You've created your first set of templates. You've started using them, creating multiple documents at a time. But now, where do we go from here?

Well, now you've got to make sure your documents are kept up to date.

This can be in many forms:

  • as feedback from other users;
  • as legal and operational content updates; or
  • you would like to improve the automation of the existing documents.

Update required

Here is where the real need for an experienced document automation specialist comes in to provide you with that ongoing support to improve your documents. With ongoing support, you can automate several processes in drafting these documents.

For example, have you ever had to share documents with others in your team and manually go through an approval process? This is something that can easily be resolved on a document automation platform. However, with time this process may need to be updated, new users may need to be included in the process, or additional documents may need to be a part of the approval process. By having that support on hand, you can use all the different possibilities to manage better how you would use and share the documents.

Making the most of the platform

Additionally, the support provided by the document automation team means you can consult with them and learn more about the different documents that can be automated to the platform. This ensures you are making the most of the platform, and you are continuing to add new documents to your document automation portfolio.

Ultimately, you want to get the most bang for your buck. With ongoing support from the team, you can ensure that your documents are kept consistent and up to date. You will also benefit from the document automation team's knowledge in making the most of the platform.