Documentation Automation Software

Documentation automation software reduces the drafting time of highly formalized documents (e.g., financial statements, invoices, government forms, employment contracts) by employing reusable document templates that leverage conditional logic and connected data sources. Documentation automation software integrates with OCR, DMS, CRM software, etc.

Documentation Automation Software: Key Functionality

Template creation and management

  • A template editor for creating intelligent templates consisting of dynamic fields and interview forms with complex branching logic.
  • Converting an org’s electronic documents (e.g., contracts, invoices) stored in DMS or other repositories into intelligent templates.
  • Template approval workflow.
  • Centralized storage of intelligent templates.
  • Templates search by titles, full text and metadata.

Document generation and management

  • Document creation using interview form answers or due to automated data extraction from integrated data sources (e.g., enterprise systems, databases) into intelligent document templates.
  • Batch document generation (e.g., contracts, invoices, letters, applications, claims).
  • Document assembly workflow.
  • Built-in e-signature.
  • Alerts and notifications (e.g., document creation or approval, template modification).

Document output and distribution

  • Multiple output formats (.pdf, .docx, .pptx, .html).
  • Document output in different languages.
  • Mobile access to documents and mobile signature capture.
  • Offline access to documents.
  • Automated distribution of created documents via email.

Document security and compliance

  • Data encryption.
  • Role-based access control.
  • Multifactor authentication.
  • Document versioning and audit trail.
  • Document archiving and retention/deletion policies.