Datasheet
Webdocs for AP
Webdocs streamlines invoice processing by capturing invoices electronically and routing them through every step of your accounts payable (AP) workflow.
Datasheet
VCM
VCM allows you to get insight into your hybrid IT infrastructure, eliminate wasted spend, and prevent problems before they occur.
Guide
The Business Leader’s Handbook for Building an Automation Center of Excellence
Creating an automation center of excellence (COE) ensures that you are automating your enterprise with strategy and vision. This guide gives you the expertise you need to put together a great team, follow best practices, and continually optimize your automation COE.
On-Demand Webinar
Getting Started with Document Management: The Secret to Long-Term Savings
There's more to document management than just the paper documents. Watch the webinar to learn about getting started with data capture and document creation.
Blog
Customer Success: Streamlining AP Invoice Capture
By Richard Schoen on Tue, 03/21/2017
AP invoice capture doesn't need to be complicated. For one of our customers, it was easy—read the blog post to learn more.
Blog
Checklist: What to Look For in AP Automation Software
By Richard Schoen on Tue, 01/24/2017
What should you look for in AP automation software?
Blog
10 Ways Paperless Forms Management Can Streamline Data Capture Processes
By Richard Schoen on Thu, 01/05/2017
Need to streamline data capture? Paperless forms can help! Learn how.
Blog
Current Trends in Accounts Payable
By Richard Schoen on Thu, 01/05/2017
Find out if you're keeping up with current trends in account payable processes.
On-Demand Webinar
5 Reasons to Stop Filling Out Forms by Hand
From filling out paper forms to filing them, manual forms management is riddled with inefficiencies. Watch this webinar to learn how you can save time and speed up your forms management with web-based forms.
On-Demand Webinar
AP 101: How to Automate Your AP Processes and Improve ROI
Tired of time-consuming AP processes? Watch this webinar to learn how to automate them with a document management system!
On-Demand Webinar
Automate Data Collection and Streamline Workflow with Webforms
By Bill Whalen
View this on-demand webinar and learn how to reduce paper, streamline data collection and eliminate redundant data entry by using Webforms to web-enable HR, expense, time-off request and other paper-based forms.
On-Demand Webinar
The Three Levels of AP Automation
By Bill Whalen
Is your company ready to automate its AP processes? Which level will best meet your needs: simple, advanced, or full? Watch this presentation to learn how to choose the best fit for your company.
Blog
The Ins and Outs of Digital Forms Management
By Greg J. Schmidt on Tue, 11/08/2016
Digital forms management has two sides: input and output. Learn how to bring both sides together and save time.
Blog
Three Layers of AP Automation—And How to Approach Them
Thu, 08/25/2016
Accounts payable departments run on documents—but documents don’t need to slow AP down. Read the article to learn more about AP automation.
Blog
Avoiding Security Threats with Digital Document Management
By Greg J. Schmidt on Wed, 07/27/2016
Paper-based document management leaves your critical business information susceptible to damage, loss, theft, or human error. Learn how digital document management keeps your data secure.
Case Study
Hi-Temp Insulation, Inc. Accelerates Order-to-Ship Processes (and More) for Fast ROI with Fortra
28,000+ hours: that's how much time Hi-Temp saves annually by automating order-to-ship processes (and more) with Fortra.
Case Study
Tablet-Based Forms Reduce Errors and Improve Productivity at FRS
FRS rents commercial dishwashers. Rental agreements include maintenance and chemical supplies. To service these contracts, technicians visit customers monthly to inspect and maintain the equipment and ensure customers have adequate chemicals.
Case Study
Empire Merchants Saves Big with Paperless Invoice Processing
Processing and distributing invoices is a breeze, now that Empire Merchants has Webdocs for AP.
Case Study
Forms Keep on Trucking at Cequent with the Help of Fortra
To optimize efficiency, Cequent wanted a complete form production, management and filing solution that could automatically route documents to users’ electronic inboxes either based on the document’s contents or source or by using pre-defined routing definitions.
Article
Sample Workflow: Email Integration and Automation in Customer Relationship Management
Fri, 02/10/2012
Here's how an Automate user streamlined customer interaction with email automation using an Automate task for Microsoft Dynamics CRM and Exchange.