Electronic Document (BOK)

Wednesday April 15 • 8:00 AM – 8:50 AM
Electronic Document (BOK): Presentation Management  (Oleander B)

Without workflow, you cannot accurately and securely produce transaction documents. It is critical that each document be tracked through the process, and that errors be immediately identified and remedied.

This session will explain how print files, and printing systems are managed. It will cover the fundamentals of print job profiling, production management, error recovering, and unit tracking.

Attendee Takeaways:   Learn what needs to be part of a compliant production workflow, how to evaluate its components and what to look for as you develop and update your systems.

Speaker: William Broddy


Wednesday April 15 • 9:00 AM – 9:50 AM
Electronic Document (BOK): Archiving & Electronic
Delivery to Web and Mobile  (Oleander B)

As we move transaction documents from ‘print and physically deliver’ to ‘electronic presentation,’ we need to preserve all of the evidentiary aspects of the earlier environment. Does the delivered document’s electronic structure have proof of authorship and time-of-issue? Is the document tamperproof? Can the issuer prove receipt? Can the recipient use the document without any encumbrances from the issuer?  Most national and state governments and courts require these to be in place under their civil codes or rules of evidence.

In addition, copies of record must be kept of any client correspondence, whether physically or electronically delivered.

This session will explain the different type of electronic formats and delivery protocols. It will also look at the emerging evidentiary rules and how well different electronic formats comply.

Attendee Takeaways:  Understand the different formats and how they stack up to the new rules for legally acceptable electronic documents.

Speaker: William Broddy 

Wednesday April 15 • 10:00 AM – 10:50 AM
Electronic Document (BOK): Ink Jet and Laser
Print Technologies  (Oleander B)

High speed printers produce virtually all transaction documents.  We are transitioning from black onto pre-printed stock laser printing to full color ink jet onto blank stock printing. As both technologies will be around for some time, it is important to understand how they work, how to optimize their performance, and produce the most appealing documents.

This session will explain the ‘rendering’ and ‘marking’ processes for both xerographic and ink jet systems. It will also explain the different types of ink jet printing technologies. Time will be spent on the differences between ink jet and xerographic paper, as this is a critical part of a high-quality document.

Attendee Takeaways:  Understand the differences between laser and ink jet printing, and the important role that correct paper plays in the process.

Speaker: William Broddy


Wednesday, April 15– 1:30 PM -2:20 PM
Electronic Document (BOK): Inserting Technologies  (Oleander B)

The most error-prone part of transaction document production is the insertion of the individual documents into envelopes or other packaging. Virtually all production errors (lost documents) take place either on the automated insertion system, or in manual (special handling) insertion processes. It is also where most privacy breeches take place.

This session will explain each of the function of each of the 8 – 10 devices integration into a high speed inserting ‘system.’ It also highlights the mechanical weaknesses of each. It will show why device-to-device piece tracking can immediately identify ‘mangled’ documents, and get replacement copies reproduced.

Attendee Takeaways:   Understand the complexity of the inserting process, and how to use tracking technology to avoid losing documents or causing privacy incidents.

Speaker: William Broddy 


Wednesday April 15 • 2:30 PM – 3:20 PM
Electronic Document (BOK): Postal Practices and Standards (Oleander B)

If there was a prime directive in transaction document production, it would be “prove that we met the Mail Box Rule.” Every transaction document that we deliver to the post office has special status. Courts presume that if it was mailed, it was delivered. The onus of proof falls on the recipient to prove otherwise.

But the onus is on us to prepare this mail in a way that is acceptable for swift delivery. That means understanding local postal regulation and practices. In addition, many post offices provide incentives for mail that minimizes internal costs, such as mechanical sorting and cross-country shipping.

This session will review the necessary steps in the workflow to prove Mail Box Rule compliance, and to take advantage of local postal incentives.

Attendee Takeaways:  Obtain a better understanding of how the post office works, how to best work with them, and how to take advantage of emerging postal standards.

Speaker: William Broddy 

For more information, and to register, please visit the conference website


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