Export Document Automation -By Harshal Shah, MK Software
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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 Collaboration
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.L
Banking
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
• Financial • Shipping
Proforma • Financial • Government
• Shipping
Export Invoice
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 ??
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