Introducing Appian Smart Services by Apryse: Reduce Manual Tasks with Document Process Automation
By Laura Massingham | 2024 Oct 30
4 min
Tags
appian
document automation
Summary: We are proud to announce the launch of Appian Smart Services by Apryse, a collection of tools that enable users to perform backend document processing within the Appian platform.
Apryse Smart Services provide a low-code solution to enhance Appian's Robotic Process Automation (RPA) functionality. These services integrate seamlessly into the Appian environment, reducing development time and simplifying complex document processes. Developers can quickly implement custom solutions by simply dragging and dropping the desired steps to generate and manipulate documents into the process model. With tasks as part of the process model, these document processing events can be linked to Appian workflow tools such as triggers, events, and notifications.
Some specific examples can include:
- Schedule generation of monthly invoices/report
- Once a form is submitted, convert and merge all the attached into a single PDF
- Notify users if documents fail signature validation
No additional servers are required, and setup is as simple as adding an Apryse Server SDK license under Third-Party Credentials. These pre-built services allow for a smoother, faster development process, so teams can maximize the impact of their work while minimizing manual, administrative work for their end users.
Smart Services Key Features and Use Cases
Enterprises with document-heavy workflows can leverage Apryse to extend the automation power of the platform, significantly improving operational performance and accelerating digital transformation. Industries reliant on legacy systems and strict regulatory requirements, such as healthcare, finance, and government will find these tools invaluable for improving operations.
Here are a few of the tasks that can be automated with Smart Services and the use cases they support:
Smart Services from Apryse | What does it do? | What use case does it support? |
|---|---|---|
Generate PDFs from Office Templates | Merges Word templates with JSON data to generate PDF documents | Generate invoices, reports, contract using Appian records |
Convert Office Documents to PDF | Convert Word, Excel, PowerPoint documents to PDF | Pre-processing documents for viewing or archival |
Search & Redact | Use simple or regex text search to find and redact sensitive information from documents | Automatic redaction of sensitive PII/PHI before manual review for compliant processes |
Merge Documents | Combine multiple files into a single PDF | Case management requires consolidation of many documents into one |
Certify/Validate Documents with Digital Signatures | Digitally sign documents with Digital ID or certify validity of signed documents | Finalize contracts by automating checks for document validity |
Flatten PDFs for better performance | Combine document elements into a single layer to reduce size and improve compatibility | Archive documents for long term storage and send documents for print or uploading in specific formats |
Merge/Extract XFDF | Import and export XFDF from PDF annotations and forms | Automate form filling, form data extraction for onboarding processes |
Automation platforms like Appian are a major investment that cover most RPA requirements, but when additional functionality is required, third-party solutions like Smart Services or plugins are there to extend the power of your solution. The benefits of these services include:
- Reduce Time-to-Market: Automating backend document processing frees up valuable resources and speeds up project timelines.
- Maintain Compliance: Built-in tools for redaction and digital signatures ensure that businesses can easily maintain compliance with industry regulations. Files never leave customers' secure Appian environment to comply with security/privacy regulations and policies.
- Ensure Accuracy: Automated document generation and redaction minimize human error, increasing the productivity of your team.
- Maximize Platform Investment: By extending Appian’s native capabilities, Apryse Smart Services help businesses get the most out of their Appian investment by further enabling further automation of manual document manipulation workflows to support RPA initiatives.
Get Started Today
When Smart Services are combined with the WebViewer plugin, users can carry out a full range of both front-end and back-end document processing tasks, including viewing, editing, redacting, converting, and digitally signing documents without leaving their Appian application.
Ready to learn more about Appian Smart Services? Contact our sales team to get an Apryse Server SDK license or request a demo key. Once you have the license, simply add it under Third-Party Credentials in your Appian environment with the following key: pdfnet.license.
For more information on how Apryse Smart Services can extend the power of the Appian platform or to see how it fits into your existing Appian infrastructure, visit our website for documentation or reach out to our sales team for a demo.
Tags
appian
document automation
Laura Massingham
Director of Product Marketing
Share this post
