NextGen Document Automation System

Super-Charging Document Automation System

Introduction


Will you ever fill a document template manually, if there is a choice to use a system/tool that auto-generates documents? None of us will. Manual filling of document templates is expensive, slow, and often error-prone. Moreover, it’s one of the most boring jobs to do.

In this era, you see a lot of organizations moving to digital platforms. Document automation system is an important component of digital transformation. It helps businesses to improve customer experience, internal efficiencies and reduce cycle times.


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In simple terms, it automates the creation of complex documents from structured data. Data could be residing in enterprise databases, applications or data files. Document automation system minimizes data entry, reduce the time spent proof-reading. Thus it reduces the risks associated with human errors.

Not only your business operates more efficiently, but your clients will also receive a much more effective service. It provides great ROI in very short periods of time.


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Document Automation - Current State


In spite of the many benefits document automation system brings about, the vast majority of organizations haven’t adopted it. The problems with the adoption largely due to lack of awareness.

I’ve seen people comparing word macros with the document automation system. This is like comparing a full-fledged CRM system to Excel. With word macros, developers have to code for each document and even a small change in the document template requires IT support. They are not suitable for an organization with a growing library of document templates with multiple offices. Moreover, integration to existing systems is not possible, thus limiting their usability.

Another reason for low adoption is because of the way the current document automation systems are designed. Some of these document automation systems are in the market for the last 20-30 years. But they restrict themselves to few verticals and customer segments. This limits their utility as an enterprise solution.

  1. Only addresses few document types such as invoices, contracts, proposals
  2. Majority of systems offer only limited integrations
  3. Most of them force users to create templates afresh in their designers, junking existing templates
  4. Prohibitively expensive
  5. The steep learning curve and not DIY for business users

The legacy tools work as word-plugins thereby complicates template creation and document generation. The installation, setup, and maintenance require a lot of development efforts. Integrating them with existing systems for document automation is difficult

Some of the enterprise systems such as core banking software offer document generation as an "extra feature". They inherited all the above-listed problems of legacy document automation systems. Moreover, they offer only limited functionality and not suitable for most templates types.


Next-gen Document Automation System


Based on the above limitations, the ideal next-gen document automation system should have the following characteristics. It should be a DIY SAAS system with a minimal learning curve and shall

· Integrate with various applications in the organization including CRM, ERP, HRMS etc.

· Allow business users to create/modify templates and create documents

· Allow document distribution through multiple delivery options - email, print, DMS, syncing to Google drive etc.

Every industry and every organization has unique document requirements. Document automation system flexible to address these requirements would greatly enhance the efficiencies of business and improve the bottom line. Further, it improves the customer communications.


EDocGen Document automation system


Here comes EDocGen addressing all the above requirements. It’s DIY SAAS document automation platform for generating documents from your applications, databases, and data. Business users can convert existing documents into templates just by adding a few tags.

EDocGen supports on-demand, bulk, and interactive document automation. It automates document creation from various data-sources including

  1. Hundreds of apps and almost all databases using REST API and Zapier integration
  2. Populate XML, JSON, Excel data to generate multiple documents in one go
  3. Web-forms for filling templates
  4. Multiple delivery options including E-Sign, Email, sync to cloud storage etc.
  5. EDocGen is API first product

EDocGen supports dynamic population of text, tables, images, paragraphs, and reusable content blocks.

  1. Text – Populate dynamic text fields in the document template
  2. Table – Populate multiple tables in document template by adding rows dynamically
  3. Image – Populate images into the document template at runtime
  4. Content Block – Reusable content blocks can be inserted into the document template at runtime
  5. Hyperlinks - Similar to text but the hyperlinks retain the style in generated documents
  6. Conditional Statements – IF/ELSE for customizing document creation as per business requirements
  7. Calculations – Arithmetic operators +, -, *, / for performing calculations on dynamic data

The use cases for document automation system are endless. Insurance companies can automate the generation of proposals, policy documents. Telecom and utilities can automate the generation and distribution of letters and invoices. Financial institutions can automate customer on-boarding and loan documents.



EDocGen is the best SAAS document automation system. Give it a try.

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