Document workflow automation is only one way to help optimize your company’s workflow and document creation process. Document automation takes all the worry out of creating different types of documents across several fields and industries that could lead to problems, especially if all these documents are created differently and according to different parameters. If you have a document automation process in place, it can streamline document creation, so you do not have to worry about any document errors or whether the file can be read on another device or program. This article will show you how document automation can lead to more productivity and what tools you can use to help you optimize PDFs and other important documents.
How Does Document Automation Work?
Document automation means that you do not create new files and documents. You have given that task to a computer program that can create millions of new documents according to the parameters you programmed so they are all uniform and error-free. This feat alone is enough to save hours of labor, since you do not have to trust a human worker to create the same document over and over again, which takes up their time, and there is no guarantee that at least one of these documents will be error-free.
Document automation can also extend beyond creating documents to be present at every step of a document’s life cycle. Once you have created your document, you can program a document management application to only continue the document’s life cycle if it meets certain requirements, such as whether important fields have been filled or whether it is done according to your specifications.
This kind of automation is another benefit to companies and organizations that depend on document workflow to maintain the speed and efficiency of their businesses. Without document automation, a file or document can get lost along the way, meaning it can hold up an important project. A missing document can also mean that a business function is not performed, such as paying out salaries or vendors, all because of a missing document.
If you have a document workflow automation process in place, the document will never get lost, because it exists on so many different platforms and because it always has a backup, which is something that a program such as Lumin PDF can provide. You can also use document automation to add watermark to a PDF to ensure its validity and authenticity.
Benefits of Document Automation
Document automation is also important since it makes changing and editing a PDF or any type of document much easier. If you use a document automation PDF editing program, it means that you have ultimate control of where whom, and how that document is disseminated. You can track changes on the document to ensure that its changes have been approved or permitted. You can also make sure that only people authorized to view and edit have access to it.
Document automation also ensures that all of your company’s output is properly formatted according to your specifications, and other requirements. You can ensure all your important legal and financial documents are properly formatted rather than having to rely on human employees who may make mistakes or miss inserting some crucial piece of information into the document.
This means all your documents comply with the regulations surrounding different types of legal and financial paperwork. You never have to worry about whether the document you created has errors or does not comply with other regulations. Contracts, agreements, earning reports, or balance sheets will always look the same whenever you create them, so you can send them or use them without double-checking facts and figures.
How to Integrate Document Automation into Your Systems
You can easily download something like Lumin PDF, which is available for use both online and offline, and make adjustments to your document creation process accordingly. One standout feature of Lumin, besides the fact that you can merge PDFs, convert, and compress PDFs with Lumin, is that you can use OCR technology to convert and create a new document based on a scanned image.
If you need to create a digital version of a print document, you can scan it with Lumin rather than making a brand-new copy, and keeping the original elements of the document. Lumin will scan the image and then convert it into a digital-read-only image that you can then upload to the Lumin browser to edit or make changes to it.