Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Efficiently and accurately construct and publish regulatory documents by leveraging a data-driven strategy for content management. With DocuBuilder, you can decompose, categorize, and reuse smaller content elements, such as mutual fund details and service descriptions. The platform's rich metadata tagging system simplifies the integration of these elements into any document, facilitating seamless usage across various contexts. By utilizing DocuBuilder, you gain mastery over intricate regulatory fund documents, as it links content components throughout different documents and outputs. When you modify content in a single file, DocuBuilder allows you to quickly find and update all other documents that utilize the same content, thereby enhancing the efficiency of updating mutual fund regulatory documents. Furthermore, the system automatically formats the output to comply with SEC filing requirements. This accelerates the update process and promotes consistency. In essence, DocuBuilder empowers users to effortlessly create, modify, package, and deliver intelligent content from a unified source, ultimately conserving precious time and resources while improving overall productivity. By streamlining the documentation process, DocuBuilder ensures that regulatory compliance is both manageable and efficient.
Description
DocuGen enables the automatic creation of documents through various methods such as date selection, status updates, or with a simple button click thanks to its integration recipes. To generate a document whenever you need it, simply navigate to the DocuGen interface and click on the green “Generate document” button, after which your document will arrive in your email inbox in just a few seconds. Don’t forget to utilize the split view feature! By clicking on the monday.com settings icon (the gear located in the upper right corner of the board), you can enable Split View, which allows you to see a preview of the rows that will be included in your document. Additionally, you can refine which rows are displayed in your document by using the filter icon located at the top of the board view. As you select specific filter options, the split view will dynamically update to reflect the corresponding rows that will appear in your generated document. This functionality makes it easier to ensure that your document contains exactly what you need.
API Access
Has API
No
API Access
Has API
No
Integrations
monday AI work platform
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$25 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Broadridge
Country
United States
Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents
Vendor Details
Company Name
DocuGen
Website
docugen.io
Product Features
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No