Create mail merges out of system data and import into Microsoft Office formats.
Gather Your Important Data Efficiently
Easily Merge Data with Templates
Generate letters, documents, presentations and spreadsheets by gathering data and merging into a template. The results can be printed or emailed. In addition, the activity is logged in your system.
- Export to Powerpoint, Excel, PDF, Word and HTML email
- Include charts, graphs, dashboard components and attachments
- Create professional presentation material
- Flexible delivery options: Automatically deliver via email, download locally, store in Riskonnect, or use with Riskonnect eDocs and send the generated document out for signature