Template Automation

Ensure quality, and avoid busywork with
Template Automation.
Integrated governance means produced content is always current and correct.
Automation that handles exceptions means your team can focus on high-value work.

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, current, and correct.

Reactive Workflows

Appropriate content, templates, calculations, and verbiage are automatically chosen.

For Enterprise Businesses
User Adoption

Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system.

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 from any app.

2

Make inputs and selections.

3

Press "Generate."

Using synced data and user selections, relevant templates and content are populated.

How getting setup works...
1

Identify template files (or use an already prepared file).

2

Locate necessary content in other apps.

3

Define where content goes in each template.

4

Define conditions for recurring decisions and exceptions.

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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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