Automate Document Assembly and Delivery (ADAD)

Purpose-Configurable. Exceptionally Scalable. Natively Integrated.

The ETCETERA® Platform delivers unmatched capabilities for automating the assembly and distribution of high-volume, variable-content document packages. Whether you’re sending invoices with all open balances and supporting images, monthly customer statements, project-based billing packets, utility bills, compliance notifications, or customized financial or insurance communications, ETCETERA® is purpose-configurable to handle it all – without custom code, and with your rules.

What You Can Do with ETCETERA ADAD

  • Assemble Recipient-Specific Document Sets
    • Include multiple documents per recipient – invoices, statements, remittance forms, notices, contracts, etc.
    • Automatically match and group documents by Account Number, Customer ID, Project, or custom fields.
    • Insert personalized cover sheets, informational letters, and remittance slips dynamically.
  • Deliver How You Want
    • Digital delivery via email with recipient-specific attachments or embedded links.
    • Secure portals: Post documents to ETCETERA® ECM or external portals.
    • Physical print/mailing using print queues, mail houses, or internal printers.
    • File transfers via FTP, SFTP, shared network folders, etc.
  • Schedule or Trigger Deliveries Automatically
    • Use AutoRun for:
      • Scheduled (daily, weekly, monthly) runs.
      • Event-based triggers (e.g., when data is posted).
      • Batch-driven execution with data or document triggers.
    • Entire process runs unattended—from file pickup to delivery confirmation.
  • Use Custom Rules & Flexible Batch Controls
    • Define sort, split, and grouping criteria based on your delivery logic.
    • Control file names, batch identifiers, and PDF output formats.
    • Add conditional logic for optional inclusions or routing decisions.
  • Create and Manage Recipients Easily
    • Use the Address Book to manage companies, contacts, and recipient preferences.
    • Each recipient:
      • Can be a company or individual.
      • May have one or more contact persons with distinct email addresses and delivery options.
      • Is linked to document grouping rules (e.g., all documents for Acme Inc.).
    • Customize email subject lines, message bodies, and attachments per recipient.
  • Customize Emails and Metadata
    • Set unique sender email addresses, CC/BCC rules, custom text in messages.
    • Embed variable fields (e.g., first name, account number) in subject/body text.
    • Attach summary reports or additional static documents per run.
  • Audit, Archive, and Track Everything
    • Delivered documents are automatically archived in ETCETERA® ECM.
    • Each delivery is auditable, with time-stamped logs and access trails.

Why It Matters

What once required multiple systems, custom development, or expensive integrations can now be handled within a single platform – configured to your operational model, integrated with your data sources, and adapted to your recipients’ preferences. ETCETERA® turns repetitive, manual document delivery into a rule-driven, automated process that ensures speed, accuracy, and compliance at scale.

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