Directory Builder’s unique streamlined process takes you through each step quickly and easily.
Directory Builder’s unique streamlined process takes you through each step quickly and easily. You simply select a standard layout template, or we can create a custom design for you. We’ll provide you with data field specifications, or we can accommodate your existing data files by matching the fields for you. Then you select whether you want your directory in PDF or printed form, upload your data file to our secure server, and watch the status of your job as it processes through the Directory Builder system automatically! You’ll know what’s going on with your directory every step of the way.
When you create a new directory project, we’ll make sure all of the programming for your project is set up just the way you want it. Then when you need to come back for a recurring project, you’ll save time and money as you take advantage of programming that has been pre-determined and is ready to go at a moment’s notice.
The Directory Builder process actually helps you avoid errors and standardizes your data’s appearance and accuracy. It even allows you to customize your directories for groups or individuals based on key codes that you can insert into your data file for things like member’s benefit plan, employer, and more.
Follow the progress of your project on our job status bar.
Other benefits of our streamlined process include:
- We guarantee secure data transfer via Secure HTTPS, PGP Encryption or whatever method you prefer into our fully secure system.
- Your data is verified and converted as necessary and then loaded into the Directory Builder system automatically.
- Data is then preprocessed to add any additional variable information that may be necessary. This might include converting codes into descriptive text, or adding other information.
- Directory Builder enables you to create sub directories from your data based on your requirements. Pull out directories for certain criteria such as geographical areas, for a single employer, or whatever you need. You can easily see how your selection criteria will affect the record counts that will be included in your directory.
- Sample PDF proofs are constructed from your data and sent to you securely so that you can approve your directory.