How to Automate Complex Documents

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Summary: This video will answer the following questions: What is a Document automation system? What are the benefits of Document Automation? How does document automation work?

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By armzak
eHow Community Member

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Difficulty: Moderately Easy

Instructions

Step 1

Document Template

Design the document template: Identify all data elements, optional paragraphs, and formatting
Step 2

Data Source Connection

Connect the document to an external or internal data source:
-External data sources could include an xml file, Excel spreadsheet, or relational data base
-An internal data source could be one created by using a questionnaire that collects data from a user
Step 3

Design Rules

Create the conditional logic (rules) that will populate the document with appropriate data and verbiage
Step 4

Insert Rules and Data

Insert rules and data elements into the document template
Step 5

Document Suite

Encapsulate all documents related to a particular transaction into one file or suite
Step 6

Generated Document

Generate the transaction