Resources

Article

What's New in Automate

Mon, 10/16/2023

That latest version of Automate has just been released. Find out more about what's new!

On-Demand Webinar

Move Beyond Paper in Minutes: Intelligent Forms and Workflow Management

Thu, 05/12/2022

Watch this webinar to see how easy it is to create browser-based forms and workflows.

Case Study

Summit Credit Union Transforms Mortgage Department with RPA

Summit Credit Union turned to mortgage process automation from Automate to connect Blend and Mortgage Cadence to achieve a streamlined mortgage application process.

Blog

Ask an Expert: What’s Trending in Document and Forms Management?

By Greg J. Schmidt on Thu, 10/21/2021

Discover the latest trends in document and forms management and learn how to shape your strategy for organizational survival and growth in this conversation with technical expert Greg Schmidt.

On-Demand Webinar

What's Trending in Document and Forms Management?

By Greg J. Schmidt

Discover the latest trends that are rising to the top for document and forms management. Learn what’s in store for 2022—especially around digital transformation and automation. As these key themes become critical to organizational survival and growth, learn how they’re here to stay through 2022 and beyond.

Blog

Three Reasons to Choose a Dedicated Forms Management Solution Over Power Automate

By Greg J. Schmidt on Wed, 09/22/2021

Discover the benefits of a dedicated web-based forms capture and workflow solution over Power Automate for streamlining your forms-related processes.

On-Demand Webinar

How to Modernize Forms Automation for Big Impact

By Greg J. Schmidt

Learn two key areas of forms automation that will make the biggest impact in your business and discover how Fortra Forms Automation technology can support you.

On-Demand Webinar

Getting Started with Document and Forms Management

By Greg J. Schmidt

Take 30 minutes to learn how to plan for document and forms management.

On-Demand Webinar

How to Get Started Replacing AFP Forms

By Greg J. Schmidt

Need to replace AFP forms? Find out what to look for in an electronic forms replacement and how to get started.

On-Demand Webinar

How to Work Smarter with Intelligent Forms Management

By Greg J. Schmidt

Watch this on-demand webinar to learn how to transform your processes with electronic forms that make it easy for you to collect data the way you need it.

Blog

15 Business Process Automation Examples

Sun, 11/29/2020

Read these 15 top business process automation (BPA) examples and see how your organization can streamline mission-critical processes.

Blog

Robotic Desktop Automation (RDA) vs. Robotic Process Automation (RPA)

Thu, 09/03/2020

Blog

Getting Started with RPA in Banking: How to Start Small for Big Impact

Tue, 05/05/2020

Article

RPA in Action: Automated COVID-19 Employee Wellness Survey

By Paul Necklen on Thu, 04/02/2020

Watch this example of robotic process automation (RPA) in action and see how you can automatically send employees a COVID-19 wellness survey and track company-wide results.

Blog

Streamline HR Processes with Forms Management and RPA

By Greg J. Schmidt on Thu, 03/05/2020

Find out how to automate both frontend and backend HR processes using electronic forms management and robotic process automation (RPA).

Blog

The Difference Between BPA and Job Scheduling and When You Need Both

Thu, 02/27/2020

BPA and job scheduling aren't mutually exclusive. In fact, an enterprise may use a job scheduler to support its wider BPA strategy.

Blog

Forms Management Software: 3 Use Cases

Tue, 02/04/2020

Blog

The Top 9 Microsoft Application Tasks You Should be Automating

Fri, 12/27/2019

From Outlook inboxes to Excel spreadsheets to PowerShell scripts, Microsoft is ubiquitous in the work place. Learn how to automate Microsoft application tasks.

Blog

Benefits of Business Process Automation: Five Problems BPA Can Solve

Wed, 10/30/2019

You’ve heard all about business process automation and how it can save enterprises time and money. But how do you know if your business has a need for BPA software? Here are five common problems you might be facing that can easily be solved with the right automation tool

Article

Automate 11.2 Enhances RPA Functionality

Mon, 09/30/2019

Discover the latest enhancements to your robotic process automation (RPA) experience with Automate’s 11.2 release.

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What's New in Automate

Move Beyond Paper in Minutes: Intelligent Forms and Workflow Management

Summit Credit Union Transforms Mortgage Department with RPA

Ask an Expert: What’s Trending in Document and Forms Management?

What's Trending in Document and Forms Management?

Three Reasons to Choose a Dedicated Forms Management Solution Over Power Automate

How to Modernize Forms Automation for Big Impact

Getting Started with Document and Forms Management

How to Get Started Replacing AFP Forms

How to Work Smarter with Intelligent Forms Management

15 Business Process Automation Examples

Robotic Desktop Automation (RDA) vs. Robotic Process Automation (RPA)

Getting Started with RPA in Banking: How to Start Small for Big Impact

RPA in Action: Automated COVID-19 Employee Wellness Survey

Streamline HR Processes with Forms Management and RPA

The Difference Between BPA and Job Scheduling and When You Need Both

Forms Management Software: 3 Use Cases

The Top 9 Microsoft Application Tasks You Should be Automating

Benefits of Business Process Automation: Five Problems BPA Can Solve

Automate 11.2 Enhances RPA Functionality

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