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Document Management Automation

Streamline workflow and take control of your documents.

Automated document solutions can help you simplify your processes, free up workers for more important tasks, and solve business challenges.

Combining a document management solution with robotic process automation (RPA) allows businesses to improve their document management procedures. Your company didn’t ask anyone to check an email account, FTP site, or network folder for purchase orders or intake forms.

Any repeated function that employees conduct in document management can be automated, decreasing the amount of time your staff spends monitoring your processes and breaking up the monotony with automated document solutions.

Features of Document Management Automation

Check network locations, FTP sites, webpages, email inboxes, and other places for automated check-in.

Extract data from photos using OCR and send documents to your storage in Webdocs.

Use Web Actions via Automate to download and process documents from internet portals.

Push, pull, and share documents with Webdocs REST Web Services.

What is Document Management Software?

Document management systems allow everybody in your organization to have rapid access to any document at any time. Regardless of the type of papers you operate with, using a digital document storage system will boost efficiency, decrease waste, save time, and make the company more organized.

How Will Automated RPA Benefit Your Document Management Processes?

Set and forget it.

Install software robots to route and store your documents for document automation. Check-in documents from network locations, email folders, FTP sites, webpages, and other locations automatically.

Make data processing more efficient.

Automate can handle papers and data from both ends of your workflow. It can record and process data before sending it for approval or review. After approval, it can transfer the data or document to your ERP, LOBS, or other systems.

Streamline procedures

When you use Automate together with your document and forms management solution, your document routing workflows are automatically initiated when a document is submitted. Manage the onboarding, user profile creation, and accounts payable operations without printing or manually routing a single piece of paper.

Are You Ready to Automate Your Document Processes?

Our experts can help you decide how Automate can improve the efficiency of your procedures.