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 ??