Use cases for Document Automation

Document automation refers to the processes and software used to automate document creation, as well as related tasks like sending a document for signature. It encompasses capabilities like building templates, as well as creating automated workflows and managing document versions.

When we talk about document generation, we think of it in terms of processes and capabilities directly related to generating documents. Whereas document automation typically includes a broader range of capabilities. For example, Experlogix Document Automation supports collaboration with our document management features; users can manage versions and “check out” a document template when editing one to prevent others from working on the same document at the same time.

Experlogix Document Automation works by allowing users to build templates in Microsoft Word. It includes features such as Smart Flows, which are automated workflows that allow users to go beyond basic document generation. For example, you can create a smart flow to automatically send a customized email with a generated document attached.

With our solution’s deep integration with Word, you can build document templates of virtually any complexity, including content like text, media, graphs and analytics.

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Experlogix Document Automation does not require programming skills to use effectively. Knowledge of basic logic and Excel math is helpful, especially when building more advanced templates. However, most users can learn to build and customize basic document templates.

Experlogix Document Automation can streamline and automate virtually any routine document. This includes basic contracts and invoices as well as industry-specific use cases such as insurance policy statements.