CSi IntelleDoc Solutions™

Customers using CSi IntelleDoc Solutions™ realize many immediate benefits, including the following. To learn more about the solution components, click on an image area to the right.

• Most efficient integration process via a single data schema for all lines of business, saving time and money and increasing speed to market for both new products and updates
• Significant reduction in exposure to risk with:

Automatic and warranted document selection specific to the transaction

Automatic and warranted dynamic document creation specific to the transaction

Space limitations resolved, eliminating uncertainty and need for addendums

Enterprise-wide consistency created for all compliance documentation

Required signers automatically applied to applicable documents–eliminates confusion or uncertainty and reduces training

• Single update for all users–saves time, reduces document update costs, eliminates need for multiple updates
• Flexibility to configure documents for specific transaction needs–eliminates need for addendums and/or custom documents
• Flexibility to brand documents (e.g., logos), add barcodes, apply e-signatures, etc.