Formate eVo

Formate eVo, developed by Document Genetics, is a business process automation software that allows companies to design and deliver customized, high-impact business documents. According to the vendor, this software is designed for companies of all sizes, from small to large, and is widely used across various industries, including manufacturing, retail, healthcare, finance, and logistics and transportation.

Key Features

Dynamic Document Design: According to the vendor, Formate eVo provides users with complete control over the design of their business documents, allowing for the creation of dynamic and compelling communications. Users can customize documents based on input data or recipient preferences, and even include relevant marketing information in invoices or other customer-facing documents.

Business Process Automation: Formate eVo serves as middleware for Robotic Process Automation (RPA), enabling organizations to automate and streamline their business processes. The vendor claims that it seamlessly integrates with existing IT infrastructure through standard data feeds, APIs, and connectors, facilitating rapid design and prototyping of automated processes.

Flexible Document Delivery: The vendor states that Formate eVo supports multiple output types, including email, fax, SMS text, print, database, SharePoint, Excel, Word, and more. This flexibility allows for the delivery of documents through various channels, eliminating the need for manual document delivery and improving overall efficiency and accuracy.

Document Capture and Management: According to the vendor, Formate eVo enables the capture and management of both digital and paper-based documents. It provides features for scanning and electronically approving supplier invoices, eliminating the need for paper filing. Additionally, it facilitates document storage, retrieval, and version control, ensuring compliance with regulations and enhancing record-keeping.

Collaborative Document Portal: Formate eVo creates a collaborative environment for employees to access and share documents. It supports knowledge sharing and communication between employees and partners, fostering efficient collaboration. The vendor claims that it also enables the creation of employee, partner, and customer portals, providing consolidated dashboards of information.

Integration with ERP Systems: According to the vendor, Formate eVo seamlessly works with various ERP systems, including SAP, Sage, and others, without requiring modifications to the ERP system's generic output. This allows for the customization and delivery of ERP documents in the most appropriate format and method, ensuring smooth integration and optimized document management.

Security and Compliance: The vendor states that Formate eVo ensures document security by enforcing user permissions and access control. It supports compliance with regulations such as DoD 5015.2 STD, Sarbanes Oxley (SOX), ISO Document Control, HIPAA, SEC-compliant Record Management, Data Protection, and GDPR. Additionally, it provides a secure repository for valuable documents, records, and digital assets.

Easy-to-Use Interface: Formate eVo offers an intuitive interface that, according to the vendor, allows users to quickly learn and utilize the software without extensive training. Its user-friendly design enables users to understand and utilize the features within minutes, leading to efficient document management and collaboration.

Cloud and On-Premise Deployment: Formate eVo provides organizations with the flexibility to choose between cloud-based and on-premise installations, according to the vendor. This allows them to select the deployment method that best suits their needs and existing infrastructure, ensuring a seamless integration process.