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Export Document Automation -By Harshal Shah, MK Software.

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Presentation on theme: "Export Document Automation -By Harshal Shah, MK Software."— Presentation transcript:

1 Export Document Automation -By Harshal Shah, MK Software

2 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.

3 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

4 ….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.

5 IntroducingE-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.

6 In Other words ….

7 Why Export Documentation ? Proforma Excise Invoice ARE-1 Packing List Shipping Labels

8 But what about the formats ? Proforma Invoice Export Invoice Packing List Draft B.L Banking Purchase Order Barcodes/Labels Excise Invoice ARE -1

9 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.

10 How does it work ? Shipping Packaging Packing List Financial Shipping Proforma Financial Government Shipping Export Invoice

11 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.

12 What does E-Formz look like ?

13 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..

14 How to get started ? SignupAutomateApprove

15 What is a document template ?

16 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

17 Useful links www.eformz.in www.eformz.in/try www.eformz.in/export

18 Questions ??

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