Concierge Template Setup: Onboard templates onto Doc2 with ease

Follow the three simple steps and upload your existing contract templates without needing to learn complex coding. The best part? It takes less 5 minutes!

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Andy Munson
Yorvik Business Finance

Yorvik Business Finance’s GDPR and Terms of Business templates were set up in a matter of minutes.

Andy Munson
Managing Director,
Yorvik Business Finance
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Use Your Existing Templates Hassle-Free

With Doc2’s Concierge template setup, you can easily upload your Word templates and have them set up for you by our team. This means you can use the templates you already have without any additional work. We will notify you via email when we start reviewing your template and when it is live in your account.

No Coding Required

Don’t waste time learning complex code. With Doc2’s Concierge template setup, you can automate your contracts in under 5 minutes without needing to know how to code. (Just how to highlight!). See exactly how you set up your first template here.

Get Started with Doc2 Today

Streamline your contract creation process and save time. Plus, with features like Companies House integration and eSigning, you can ensure accuracy and compliance. Start your free trial today and experience the benefits for yourself.

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Frequently Asked Questions

Yes! You can easily upload your existing Word (.docx) templates into Doc2 and have them set up by our Concierge team.

The automation in Doc2 is driven from your Word (.docx) files. If you have PDF files you are looking to automate, drop us a message and we can discuss your requirements.

Doc2 uses smart forms created from your existing templates to generate accurate and compliant documents based on your answers.

No, there is no need to learn complex coding. Doc2's Concierge template setup allows you to automate your contracts in under 5 minutes without needing to know how to code.

Yes, Doc2 offers seamless integrated eSigning to complete the process.

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