Documentation Automation Software | Key Features and Platforms

Infotonics Media, a software development company with 15 years of experience, offers document automation software consulting.

The Foundations of Documentation Automation Software By utilizing reusable document templates that use conditional logic and associated data sources, documentation automation software reduces the writing time of highly structured documents (e.g., financial statements, invoices, government forms, and employment contracts). Document automation software interacts with OCR, DMS, CRM, and other applications. 

Reduce drafting time with our document automation software

The Infotonics Media team serves businesses in developing a document automation solution to create and compile documents speedily and precisely.

Documentation Automation Software: Key Functions

Template creation and management

Document security and compliance

Document security and compliance

Document security and compliance

Recommended Integrations for Documentation Automation Software

Data sources

(CRM, ERP, DMS, and HR systems, databases, email services, and so on) to enable quick template auto-population with relevant data. It permits integration with CRM and allows you to directly populate contract and sales proposal templates with customer information (names, legal addresses).

DMS

Thanks to intelligent templates of document automation software and workflow capabilities of DMS. It automates the life cycle of a document from creation to e-signing.

BI

To evaluate the efficiency of document automation software, create visualized reports on the use of automatically generated documentation (e.g., the number of accepted/declined/pending papers, document flow by department) in BI software.

OCR

To modify scanned documents into readable forms, such as PDF, and secure data into creative templates.

Documentation Automation Success Factors

Easy to adapt

It releases business data from different data sources, e.g., CRM, ERP, databases, email services to intelligent document templates.

Mobile and offline access

It permits users to create documents any time, any place, using different devices without dependence on the Internet connection.

No-code document template editor

To make it possible for even non-technical users to generate effective document templates.

Robust safety features

It complies with governmental and industry-specific ordinances like GDPR, SOX, GLBA, HIPAA, and more.

Documentation Automation Software: Investments

Precisely, custom solutions are expensive and determined by their amount of complication.

Based on our experience we the major financial outcomes of using document automation software include:

Platforms We Recommend

For major corporations and organizations in highly regulated fields like healthcare, we don’t suggest open-source solutions.They may require important features like multilingual backing and an e-signature workflow and are less likely to meet the required government and industry-specific acceptance regulations. In terms of commercial products, we recommend the following most commonly used ones:

If Custom Documentation Automation Software Fits Perfectly

If your organization has particular requirements, such as those that require the use of modern technology, such as artificial intelligence (AI) or machine learning (ML). We recommend going with custom documentation automation software. 

Documentation Automation Software Implementation by Infotonics Media

Documentation automation software consulting

Documentation automation software implementation

Platforms We Recommend

Infotonics Media is an IT consultancy and service provider. We provide documentation automation software consulting, implementation, preservation, and development to help businesses design secure and authentic documents while maintaining administrative compliance. If you’re looking for document automation software? Check out our offers now. 

10% discount

for early registration

If you're looking for document automation software? Check out our offers now!

We provide documentation automation software consulting, implementation, preservation,
and development to help businesses design secure and authentic documents while maintaining administrative compliance.