Document Assembly

Automate the assembly and distribution of documents.

What it Does

Whether you’re a manufacturer who needs to assemble and route shop floor documents through a production process or an insurance company that needs to gather and mail customer policy packets, we can save you time and money by automating the assembly and distribution of those documents.
 
Our Document Assembly tool allows you to assemble electronic files from different sources into a single PDF document for printing, electronic storage, and distribution via email, automated workflow or fax.  

Key Benefits

Less manual labor, more productivity

Automating packet and document assembly reduces manual labor and paper-related storage and distribution costs. Instead of manually assembling, routing or mailing documents, employees can spend time working on more productive tasks.

Cross-industry uses

The tool can be used by to assemble document packets in any industry. Examples include:

  • Insurance: Assemble and distribute policy documents and related paperwork.
  • Trucking and Logistics: Facilitate rendition billing and the assembly of order and shipping documents.
  • Distributing: Assemble and distribute Certificate of Authenticity (C of A), proof of delivery, and other order and shipping documents.
  • Marketing: Create and ship invoices, packing slips, marketing packets, order and shipping documents.
  • Manufacturing: Assemble and route shop floor work packets and order and shipping documents.
Assemble documents from any source

Create PDF packets from almost any kind of source documents, including:

  • TIF Image Files
  • Microsoft Word and Excel files
  • PDF Documents
  • IBM i spool file documents
Store, route and print PDFs

Store PDFs in your Windows network file system, the IBM i IFS, WebDocs or any other document management system Route files for approval or workflow processing via Enterprise Workflow, DeliverNow or WebDocs or deliver PDFs automatically via email. 

Who's Using It?

Woodharbor Doors & Cabinetry

Woodharbor streamlines business processes and improves production time by using WebDocs and our Document Assembly software to manage and distribute invoices and order documents.

Download the Case Study (PDF)

Looking for Support

You’ll find all relevant support resources for this product in our Support Center, including:

  • Documentation
  • Installation Instructions
  • Upgrades
  • Licenses
  • Troubleshooting
  • Tutorial Videos

The Document Lifecycle

Stage 1: Capture

Capturing signatures and data, and creating forms and reports that people can easily access, use, and distribute is the first stage of the document lifecycle. Learn how products like SignHere, iForms and WebForms can digitize documents and data, decrease paper costs and speed up workflow.

Stage 2: Manage

Securely managing documents and other data after they have been captured or created is the second stage of the document lifecycle. Learn how products such as WebDocs and inContact can give you the tools to securely find, use and store information, no matter where you are.

Stage 3: Distribute

Getting documents and data to the people who need them – on time and in the format they need – is the third stage of the document lifecycle. Learn how products like DeliverNow and Enterprise Workflow can automate document distribution and speed up business processes.

Stage 4: Secure

Securing data and documents is the final stage of the document lifecycle. Learn how WebDocs and our Security Solutions can protect key business information from cyber threats, data loss and costly downtime.