Resources

Getting Started with Website Automation

Wed, 07/24/2019

Set up a website automation task using Automate, robotic process automation (RPA) software from Fortra. Download a free trial of automation software and set up a web automation task today.

Blog

How to Get Started with RPA

By John Grancarich on Fri, 07/05/2019

RPA is one of the fastest growing segments in the enterprise software space, and I want to tell you just a little bit about it. So, what is RPA? Well, at its simplest, RPA is software that automates human tasks. Four characteristics for a good RPA project Repetitive Tasks Rule Based High Volume Prone to Human Error You might be wondering, is this even really a big problem? If so, why should I even...

Blog

What is Forms Management Software?

By Greg J. Schmidt on Tue, 04/16/2019

Find out how forms management differs from document management. You’ll get real-life examples of forms management in practice, plus tips for getting started.

On-Demand Webinar

Let Go of Inefficient Forms Processes

By Richard Schoen

Is your organization using AFP utilities? Or a home-grown forms application cobbled together before your current IT team came on board? Are your reports coming in spool files from your IBM i (AS/400, iSeries)? These systems probably can’t support your business as it grows and changes. Sounds like you need to move on.

On-Demand Webinar

Why Your CRM System Needs RPA

By Pat Cameron

Watch our on-demand webinar to learn how you can use RPA to power your CRM system with the most up-to-date data from your critical business applications.

Blog

Replace OmniForm Fillable Forms with Modern Solutions

By Greg J. Schmidt on Fri, 07/20/2018

Still using OmniForm for creating fillable forms? You deserve a better option for complete business form correspondence.

On-Demand Webinar

Everything You Need to Know About RPA in 30 Minutes

By Pat Cameron

If you’re hearing terms like digital workforce, software robot, and automation center of excellence, but aren’t sure what it all means, this webinar is for you. Learn about the advantages of automation with RPA, real-life robotic process automation use cases, and common RPA terminology.

On-Demand Webinar

Sync Your SharePoint Processes with Automation

By Richard Schoen

Automation is a great way to streamline your SharePoint processes. Watch the webinar to learn how to keep these documents and information synced with the rest of your corporate data.

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

By Richard Schoen

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

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.

On-Demand Webinar

5 Reasons to Stop Filling Out Forms by Hand

By Richard Schoen

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

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.

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

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

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.

Getting Started with Website Automation

How to Get Started with RPA

What is Forms Management Software?

Let Go of Inefficient Forms Processes

Why Your CRM System Needs RPA

Replace OmniForm Fillable Forms with Modern Solutions

Everything You Need to Know About RPA in 30 Minutes

Sync Your SharePoint Processes with Automation

The Business Leader’s Handbook for Building an Automation Center of Excellence

Getting Started with Document Management: The Secret to Long-Term Savings

10 Ways Paperless Forms Management Can Streamline Data Capture Processes

5 Reasons to Stop Filling Out Forms by Hand

Automate Data Collection and Streamline Workflow with Webforms

The Ins and Outs of Digital Forms Management

Three Layers of AP Automation—And How to Approach Them

Avoiding Security Threats with Digital Document Management

Tablet-Based Forms Reduce Errors and Improve Productivity at FRS

Forms Keep on Trucking at Cequent with the Help of Fortra

Sample Workflow: Email Integration and Automation in Customer Relationship Management

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