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Attestation Robotization Software the Gist

Documentation Automation Software | Key Features and Platforms

Documentation robotization software reduces the drafting time of largely formalized documents (e.g., fiscal statements, checks, government forms, employment contracts) by employing applicable document templates that work tentative sense and connected data sources. Attestation robotization software integrates with OCR, DMS, CRM software, etc.

document management

Recommended Integrations for Documentation Automation Software

(CRM, ERP, DMS, and HR systems, databases, email services, etc.) to enable auto-population of intelligent templates with relevant data. For example, integration with CRM allows automatically populate templates for contracts and sales proposals with customer data (e.g., names, legal addresses).

to fully automate a document life cycle from creation to e-signing due to intelligent templates of documentation automation software and workflow capabilities of DMS.

to build visualized reports on the use of automatically generated documentation (e.g., number of approved/rejected/pending documents, document flow by department) in BI software to evaluate the efficiency of documentation automation software.

to convert scanned documents into readable formats like PDF and extract data from them into intelligent templates.

Documentation Automation Success Factors

with data sources (e.g., CRM, ERP, HR system, databases, email services) from which business data is extracted into intelligent document templates.

to enable even non-technical users to create intelligent document templates.

to allow users to generate documents at any time, at any place, using any device and without dependence on the Internet connection.

to comply with governmental and industry-specific regulations like GDPR, SOX, GLBA, HIPAA, and more.
document management
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