Microsoft 365 Document Automation Services
Betasoft helps to streamline, standardise and speed up your document processes with Microsoft 365 automation.
The Real Benefits of Microsoft 365 Document Automation
Tangible Benefits Bringing Real Results to Your Business
Betasoft go beyond out-of-the-box setups and installations. Whether it’s refining the user interface, creating bespoke entities, or adapting usability - we can tailor every element and aspect of your SharePortals setup to suit your business and teams.
Free your teams from repetitive, low-value tasks.
Save Time
Reduce human error and ensure documents are always up to date
Improve Accuracy
Get more done with faster approvals and streamlined processes.
Boost Productivity
Keep audit trails and ensure documentation meets internal and external requirements.
Enhance Compliance
Track document status, ownership and deadlines in real time.
Increase visibility
Eliminate discrepancies in how staff complete manual tasks.
Consistent Processes
If your workflows are unique, your SharePortals instance should be too - contact our team today >
What Betasoft Delivers
Advanced Automations Implemented by IT Professionals
We offer tailored training to ensure everyone in your reporting structure - from admin teams to leadership - knows exactly how to get the most out of your document solution.
1. Process Discovery & Consultation
We begin by mapping your current document workflows – identifying bottlenecks, duplication points and opportunities for automation. We then design automation pathways that align with your existing processes and business objectives.
2. Microsoft Automation and Integration
Using Microsoft Power Automate or LogicApps, we automate your document workflows and connect them other apps and data sources across Microsoft 365, CRM systems, and cloud storage platforms. This enables actions such as auto-generating documents, sending alerts, and triggering approval flows – all without manual intervention.
3. Secure Collaboration & Sharing
We configure Microsoft Teams and SharePoint to securely manage document access, editing rights, and version history, ensuring the right people can collaborate in real time while keeping sensitive information protected.
4. Betasoft SharePortals - A Customer Document and Automation Platform
Where appropriate we introduce SharePortals for Microsoft 365 into our customer solutions. SharePortals improves the organisation of critical information into case-centric ‘containers’. This enables convenient management of emails and documents and makes finding critical information faster. SharePortals process automation reduces manual activities and data entry.
5. Reporting
Ready access to accurate data and reports is crucial when planning and making critical decisions. Using Microsoft Power BI, our experienced Microsoft Consultants allows us to deliver, customised and fine-tuned reporting solutions to our customers.
6. Training & Ongoing Support
A successful automation rollout requires adoption. We provide tailored training for your teams, along with continuous support and refinement to keep your automated workflows performing at their best.
Make your team fluent in SharePortals, faster - contact our team today >
Overview
Unlock productivity gains by better leveraging your Microsoft 365 services
In many organisations, document workflows are a major source of wasted time and human error. From manual and duplicated data entry to manual approvals, the inefficiencies add up – slowing your teams down and creating inconsistencies. Betasoft’s Microsoft 365 Document Automation Services help you eliminate those bottlenecks by leveraging the full power of Microsoft 365’s suite of tools and services.
Whether it’s digitising paper, efficiently organising and managing documents, auto-generating contracts from approved templates, routing documents for approval and e-signature, or syncing data between departments, our solutions keep everything accurate, traceable and effortlessly compliant.
Despite the convenience of paperless processes and digital workflows, there are still organisations that rely on paper documents today. Whether you're still collating incoming mail or leveraging operational process documents, Betasoft can help. Paper slows down processes, costs money to store, and poses regulatory risks. Turning paper documents into digital assets using AI-enhanced processes will increase operational agility and save time and money.
Digitise and Route Paper Documents
Route Documents for e-signiatures
Colaborate within or across Teams
We’ll configure Microsoft 365 AI automations that streamline your real-world workflows - contact our team today >
Getting Started - Why Choose Betasoft?
We don’t just set up, cash in, and then walk away.
We support our customers long term with ongoing technical support and where necessary with adapting solutions to changing needs. We will be on your side throughout your digital transformation journey. Contact us today to arrange a consultation and discover how quickly you can start saving time and reducing errors with Microsoft 365 Document Automation Services.