08 September 2010

Client:

The Royal Bank of Scotland

Sector:

Banking

Challenge:

The Royal Bank of Scotland's Corporate Credit Department (CCD) had a requirement to integrate HotDocs forms generation software with their PCDocs document management system.

The CCD department produces thousands of documents for several hundred users throughout its three locations in Edinburgh, Manchester and London.

Solution:

HotDocs provides a powerful tool to generate documents based on question and answer dialogues. It dramatically cuts down the time required to produce the complex credit documentation required by RBS. Each document can consist of hundreds of pages and many sub documents.

The project has proved very successful and has significantly improved the document generation and management process within the Corporate Credit Department.

Verdict:

“We're processing in excess of 350,000 security and loan documents every year. HotDocs makes the process fast, flexible and efficient, providing us with a readily maintained system”


Head of Credit Documentation, RBS

 
HotDocs

Solving the puzzle

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