Client Experience

3 min read

How to Make a Contract a Template (That Actually Saves You Time)

When most people search how to make a contract a template, they are usually looking for a shortcut in Microsoft Word. They want to know how to save a file so they can reuse it later without accidentally overwriting the original. But if your definition of a template is just a Word doc full of […]

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2 min read

All your contracts in one link with the Doc2 Client Portal

At Doc2, we’ve always been focused on making contract automation faster, simpler, and more compliant for finance professionals. Now, with the launch of our new Client Portal, we’re making things even easier. Instead of clients juggling multiple emails and attachments, the Client Portal centralises everything into one secure link. From eSigning contracts to completing information […]

2 min read

Streamline compliance with Doc2’s new IDV+AML feature

It’s been a while in the making, but our IDV+AML feature is now here! Doc2 has always been focused on making the creation, management, and eSigning of contracts quick and easy for finance professionals. Now, we’re taking things a step further. With the addition of identity verification and AML checks, Doc2 now offers a complete […]