The document automation process

The benefits of document automation are tangible

Document Automation refers to systems and workflows that facilitate the creation of electronic documents. Its necessity stems from the administration required to support business operations. The need for business documents, however, in-turn creates the overheads of storing and retrieving those documents securely, content management, compliances, auditing and so on. The benefits of document automation then are many, and tangible:

• Compliance: Document automation helps to enforce company or statutory policies in business documents, without which organizations are at risk.
• Content Integrity: The accuracy and relevance of content in professional communications is difficult to accomplish regularly without document automation.
• Efficiency: Making the right documents available at the right time with validated content improves the efficiency of staff while maximizing the value of existing business data.
• Self-service: The ability for customers and other stakeholders to access business documents lowers the time and cost of serving them manually.
• Reputation: Controlling the quality of professional communications is essential for brands and improves business relationships with stakeholders. 

DocFusion adapts to industry needs

DocFusion recognizes that the use-cases for document automation not only varies by industry, but also that businesses are unique in how they operate. DocFusion can be tailored accordingly for either requirement. 

Generally-speaking, indicators such as the volume of documents requiring automation, the frequency of their generation, or whether they contain interactive elements like digital signatures are considered when scoping an appropriate document automation solution. These factors are evaluated in relation to the needs of systems and security environments. Together, this information is consolidated to design document automation solutions that DocFusion adapts to using a variety of technical levers. In this way, DocFusion fits the need of any business or industry without imposing a technology upon the business.

DocFusion's document automation process

Essentially, documents support business processes. Their creation is triggered by process events, and the lifecycle of documents usually end when being passed to the next business process. Within that ambit, DocFusion, provides document automation capabilities with just a few simple steps: