Document Automation

Document Automation at FACTS Online

Online client-facing web forms can be converted into Microsoft Word documents. Clients can now enter information into their secure client portal and FACTS Online will automatically convert this data to any business process document. Once complete, this document can be digitally signed online by the client.

This document mapping process is fully customisable, which means none of your firm’s internal processes require any changes to onboard this automation feature.

Please contact our support team , attaching an example document that you would like automated. Our support team will reply within 48 hours with a fixed price quote and estimated delivery time.

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Our team at FACTS Online is happy to help you with any issue related to this service. Please contact FACTS support if you need any help.

We hope FACTS Online will help you achieve your business goals and will help you work as a team with your clients.


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