Researching and starting to work on document automation projects can be a daunting and complex task. We wanted to provide a guide that would present the basics in an accessible way, enable you to decide which form of document automation is suitable for your organization, and explain how to avoid common pitfalls.
This guide is for people who are considering whether document automation has a place in their business, or are at the start of a project that will require automated production of documents.
Shows how to set yourself up for success through 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.
Explains that management of templates and use of shared content should be easy.
Takes you through several interesting use cases for document automation.