Automation

2 min read

AI vs Automation: What’s the difference for brokers?

The rise of technology in commercial finance has introduced a lot of buzzwords, two of the most common being AI and automation. While they’re often used interchangeably, they’re not the same thing, and understanding the difference can help brokers make smarter decisions about how to streamline their workflows, reduce errors, and ultimately serve clients better. […]

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2 min read

January 2024 Platform Updates

Happy New Year from the Doc2 team! As we march into 2024 with renewed vigour, we’re excited to announce a suite of enhancements that promise to elevate the contract creation and eSigning experience for finance professionals and other B2B businesses. Let’s dive into the details of our January product updates and explore how they can […]

3 min read

Use case: Automating Letters of Authority

As an energy broker (or any type of broker) that uses Letters of Authority, we know that they can be fiddly and time-consuming. Or, sometimes clients can take ages to get them back to you. Therefore, it’s really important that you have a slick and user-friendly process in place to maximise the number that get […]

3 min read

How to create a form in Word

Forms are useful and we all use them occasionally. A form is used to collect information, whether it is to ask for feedback on a service or a product or used for customer orders. If you have to make a new form, then you have probably searched for ‘how to create a form in Word’. […]

3 min read

5 Word Shortcuts and Tips That Save Time

Looking for Word Shortcuts and Tips? If you spend time creating and producing documents, the chances are you will always be looking for new Word shortcuts and tips that will make your life easier. We all have some tips and tricks we use in Word. Working with Microsoft Word a lot probably means that you […]

3 min read

Who can sign contracts “on behalf of” a company?

Contracts are key for business. They clearly lay out what each party is going to do as part of the agreement. Hopefully, this should mitigate any issues before they arise. So that poses the question, “who can sign contracts “on behalf of” a company?”. First of all, it’s important to understand that a limited company […]