5 Ways Document Automation Improves Compliance

By Zach Brueck

Branded content with S-Docs

For those of us in the business world, the term “compliance” often brings a sigh of resignation. It’s an essential, though unenthusiastic, part of staying on the right side of the law – much like doing your taxes. 

But when done properly, compliance can be both a simple process and a marketing asset that signals your business can be trusted. That’s because remaining in compliance with the appropriate laws and regulations governing data protection, privacy, and the secure handling of customer information legitimizes your business in the eyes of customers and stakeholders. Not to mention it’s financially responsible as the cost of a breach where noncompliance is a factor averages roughly $220,000.

The Importance of Compliance

The significance of maintaining rigorous standards across business units, technologies, and employees cannot be overstated. By embedding compliance into your core operational processes, you can spend less time worrying about regulations and more time doing business. 

But compliance isn’t just about adhering to laws; it’s a proactive strategy to safeguard against potential legal issues and enhance operational integrity. It helps you maintain an impeccable record while fostering a culture of accountability and transparency within your organization.

Particularly in industries where the stakes of non-compliance are high, such as healthcare and finance, the ability to seamlessly integrate compliance into daily operations is a critical competitive advantage. In addition to protecting your data and preventing breaches, tools that automate compliance-related tasks reduce the cognitive load on employees so they can focus on more strategic tasks that require human intervention. This shift improves your accuracy in compliance-related documents and enhances overall efficiency.

A robust compliance framework supported by automated tools doesn’t merely prevent legal penalties; it also plays a crucial role in building long-term trust with customers, ensuring they feel confident in the security and reliability of the services you provide.

The Role of Document Automation in Compliance

Document automation, as the term implies, is a process that automates the creation of various document types at scale. It involves extracting data from Salesforce and other sources and embedding it into designated sections of document templates, as well as processing logic, approvals, and more. This type of automation is particularly beneficial for any team that regularly compiles intricate, data-intensive documents. It’s a huge time-saver, ensuring documents are precise, well-organized, and most importantly, compliant.

Here are five ways document automation increases compliance:

1. Creates Repeatable Processes

Document automation creates repeatable, standardized processes for generating contracts, agreements, proposals, and more. By automating document creation, you guarantee that every piece follows the same set of predefined rules and templates, ensuring consistency. This standardization helps your organization adhere to regulatory requirements that demand controlled handling and formatting of documents.

For example, let’s say a medical device manufacturer is required to notify customers of product changes. With document automation, they can automatically generate and distribute these notifications so all relevant stakeholders receive consistent, timely updates that comply with industry regulations.

2. Reduces Human Error

Automating document creation significantly reduces the risk of human errors, such as typos, incorrect data entries, or omissions of important information – all of which can lead to compliance issues. 

For instance, manual processes like copying and pasting customer data into contracts, can be problematic. It’s easy to accidentally paste data into the wrong field or copy the information from the wrong record. Automation tools that integrate directly with Salesforce can automatically pull this data into a contract. This not only speeds up the process but ensures the data is accurate, directly reflecting the latest entries in Salesforce and upholding data integrity and compliance.

3. Ensures Content Completeness

Ensuring every document contains all required information is another key aspect of compliance. Automation tools can be programmed to include necessary compliance statements, data fields, and disclaimers based on specific requirements and regulatory standards. 

Document automation tools like S-Docs can be used with Salesforce Screen Flows that ask users to input or verify information before the document is finalized so no critical information is missing. S-Docs can also alert users to empty Salesforce fields so that data can be added before the final document is generated. This ensures every document meets the full compliance requirements before it is issued.

4. Provides Access Control

Controlling who can create, view, and modify documents helps maintain security and compliance, especially with sensitive information like financial data or personally identifiable information (PII). Document automation tools provide strong access control mechanisms that integrate with Salesforce’s security model. 

It also allows organizations to set permissions based on user roles, ensuring only authorized personnel can access or edit certain documents or features. This helps prevent unauthorized access or alterations, which could lead to compliance violations.

5. Enables Document Retention

Proper document retention is an element of compliance, particularly in industries where regulations dictate how long certain documents must be kept. Document automation tools can automate the retention and deletion of documents according to organizational policies and regulatory requirements. 

For example, in the healthcare industry, regulations such as the Health Insurance Portability and Accountability Act (HIPAA) mandate strict guidelines for the retention of patient records. HIPAA requires healthcare providers to retain patient records for a minimum of six years from the date of creation or the date when the record was last in effect, whichever is later. Automation tools that integrate with Salesforce leverage its infrastructure to manage document storage, making record retention easy and automatic.

How S-Docs Simplifies and Enhances Compliance

Compliance is nonnegotiable for mitigating risks and adhering to regulations, but it often detracts from operational efficiency. Organizations frequently face the dilemma of balancing rigorous compliance requirements with maintaining streamlined, productive workflows. Manual compliance processes can be particularly burdensome, consuming significant time and resources, and leading to inefficiencies and potential errors.

S-Docs, a native document generation solution for Salesforce, exemplifies how automation can enhance both compliance and efficiency. It integrates seamlessly and natively with Salesforce, allowing your organization to automate the generation and management of compliance-related documents entirely within Salesforce’s secure environment. This not only ensures alignment with security standards but also reduces the time and effort required to manage compliance documentation​.

Whether you’re crafting detailed contracts, generating comprehensive reports, or ensuring documents meet specific compliance standards, S-Docs handles each task with precision. S-Docs doesn’t just simplify document processes in Salesforce, it elevates them with its smart, integrated features that act as a natural extension of your workflow. It’s an invaluable asset for any organization looking to improve efficiency and ensure their document workflows are both secure and compliant.

If you’re looking for a way to increase operational efficiency while maintaining best-in-class compliance, request your S-Docs demo here to find out more from our team of experts.

The Author

Zach Brueck

Zach is the marketing manager at S-Docs, a 100% native document generation & e-signature solution that empowers Salesforce users to easily and securely automate digital paperwork.

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