There are a lot of tasks to complete when starting a new business, including a pile of documents that need to be completed. One of the best decisions you can make from the very beginning is to have a system in place for automating these document based workflows. Automating document based tasks with similar information and processes will save you a lot of time and money, allowing you to focus your precious resources on building a successful business.
When you operate any kind of business, you have endless forms, documents, and records track and maintain. You will likely need to input the information on these forms into the computer, file the document, and know where to find it when you need it. Sometimes, you even need to fill out duplicates of the same forms. When you use a company like Anvil to automate these processes online, you are able to eliminate a great deal of this repetitive data-entry work. You can input information once and use it repeatedly, you can file it digitally, and you can even sign documents electronically, all from a simple Anvil-powered workflow. With Anvil, you are able to eliminate nearly all your physical paperwork—saving you time and money.
For your most frequently used documents, you can create templates and automate data processes, reducing your effort and the time needed to complete the paperwork. Clients or employees are able to input information once, then Anvil will autofill all of the documents, accurately and instantly. Saving you time by eliminating repeatedly entering the same information, and costly mistakes.
When retrieving documents, you can quickly find and download all of the related documents, no more digging around in a maze of folders. To share a document, simply pull them up in Anvil and share a link from your online dashboard, all without getting out of your chair.
No paper means no ink, toners, printers, copiers, fax machines, filing cabinets, and postage—or at least much less. You can even work out of a smaller office with lower rent since you won’t need so much space, but most importantly, an automated system cuts down on operational costs allowing to leverage your time, or your employees time, more effectively.
Automation of menial tasks means you can shift your focus to revenue generating activities. Maybe that means meeting with more perspective clients. Spending more time on marketing to increase your customer funnel. Or simply helping a client get setup with your services faster. Imagine the extra income you could earn if you eliminated all of the time spent chasing down clients for paperwork and signatures.
When you go on a business trip or have a meeting outside the office, you won’t need to bring files with you. All you need is a laptop or other mobile device, and you will be able to access the information you need no matter where you are. You can also have clients and business partners fill out and sign documents immediately at these meetings, simply share a link to your Anvil workflows.
Automating document workflows is easy with Anvil. Check out our blog for information about our services and for more tips for your new business. Or visit our website to start creating your own automated workflows today.