Document Automation

Completely Automate Document Production And Assembly
While Increasing Your Organization’s Compliance

Accuracy & Consistency Every Time

The Right Documents When You Need Them

Document automation will help your organization greatly reduce risks by removing the human element from processes that are prone to mistakes, such as entering the correct contact information or selecting the correct version of documents that must be included and distributed appropriately. With the Ecrion platform, you can rest assured knowing that document automation and assembly processes are accurately and consistently followed, and that the right information is collected and validated. Unique to the Ecrion solution, a live preview makes it easy to see the final result in real time.

document automation

Improve Scalability

Organizations that implement document automation aim for improved scalability – for example the Ecrion platform can process tens of thousands of events per hour.

Reduce Errors

Improve consistency and eliminate errors associated with manual document creation. Manual document creation often leads to errors, such as creating onboarding packages with incorrect mailing addresses or missing attachments. These types of errors are not possible when document automation is implemented.

Improve Compliance

In many cases, document automation has additional benefits, such as improved compliance with state and local regulations, providing accessibility to people with disabilities or delivering correspondence in multiple languages.

Improve Engagement

Improved engagement is another important benefit. Companies can leverage Ecrion document automation to notify customers on multiple channels and ensure that communications are being received. For example, an SMS/text messaging notification can be sent in addition to an onboarding package set by email. Furthermore, Ecrion can track whether recipients read their email correspondence, which can be leveraged in our example to send a secondary SMS notification as well as a printed package by mail.

Reduce Costs

Important cost savings can be realized because overworked staff can concentrate on reviewing the most important pieces of communications without the need for additional hires. For example, people with experience in creating onboarding packages can now review automatically flagged correspondence according to business rules — such as when the contract value is over $1 million.

Live Samples 

Purchase Order Letter

Here is an example of a purchase order letter that previews the live user input along with transactional data retrieved from back-end data systems.

Insurance Policy

Reduce the complexity of filing a digital insurance policy, and speed up the process with lookup fields and conditional content.

Legal Contract

You can import PDF and Word documents to populate them more quickly as shown in this legal contract, for example.

Marketing Newsletter

Marketing professionals can quickly create print-quality marketing correspondence and distribute across channels with a click of the mouse.

Ready to Get Started?

It’s one thing to talk about what our software does, but we all know seeing is believing. By requesting a free, no obligation demo, you can see for yourself how our solutions can improve not only your customer communications, but your bottom line as well.

Request Demo