Introduction to Document Automation

Everything you need to know before you start automating your documents.

Why did we write this guide?

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.

Who is this guide for?

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.

Guide contents

Go to Chapter 1
to start reading the guide.
 
 

Learn More

NTG icon

A new implementation for fast and compliant production of tender documents.
Learn more >

Cigna icon

One of the world's largest insurers migrates its legacy print systems and thousands of templates.
Learn more >

Employsure icon

New case study reviews template management and document assembly at Employsure.
Learn more >