Even in today’s world, 70% of all processes are still paper and e-mail based. And a large majority of these documents are produced manually, which can lead to a whole host of issues. Document Generation solves these issues by allowing you to create templated documents that you produce on a regular basis and allows you to intelligently assemble them by passing in the data you have within your organization using the business rules you define. The resulting document or suite of related documents can then be fed into downstream processes.
Turn a document into an intelligent template using the designer embedding placeholders for data, business rules and connecting to your line of business data.
Test, approve, then release the template to a central repository that will be made available throughout your organisation allowing people to generate documents from it.
Allow users or other business applications to call the template repository and request a document to be generated including references to the data to be used.
Take the generated document and push it to is next destination for example an e-signature tool, approval workflow, or to your document management solution.
Document form such a large part of how we conduct business that they, in a sense, become the face of our company. And as such controlling the output that is sent becomes incredibly important. We see it all the time in organisations, depending on who you are dealing with, the documentation you receive looks different. Ensure brand management becomes a burden if you create documents manually, even if you have rudimentary Word style templates. Our document automation platform provides the capability to ensure that all the documents you produce are consistent, on brand, and ultimately present the best of your organisation to your customers.