What is Document Assembly? Also known as document automation, it involves the use of a software system for creating documents which speeds up the process. In a fraction of the time you can draft a complex document which contains mostly boilerplate content, by using templates to complete the task.
You can integrate and engage banking or legal document assembly software in just a couple of hours. For example, when a bank needs to put together a welcome letter for its clients. The client's personal information has to be included (name, account number, and address, among others), customized information from the bank as well as promotional communication. Copy and paste routine may take hours if it has to be done for several letters. With Windward, you can get data pulled from several sources to create customized letters in minutes.
The beauty of software is that data doesn’t go missing. A user doesn’t have to go over emails to find a customer’s last name. The software will automatically fill templates based on queries provided by the user.
Save valuable time that employees can use attending to the real issues that they are paid to handle and let technology take care of the documents.
The applications you already use can integrate fully with the software so that you can confidently utilize features that you know how to work with. Document automation provides millions of users with a platform that is simple and well-stocked with useful tools for handling documents. It makes the job simpler to turn existing documents into templates without worrying about compatibility or formatting when you engage document assembly Microsoft Word.
Simplified and complex in the same sentence may be hard to believe but that is the power of document automation for lawyers. There should be no more significant hours spent over important contracts, non-disclosure agreements, and so on. The right software will ensure that even the most complex documents will be completed efficiently, without omissions, error and they will be befitting of documents authored by competent lawyers in the industry.
If you are thinking about features and software like mail merge or Excel that can compute large figures in a spreadsheet, then you have a partial idea of how document generation works, only that it is more sophisticated with a lot more automation that does as much as 80% of what humans could do in the creation of documents.
Windward gives the user a lot of flexibility, yet it still maintains the best practice for the creation of documents, adhering to stringent guidelines. These documents can be managed by computer literate individuals within the company without having to call in the IT department to set up and risking human error in the process of creating documents. Human input is not completely abandoned in the process. For facts and figures that will need to be updated, human participation can still be involved at any time of the creation process.
This means there is still room for creativity within the document and variable details can always be adjusted according to the need for it.
Has this yet convinced you that document automation is something your business must adopt?
If your answer is “no,” well, here are some convincing facts:
According to a survey of companies that still create important documents manually, over 60% of them reported they will make more than two redrafts of documents before they are approved.Think of the amount of time that goes into drafting and redrafting the documents and the number of people involved in this process that automation would perform in a few minutes and you can be sure it will hit the standards right on the first try. Employees would have more time to perform other tasks if documents are automated.
There is a general feeling of relief knowing you do not have to spend a lot of time searching for an old document to edit or knowing that you can access the document you need anytime and anywhere you are because there is a cloud storage access or the web access when using a mobile device.
This means you can meet a potential client in a restaurant and email them detailed documents right there without returning to the office. Just a few clicks and you get to access and share the documents. Life gets better, in fact, research actually shows more workers are better productive out of office than in an office setting.
Another study shows that for many businesses that produce hundreds of documents everyday, on an average of over 30% of these documents do not comply with brand standards. On the other hand, with assembly or automation software, you can ensure that even if thousands of documents are produced every day, they would all meet the guidelines and standards.
Windward Designer is obviously more beneficial for businesses in terms of finances, human efficiency, and overall better performance of the business which every firm would find enticing.
It is understandable that one would be cautious about something new. Like most products, a free trial would be the best way to find out if it lives up to its claim. Try out free document automation for 14 days to get a feel of its features and decide it is what you need to take your organization to the next level of productivity and efficiency.