Technologies
Document Management
Documentation automation software reduces the drafting time of highly formalized documents (e.g., financial statements, invoices, government forms, employment contracts) by employing reusable document templates that leverage conditional logic and connected data sources. Documentation automation software integrates with OCR, DMS, CRM software, etc.
Template Creation And Management
- A template editor for creating intelligent templates consisting of dynamic fields and interview forms with complex branching logic.
- Converting an org’s electronic documents (e.g., contracts, invoices) stored in DMS or other repositories into intelligent templates.
- Template approval workflow.
- AI-based conversion of scanned documents into readable documents (e.g., in PDF format) and extracting data from them into intelligent templates using built-in or integrated OCR software.
- Centralized storage of intelligent templates.