Document automation is the design of systems and workflows that assist in the creation of electronic documents. These include logic-based systems that use segments of pre-existing text and/or data to assemble a new document.
Document automation captures and reuses expert document-related knowledge. Documents best suited to automation are usually sophisticated, high-value, and critical to the success of the organization. The corresponding templates contain and enforce crucial business logic. They use the correct data to output accurate documents, customized to fit exact requirements, every time.
How Document Automation Works
Document Automation works by pulling data and text from a variety of sources and inserting it into predefined areas of document templates. These templates can include anything from simple text blocks to more sophisticated elements such as tables, graphs, and images.
Automation is most useful for users who need to frequently assemble complex, data-driven documents. Besides being a huge time saver, the user can ensure that the documents are always accurate, properly formatted, and most importantly, compliant.
Document Automation Benefits
Save Time and Resources
Document automation leverages third-party data to instantly generate personalized client reports, pitch books, fact sheets, and more, while saved templates turn document assembly into a repeatable process, making more time for engaging customers with tailored solutions.
Total Control Over Branding.
Document automation allows organizations to ensure that all materials — whether it’s a quote, contract, or presentation are on brand, including elements like your company logo, fonts, color scheme, and core messaging, ensuring a cohesive experience across all customer engagements.
Enhanced Customer Experience
Intelligent document automation allows teams to pull insights from a range of connected sources and instantly generate content that tells a story through personalized data points. This helps sellers quickly demonstrate the value of their offer, improving buyer engagements and moving them closer to the close.
Fast and Secure Digital Sharing
Sellers can digitally share content collections with buyers securely, which speeds up the sales process for sellers working in complex regulatory environments. Financial document automation allows users more time to prepare for meetings and presentations by streamlining the process of creating personalized documents at the tap of a few buttons.
How it Works
Document capture converts a paper document into a digital replica of that document using PDF, JPEG, or TIFF file formats most often. The same software can also import and convert electronic files (Word, spreadsheets) as well. Data capture (sometimes call forms processing) extracts data from a business form.
In document management, Document Scanning and Digitization refers to the process of scanning paper documents and converting them to electronic documents, capturing important information and saving the document in a central repository for easy retrieval later.
he size and scope of your document scanning project are essential factors to consider. Do you have boxes full of records to be scanned or only a small handful of documents that need to be imaged? An excellent start to determining box count and estimating the cost to scan is by performing a file cabinet survey or drawer count.