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Scenarios and use cases for document processing in Microsoft 365

Use these example scenarios to prompt ideas about how you can use document processing services in your organization.

Scenario Description
Image of a generic business person using a computer. Site template solutions
Jumpstart a professional site to manage, process, and track the status of business documents.
Accounts payable
Contracts management
Image of a generic business person using a computer in a manufacturing setting. Automatically generate routine documents
Create modern templates for files that need to be generated on a regular basis.
Routine maintenance reports
Image of a generic business people in a busy office setting. Generate documents in bulk
Generate large amounts of similar documents efficeiently.
Contract renewals
Image of a generic firstline workers in a worksite setting. Handle incoming documents
Manage and process incoming business documents, such as insurance forms, business verifications, and rental contracts.
Insurance claims
Rental contract management
Construction documentation verification
Image of a generic business person in an office setting. Make information easier to find
Make business documents and employee information in document libraries easier for users to find and use.
Policies and procedures
Image of a generic business people at computers in an office setting. Find content details
Centralize, organize, and retrieve content to make the specific details easier to discover.
Patent information
Image of a generic business people at a desk in an office setting. Document compliance
Help comply with retention and sensitivity requirements for your business documents.
Event or conference files
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