Document Automation: The Biggest ‘Bang for Your Buck’

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Handling high-volume document production is no easy feat. Businesses in all industries are constantly processing a variety of documents: invoices, medical records, bank statements, insurance legal contracts, etc. With so much content to handle, businesses are always looking for a way to streamline the document creation process. In today’s blog post, you will learn about what document automation is, as well as the incredible benefits it provides.

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For a business to have effective documentation, they must have the ability to create, store, manage, share, and access their documentation efficiently. Meeting all of these benchmarks is critical to satisfying customer demands, but it is very time- and resource-consuming. When businesses struggle to keep up with documentation demands, they turn to document automation.

What is Document Automation?

Document automation is type of a software designed to quickly produce large quantities of high-quality documents. The automation process includes generating content templates based on documents your business has already produced. From your company’s previous documents, the software extracts key information and data to create automated templates, which in turn can be used to develop news documents in a much shorter timeframe.

Automation also includes document assembly, which is the function of combining multiple documents into a single document collection. For example, a hiring package for new employees can be created by combining a welcome letter, application forms, tax and government forms, benefits and insurance, an employee handbook, and more. Document assembly streamlines information into more accessible and organized formats, boosting efficiency, clarity, and productivity.

Another part of document automation is workflow automation. Workflow automation is a series of automated steps and tasks relating to a business process. Collaboration is a key aspect of company function, but poor organization can lead to catastrophe. Workflow automation enables multiple employees working on a single document to work together seamlessly. After each worker completes their assigned task, workflow automation pushes the document on to the next team member. Once the document is completed, it will be sent to the manager for final approval.

What are the Benefits of Document Automation?

  • Collaboration Team members can access and share documents anytime, anywhere, and on any device, while still avoiding miscommunication
  • Compliance – Ensures all documents adhere to industry regulations, standards, and ethical practices
  • Costs – Saves money on continuous document creation and processing, increasing profit margins
  • Errors – Automation acts as another set of eyes, reducing the risk of human errors
  • Privacy & Security – Passwords can be added to confidential documents to protect sensitive information from unauthorized users
  • Productivity Using accessible built-in templates to create accurate and consistent technical documentation in minutes enables your employees to concentrate on primary responsibilities instead of spending time and resources completing repetitive tasks.


With document automation, businesses can streamline the documentation creation process, making it easier to generate and process high volumes of technical documentation. By adopting automation practices, your business will see huge improvements in efficiency, productivity, accuracy, and savings.

How can EDC help?

EDC has a team of technical writers well-versed in a multitude of automation tools and platforms, ready to create effective documentation for the daily operations of your business.

Whether you need a team of consultants to produce a complete line of documentation or a single technical writer for a brief project, Essential Data’s Engagement Manager will lead the project from start to finish. At Essential Data Corporation, the quality of our work is guaranteed. Contact us today to get started. (800) 221-0093 or

Written by Kimberly Jones


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