate third-party billing with consistent company logos and branding. Authorized users can edit templates without involving costly programming staff. Final, composed documents can be stored into OnBase, printed or emailed out to recipients.

Interface

Template Configuration in Microsoft Word