Does your company’s shared drive look like a digital landfill because you lack best practices for document naming conventions? If you are currently staring at a folder containing Contract_FINAL_v3_REVISED_ACTUALLYFINAL.pdf and Client_Agreement_Tuesday.docx, you have a problem. Bad file naming isn’t just an organisational annoyance; it is a productivity killer. It leads to lost hours searching for […]
How much time and money could Doc2 save your business?
Calculate your ROIYou live in Salesforce because it is the world’s most powerful CRM, but when it comes to salesforce contract management, even the best teams often hit a wall the moment they need to generate a document. You have built complex flows and dashboards to track every stage of an opportunity, but when a prospect is […]
Implementing document version control best practices is the only way to guarantee that every single document leaving your business is accurate. If you were asked to guarantee that every single document leaving your business today is using the exact same approved template, could you do it? Could you also generate a new contract in under […]
In financial services, compliance isn’t optional – it’s essential. Yet, many brokers still fall into the same traps that can result in wasted time, frustrated clients, and even regulatory issues. The good news? With the right automation tools in place, these risks can be drastically reduced. Here are the top seven compliance mistakes brokers still […]
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 […]
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 […]