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Automation

Organisational knowledge can often be based on key individuals and best practise not spread across a business.
Automating strong business processes can help avoid this and ensure you focus on what-works in your processes and avoid what doesn't.
DocMan promotes automation by proving a common format to our document templates, and automating how we share and distribute this content to our customers and suppliers by email, letter and portal directly from CRM.

How DocMan helps

DocMan helps this by using Workflow in Dynamics CRM to automate the creation and distribution of Documents and Emails.This means we can build intelligent trigger points into our processes and more quickly connect these with our customers.

  • Generate Documents and store in SharePoint automatically from a trigger point.
  • Automate when a Documents is sent to a Customer, either as an attachment or via a secure link.
  • Agile design of your business processes in Dynamics, combined with your communication templates in DocMan enable a learning business that is continually improving how it does business — this helps build a 'can-do' business culture that is a known enabler of stronger relationships and increased sales.
  • Engage Customers via Online Workspaces for sharing updates, documents and subject access requests.

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