The Best Document Automation Software

What To Look For in the Best Document Automation Software

If you are like many business leaders, you may be looking to reduce the amount of time spent on mundane tasks like searching, organizing, modifying, and sending documents and increase the amount of time spent on high-value tasks. Document automation software can fulfill these goals while reducing errors and improving the bottom line. But with so many available solutions available on the market today, choosing the best document automation software for your business can be challenging. This guide highlights the key features and benefits to look for in a document automation solution. We also shed light on our Intelligent Document Capture solution. 

Universal Data and Document Capture 

All enterprises perform business transactions using documents and data in three formats: electronic, soft, and hard. Enterprises also commonly receive documents and data from multiple input sources. A document automation solution must be equipped to capture any document or data set from any application or operating system. The best document automation software can capture data from even the most problematic sources. 

Workflow Automation Features 

Manual document workflows are time-consuming, error-prone, and expensive. The best document automation software allows businesses to automate document workflows with technologies like variable data printing solutions and other robust delivery solutions that are compatible with any on-premises or cloud-based solution. 


One-size-fits-all solutions are a thing of the past, and the best document automation software can be fully tailored to meet the needs of a business. Look to be able to customize elements such as: 

  • Data capture settings
  • Workflows 
  • Distribution processes and channels
  • Security and settings
  • Integrations

The best document automation software is designed with user-friendly SDK and API so that even the beginner can create powerful workflows and connections. 

Efficient File Sharing

There are numerous file distribution channels, and that number is unlikely to go down anytime soon. The best document automation software can efficiently share files through any channel, including local, cloud, email, and print. Furthermore, look for variable data printing and specialized control finishing options. 

Powered by Artificial Intelligence and Machine Learning

Artificial Intelligence (AI) and Machine Learning (ML) are integral components of the best documentation automation solutions. AI and ML eliminate the user’s repetitive steps, improve the user experience, remove human error, and force consistency. These technologies allow the solution to grow with a business as they can intelligently manage exceptions to rules and develop new standards for automation. 


As businesses evolve and requirements change, it is important that the solutions put in place can adapt to the new conditions. The best document automation solutions can size up or down to meet demands and maintain efficiency. Additionally, the best document automation solutions can adjust to the shifting complexity requirements of the business.

Compatible with Leading Operating Systems 

Standalone systems are highly impractical as everything is better through connections. The best document automation software is compatible with leading operating systems, like Windows, AS/400, Unix, Linux, Edge, Chrome, DOS, etc. Interoperability improves efficiency, enhances the use of data, and is a critical component of successful business processes. 

Proven Efficacy Overtime 

Sparkly new solutions from new developers can garner a great amount of attention, but it is worth seeking a solution from a provider who has stood the test of time. The best document automation solutions have evolved and have been trusted throughout the years by countless companies. They can capture information from almost every line of business system on the market and continue to grow to stay ahead of future business needs. 

FabSoft Document Automation Software

Here at FabSoft, we created the Fab-Connect Suite to deliver practical, cost-effective software solutions that intelligently capture and distribute transactional documents across businesses of every size. The Fab-Connect Suite includes SysConnect, DeskConnect, MFDConnect, along with additional solutions available through unique partnerships. Since 1992, we have been an industry leader in document capture solutions, helping companies of all sizes significantly reduce their operating costs while maximizing business productivity. Our document capture solutions have evolved over the years to suit the growing needs of any organization. For this reason, there is no printing or scanning challenge too significant or too complicated for our document capture software. With over 250,000 successful installations, FabSoft solutions have been implemented into the daily operations of many prominent businesses worldwide. 

To learn more about our Document Automation Software, Book a Demo with us today!

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