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Eight Steps to Success when Designing Document-Centric Workflows

Organizations might have any number of different document-centric business processes.

Transforming these processes into automated workflows will require a Business Process Management system (BPMs).For processes that require the generation of documents, a document generation platform integrated with your BPMs will increase efficiency as well as provide many other benefits. This ebook highlights eight steps to success when designing document-centric workflows for which inline document generation would beneficial, including the following:
 

  • Inline document preparation
  • BPM Integration
  • Data Gathering
  • Safeguards in the Data-Gathering Sequence (Interview)
  • Word Processor Documents and PDF Forms
  • Integration with Enterprise Data Storage
  • Data Routing and Approval (Instead of Document Routing and Approval)
  • Planning for the Future

With more than 1,000,000 users in 7,000 companies across 50 different countries,
you’ll be in great company when you deploy HotDocs.

  • RBS uses HotDocs document automation software
  • XL Insurance uses HotDocs document assembly software
  • Orrick, Herrington & Sutcliffe uses HotDocs document assembly software
  • ECE
  • Lockmann Krane uses HotDocs document automation software
  • Caltrans uses HotDocs document assembly software