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Automated Document Management

PrecisionForms is the simple, smart and secure way to efficiently and cost-effectively automate the creation, customisation, delivery and management of documents within your Microsoft Dynamics® 365 system.

In addition, PrecisionForms can provide automatic capture of information and dynamic interactive workflows to improve business processes and customer experiences. Furthermore, PrecisionForms enables a secure and robust document management environment to meet your business and legal compliance needs.

PrecisionForms can be deployed on-premise or in Azure to match your system choices.

FEATURES

Built for Your Needs

Simplify Document Design and Production

Enhance customer/supplier preferences and keep documents secure and compliant.

Automate Document Compliance

Improve auditability to meet compliance and legal requirements.

Flexible Deployment

To Azure, public cloud or “On-Prem”.

Digitised Workflows

Full visibility and tracking of document interaction that can extend to users external to your ERP system.

Rapid Cloud-Based Deployment

No expensive customisation or training required.

Enhanced Security

Improve control for robust processes and information leak prevention.

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