What is Document Automation?

What is Document Automation?

Many businesses are struggling to optimize their document processes and may be spending too much time (and money) creating repetitive documents and forms. To solve the issue of inefficient document workflows, you need a document automation plan.

Let us explain…

Document automation (sometimes referred to as document assembly) is a process which allows software to build documents automatically. It eliminates the need for an individual having to manually create them each time. These software programs are ideal for legal documents, insurance, and mortgage paperwork whose documents are repetitive except for select details.

The automation of this process decreases time spent by employees, total cost, and human error. With software programs like Prism, you can quickly, easily, and accurately create documents for your business.

Document automation sounds great, let’s go!

Like other updates to your workflows, you should conduct the research to determine if it’s worthwhile for your business. Automation does save time and money, but it isn’t free.

Start by thinking about the types and number of documents you want to automate:

  • How often do you use the document?
  • What are the lengths of the documents?
  • How many pieces of the document will need custom content?

The longer a document is, the more time you’re likely to save. The more a document is used, the better your return on investment will be with automation. And typically, the more pieces that need to be customized, the more time you’ll save by NOT doing it yourself each time.

The amount of time you save also depends on who creates the document templates. Ideally, you’ll want to create the document templates in house. Creating the template in house provides you with the ability to maintain those documents and eliminate errors from someone who may be unfamiliar with the subject matter.


Contact us today for more information on updating your current workflows and help with next steps.