Will Woodard

will.woodard@pb.com

 

Table of Contents

 

Series 5 Overview

What is Series 5 good for?

DOC1 Series 5 is a tool for producing dynamic business documents. We say dyanamic because we expect them to change over time. We say business documents because these documents are one of the major ways we communicate with our clients.

But most importantly, we say tool because we hope to provide you, our client, with a piece of software that will allow you to create the documents you need in the easiest, most efficient manner. In short, we're here to make your life easier!

 

What types of documents does Series 5 create?

As face-to-face time with our customers shrinks it is important to create new ways of communicating with them. One excellent way is to redesign the documents we already send them, for example, bills, contracts and forms, and include specific information geared to each individual customer. The image below suggest some of the ways our current clients use Series 5.

Series 5 Document Types

 

What are the benefits of using Series 5?