Documents

A document of their own for every person

After a good conversation, something should follow: a brochure, a quote, a letter. Usually it ends up being the standard PDF, because a personal version takes hours in Word or a layout tool. And afterwards nobody knows whether it was ever opened.

Documents solve this in Caymland M4. You design a template once, and every contact gets a PDF of their own from it: with their data, in your brand and with links that tell you who clicks inside.

Designed in the page editor

Documents are built in the same editor as your emails, but page by page: what you see in the editor is what the PDF prints. You set page breaks yourself, and dark pages run to the edge of the sheet.

• Kinds: brochure, quote, flyer, letter, data sheet and postcard, in portrait or landscape.
• Starter templates: a ten-page personal brochure (cover, personal letter, introduction, modules, testimonial, next steps and back page), a business letter, a postcard and a blank A4 page.
• Import from Word: a Word file (.docx) becomes the starting point. Text, images and tables are taken over, and you finish the layout in the editor. Existing mail merge letters are taken over as letters.
• Your own templates sit next to the starters and are easy to find in the gallery by kind.

In your brand

Every document starts in the brand of its category: logo for light or dark backgrounds, colours and fonts. With «Apply brand» you bring existing documents up to date.

The business letter follows the rules of your correspondence: address field for window envelopes, place and date written out, salutation, closing in the language of the document, the signature of the contact person in charge and a footer with bank, IBAN, commercial register and VAT number.

You can drop texts from your headless CMS straight into a document, such as a testimonial or the description of a service. Change the text in the CMS, and the next PDF has it right.

Personal for every contact

In the preview you choose a contact, and the document shows their data. «Create PDF» creates their copy.

• Placeholders for everything that counts: the contact's fields, their company and address, the contact person with phone, mobile and booking link, date and place. The salutation adapts, formal or informal.
• Edit individually: if one contact needs a paragraph of their own, open their version in the editor without changing the template.
• Checked before sending: page count, clickable links, text layer, size for an email attachment and number of QR codes are listed for every copy.
• Filed with the contact: the PDF appears in their «Documents» tab and in their history as «Document created».
• Cover email in one click: Caymland M4 creates an email with the PDF attached, with the brand's salutation and closing. It is only sent when you send it from the contact.

Every link and every QR code belongs to one person

You drag the QR tool straight from the editor onto the page, in your colour and with a choice of error correction. When the PDF is created, every link and every QR code is signed for this contact.

When the person scans the code or clicks a link, it appears in their history as «Link opened from document». Clicks by signed-in users and from data centres do not count. For every document you see how many copies were created and how many were clicked, and the contact list finds exactly the people who received a document or clicked inside it. Paper becomes a channel you can measure and carry on with campaigns.

A series for a whole segment

In the «Series» tab you choose a segment, and Caymland M4 creates each person's copy in the background, with their data and their personal links, just like a single creation. You follow the progress as it runs. You download the result as a ZIP with one file per contact or as one PDF ready to print.

With the assistant

The AI assistant creates documents, makes a personal copy for a contact or adjusts texts. It shows a preview first and saves only once you confirm. It creates a letter from your brand's letter template and formats it without touching your words. Through the MCP interface, your own AI tools can do the same.

Secure and traceable

• Personal PDFs are never public: they are filed with the contact and serve as email attachments, without a public address.
• Revisions: every copy records which revision of the template it comes from. If the template has changed since, you see it and create the PDF again.
• Versions: as with emails and pages, every saved version is kept.
• Permissions: roles and categories decide who may see, edit or create documents.

Postcards included

Postcards are a kind of document of their own: the front designed in the editor, the back with text and sender, created as a print-ready image for every person. They are printed and sent by post, more on the Postcards page.