What is document automation?

What is document automation blog banner

Take your business documents to the next level

Digitizing documents. Most organizations have started or completed this journey. The time of archive drawers full of contracts is over. Today, everything is neatly stored on internal servers, in fancy yellow folders. But it can be done even more efficiently. How can it be done? By automating your documents. But what does that actually mean?

Document automation automates all the repetitive actions involved in drawing up documents. Think of standard text blocks and the house style of a document. You always work directly in a ready-to-use document. In the automation process, a link is made with your company's database(s) and with the push of a button you have the necessary data (for example, from a specific customer) directly in your document. You fill in a number of variables by means of a question and answer screen and voilà: personalized content in a jiffy. Document automation simplifies the process regarding your company documentation.

Document automation: which documents do you use it for?

Automation isn't tied to any particular type of document. Document automation allows you to generate flawless documents without taking up any extra time. Whether it involves employment contracts, proposals, rental agreements or reports; a structured system can provide the solution for all.

Hook me up!

Automation does not operate alone. In order to easily (and automatically) get the right data into your documents, you link the system to your existing business systems. This may sound like quite a job, but believe us when we say it's worth it. A document automation system works very well with all your other systems. An integration with your business system; DMS, ERP or CRM is easily made.

The security of your documents

Is all that pairing really that safe? The answer is yes! Of course, security and all the rules arising from GDPR (General Data Protection Regulation) are very much looked at in this regard. For example, the SmartDocuments system does not store any data. Your privacy is therefore guaranteed.

Future-proof software

Believe us when we say: software to automate your documents is user-friendly. At least, when we talk about SmartDocuments software. You don't need to have in-depth IT knowledge. Some experience with Microsoft Office is enough. If the system is implemented properly and the guidance from the supplier is correct, you'll have mastered this system in no time. Before you know it, the new digital workflow will be completely in your own system ;). An additional advantage: automation software is future proof.

We would be happy to make an appointment with you to go through this story again. During a live demo we will bring the above into focus. Interested? Let us know!

Request a demo