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Simplifying Document Management with Workflows

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By Mang-Git Ng

Announcing Anvil Workflows, a no-code PDF automation platform for all. Webforms meets PDFs and e-signatures.

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Simplifying Document Management with Workflows

TL;DR: Sign up or login to experience the new Anvil Workfows builder.

Paperwork and PDFs are a primary source of bottlenecks when scaling technology solutions within insurance, healthcare, finance, or any other industry that relies heavily on paperwork. If you’ve tried to automate your paperwork processes, you know how complex and time-consuming it can be. There's a plethora of document management solutions out there, but none seem sufficient enough in serving as the end-to-end solution that scales with your business, or flexible enough to address all of your existing paperwork processes. As a result, companies are often stuck with the option of developing costly internal manual processes that don't scale, juggling multiple integrations that don’t communicate well with each other, or building customized software at a very high price.

Workflows are built to scale

Anvil Workflows are built on the idea that paperwork and PDFs do not have to be a bottleneck to growth. Workflows enable operations teams to have the flexibility and power to customize PDF-based processes so that they scale for the long term. We enable any business to replace manual paperwork processes with flexible, end-to-end workflows that handle any kind of paperwork. Here’s how in three steps:

  1. Create - Create simple and intuitive web forms that simplify data capture, auto-fills your PDFs and streamlines collecting e-signatures.
  2. Share - Share your Workflow with customers and contacts and simplify the paperwork process for everyone. Workflows can be completed from any device.
  3. Integrate - Integrate Anvil into all of the tools you use. Eliminate data-entry by sending data to your CRM. Securely store completed documents in a shared drive. Automatically trigger new Anvil Workflow submissions from your proprietary code.

Given the overwhelming popularity of Anvil Workflows with our customers, we decided to ask our customers how we could make Workflows even better. Over the last year, we spoke with Anvil-powered businesses to better understand their evolving needs. With the valuable feedback, we’ve redesigned Workflows for a more intuitive and streamlined experience.

Workflows is built for everyone

Workflows empowers anyone to build custom workflows to replace complex paperwork processes, no matter their technical proficiency. Here’s how:

Build complex workflows in minutes

Workflows allows anyone to easily build PDF-based workflows that simplify complex data collection, sharing, and logic. You don’t have to be an engineer to automate or integrate. Workflows automatically packages your data to share across internal systems, removing manual data entry.

Collaborate seamlessly

Workflows make working together on documents easier than ever. You can add multiple parties to contribute information to your Workflow and enjoy a range of collaboration tools, such as email notifications and submission dashboards.

We’re with you every step of the way

We make it easier than ever to get started, with step-by-step onboarding support and a completely revamped help center to address the most basic and advanced Workflow-related questions, setting you up for success.

Easily deployable, exponentially scalable document solution

Anvil is built to transform your paperwork processes for the short-term and the long-term so that you can set aside your paperwork and focus on what matters most in your business. When the time comes, Workflows can be deeply integrated into your application with our robust, developer-friendly APIs, enabling you to build the perfect solution for your business and scale quickly. Interested in learning more about how Anvil's Workflows can improve your business? Click here to book a time to connect with sales.

If you have questions, let us know at We'd love to hear from you!

Sign up for a live demo

Request a 30-minute live demo today and we'll get in touch shortly. During the meeting our Sales team will help you find the right solution, including:
  • Simplifying data gathering
  • Streamlining document preparation
  • Requesting e-signatures
  • Building and scaling your business
Want to try Anvil first?Sign up for free
Want to try Anvil first?Sign up for free