Template Automation

Increase quality and productivity with
Template Automation.
Stop wasting time with double data entry and copy/pasting. Achieve real document control.

for Windows operating systems.

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Features
Prepare custom templates instantly.
folder_open
Create + name
files and folders.
image
Populate: images, tables, charts, etc.
Reactive workflows (IF, VLOOKUP, etc.)
Add inputs, questionnaires, calculations.
Compose emails with attachments.
Why Starting is Easy
Single sign-on
(no logins).
Connect to
any app.
Professional customizations, configuration.
Noninvasive. No migration.
Lightweight.
Start small and
scale naturally.
Secure, HIPAA compliant.
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For Small and Midsize Businesses
Productivity

Turn hours of work into minutes. No more double-entry. Pull content from any app.

Quality

Documents produced with Docmo are professional, complete, and correct.

Reactive Workflows

Choose which templates, calculations, and verbiage are appropriate.

For Enterprise Businesses
User Adoption

Starting with Docmo is easy. It lives behind your existing processes and behind Microsoft Office products.

Governance and Control

Ensure current templates, legal verbiage, and data are used.

Easily revise previously prepared documents.

Security

HIPAA compliant. Your data never leaves your servers.

Metrics and Tracking

Log templates generated, revisions, user volume, etc.

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A typical user experience...
1

Sync data and/or make inputs and selections.

Calculations, lists, and charts, etc. are automatically updated using the new data.

2

Press "Generate Required Files."

Templates are chosen, content is populated (or removed), and the document is stored.

A typical configuration...
1

Identify template files.

Or start with an already prepared document.

2

Locate necessary data and content.

From other apps and/or from user input.

3

Point data into templates.

Name goes here... Chart goes here...

4

(Optional) Build conditional workflow logic.

Excel formulas dictate which calculations, templates, etc. to use.

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Trusted by...
Nancy Tran

Director of Sales

Nemko USA in San Diego, CA.

"Docmo has really increased how many quotes we can get out in any given week. And now, I know they're all going to be correct. I absolutely love it!"

Jeff Smith

Business Dev. Manager

Tarsco (of TF Warren) in Houston, TX

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Choose one...

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HIPAA Compliant. No fees.

Schedule a Demo

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