What is document automation?

Document automation uses templates, rules and data to create or process documents. One example is a quotation populated with customer and product information from a business system.

Templates must be maintained and information drawn from the correct sources. Rules can determine which content is included, but responsibility for checking and approval still has to be established.

ProsessPilotene's earlier technical article used Experlogix as an example. When assessing document automation, start with specific document types and examine current processing time, errors and the need for manual checks.