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Document automation software has the ability to automatically fill in the correct document variables based on the transaction data. In addition, some document automation software has the ability to create a document suite where all related documents are encapsulated into one file, making updates and collaboration easy and fast.
Versioning is a process by which documents are checked in or out of the document management system, allowing users to retrieve previous versions and to continue work from a selected point. Versioning is useful for documents that change over time and require updating, but it may be necessary to go back to or reference a previous copy.
A business process management system differs from BPA. However, it is possible to implement automation based on a BPM implementation. The methods to achieve this vary, from writing custom application code to using specialist BPA tools. [3] [self-published source]
The Workflow Management Coalition, [6] BPM.com [7] and several other sources [8] use the following definition: Business process management (BPM) is a discipline involving any combination of modeling, automation, execution, control, measurement and optimization of business activity flows, in support of enterprise goals, spanning systems, employees, customers and partners within and beyond the ...
Microsoft Power Platform enables users to streamline processes, gain insights from their data, and build custom solutions to meet their business needs. It is designed to be accessible to users with varying levels of technical expertise, making it easier for organizations to create custom applications and automate workflows.
Power Query was first announced in 2011 under the codename "Data Explorer" as part of Azure SQL Labs. In 2013, in order to expand on the self-service business intelligence capabilities of Microsoft Excel, the project was redesigned to be packaged as an add-in Excel and was renamed "Data Explorer Preview for Excel" [4], and was made available for Excel 2010 and Excel 2013. [5]