Your customized document creation process.
Faster, more accurate and more visible.
Collaborative document creation tools that will
increase the speed and accuracy of any document process.
Out-of-the-box, without the time and cost to build them.
Features that Organize your Document Creation Process.
Capture the construction logic of even the most complex documents using industry-leading HotDocs template development tools.
Robust Template Development Tools
Versioning & Change Tracking
Teams collect business information according to their role in the process using custom interviews. The information they collect is used to automatically create documentation.
Data Collection Interviews & Workflow
Document & Data Export
Export created documents to external systems or a customer's workspace. Export any item of collected information to other business systems to eliminate redundant data entry.
Create custom reports and dashboards to provide insights into your document creation process and gain actionable knowledge from the information used to create documents.
Built-in Dashboards & Reporting
Rules-Based Document Creation
Business rules select the right document language, include appropriate documents, forms and addenda in document packages, and control creation and approval process flow based on the informaiton collected.
Track all document creation history. Create versions of documents and track information and text changes between versions. Track manual text edits made outside the system.
Give your teams the tools they need to information for even the most complex business processes. Powerful, mobile-ready interviews, based on Industry-leading HotDocs tools, offer built-in scripting and logic to control question order, question wording, and question options and restrictions.
Robust, Flexible Interviews for Data Collection
Introducing the first workflow engine
designed for the document creation process.
Define Events and Trigger Actions
Built-in document workflow engine allows modeling any document creation process by defining process events and triggering one or more actions when they occur. Use workflow to assign transactions, send notifications, change statuses, change viewing or creations rights, etc.
Role-Based Interviews and Document Assembly
Set up custom interviews for each team to reflect their specific role in each business process. Teams see just the questions they are qualified to answer at the appropiate time during the creation process. Restrict choices to reflect your business requirements and best practices.
Process flow engine allows triggering actions based on business information collected through interview questions. Trigger different routing, approvals and notifications based on any factor, such as transaction size, deal location, etc..