Kurtosys Documents

Kurtosys Documents

A comprehensive document automation platform designed for regulated industries and teams that want to spend less time wrangling reports
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Time to Value

Deliver Faster

Kurtosys Documents is designed to automate the most complex documents you produce at a speed you will not have experienced before. Produce thousands of data driven documents from a single template in seconds. Distribute to the web or partners in minutes. 

Compliance

Compliant by Default

Kurtosys Documents includes a comprehensive workflow module that allows you to review, approve, and collaborate with others in your organization to ensure that documents are complete and correct. 

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Benefit

Designed for the way you work

Kurtosys Documents integrates into the applications you use today: Adobe InDesign, Microsoft Word, and Microsoft Powerpoint. Build sophisticated, data-driven templates using Kurtosys Studio integration and use them to drive large-scale automation. 

Features

Office Integration

Build templates directly inside Word and Powerpoint.

InDesign Integration

Produce IDML files and the highest quality outputs for your marketing materials.

Studio Integration

Include data driven components directly in your documents

Workflow

Produce large numbers of unique documents based on individual templates

Custom Steps

Customize each workflow to include different gates and checks

Custom Approvals

Assign steps to individuals to perform tasks and receive email alerts

Exceptions

Flag issues with documents and correct them. 

Distribution

Send finished documents to your website, SFTP, S3, or custom third party location

Analytics

Understand time to market, analyse blockers and improve your process

Hub

Centralize all your documents and connect it to your various Kurtosys solutions such as DXM sites and Portals

Custom Metadata

Create custom meta data schemes for your documents for tagging and search

Search

Search for documents based on content and tags

Email

Sign up clients for automated email alerts when documents are updated

Saved Searches

Create custom groups of documents and receive updates when they change

Entitlement

Lock down documents according to security rules

Use Cases

A world of possibilites

Factsheets
Presentations
Client Reporting

Automate detailed financial marketing material 

Remove the manual effort from keeping your pitchbooks and decks up to date

Create sophisticated client reports in a variety of formats

How it works

Your pathway to success

01

Connect

Connect your client and product data sets to Kurtosys via API or SFTP and enrich with compliance or localization rules. 

02

Configure

Configure your site, portal, documents and more using our intuitive and user friendly toolset. 

03

Create

Create new experiences and outcomes for your clients and sales teams across the full spectrum of your distribution team.

04

Evolve

Use in-built analytics to evolve and enrich your solution progressively with zero custom coding required.

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Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.