Form letters and standardized documents are great for providing consistency and efficiency, but if you must manually edit the document to provide personalization you defeat the purpose.
The Bryt Custom Documents Module solves this issue! The Custom Documents Module allows you to create a standardized document template and use data from your Bryt database to populate your document. This provides you with personalized documents with a click of a button. The documents are created in MS Word format to allow further personalization, as well as PDF format to provide a non-editable version of the document.
Some advantage of the Custom Documents Module include:
Only one “Template” needs to be created, the rest are automatically generated.
Only the “Template” needs to be checked for errors, so there are less chances of mistakes being included.
“Templates” can be used for many different types of documents, saving time for each.
The same “Templates” are used by all Bryt users, enforcing consistency throughout your organization.
The documents you create are stored in the Bryt database providing you a record of your communication stored in the cloud.
Templates used in the Custom Documents Module are created using MS Word and “merge fields”. If you can create a document using MS Word, you can create the templates used by Bryt. With little or no training, you can convert all your forms, letters and contracts to templates… saving you time and money!