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 Company-approved
documents in three steps
1. Select a document from a menu of your company's pre-approved document
templates,
2. The document is automatically composed from company-approved text and
graphic elements and a PDF is routed electronically for approval.
3. The approved document is released into production for printing,
email, or web distribution.
Elixir Correspondence System Workflow
The Elixir workflow consists of five areas:
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System Administration
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Content Creation
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Document Proofing
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Document Approval
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Document Production
System Administration
The Elixir Correspondence System workflow provides for a variety of use
roles both on the content creation side as well as the content delivery
and approval side. This module provides the tools necessary to create
users, assign roles, establish groups and set security levels.
Content Creation
Users assigned to this group have specific roles and system access
regarding the type of content they can produce and manage including
document templates and text elements. All content carries versioning and
effective date flags to determine their release for availability into
the system. Documents are personalized dynamically for each recipient
based on business rules set within the document design.
Document Proofing
The end-user responsible for determining which document should be
produced. This individual selects the document type. All document
elements are pulled from the library of approved components and
formatted with e appropriate template. A PDF proof is produced for
viewing and approval routing.
Document Approval
Users set as approvers view the document proof and make the approval
decision. Only approved, documents go through a release process in
preparation for production.
Document Production
The final step is the production of the approved document either to
print, the web or both. Documents may be released for batch production
printing or to local or network printers for smaller print runs.
Documents may also be released for distribution as an email attachment
or made available via the web.
Contact us for more information
Download PDF brochure - letter size
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ing,
review, and approval processes. This template-based approach skips
lengthy design cycles in favor of event-driven documents where an
interaction, i.e. a customer address change or other event requiring
follow-up, drives the contents of the document. The contents may be
entirely dynamic and pre-determined based on the event or a combination
of predefined content and ad hoc text. In all cases the document can
require approvals prior to release for distribution.