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Document Automation

Every organization should be able to reduce the time spent performing manual administrative tasks so they can focus on doing work that matters. Document Automation (also known as Document Assembly) is the design of systems and workflows that assist in the creation of electronic documents. Intelledox Infiniti's Document Automation tool is a logic-based system that uses segments of pre-existing text and/or data gathered from different databases to assemble a complex documents. This is usually a good place for organizations to start their digital transformation journey.Document Automation icon

With Intelledox Infiniti, Document Automation can be combined with Adaptive Interviews, the next generation of SmartForms to allow manual input of data for use in Document Assembly. This opens a simple channel of communication that is easy to understand and use. It can also push data into existing CRM and line of business applications and automate document generation with data transformation

By taking control of the document life cycle through automation, organizations can boost efficiency across their entire operations while ensuring document accuracy, consistency and professionalism.

Infiniti’s integration with DocuSign makes it easier to ensure documents that are born digital, stay digital.

It streamlines business processes, establishes order, reduces human error, allows for the central management of common content and enforces business branding such as logos and layouts.

Use examples:

  • Contracts
  • Statements of Advice (SOA)
  • Quotes
  • Proposals
  • Financial reports
  • Customer correspondence
  • Handbooks and manuals
Make life simple with document automation Collect and distribute data faster Reduce risk and improve compliance Build stronger customer engagement CONTACT US

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