Are you considering automating your document processes? You are in the right place for a brilliant start.
This guide will provide you with the fundamentals in an accessible way. It will answer your questions, and help you ask your next ones. It will give you perspective to help you decide what will work best for you.
We have been helping organizations automate their documents for over 25 years. From experience we know what works, how best to approach automation projects, what should be considered ahead of time.
The below guide puts some of this into writing. It will give you the best start to designing your solution, and prepare you to get it right, the first time.
Shows how to set yourself up for success through a simple evaluation of your documents.
Explains to whom automated production of documents can be important, and why.
Outlines the often-neglected topic of document format, which may be pivotal to your selection of the approach to automation.
Discusses the different tools that can be used to produce documents, some of which you may already have.
Guides you through deciding whether your solution needs any user input when generating documents.
Illustrates how important it is for a document automation solution to be able to connect to your existing data sources and document repositories.
Shows that managing templates and using shared content should be easy.
Takes you through several interesting use cases for document automation.