2.1. Introduction to Assemblage

Assemblage enables your firm to automatically and electronically collate, assemble, file and deliver PDF documents to clients and other recipients.  In order to accomplish all of this, there are many tools available for use within the Assemblage software.  You may use some or all of these tools in your particular configuration.  This document covers all of the tools.

There are 4 main activities that you will perform with Assemblage

1. Create Content: create the individual pieces of content that will be assembled (e.g. Cover Letter, Reports, Market Commentary

2. Assemble:  pull or collate like content together by recipient

3. Deliver: print, upload to a web portal, or encrypt for e-mail delivery

4. Archive: file the assembled content to your network directory structure, CRM or DMS