Automate for Document Management

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Automate for Document Management

Document Management Automation

Simplify your processes, free up your employees for value-adding tasks, and solve business problems.


Windows, IBM i (System i, iSeries, AS/400)

Automation for Document Management Processes


Pairing a document management tool with Automate lets organizations become more efficient in their document management processes. Your organization didn't hire people to monitor an email account, FTP site, or network folder for purchase orders or intake forms. Any repeatable task employees perform in document management can be automated, reducing how much your employees need to monitor your processes and breaking up the monotony.

How could automation help your business processes?

How will Automate help your document management processes?

Set it and forget it

Set up processes in Automate to route and store your documents. Check your documents in from network locations, email folders, FTP sites, websites, and other locations—all automatically.

Make data processing more efficient

Automate can manage documents and data on both ends of your workflows. Before you send it for approval or review, it can capture the document and pre-process. After approval, it can take the data or document and push it back to your ERP, LOBS, or other systems.

Streamline processes

Using Automate with your document and forms management solution means your document routing workflows are triggered automatically when a document is submitted.  Manage onboarding, user profile creation, and Accounts Payable processes without printing or manually routing a single piece of paper.

Key Features

Email and folder monitoring

email and folder monitoring

Tell Automate to download attachments from email inboxes and to monitor network folders for documents.

Task automation

Task automation

Automate can read your structured documents and forms and send the data to your ERP or LOBS.

Create user profiles

create user profiles

Use forms management to create user profiles automatically when a qualified user submits a form. 

Automated form fill

automated form fill

Automate can find data in your system and fill in forms for you.

Ready to automate your processes?

Our experts can help you determine how Automate can help you make your processes more efficient.