Document Automation

What is document automation

Document automation is the process of designing systems and workflows that assist in the creation of business-critical documents. These include systems that use conditional logic, variable text and data to assemble sets of documents. This process is used in professional services, as well as general commerce and industry, to assemble legal documents, contracts, letters, other business documents, and client communications.

The principle idea behind document automation is to present the user with a questionnaire that gathers the data needed for a document. This data is subsequently combined with a template to create that document. In this way a document can be created in a fraction of the time it takes to manually draft the document.

Originally introduced in the 1980’s, document automation began with simple text substitution in documents. Since then these systems have become more functional, especially with the introduction of conditional logic and database connectors. In this way you could say that document automation is one of the earliest forms of robotic process automation.

Implementing document automation can be a daunting prgit fetchospect for many businesses. In some ways the very idea of document automation contradicts many long-held views about hourly billing and professional service businesses. However, businesses that embrace the right mix of systems, tools and technologies now will have a competitive advantage over businesses that refuse to embrace the future.

If you would like to talk to us about document automation for your business, send us an email.

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Doccly is XpressDox document automation Platinum Partner

Doccly is a document automation Platinum Partner of XpressDox. We specialize in difficult document automation implementation projects.

#document-automation #robotic-process-automation

What is document automation

Document automation uses conditional logic, loops, variable text and data connections to assemble sets of documents. Learn about our unique approach.

#document-automation #robotic-process-automation #back-office-processing

How document automation works

Document automation uses conditional logic, variable text and data to assemble sets of documents.

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Document automation

Document automation is the process of designing systems and workflows that assist in the creation of business-critical documents. Learn about our unique approach.

#document-automation #robotic-process-automation #back-office-processing