HotDocs Document Automation Blog: Document Services
HotDocs Hints: Faster Interview Navigation
In long, complex templates, you may find a bit of a lag in moving from question to question in the interview. This is usually because as you move from one answer field to the next, HotDocs is updating the entire interview (in other words, it’s processing every dialog and every script to update the interview...
Bank Uses BPM for Expansion Governance
A regional bank located in the Western U.S. that focuses on the agriculture market is rapidly expanding by acquiring additional banks with similar lending practices. One of the bank’s biggest challenges was a dated and inadequate system for its most important business process—originating loans and generating collateral documentation. As the bank acquired additional banks and...
Bank Combines BPM and Document Generation for Risk Mitigation
The core value proposition for BPM suites is process efficiency. Other benefits include codification of best practices and ensured compliance with existing laws and internal policies. One international bank combined BPM and document generation to gain a different benefit: risk mitigation. The bank faced two primary problems with its mid-market commercial loan business: First, relationship...
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? Hold down your Shift key while you click the “Test Assemble” button on the toolbar. This will start a Javascript interview. If...
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.
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. The old, manual system involved an offline method for getting loans approved and a back-and-forth process between loan officers and the word processing pool to...
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. One regional credit union, for example, has now automated its loan-origination process and is reaping huge benefits. For this particular credit union, its old, manual process was...
BPM, Banks, and Fraud Prevention
In droves, banks are turning to business process management (BPM) suites. And while efficiency improvements are one of the catalysts to BPM adoption, another is fraud prevention. Take, for example, one international bank with thousands of globally deployed relationship managers who specialize in commercial loans. One of the challenges this bank faced was collusion between...
Best Business Process for Banks: Document Generation
Like most sectors, banks and other financial institutions are rapidly embracing BPM technologies. And like most large organizations, banks have a wide variety of real-world processes that could be modeled into workflows. But for banks that want the best ROI on process automation, document generation may be the best place to start.
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. If you’re using RTF templates with graphics and you find that the template size is quite large, it’s possible that a redundant copy of the graphic...
Gartner Symposium/ITXpo 2012
Gartner bills its flagship event, Symposium/ITxpo, as the largest gathering of CIOs in the world, and after having exhibited at the event last week in Orlando, Florida, I’d have to say I didn’t see anything that would cause me to think otherwise. Most visitors to our booth were at the VP-level or above, and we...
HotDocs Hints: Using the DEBUG Instruction
Scripting in HotDocs computations can often be quite lengthy and complex. It’s not uncommon to get to a point where the computation you are working on produces an unexpected result, and you can’t figure out why. This is where the HotDocs DEBUG command comes in handy. If you place a DEBUG instruction at the top...