Encodian is a document automation platform that provides advanced PDF manipulation, document generation, and data extraction capabilities. It enables businesses to automate document processing workflows with features like merging, splitting, and converting files.
Encodian offers powerful document automation tools that transform how businesses handle PDFs, forms, and file processing tasks.
Generate documents from templates automatically. When data is created or updated in your CRM or database, CodeWords triggers Encodian to generate customized documents by populating templates with the relevant information.
Merge multiple files into single documents. Automatically combine PDFs, images, or documents from various sources into unified files when specific conditions are met, streamlining document assembly and distribution processes.
Extract data from incoming documents. Process uploaded documents by extracting text, form data, or specific information using Encodian's OCR capabilities, then route the extracted data to your business systems.
Convert files between formats. Set up workflows that automatically convert documents between formats like PDF to Word, images to PDF, or HTML to PDF when files are added to specific locations.
Apply watermarks and security features. Automatically add watermarks, passwords, or encryption to documents based on their classification or intended recipient, ensuring proper document security and compliance.
Split documents into separate files. When multi-page documents are received, automatically split them into individual files based on page count, content markers, or other criteria for easier processing and distribution.
Populate forms with business data. Fill PDF forms automatically with information from your CRM, databases, or other systems, creating completed documents ready for signature or distribution without manual data entry.
Compress and optimize documents. Reduce file sizes and optimize documents for storage or transmission by automatically processing them through Encodian when they exceed size thresholds or meet specific conditions.
Create workflows that generate customized contracts by pulling data from your CRM, populating templates, applying appropriate clauses, and routing documents for e-signature based on deal parameters.
Build systems that extract data from incoming invoices, validate information against purchase orders, route for approval, and update accounting systems with extracted financial data.
Develop automated processes that ensure all documents meet compliance requirements by applying watermarks, encryption, and retention policies before storing them in approved repositories.
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