Module
Documents and netPension® Textmanager
Notices, certificates and serial letters are created straight from the records – automatically or at the push of a button, and, if you wish, sent automatically too.
What it is about
Correspondence is created where the data is.
The netPension® Textmanager generates individual and serial documents from a wide variety of contexts – from the member file, from a contribution assessment, from a benefit assessment or from a reporting procedure. The templates are tailored to your requirements; documents are generated and sent manually or automatically.
Individual documents from the file
Serial documents across a set of records
Generated and sent automatically
Individual and serial printing via Microsoft Word
Follow-ups and journals as evidence
netPension® generates
The document.
The Textmanager writes notices, certificates, cover letters and serial letters using the data from the records. Whatever has been generated is in the file and in the journals.
Your DMS stores
The filing.
netPension® has interfaces to a wide range of document management systems. If you use one, it remains the leading repository – the generated documents are transferred there.
Follow-ups
What has to come back comes back.
Follow-ups are generated automatically depending on the context: a requested document, an outstanding income tax assessment, a life certificate that is due. Tasks that are due are shown to the person responsible – with date, author, addressee, priority and text, and can be ticked off once completed.
Would you like to see what this looks like for you?
We show you netPension® along your questions – no slides, but the running software. Give us a call or request a demo.