Overview
Why use Document Automation?
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Reduce the time needed to create a document – data can be entered once and
appear in multiple places in multiple documents.
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Increase accuracy/mistake proof – less data entry means fewer typos,
calculations are performed automatically, not manually, interview process can
prompt for errors.
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End the “knowledge monopoly” over document structure and content – smarter
documents can be used by more people with less training freeing highly trained
staff to create more value for your business.
Document automation is essential for improving efficiency across the document
lifecycle. Document automation allows us to build in features that can
facilitate efficiencies subsequently in the process. One example of this is
inserting the appropriate digital signature blocks directly into the document,
so that the assembled document can be emailed immediately for signature by the
appropriate parties. Another is to incorporate barcodes containing data entered
in the interview process directly into the header or footer of a document. This
bar-coding can be used later to scan and index the document, without user
intervention, with an exceptional accuracy rate using digital imaging software
available through Civil Twilight. These features are just two examples of the
way that document automation can eliminate time, effort and errors during the
electronic signing and digital imaging processes.
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