Document Assembly Software

Deliver business-critical document packages with ease

Customer Communications Assembled with Care

Automated Assembly of Complex Document Kits

Banks assemble welcome kits on demand for new customers containing account information, starter checks and customized promotional materials. Insurance providers automatically generate policy renewal packets in batch containing policy declarations, insurance cards and regulatory information. Mortgage lenders worldwide assemble complex packages of regulated forms, legal documents and property descriptions. Leaders in these and many other industries face the challenge of automation, including the often-overlooked process of assembly.

How Does a Document Assembly Software Work?

Document assembly is one of several critical components of enterprise document automation software. Our solution, MHC EngageCX includes template design, data integration, document generation, assembly, and final distribution to print and/or electronic channels. Whether intended for print, email, interactive online, PDF, or SMS delivery (or all of the above), individual components of document packages must be quickly and reliably assembled into cohesive customer communication.

MHC’s comprehensive solution includes user-friendly template design tools, standard APIs for data integration, the industry-leading high-volume document factory, a unique document assembly software module, and multi-channel distribution capabilities. Find out more about MHC EngageCX,  the industry’s most comprehensive document and CCM platform.

What Are the Main Features of
Document Assembly?

Document assembly software leverages a set of key features that seamlessly aggregate multiple documents into a single package. With a simple drag-and-drop interface, business users build complex assemblies that are in line with industry, regulatory and client-specific requirements.

Delivered When, Where and How Required

Generate, assemble and deliver customer communications according to individual preferences. Whether on-demand or in batch, efficiently produce required document packages upon request. Distribute final document assemblies to managed print queues, online html presentation layers, and PDF for storage or email distribution. Create personalized document kits in the language, tone and medium chosen by each customer.

Scalable for Changing Demands

Leverage the document production industry’s most scalable solution, built to render and assemble complex document packages while also supporting extremely high-volume generation requirements. Join the leaders in dozens of demanding industries, some of whom produce billions of communications each year. Design and automate documents that contain a single line of text, or one thousand pages or more.

Complex Workflows Simplified

Automate complex communication processes from initial design to generation, assembly and distribution. Define participants, their roles and the workflow associated with customer communication management processes. Bring internal and external stakeholders together to efficiently design communications. Fully automate and orchestrate data collection and aggregation, redlining, review and approval processes, final assembly, distribution and post-delivery activities.

Automated Document Assembly

Render documents based on data gathered from a single or variety of sources and use assembly to combine them with other documents and assets to generate complete packages. Sample use cases include contracts, policies, new account packets, and welcome packages. Finalize the assembly of those sets and distribute them to print, PDF files, email and more.

Controlled Compliance

Establish review and approve workflows for automation and assembly output, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional review and approval paths based on user-defined criteria to achieve branding and regulatory compliance at a document-by-document level. Collaborate with internal and external partners as the document lifecycle dictates.

Perfect Customer Communications with 

MHC Engage CX

Interacting with your customers is one of the most important elements of running a successful business. With the advanced functionality of MHC EngageCX, high-volume document assembly has never been easier and CCM more impactful. Understand user preferences, customize communications accordingly, and deliver those communications to customers via their preferred channels or devices. Our user-friendly visual design tool offers an easy way to build memorable communications with your valuable customers.

Discover CX

GROW ALONG WITH YOUR CUSTOMERS:  Account for your customers’ unique needs by using EngageCX to craft and deliver documents prioritizing convenience and impact. Gain insight into behavior with customer journey mapping and analytics.

AGILITY IN DEVELOPMENT: EngageCX is proudly built in-house, giving us the ability to seamlessly maintain technology, resolve issues, and upgrade functionality without relying on third-party solutions.  


SELF-SERVICE FOR FLEXIBILITY: You want control over your processes. Without having to engage other parties to assist. EngageCX gives you the agency to easily build, manage, and maintain your communications on your own.

UNIQUE SOLUTIONS FOR UNIQUE NEEDS: No two customers are alike. EngageCX allows you to produce and deliver communications personalized for tone, language, channel, and other preferences. 

What Are the Benefits of Using
Document Assembly Software?

Assembling high-volume document packages automatically is an important advancement for your company, and using this feature brings some important benefits. Here are just a few:


Document Automation Buyer’s Guide

MHC’s 15-point buying guide, which details the top factors companies consider
when selecting a Document Automation solution.

Enable Stronger Customer Connections

Organizations worldwide leverage document assembly software by MHC to enhance their customer experience, reduce operating costs, and control the inherent risks associated with high volume document production. Thousands of companies across a broad range of industries ensure compliance with corporate branding and legal standards while establishing genuine connections with their customers—one at a time.

See MHC in Action!

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