Document production made easy with Intelligent Office
Trust Intelligent Office to create client documents
Creating client documents can be time-consuming and costly, so why not take the hassle out of document production with Document Designer from Intelligent Office (iO)?
Document Designer makes producing high quality, branded documents, such as client letters and suitability letters, simple and straight forward. Plus, it includes the ability to include conditional paragraphs, so you can create automated letters using client data, resulting in fewer mistakes, less paragraph selection and increased accuracy.
Benefits of document designer
An integration with Word with outputs also via PDF
Ability to create branded templates with custom paragraphs that can be re-used
Templates can be restricted for access within different groups
Automatically saves documents
See Document Designer at glance:
About Intelligent Office
Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.
Over 2,350 of the UK’s leading advisory firms, with over £390 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
