Inhalt

SmartDocuments FOUR

SmartDocuments FOUR

4 Jobs. 4 Areas.
One Platform.

In a serious document platform, there are really only four tasks:

controlling who is allowed to do what; designing the templates and workflows; accommodating everyone who ultimately works with them; and scaling up when the volume increases.

Our software, FOUR, is built around these four tasks, nothing more, nothing less.



Weißes Symbol mit drei Reglern für Einstellungen oder Steuerung auf violett-blauem Farbverlaufshintergrund.

01 GOVERN

SmartCenter: Full control over users, templates, and the entire system from a single dashboard.

White icon of a paintbrush on a purple-to-blue gradient background.

02 DESIGN

SmartEditor 4 / Workflow Designer / SmartStudio: Create templates and workflows in no time.

White icon of a document with a plus sign on a purple-to-blue gradient background.

03 ENGAGE

SmartWizard 4 / SmartSpace: Your workspace for document creation and document communication.

White icon with four outward-pointing arrows representing scalability or expansion on a purple-to-blue gradient background.

04 SCALE

SmartBatch: Fast at any scale, from small batches to millions of documents.



"FOUR: The platform that turns business processes into automated documents."

SmartDocuments doesn‘t automate documents. It automates the decisions, the rules, and the accountability behind them.


View from the cockpit of a commercial airliner, featuring numerous instruments and control panels. A sunset is visible through the windshield, casting a warm glow across the cockpit. Along the bottom edge of the image, the text reads: «Full control in one cockpit.

01 GOVERN

SmartCenter: The Central Cockpit

Take Control of All Templates and Users

User and Access Management: Role-based access control, user groups, granular permissions for individual templates and workflows, and enterprise-wide scalability.

Single Sign-On (Keycloak): Unified identities across systems, fully aligned with your organization's security requirements.

Centralized System Configuration: Manage plugins, users, templates, integrations, certificates, and encryption from a single location.

Dashboard: Get a complete overview of key metrics, including email delivery, workflow status, and API agent activity. Gain detailed insights down to the root cause of individual errors.


A hand operates a digital user interface featuring document icons and checkmarks for approving or editing templates and workflows. At the bottom of the image, the text reads: "Templates & Workflows in an Instant.

02 DESIGN

SmartEditor 4 | Workflow-Designer | SmartStudio

Attractive Templates and Workflows Created by Your Own Team

SmartEditor 4 (Microsoft Word-Add-In)

  • Create document templates directly in Microsoft Word
  • No programming skills required
  • Intuitive and user-friendly for business users
  • AI-powered assistance with SmartPilot

Workflow-Designer

  • Visual, modular interface with drag-and-drop functionality
  • End-to-end mapping of document processes
  • Support for conditions, approvals, data integration, and automated communications

SmartStudio for Emails & Forms

  • Consistent template logic across all communication channels
  • Design branded email templates with ease
  • Editable HTML for maximum flexibility and customization


A person in business attire is sitting at a desk in an office with their feet propped up, appearing relaxed and confident. Along the bottom edge of the image, the text reads: «Open the tab, answer the questions, done!»

03 ENGAGE

SmartWizard 4 | SmartSpace

Document Creation That Saves Time and Feels Effortless

SmartWizard 4

  • Guided document creation through an intuitive Q&A process
  • Real-time live preview, allowing users to see document changes as they enter information
  • Consistent corporate design: users can modify content, not layout, ensuring brand compliance by default
  • Pre-filled data from third-party applications and databases
  • Output in Word, ODT, PDF, email, HTML, or XML formats


SmartSpace – My Tasks & Documents

  • Complete overview of all workflow tasks
  • Centralized view of your documents
  • Instant access to all generated documents, including their current status
  • Quick access to your personal favorite templates
  • Everything you need to manage document-related tasks in one place


Nighttime view of a modern metropolis with skyscrapers and a multi-lane roadway. The light trails of passing vehicles convey a sense of high speed. Along the bottom edge of the image, the text reads: «Fast at any scale.

04 SCALE

SmartBatch. Millions of Documents with Real-Time Tracking 

High Volumes. Complex Documents. From 1,000 to 100 Million in a Single Run.

When Timing, Compliance, and Consistency Matter

  • Process everything from small batches to millions of documents quickly and reliably
  • Generate millions of personalized documents within hours
  • Dynamically populate documents with individual data while ensuring compliance with branding and regulatory requirements

Scalable & Efficient

  • Handle peak volumes without delays
  • Eliminate manual rework and formatting efforts
  • Deliver consistent results regardless of volume or document complexity

Intelligent Automation

  • Rule-based templates control logic, layout, and content
  • Integrate structured data (e.g., XML, JSON) for maximum personalization
  • Real-time progress tracking, priority queues, and job reordering for optimal control and performance



4 Reasons why it makes perfect sense for you to implement SmartDocuments

01 One platform for all your documents.

SmartDocuments combines corporate design, templates, document creation, and automation in a single system. This reduces complexity, interfaces, and costs.

02 Business control instead of IT dependency.

“Domain expertise where it belongs, in the business unit.” Business units manage content and rules themselves, without long IT release cycles. Changes are faster, more secure, and anchored where the knowledge resides.

03 Governance and Compliance by Design.

Versioning, traceability, WCAG and GDPR compliance are built in from the foundation – ideal for regulated industries and public sector organizations.

04 Efficiency with measurable results.

Up to 90 % less manual effort, shorter processing times, and far fewer errors. Your teams gain time for the work that actually creates value.


 

Get to Know Us and Our Software!

Ready to See It in Action?

Book a personal, no-obligation demo and discover how SmartDocuments can simplify and streamline your document processes.

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