Over the past decade, many organizations have digitized much of their document processing. But even though most business documents are now stored digitally rather than in file cabinets, the processes for creating and sharing digital documents can be convoluted and time-consuming.
This is particularly the case for certain types of documents that are used again and again. Recreating these documents each time manually is often a poor use of your employees’ time. What’s more, in many cases, printing documents and scanning them back into the system is also part of this time-consuming process. Businesses can ensure they can generate these documents more efficiently and automatically using document generation software.
This blog will explain how document generation software can work to automate and accelerate a range of document-based processes.
What is document generation?
Document generation allows you to quickly build and share documents with just a few clicks. By automating the document creation process, you remove the burden of these tasks from the shoulders of your staff. That means no more cutting and pasting, searching for data, and manually typing up information. Instead, you can focus on more valuable and fulfilling work.
It also ensures you remove the risk of human error. With access to Salesforce, Office 365, and data gathered through electronic forms, documents can be instantly and accurately filled with correct data. This accelerates processes, ensuring you can populate documents with pre-approved templates and text in line with compliance, governance, and branding.
Put your own mark on it
With document generation software, you can also ensure all documents are correctly branded. Documents can automatically include company branding, so any document created, whether it is internal or external, will always meet brand guidelines and the standards set by your organization.
But that’s only the start. To gain truly transformative benefits of document generation software, you should use it alongside other process automation tools. When combined with other process automation tools, like workflow automation or e-signature, you can automate the entire document routing process — streamlining reviews, simplifying signing processes, and securely storing documents.
Document generation software in action
Here are three examples of use cases which are applicable to almost all businesses and industries.
Lots of important documents need to be created again and again. For example, customer contracts in a sales process. Recreating these documents quickly and accurately is key to pushing through those all-important sales. Also, recreating them manually can be a poor use of your employees’ time, especially when you consider what else they could be doing. For instance, that might be talking to the prospective client and getting the sale past the finish line.
When new employees join or current employees leave your company, documents get passed through many hands. Making sure these are shared efficiently is crucial in making the transition as smooth as possible. You don’t want a new employee starting off on the wrong foot. Document generation can ensure all information is accurate and stored in the right place.
Customer service agreements
With customer service agreements, accuracy is everything. Document generation allows you to ensure that documents are automatically created with the right information so that they cover everything that is required.
Part of a bigger picture
As we mentioned above, when organizations integrate document generation software with a wider process automation platform they can achieve the most effective transformative digital change. The Nintex Platform makes this a reality.
No other platform combines all the process automation tools that your organization needs to cover every aspect of your most crucial processes. For instance, Nintex Promapp can help you visualize and document the state of your processes, providing valuable information about which processes work and which don’t, and who is involved. This can help you plan what needs to be improved. It could highlight the areas of your business where document generation could make a big impact.
The Nintex Platform offers:
- Document generation software
- Process mapping
- Workflow automation
- Robotic process automation
- Electronic forms
- Mobile apps
- And much more
Document generation can drastically improve how your organization creates and shares documents. When used as part of a wider picture of process automation, it can transform how your organization operates.
Learn how with our virtual workshop
To discover more benefits of document generation and to learn how to get it up and running quickly at your organization, sign up for our virtual workshop and webinar. Our experts will take you through the following:
- Automating document generation in Salesforce
- Digitally sending contracts and documents for e-signature
- Easily archiving documents for auditing and compliance purposes
If you would like to learn more about the benefits of document generation software and how Nintex can help your improve document-based processes at your organization, get in contact with the Nintex team today.