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Automation Trends In Document Management

August 21, 2023

Automation is getting more and more popular and important in several industries and is also a critical trend in document management as organizations seek to streamline their operations and reduce costs through technology. In this article we will be looking at some of the top automation trends in document management. These include, Intelligent Document Processing, Robotic Process Automation, Workflow Automation, Cloud-based document management and Mobile document management.

In our other articles you can see how artificial intelligence is also part of this trend of automation in document management. JetStream can be used for example, which incorporates AI to recognize, categorize and even search scanned documents.

Learn More About JetStream AI software for Document Management


Person on a laptop typing with document and folder icons overlaying the screen.


Trends in Document Automation



  1. Intelligent document processing (IDP): IDP uses artificial intelligence (AI) and machine learning (ML) to automatically extract data and information from unstructured documents, such as invoices, contracts, and forms. This can help to automate tasks such as data entry and document classification, improving accuracy and efficiency.

  2. Robotic process automation (RPA): RPA involves using software robots to automate repetitive and rule-based tasks, such as data entry and document routing. RPA can help to reduce errors, speed up processing times, and free up staff for more strategic activities.

  3. Workflow automation: Workflow automation involves using software to automate the routing, approval, and processing of documents through a predefined workflow. This can help reduce bottlenecks and improve efficiency while ensuring documents are processed consistently and accurately.

  4. Cloud-based document management: Cloud-based document management systems can automate many aspects of document management, including document storage, retrieval, and sharing. Organizations can leverage the cloud to use advanced AI and ML capabilities for document processing and analysis.

  5. Mobile document management: Mobile devices can automate many aspects of document management, including scanning, routing, and approval. Mobile document management can help to improve accessibility and efficiency, particularly for remote workers or workers who are frequently on the go.

Conclusion

Overall, automation is a crucial trend in document management as organizations seek to streamline their operations and improve efficiency through technology. There are many different forms of document management and a lot of new innovations like AI and machine learning that keep updating the latest possibilities. It is therefore important to stay up to date to the latest developments. Because by leveraging the latest automation tools and technologies, organizations can potentally improve their document management processes, reduce costs, and could improve overall competitiveness.

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