Smart Documents

Give customers the feeling of a webpage with the functionality of a friendly guide

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Make Smart Documents

That Deliver a Powerful Interactive User Experience

Companies that wish to stand out from their competition don’t just tell their customers what they do for them—they show it by using the best quality of customer-facing documents. Interactive bills and statements take communications to the next level: more informative, versatile, and easier to navigate than any ordinary PDF or Word document. MHC smart documents are channel-neutral, so customers can start viewing a digital document on one device, then view on another wherever you left off. This is an invaluable tool for any business wanting to transcend boundaries. With a smart layout, drill-down, and slice-and-dice options, customers can make more informed decisions about their accounts.

Key Elements in Interactive Documents

Video Files

Add video files to documents and make use of editing controls to customize the videos to match brand colors and style.

Audio Files

Interactive PDFs allows embedding audio where a video is not enough. This feature is essential when including samples in any company’s portfolio.

PDF Forms

Forms are easily added in business and transactional documents. These are formatted to match the style of the document.

Photo Galleries

While images can be added to standard PDFs, with interactive PDFs several images are overlaid on the same page and navigation buttons are added to create galleries.


With interactive PDF, navigational buttons are included in the data. These are useful when creating a portfolio, an educational document, or a brochure.


With interactive document solutions, hyperlinks can be included in PDFs from the primary editor to allow readers to navigate to another page within the document, another PDF document, or a web address.

Try Smart Communications First-Hand

While your imagination can certainly paint a vibrant picture of all that’s possible with smart communication, seeing it in action is a guaranteed eye-opener.

All of Your Smart Document Generation Needs in One Place

From invoices to product labels to compliance documents, our document automation software offers the flexibility to create and pivot based on what specific documents your company needs to function and succeed. Some of the documents you can create with MHC include:

  • Labels
  • Invoices
  • Smart Invoices
  • POs
  • Insurance Statements
  • Explanation of Benefits
  • Prescriptions
  • Statements
  • Bills
  • Portfolio Statements
  • Business Reports
  •  Proposals
  •  Legal Contracts
  •  Customer Dashboards
  •  Receipts
  •  Marketing Docs
  •  Newsletters
  •  Account Statement
  •  Letters
  •  Legal Agreements
  • Tax & Compliance Docs
  • Hospital Discharge Statements

Smart Document Examples – Live Samples

Take a closer look at MHC’s smart documents by exploring the following samples. Click to see how cutting-edge technology can take transactional communications to the next level! 

Portfolio Analysis

See how this interactive portfolio analysis report allows customers to drill-down, sort, filter, and highlight their data in real time. PDF can be generated at any time.

Smart Telephone Invoice Document Sample

Smart Telephone Invoice

Your billing can become an important revenue stream. This document uses a digital marketing campaign to display the ad most relevant to the customer viewing it.

Fund Profile Interactive Sample

Fund Profile

This fund profile outlines the distribution of financial assets by industry, location and more. Click the graphics to highlight related data!


Unleash the power of automated customer communications with

MHC EngageCX

MHC’s EngageCX software offers a comprehensive suite of solutions that not only streamline your communication processes, help you automate the creation of compliant documents, and give you direct control, but also deliver key benefits to your customers, with well-designed and engaging communications.

10 Benefits of Using Smart Document Solutions

These days, people are more attracted to visual content than written materials. By using interactive document solutions, the customer’s level of engagement can be enhanced. This contrasts with today’s standard PDF, which provides minimal multimedia elements and lacks interactivity. Additionally, it enables organizations to identify the customer’s touchpoint and create customer experience solutions based on their predicted behaviors. Providing a memorable user experience is essential for acquiring customers, but there are many other benefits to using smart documents!

1. Smart Documents Are More Informative
Standard PDFs offer the most straightforward format for sharing digital materials such as contracts and portfolios, but they are limited in the information they can offer. Interactive documents, on the other hand, accommodate multiple types of complex data in a single communication that provides the customer with extensive information that is easy to navigate.

2. Communications Are More Convenient for the Customer
Smart documents are extremely convenient for customers because they offer far more extensive data than standard formats, all while saving a lot of time in interpreting this data. Interactive formats deliver the essential information to the customers directly without them having to navigate through the entire document to get to it.

Batch or On-Demand Document Img

3. Customer Interactivity Is Increased
When creating business content, the chosen type of formatting ultimately determines the level of interactivity. By using smart documents, organizations can provide their prospects with more engaging and informative content and actively increase their interactivity with the documents. Fillable forms are also available to learn more about customer needs and adapt communications to fit them.

Responsive Smart Documents Image

4. Visual Content Sparks Customer Attention
With interactive document software, engaging visual content can be added to traditional documents. By embedding picture galleries, navigational buttons, and video files in the text, the documents will immediately capture the customer’s attention and boost the engagement rate significantly. A simple invoice can easily become an informative piece of data with MHC’s solution.

Editing with Live Previews img

5. Smart Documents Have a Professional Look
All business communications must have a professional look. Even transactional documents such as invoices or contracts must relay a high level of professionalism and technological innovation. With smart interactive document solutions, companies can turn traditional communications into brand statements by adding rich media, extensive customer data, stylish buttons, and calls to action.

6. Conversion and Retention Rates Are Increased
Interactive PDFs and smart documents create a superior customer experience, which significantly increases customer satisfaction and conversion rates. Satisfied customers are far more likely to buy and then to buy again. Satisfaction comes from meeting the customer’s needs and MHC’s solution creates a feedback document life-cycle that accommodates customers to state their concerns and requests.

7. Interactive Documents Make a Good Impression
Including smart documents in communications with new clients will further help businesses increase conversion levels. Instead of treating new prospects as a sales point, campaigns can be focused on creating interactions and offering value. Good relationships with prospects will eventually turn them into long-term customers.

Experience it today img

8. Customers Feel Heard
Customers can use interactive documents to air their complaints and views about the company. By providing them with the means to voice their concerns, their level of trust in the organization increases. Moreover, the information gathered provides business owners with direct feedback from customers, enabling them to maintain their brand reputation without causing public indignation.

9. They Create a Memorable Experience
By providing exceptional customer experiences to their current customers, organizations also attract new customers. Word of mouth is as powerful as ever, and pleased customers spread the word to their peers when they receive memorable service. Interactive PDFs and smart documents enable companies to stand out by taking traditional communications to the next level to make an impression.

10. They Boost Marketing Campaigns 
Interactive documents help businesses extract essential information about the customer journey, which ultimately helps them gain a thorough understanding of client needs and expectations. Organizations no longer need to guess what their customers want. They can develop marketing campaigns based on facts from smart documents rather than predictions, which generates more leads.

Try Smart Communications

Sign up for a free demo of MHC’s smart documents. Try the smart communication functionalities and see the difference they could make to your company’s customer communications!

Request a Personalized Demo

Ready to see how MHC EngageCX can revolutionize your organization’s customer communication and document automation processes? Sign up now for a free demo!

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Marco Kuster
Head of Innovation and Digitization

MHC has empowered us to be an innovator in our field

We now provide new services to our customers,
increasing our value to them and growing our top-line revenue.

Steve Turner
Director Billing Services

MHC has been a great solution to automate large monthly statement runs very quickly and efficiently 

Aspire Leaderboard

MHC’s dynamic capabilities are second-to-none and its modular product portfolio makes it very adaptable to customer needs.

José Luis Betances
Director, Business Analysis

MHC’s design tool puts power in the hands of our business users, freeing up IT.

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Mel Yuson
Enterprise Architect, Essilor International S.A.

The biggest differentiator is the support and commitment to the customer.

I can say [EngageCX] also owns the same objective that we have in Essilor IT. With that same ownership mindset, the challenges and struggles that we face along the way become a lot manageable and able to resolve with permanent solutions.”

The difference will be evident in the experience

Essilor, an eyeglass design, manufacture, and customization company has increased rendering and printing efficiency with MHC.
Aspire Leaderboard 2023 Kaspar Roos

MHC’s modern CCM platform has customer-centricity at its heart, enabling it to empower customers to meet their evolving business goals. While EngageCX is a very rounded suite in itself, MHC has taken it even further by incorporating it within its newly developed MHC NorthStar platform, allowing it to serve as a versatile front-end CX layer to back-end automation processes. The new combination delivers a powerful and agile platform that is poised for exciting growth.

Kaspar Roos
CEO & Founder of Aspire

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