Workflow Automation

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Business Owner’s Guide To Document Management System Services

Document Workflow Automation

Are you interested in improving your document workflows to make them more efficient? First, use document automation software to better organize your work. Docupile can simplify document workflow automation for you by improving the way you gather, organize, and distribute documents.

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Improve Efficiency by Using Automated Document Workflows

Docupile allows you or your clients to conveniently upload files from any desktop or mobile device to your online document portal by scanning, dragging and dropping, or uploading them.

Smart document request lists can help to streamline the process of collecting information.

Do you find it exhausting to constantly follow up with clients for information? With Docupile’s Request Docs feature, you can create a list of required documents that your client needs to provide. This helps you gather all the necessary information in one convenient location.

Speed up your work using the DocuSign eSignatures that are already integrated.

Docupile offers the option to send any file for e-signing. You can receive notifications when all parties have signed, and the signed document will be automatically directed back to Docupile.

Use folder templates to standardize your file structure.

Automate your document workflow by creating the most suitable folder templates. Use them once and let us handle the rest. Eliminate disorderly folder structures and welcome organization.

Automatically route files to the correct folder and print them

With Docupile, you can conveniently print and automatically save documents to a designated folder. Increase your productivity by spending more time on high-value tasks and less time searching for files.

Batch print and distribute documents in bulk

Automate document distribution to clients for time-saving. You can send financial statements, organizers, and final tax returns to either 5, 50 or 500 clients with just one click.