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What is DocuGen?

DocuGen facilitates the effortless generation of documents through various methods, including selecting dates, updating statuses, or simply clicking a button, all made possible by its integration recipes. To create a document on demand, just go to the DocuGen interface and hit the green “Generate document” button; your document will promptly arrive in your email inbox within seconds. Remember to take advantage of the split view feature! By selecting the monday.com settings icon (the gear in the upper right corner of your board), you can activate Split View, which allows you to preview the rows destined for inclusion in your document. Furthermore, you can customize which rows appear in your document by using the filter icon at the top of the board view. As you apply specific filter options, the split view will adjust in real-time to show the relevant rows that will be included in your upcoming document. This feature not only streamlines the process but also ensures that your document is tailored precisely to your requirements. Thus, making document creation more efficient and user-friendly than ever before.

What is Broadridge DocuBuilder?

Utilize a data-driven content management system to efficiently create and share regulatory documents with both accuracy and rapidity. With DocuBuilder, users can break down, categorize, and repurpose smaller, modular components like mutual fund details and descriptions of different policies and services. The platform features user-friendly metadata tagging, making it easy to integrate these components into any document seamlessly. Effortlessly manage complex regulatory fund documents with the help of DocuBuilder, an innovative tool that connects content elements across various formats and documents. When a modification is made to a content piece in one file, the system enables quick identification and simultaneous updating of other documents that contain that content, greatly simplifying the revision process for mutual fund regulatory submissions. Additionally, the system ensures that all output is automatically formatted to fulfill SEC filing standards. Increase your efficiency in making updates while ensuring consistency across documents. DocuBuilder empowers users to create, adjust, package, and distribute intelligent content from a single centralized hub, saving both time and resources in the process. Furthermore, this platform not only boosts productivity but also encourages collaboration among team members engaged in multiple regulatory initiatives, enhancing overall effectiveness and communication in the workflow.

Media

Media

Integrations Supported

monday AI work platform

Integrations Supported

monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DocuGen

Company Website

docugen.io

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Categories and Features

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