Using your Document Automation free trial

This guide walks you through how to digitize files with your new Document Automation account. To achieve optimal results, you must follow and complete each step, as well as any substeps.

Materials to get started:

  • Document Automation Trial Account. Sign up here.

  • A clean, structured, blank version of the form you’d like to digitize. This will become your template.

  • A set of files to digitize (filled-in forms of the template).

Steps to digitization

Step 1: Field creation

  1. Navigate to the Fields tab to open the field library.

  2. Enter a Name for the field. It is recommended to create field names with a naming convention, lowercase letters, and words separated by underscores. For example, user_first_name, user_dob, user_gender.

  3. Select a Data Type for the field. Set the field’s Data Type to Medium Text , this data type can capture both letters and numbers.

    Multiple choice fields can be created by setting the Data Type as Select One or Select Many. The values must be entered in the Multiple Choice Selection column. Add the values separated by a comma, but with no spaces between the values. For example: value 1,value 2,value 3.

Step 2: Field placement

  1. On the Template Edit page, click the +Add Fields button or the + icon.

  2. Click on the fields from the right panel and move them onto the template image. Resize the fields as small and precise as possible.

Step 3: Submit a batch

  1. In your template dashboard, open the drop-down menu of the template and click Change Status.

  2. In the modal, select the Active status to enable your template for digitization.

  3. Navigate to the Inbox tab.

  4. Upload files by dragging and dropping files into the dotted box under New Batch, or by browsing and selecting files from the computer.

  5. Enter a name for the batch in the modal.

  6. When all the documents have finished uploading, you have the option to add more forms by clicking Add or completing the batch by clicking Finish.

  7. Click Process this Batch. You can either pick an active template for your files to sort against, or you can select Pick the right template Automatically.

Step 4: Review your data

  1. Navigate to the Data tab on the top of the page, and then click Data Hub.

  2. You can either double click on the data set that you want to view, or you can click on the blue + sign to the right of the job name and then select View Data.

  3. By clicking on the drop down menu next to the View Data tab, you can choose to export your data into a CSV file.

Looking for more? Get full access

You may have noticed all our support articles are not on the support page. You’ll have to create a login to get access to all our support tools where we have plenty of content waiting for you including tips and tricks for optimal digitization. Sign up for a SS&C Blue Prism Document Automation Developer Support Account to get full access.

SS&C Blue Prism Document Automation Developer Support consists of a solution platform, ticketing system, and discussion forum for you to learn more about how you can use Document Automation to digitize your forms. Once you’ve signed up for a Developer Support Account, head over to the Solutions page to access our tips, tricks, and techniques.

Upon sign up, SS&C BluePrism Document Automation may take up to 1-2 business days to approve your account.

Terms of service

If your company has an Enterprise Service Agreement (ESA) with SS&C Blue Prism Document Automation, the terms of the ESA takes precedence.

Supported web browsers

SS&C Blue Prism Document Automation runs on the latest versions of these web browsers:

Only HTTPS TLS version 1.2 is supported.

Document Automation only has limited functionality on Internet Explorer. Download or update your browser using the links above.

Unlock more features

Signing up for a subscription allows users to access the full range of Document Automation features:

  • Digitize all your form types by setting up multiple (5+) templates.

  • Bump up your digitization volume over 200 pages.

  • Collaborate with additional users from your organization.

  • Evaluate (verify and repair) digitized data before export on our intuitive exception-handling interface, REVIEW.

  • Measure field accuracy using the Data Quality Assessment Tool.

  • Automatically import and export data using the Document Automation API.

Please contact [email protected] to learn more about pricing, our implementation services, and data enrichments.