Automate your document creation

It's a new capability which combines Docfield's document management with AgilePoint's process automation. AgilePoint is a process automation platform that helps enterprises automate complex processes and enables them to integrate different platforms.

It can help you generate any document, from sales and HR contracts to policy documents, NDAs, SLAs, and partnership agreements. You can use it to generate any document you create and distribute repetitively, and you want to streamline the process while giving your documents a professional and consistent look.

Secondly, you can automate this process by integrating document generation and approval into a larger workflow. Instead of remembering when you or your team members need to create and approve certain documents, you can automate the document generation process by adding triggers. Every participant is notified when it's time to take action.

For the entire organization, the process begins with creating a template in Docfield. However, for an individual participant, yes, the form can serve as the starting point. It's important to note that forms are just one way to input data into a document; data can also be automatically extracted from the CRM system without form completion.

The ending point varies depending on the organization's existing tools and preferences. Users can sign documents within Docfield or export them to a designated signing solution, such as DocuSign. You can store the finalized documents in Docfield or export them to other preferred storage platforms like SharePoint or Google Drive, ensuring accessibility from desktops and multiple devices.