One of the crown jewels of the North Shore platform is the Doc Prep module. All your documents can now be easily plugged in and then automatically created by the system. Generate any document, at any point, in Word format with all data automatically loaded. Generate document packages that pull together data and files from various sources into one pdf package.
- MS Word templates
- Missing data highlighted
- Intelligent text substitution
- Signature blocks for legal documents
- Save and refresh
- Batch, rules-driven document generation
- Email queue management