Business rules

Create highly intelligent document solutions

A document, by definition, contains information that is relevant to a specific reader or audience. Usually, this means that the author, the person that creates the document, must make certain decisions, for example to include or exclude a clause in a contract, based on corporate guidelines and business parameters.

With iDocLogicx, you can take this labour intensive job away from the user. Why?
Because iDocLogicx can make decisions for the user, based on variable conditions and rules.
In iDocLogicx we call this Business Rules.

Business Rules are another of the very powerful suite of functions found in iDocLogicx and empower you to create conditional, flexible, variable and intelligent documents.
The application of business rules is easy. No programming is required.

A few applications of business rules:

	Easily & efficiently alter document formatting properties -  layout & design;
	Include or exclude text, images, clauses, etc.
	Create workflow solutions, incl. document creation, administration, delivery and archiving;
	Deliver documents through multiple-channels (e-mail, dms, pdf, database, printer, etc);
	Apply, on precise level, the application of corporate identity, branding, or any other content;
	Manage approval cycles for biddings, tenders, contracts, expenses, etc.
	Use calculations in your documents, tenders, quotations, etc.

Examples
(1) In the case that an employee has a lease car, an extra clause is inserted into the employment contract.
(2) When an employee has no direct phone, the department phone number must be printed in letter heads,
(3) When the total amount of a sales order is more than 100,000 USD, the Sales Manager must counter
sign the document. The managers name and signature must be included in the document footer

More info : SuperOffice CRM - Microsoft SharePoint - Xerox Docushare connector

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