Document Automation – Getting Work Done

Faster. Better. Cheaper.

If you work in a role where you frequently need to create the same types of documents over and over again, document automation can be a game-changer. It can help simplify your work by reducing the number of repetitive tasks. It can remove data errors through rekeying and double entry. This is especially true in legal and compliance and where the same letters (e.g. client engagement letter), forms (e.g. onboarding people/clients), checklists (e.g. information security), contracts (e.g. first drafts of contracts), compliance records (e.g. attestations) ... etc are created time and time again.

With next-generation document automation, you can take your existing MS Word documents, and their layouts, and turn them into web applications that automatically allow a user to generate that document, complete that compliance form and provide that information. You don't have to start from scratch each time, just upload it once and use it multiple times. This can save a lot of time and energy, and it can help to ensure that all your documents are consistent and compliant.

dem·oc·ra·tiza·tion - The action of making something accessible to everyone.

Universal access to document automation – that is where the market is evolving to. Just take your existing Word documents such as consulting agreements, confidentiality agreements, affidavits/witness statements, RFPs, and litigation templates and, with no training, tag them, upload them and use them. Yes, take your existing documents. No need for a transformation project. No need for a template review. Use what you have, the way you do business today and automate them to make colleague and client lives easier. And use them securely from your browser or MS Teams.

What does this mean in practice?

Six simple steps when using a tool like Kim Document:

• Tag it - Add the variables fields using tags (e.g., date, your name, company name, etc.) that you want to make dynamic in your existing MS Word Document.
• Upload it – Click on ‘Create new application’ and simply upload your tagged document to the document automation platform.
• Automate it – All the tags that you put into your document appear in the left-hand menu and you simply drag and drop them to create a form – as easy as Tetris. View the layout of the form and save it so it’s ready for use.
• Activate it – The document appears in the left-hand menu under the category you have assigned it to. Now it’s just a case of taking the document, adding the appropriate data, such as date, your name, etc. into the form, and the completed document will be ready to send.
• Share it – ‘Send’ via email, attaching a note or other documents. ‘Share’ allows users to collaborate with full version control. Send a link, which opens the web form, and when they complete it, either generates the appropriate document or provides the required information. Either way, the document has been automated and is available for both internal and external use.
• Start using it!

It really is that easy. If you want to get more sophisticated (and we’re sure you will), there are lots of additional features. But it all starts with that first step – uploading your existing MS Word document. So what are you waiting for? Start automating today, now, in the next 30 minutes!