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HotDocs Hints: Reducing RTF template size

Larger templates can slow down the assembly process and are more vulnerable to corruption and other problems, so it makes sense to keep your templates as lean as possible...

Best Business Process for Banks: Document Generation

Like most sectors, banks and other financial institutions are rapidly embracing BPM technologies...

BPM, Banks, and Fraud Prevention

In droves, banks are turning to business process management (BPM) suites...

BPM, Banks, and Document Generation

While many of the world’s largest banks and financial institutions are embracing BPM technology, small banks and credit unions are also heading down the path to process automation...

BPM, Banks, and Loan Origination

One international bank that has embraced BPM on a broad scale has deployed a loan origination system built largely on the back of HotDocs, the industry leading document-generation process platform...

BPM and Banks: The Four Major Benefits of Process Automation

Banks and credit unions of all sizes are embracing BPM technology, and there are four big reasons why: codifying processes, increasing efficiency, compliance, and loss mitigation...

HotDocs Hints: Shortcut for Template Test Assembly

Are you editing a template for use with HotDocs Server and want to do a quick test of the interview without exiting the template to do a “Test in Browser” from the library?..

Bank Combines BPM and Document Generation for Risk Mitigation

The core value proposition for BPM suites is process efficiency...

Bank Uses BPM for Expansion Governance

A regional bank located in the Western U...

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