Customer Success Story

Automated Government Response Document Generation with Secure Access & One-Click Emailing

Government Administration

SharePoint

Overview

This team faced significant inefficiencies in managing public case responses. Every case required a unique reply from the respective minister, but the entire document creation process was manual. Each document required manual drafting, signature placement, and multiple revisions in Word before final approval, leading to delays and duplication. Storing these files in Salesforce quickly consumed storage, while the lack of advanced access controls posed security risks, making it difficult to manage sensitive government documents.

The team needed an automated, scalable solution to streamline document creation, storage, and management—eliminating repetitive tasks. Download the full case study to see how XfilesPro transformed their workflow.

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