Blog
How to Balance Document Accessibility with Security
By Greg J. Schmidt on Thu, 08/15/2024
Giving people access to documents is important. But so is document security. Find out how to do both.
Blog
The Three Scariest Things About Sticking With Paper
By Greg J. Schmidt on Wed, 08/14/2024
Are you afraid of going paperless? Overcome your fear—and learn about the frightening consequences of sticking with paper of not going paperless.
Article
What's New in Automate
Mon, 10/16/2023
That latest version of Automate has just been released. Find out more about what's new!
On-Demand Webinar
Move Beyond Paper in Minutes: Intelligent Forms and Workflow Management
Thu, 05/12/2022
Watch this webinar to see how easy it is to create browser-based forms and workflows.
Case Study
Summit Credit Union Transforms Mortgage Department with RPA
Summit Credit Union turned to mortgage process automation from Automate to connect Blend and Mortgage Cadence to achieve a streamlined mortgage application process.
Blog
Ask an Expert: What’s Trending in Document and Forms Management?
By Greg J. Schmidt on Thu, 10/21/2021
Discover the latest trends in document and forms management and learn how to shape your strategy for organizational survival and growth in this conversation with technical expert Greg Schmidt.
On-Demand Webinar
What's Trending in Document and Forms Management?
Discover the latest trends that are rising to the top for document and forms management. Learn what’s in store for 2022—especially around digital transformation and automation. As these key themes become critical to organizational survival and growth, learn how they’re here to stay through 2022 and beyond.
On-Demand Webinar
Getting Started with Document and Forms Management
Take 30 minutes to learn how to plan for document and forms management.
Blog
15 Business Process Automation Examples
Sun, 11/29/2020
Read these 15 top business process automation (BPA) examples and see how your organization can streamline mission-critical processes.
Blog
Four Key Phases to Digitally Transform Your Document Processes
By Greg J. Schmidt on Mon, 10/19/2020
Embracing digital transformation doesn’t have to be hard. Learn how to take a phased approach to implementing a document and forms management solution and inspire a culture change to transform your business.
Blog
Benefits of OCR and Document Management
By Greg J. Schmidt on Wed, 10/14/2020
Incorporating OCR for document management can add a surprising level of efficiency, accuracy, and insight into the documents you need to keep business flowing.
Blog
Why Shared Drives Are Bad for Your Documents
By Greg J. Schmidt on Fri, 04/17/2020
Without proper care, shared drives can easily turn into a document graveyard. Find out how to make yours work—and how to move on.
Blog
How Document Automation Enables Remote Collaboration
By Greg J. Schmidt on Thu, 04/09/2020
Learn how document automation and an electronic document management system (EDMS) enables your team to easily collaborate from anywhere with secure, standardized workflows, and remote access.
Article
RPA in Action: Automated COVID-19 Employee Wellness Survey
By Paul Necklen on Thu, 04/02/2020
Watch this example of robotic process automation (RPA) in action and see how you can automatically send employees a COVID-19 wellness survey and track company-wide results.
Blog
The Difference Between BPA and Job Scheduling and When You Need Both
Thu, 02/27/2020
BPA and job scheduling aren't mutually exclusive. In fact, an enterprise may use a job scheduler to support its wider BPA strategy.