Document Automation for ERP and CRM
Document Automation at its simplest level is the submission of business documents via e-mail (where that exists, or by Post / Fax if they do not). These documents, however submitted, are then logically archived for future retrieval.
The benefits of utilising document automation software are for the:
- Reduction of time and cost taken to print, fold and then stamp envelopes
- Reduction in the cost of stationary, ink, stamps and envelopes
- Reduction of environmental impacts through less paper usage and reduced transportation
- Increasingly positive Image of those companies that provide e-mail based documents
- Removal of the uncertainly / unreliability of postal deliveries
Document Automation can be extended to provide automation of processes. This enables business processes to be streamlined within a configurable software system to avoid actions or e-mails being missed or paper left on people’s desks. The result of this being better customer service.
Electronic Document Submission
The document automation solutions we offer allow you to change the look and feel of your electronic ‘letter head’ and allow for different formats for different document types. You can also configure the solution to provide different highlights or formats depending on the data in the document so, for example, a reminder letter can have a light red background depending on severity.
You can also automate the attachment of related information, such as term & conditions, offers or company information.
Document Archiving
With our document automation solutions all submitted documents are archived and kept in folders and / or within a Microsoft SharePoint library. Folders are dynamically created so you can provide easy access to all authorised users to the document library. If you use Microsoft SharePoint the document lists are "tagged" so that they can be found and sorted very easily.
Document Automation
Rather than sending documents via e-mail and just storing them, Document Automation also allows for work flows to be performed on various types of information. This allows (for example) Purchase Order documents to be passed through a defined process route before it is finally approved and sent to the supplier.
Related Software
Draycir Spindle
Microsoft SharePoint 2010
Cost effectively sends your customer and supplier documents in professional looking e-mails (documents such as Invoices, Orders, Statements, Expected Deliveries, etc.)
Create process WorkFlows for the information and documents that require approval or team collaboration before submission with this flexible portal solution.
