Published on October 16, 2023
Implementing Docs Made Easy, the popular Document Automation solution on Appexchange infers instant benefits for businesses.
Your team efficiency and productivity skyrocket as your team focuses on high-value tasks saving time from repetitive document creation.
However, the benefits of document automation with Docs Made Easy are not limited to increased productivity only. Many other advantages come along when you eliminate the manual component from your contracts, proposals, invoices, and other mission-critical documents.
Among these, the key advantages you will observe are the security and compliance advantages of Document automation.
So in this blog, we will explore how Docs Made Easy delivers compliance and data security benefits. Let’s begin.
Document automation is the process of automating document generation by enabling automation to format document templates and populate them with specific data based on predefined rules.
As more businesses move their operations into the cloud, it becomes increasingly important to ensure data security during document generation.
Fortunately, Salesforce document automation solutions, like Docs Made Easy, come with capabilities that ensure data security in the following ways:
Docs made easy enables document generation with predefined rules that make it a repeatable process.
The biggest advantage of a repeatable process is that it is easier to secure and manage. Reproducible processes are also simpler to track issues.
Additionally, whenever there is a glitch, IT teams can spot the issue and tweak it easily if the process is automated.
According to the principle of least privilege, users should get minimum access to systems to avoid abuse of privilege and data breaches.
Docs Made Easy applies this principle too. With Document automation, you can lay down conditions to control which documents should be created and set limits to users’ access and email sendings.
With this, you can eradicate user compliance issues by setting conditions to safeguard your sensitive data.
Being built on AWS, Docs Made Easy is hosted on a secure platform and benefits from its global architecture.
With data centers located in various regions worldwide, the application provides fast and reliable access to users across different geographical locations.
This ensures that your team can access and utilize Docs Made Easy’s document automation capabilities seamlessly and securely, regardless of their location.
Document automation provides seamless movement of documents from the platform to your desired location. After the automatic creation of your documents, you can email them to stakeholders right from the app or download to store them in any repository of your choice.
This process facilitates a seamless sharing of documents without worrying about data loss or leakage.
It is also worth mentioning here that the Docs Made Easy app does not store any data or templates nor possesses any ownership of the personal data it processes.
There are certain crucial security documents like government contracts that should remain unaltered every time they are sent out.
As this tool works on pre-defined rules or templates, processing unchanged, standardized documents is worry-free.
As documents are created with your set conditions, there is 100% Compliance with your document policies and no messed-up formatting.
As per a data analysis report, ‘90% of data breaches in 2019 happened due to human error.
From this, we can conclude that reducing human error is mandatory for companies to avert data breaches and security alarms.
That is why document automation is quickly becoming the best way out for businesses to generate documents with confidential information without any chance of human error.
By automating document generation with Docs Made Easy, you can avoid these common human errors.
With global accessibility, scalability, data privacy, and performance optimization, Docs Made Easy provides a reliable and efficient document automation solution.
If you are keen to explore the benefits of this application, install the app from the Salesforce AppExchange or schedule a call with the product team for a live demo!
Stay One Step Ahead with Docs Made Easy, #1 Best Salesforce Document Generation App.
