Digitize, Automate, and Simplify—All in One Platform
Quickly build no-code workflows, automate repetitive tasks, apply AI, keep approvals moving, and preserve audit trails. Easy to implement. Always secure.
Bridge The Gap
Connect Digital Processes Without Complexity
Empower End-Users
Easy-to-use functionality for users at any level with the controls and visibility you need.
No Code, No Problem
Automate workflows and create digital forms with a drag-and-drop interface.
Digitize Anything
Easily consolidate multiple steps, tools, and stacks of papers into seamless digital processes.
Make Data Accessible
Intelligent document processing with AI makes it simple to access and surface data across your organization.
Better Care Through Digital Transformation
Caregiver went from an approval process that could take a minimum of one week to just a couple of hours using Vasion. Not only has digitizing forms reduced processing time, but now, all that info is in one database, accessible only to approved staff, making it easy to access forms anytime from anywhere.
Automate Business Processes
Create Powerful Digital Processes to Optimize Productivity
Ready-to-use tools that bridge the gap between your physical and digital worlds to enable efficient business processes that do work for you,
so you can focus on more important things.
Capture
Storage
Forms
Signature
Fast and Accurate Intelligent Document Capture
Leverage the power of AI to extract, classify, and route data from scanned, imported, or stored files. Remove manual data entry, improve accuracy, and effectively integrate document details to make every day more efficient.
Connected and Secure Cloud Storage
Securely organize, manage, and retrieve both structured
and unstructured data with advanced access controls. Take advantage of efficient document availability through
multiple storage options, including third-party providers, ensuring compliance and searchability across all connected storage locations.
Customizable Digital Forms
Easily convert existing PDF forms or build new forms with drag-and-drop fields. Streamline data collection, integrate seamlessly into workflows, and unlock insights with AI-powered assistance with a full range of customizations.
Certified Signature
No more painful back and forths, get documents signed in seconds with legally binding digital signatures for forms, documentation, and across departments for streamlined approval processes and compliance.
Testimonial
“Working with Vasion as our document management partner has been a game changer for RiverSpring Living. We have been able to leverage the system in many areas of our organization to create operational efficiencies and reliable retrieval and document retention.”
David Finkelstein
Chief Information Officer, RiverSpring Living
Testimonial
“Vasion is the best DMS we've reviewed, it's a single, easy-to-use source that maintains control for all staff, with quick and easy access whether they're in or out of the office.”
Alan Nusbaum
President & Project Manager, Connectis
Testimonial
“There’s a lot of potential with Vasion, but the best part is that once it’s implemented, it just works.”
John Beauchamp
Director of Information Technology, Caregiver Inc.
Testimonial
“Vasion’s already helping support our technology modernization initiative. I really like how we’re able to pull our documents, no matter where we are or what device we’re on.”
George Smith
IT Manager, Holliday Rock
Flexible and Optimized Document Management
If your organization still uses paper, emails, chat, fax, mail, or other document-based mediums,
Vasion Automate digitizes document management to make everyone’s work easier.
Automated Data Extraction
Convert scanned or digital documents into structured data for easy indexing and retrieval, enabling full-text search, metadata tagging, and efficient document discovery.
Compliant Document Retention
Address document archive and life-cycle management requirements with configurable retention scheduling.
Protect Sensitive Information
Identify and protect sensitive documents by applying Personal Identifiable Information (PII) settings to specific storage folders.
Backup & Disaster Recovery Management
Digitize and automate business continuity plans and disaster recovery workflows to effectively protect operations.
Vendor & Contract Management
Process vendor agreements, extract terms and conditions, collect digital signatures, and automate contract review and renewal workflows.
IT Asset Management
Extract data from purchase orders and invoices, auto-populate asset records, route for approval, and track lifecycle changes.
Solutions for Highly Regulated or Cost-Conscious Organizations
Healthcare
Make great first impressions with your patients by creating an integrated patient intake and registration process to collect medical history, insurance information, consent forms, and any financial agreements. Reduce paperwork, minimize errors, accelerate approvals, and enhance the overall patient experience.
Manufacturing
Streamline operations, improve compliance, enhance productivity, and reduce errors across equipment maintenance, quality control processes, and inspections. Create digital forms for requests and reports to initiate processes from maintenance through inspection prep and be able to report out on activity at any point.
K-12 Education
Improve the management of IT equipment and facilities requests across the school district by creating digital forms tied to workflows that automate request reviews, additional tasks, track completion, with full communication to parties involved each step of the way.
Be the Office Hero Without Taking on More
Learn How To Make Progress Towards Your Digital Transformation Goals
Vasion Automate FAQs
I’m an existing Vasion Print customer. How do I get Vasion Automate?
Reach out to your Customer Success Manager to learn more about adding Vasion Automate functionality to your instance or let us know by filling out the fast track form.
What if our company already has a storage solution?
Vasion Automate can easily connect to additional third-party storage solutions you have in place and be leveraged in tandem or on its own. With Vasion Automate, all files can be encrypted both in transit and at rest, as well as automatically managing the backup process.
What reporting capabilities does Vasion Automate have?
Users can run user, document, audit, and workflow reports for a log of the activity, either all or in a specific time range, in the platform.
Users can create custom workflow reports via our point-and-click report builder. All reports in a Vasion instance can be scheduled to run automatically and sent out as a CSV or PDF file, as well as configured with permissions in order to view.
What is workflow automation?
Workflow automation is a series of repeatable tasks that you can set up to run automatically to streamline your repetitive processes. From employee onboarding to processing invoices, and even support ticket management, Vasion Automate can help you improve organizational efficiency and even make work...flow.
Are signatures in Vasion Automate legally binding?
Yes. Signatures within Vasion Automate are legally binding and comply with the ESIGN Act and Uniform Electronic Transactions Act (UETA). All signers must agree and consent that they are legally bound by the document and the Vasion Consumer Disclosure before completing a signature request.
Read our full FAQ or schedule a demo to dive deeper into how Vasion Automate could benefit you.