The presentation of a customer document includes more than the PDF layout. Filenames, email subjects, message text and attachment names all influence whether the communication looks professional and is easy to understand.
Attachments called report.pdf or output123.pdf are difficult for customers and staff to recognise. Manually editing the subject, message and filename for each transaction also slows the process and introduces inconsistent wording.
Lasernet can build filenames, email subjects, body content and attachment names from transaction and customer data. Rules can include references such as account, document number, date or document type so the complete communication is generated consistently.
The benefits are clear:
Automating the surrounding email and file details helps the document arrive as a complete, polished communication rather than a generic system output.
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