Services
 
Needs Assessment
Template Automation
Template Design
Project Management
Template Automation
Document Automation Services
Training & Support
End User Training
Automation Training
Administrator Training
Pension Education Series
Paid Premium Support
Integration Progamming
Consulting
 
Customer Success



Services - Training & Support
AccuDraft's Training and Support is designed to provide you the ability to maintain and independently manage your content and document production process.
  End-User Training
Although the DocsEngine Portal end-user environment is designed to be intuitive, this training course will help users of the system quickly see its benefits and use the system everyday in the way that you intended.

Automation Training
We will train your technical staff and subject-matter experts in document automation techniques, including:
  • capturing business rules and creating interviews for the online environment
  • managing templates using DocsEngine Portal publisher tools
  • programming techniques and shortcuts
Administrator Training
We will train your key staff in how to most effectively set up and maintain users, user groups, permissions and content sets on the DocsEngine Portal. The result is a more powerful and user-friendly document drafting environment for your end-users.

Pension Education Series
These informative and insightful 90-minute courses are available at our site, at yours, or via the Web, and are designed to empower pension industry professionals with the skills and knowledge they need to succeed. Sessions will address specific vertical sectors and job functions, and will highlight the latest plans, regulations and guidelines, and trends, as well as tips and techniques for ensuring consistency, accuracy, and quality in all plan management activities.

Paid Premium Support
We will be there when you need us. Our Premium Support services will help your technical or subject-matter expert staff be productive. Our team of document automation experts can help them more effectively capture document rules and logic in their automated templates, creating a user-friendly document creation experience for your end-users.



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