Intelligent documents are interactive and customizable electronic documents that can save time and resources by reflecting specific data instantly. They include Adobe PDF, Microsoft InfoPath, and Cardiff software, among others. Intelligent documents can streamline business operations, improve customer service, and reduce costs. They can be used in marketing firms to populate direct marketing materials with prospects’ personal information. In the commercial leasing and lending industry, smart documents can provide loan and leasing agents with intelligently programmed documents that reflect the tenant’s personal information, saving time and resources.
An intelligent document is a specific type of interactive electronic document. It differs from a standard electronic document in that it is dynamic and customizable. Businesses, from marketing firms to commercial leasing entities, can benefit from integrating intelligent documents into their operations, as using them can save time and resources by instantly reflecting specific data.
Smart document formats include Adobe® PDF, Microsoft® InfoPath®, Cardiff software and W3C® XForms. DocFire, Exari and Intelledox can also be considered part of the intelligent document solution. Any of these software can be programmed to aid in the production and use of intelligent documents. They are also based on XML, regarding the data used.
An intelligent document differs fundamentally from a normal IT document. While a standard electronic document can be said to be a digital version of a piece of paper, an intelligent document is interactive and can be dynamic. Interactive electronic documents allow for high customization of documents for both the user and the viewer.
Custom web pages, presentations and forms that change on user demand can be considered intelligent documents. They usually work in conjunction with the internet and some type of server software. These things help bring the smart document to life, keep it dynamic, and respond to input.
The applications for an intelligent document are numerous. These documents can help businesses streamline their operations, help with customer service protocols, and reduce costs. Some companies that rely on ever-changing data, such as marketing firms, can also apply intelligent documents to their business practices. For example, marketing firms that use smart documents to automatically populate direct marketing materials with prospects’ personal information have a better chance of reaching their target markets and increasing conversion rates. They can also solidify their brands, have better customer retention, and reduce costs associated with marketing by using smart documents.
An example of practical application of smart documents is in commercial leasing and lending. This industry is based on the idea that different entities lend and rent for commercial purposes and for specific time periods, so smart documents can help lend and rent entities. Smart documents can provide loan and leasing agents with documents that have been intelligently programmed to reflect the tenant’s name and other personal information. This can save the landlord time and resources when trying to finalize offers.
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