Simple document production
DocAssist’s dynamic pane is context sensitive, and automatically displays what you need to know, and what to enter. All essential information is grouped together on a non-intrusive pane on the side of your Word document or email.
See the results of your selection immediately in the document. Observe as letterheads and signoffs automatically populate once you select the author of the document. Tab through the questions on the pane or navigate content controls on your document. All interaction with your document is interactive and instantaneous.
Lookup or add new contacts, manage contact relationships and reuse contact data throughout your document with just a few clicks.
Save your draft document and come back to it any time to complete questions you previously skipped. Re-automate your document based on any changed information, any time. Do your own way!
Insert electronic signatures and send as a PDF file at the press of a button, with a complete audit trail.
When complete, finalise the document to remove all automation and metadata – ready for sending.