Zerion Streamlines Reporting Process with Documents

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Streamline the post-collection process for creating and delivering documents with Zerion Documents. Create professional documents from scratch or using BYODocuments such as Word, Excel, or Fillable PDFs.

zerion documents for streamlined post-collection data processing
“We strongly believe in building tools and products that make people as efficient as possible. This allows them to take on higher value work, making them more valuable to the company.” - CEO Sze Wong.

Today, software developer, Zerion, announced the release of their latest product, Zerion Documents.

Documents is designed for report builders to streamline the post-collection process for creating and delivering documents. It makes it easy to create professional documents from scratch or using BYODocuments such as Word, Excel, or Fillable PDFs.

When used in tandem with other Zerion products, Documents alleviates common pain points by automating and digitizing the process to allow teams to gain business insight while driving quality and compliance.

“We strongly believe in building tools and products that make people as efficient as possible.” explained CEO Sze Wong. “This allows them to take on higher value work, making them more valuable to the company.” he continued.

Document creation is an important yet tedious task involving manual data entry and formatting. Likewise, delivering documents to desired recipients typically involves saving, attaching, and manually forwarding. Using Zerion Documents, many of these pains can be alleviated.

Upon data submission, Zerion Documents eliminates manual processing, allowing pre-defined templates to be automatically filled in and distributed. What was previously a laborious process can now be streamlined into an efficient workflow – from collection to delivery.

Design Document Templates: Users can create templates using an easy-to-use online editor. This allows for the application of all formatting required for the final document and provides the ability to preview it before going live. BYODocuments lets customers use existing Office or PDF Documents as templates for an even simpler transition. This level of flexibility allows any organization to create their own documents regardless of team member skillsets.

Work With Any Data: Documents integrates tightly with Zerion’s Dataflow Automation which allows data from any source to be processed, refined, and filtered. This makes it easy to take action based upon data, such as creating a document. Documents can be created using Dataflow Automation, Webhook API, or by uploading data.

Deliver Your Documents: Automating the delivery of documents is crucial in order to streamline the report building process. Zerion Documents plays well with many other 3rd-party delivery locations. Users can send documents to an Email Address or Online Storage system such as Dropbox or Amazon S3. Document signing software such as DocuSign and Adobe Sign can be utilized with Zerion Documents. The product also allows documents to be sent to Salesforce, Clio and many other CRMs after configurations are completed.

To learn more about Zerion Documents, visit: https://www.zerionsoftware.com/documents/

To see Zerion Documents in action, visit: https://www.youtube.com/watch?v=zNU1E53J4IQ

Zerion Documents is designed to simplify report creation, design and delivery across multiple industries. By harnessing the power of Zerion Documents, businesses can complete work with greater precision while decreasing turnaround time. The competitive business advantage many have been waiting for has finally arrived.

### Zerion is focused on accelerating companies toward a zero-paper footprint while creating platforms and solutions that increase overall efficiency. Their mobile workflow platform is designed to enable mobile data collection, dataflow automation, custom reports, and secure storage. Zerion’s clients represent various industries, including Agriculture, Healthcare, Engineering, NGO and the Government/Public Sector. For a full range of products and services, visit http://www.zerionsoftware.com/. ###

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Elaheh Eghbal
Zerion Software
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