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Getting Started with Advanced Document Automation Workflows

While automated generation of documents is quite everyday now, automation of the processes formed around documents offers a lot of unexplored opportunities. It is a major enabler for trimming productivity to the maximum in many an office.

In the context of business platforms like Salesforce, automation workflows like quick document approval, document package processing and on-the-fly translations are good examples of the use of this technology. But much more can be done. With the most sophisticated applications, it looks like the proverbial sky is the only limit – aside from the imagination of the developer.

 

Easy-to-use yet versatile workflow building tools

Documill Dynamo is one application that seriously aims to make the design of sophisticated logic as easy as possible. It all starts from the application’s basic design: Documill Dynamo is quite unique in that it has everything you need to create an automated document integrated into one online document template: the content, layout settings and automation logic.

You can access its logic editor by just opening a template and clicking Advanced UI -> Main Flow at the top-right corner.

 

The logic editor gives you a clearly visualized view of the workflow logic. Its main components are:

  • Steps – individual sections of a logic flow that can lead to (and be entered from) one or more other steps. The steps are presented as boxes that can be easily connected in a sequence (see the figure below).

 

  • Commands (sometimes called tags) – these are the individual logic operations (1) within each step. Choose the command you need in a menu (2) and drag and drop it into a step you are editing. Then define the command’s attributes in a side pane (3). 100-plus commands are available for enabling quick coding of a wide range of operations.

 

  • Forms (also called screens) – specific types of steps that enable users to key in their preferences for the outcome of the flow.

 

Choose from ready-made logic options

To make things smooth to start with, you just need to open a blank Documill Dynamo template and it already has the logic for the most commonly used flows. These allow users to:

  • edit a section in the document
  • select attachments
  • preview the document
  • choose from the saving options
  • use automated translations by the admin
  • And so forth.

These flows can be controlled in the top menu in the basic user interface of the application, so there is no need to even open the logic editor to put them to use. Some ready-made templates of the application have additional logic. For example, the ‘Legal contract with DocuSign’ has inbuilt logic for sending the document off for eSignatures via the DocuSign application.

These, like any logic steps, can be imported to other templates upon creation. The same applies to any steps you design yourself, so you will not have to do the same job again with every new template.

 

 

Ensure that it all really works – already before rolling out

Ok, so you have developed yourself a template with a great automation flow. You are just eager to roll it out. But before you do that, it makes sense to check that every step in it really works the way you meant, doesn’t it?

Luckily you don’t need to inspect your creations line by line with a magnifying glass. You just need to hit the Test button and choose the Debug Mode. Now Documill Dynamo will check that all that logic adds up, well, with complete logic.

 

 

Want to learn more?

Would you like to get into the more sophisticated side of document automation to step up productivity? Then why not drop us a line so we can tell you more or give you a demo. Or download a free trial version of Documill Dynamo now to see, how it all works in practice.

By | October 22nd, 2018|