Export Document Automation

-By Harshal Shah, MK Software

What is document automation ? Machine Automation of physical processes

Improves Speed Quality Control Drives down the cost in long run

Document Digitization vs Automation Why So more Important in Import / Export

Business Documents are related to each other 80% content is repeated or derived Time is money.

What are the current alternatives ?

Software

Setup Cost and

Recurring Cost

Can it be customized

?

Word/Excel

Incoherent and

Inconstant

Repetition and

duplication

Nested Folder

Structures

Is it intelligent enough ?

Manual

Error-Prone

Needless Duplication

No Collaboratio

n

Not Real-Time

….more issues Requires Human

interaction for review and compliance

Loss of productivity and time

Quality control. Who takes care of that ?

How we wish, we can google or own documents

Inconsistency within documents can result in delays and fines.

Introducing E-Formz

E-Formz is an online business automation and productivity

tool. E-Formz takes the forms / documents used daily, and

transforms them into intelligent electronic forms, which can be

exported to PDF. Not only it prints correctly, it captures the

information 100% correct. You can use E-Formz to link multiple

documents in a workflow which is completely customized to

your business.

To put it simply, E-Formz is an online tool to publish filled-

up PDF documents and forms. But it goes much beyond

than a simple form filler.

In Other words ….

Why Export Documentation ?

Proforma

Excise Invoice

Excise Invoice

ARE-1

Packing List

Shipping Labels

But what about the formats ?

Proforma

Invoice Export Invoice Packing List Draft B.LBanking

Purchase Order Barcodes/Labels

Excise Invoice ARE -1

How does E-formz handle documents ? E-Formz makes intelligent documents

Self-Aware Self-Correcting

Allows you to embed your business policies and rules

Supports mechanism to transfer relevant data from one document to another.

Collaborate with multiple users. In Real-time. Allows you to search documents by keyword.

Search Anything and everything.

How does it work ?

• Shipping• Packaging

Packing List

Advanatages with E-Formz

Validation• Validate• Authenticate• Embed rules• And policies• Secure

Automation• Autofill as much

as possible• Import data

from other documents

Customisation• We understand

your business requirements

• No standard solution for everyone.

What does E-Formz look like ?

How do we make documents ?

Performa Invoice

Commercial Invoice

Consular Invoice

Packing list

Bill of Exchange

Letter of Credit (for import

ARE -1 and much more..

How to get started ?

Signup Automate Approve

What is a document template ?

What more do we offer ?

Excise Manufacturer

•Invoice•RG1•RG 23 II•Cenvat Credit•PLA•Labour Challans

Excise Dealer

•Invoice•RG23D•Letter of Credit •RBI Forms

Generic•Banking•Insurance•School•Travel and tourism•Government•And much more

Useful links

www.eformz.in

www.eformz.in/try

www.eformz.in/export

Questions ??