Doc2 Doc2 is a flexible, scalable, eSigning and document automation platform. Designed to speed up document production for businesses of all sizes.

Find out more: https://doc2.co

Not every business needs its documents built for them. ✍️Some do. If you are producing the same agreement fifty times a ...
07/09/2026

Not every business needs its documents built for them. ✍️

Some do. If you are producing the same agreement fifty times a month with different names and figures in it, template automation earns its keep quickly.

Plenty of businesses are not in that position. You already have your contracts that you are happy with, and you don't need a platform to rebuild them.

What you need is for them to get signed. Quickly, without printing, and with a proper record of who signed and when.

That's a different job, and it doesn't take a full automation platform to do it.

Something for anyone in that position coming very soon. 👀

Where does a signed document actually live once it comes back?If the answer is "in someone's inbox," you do not have a r...
04/09/2026

Where does a signed document actually live once it comes back?

If the answer is "in someone's inbox," you do not have a record. You have a copy sitting in one person's account, findable only by them, only if they remember the sender's name and roughly when it landed. 📩

That is fine right up until the person is on leave, has left, or the search turns up three versions and you cannot tell which one was signed.

The fix: store the signed copy somewhere the whole team can reach it, not wherever the email happened to land.

✅ Signed copies filed automatically, not manually

✅ Retrievable without asking a colleague to forward it

✅ Full history attached to the right record

Every new client starts with paperwork. And that's usually where the delay creeps in. 📋Documents to draft, details to ke...
28/08/2026

Every new client starts with paperwork. And that's usually where the delay creeps in. 📋

Documents to draft, details to key in, something to send, a signature to chase. Across every new client, that's hours a week of admin before the real work even starts.

When onboarding drags, it's the first thing a client learns about how you operate.

Doc2 turns that admin from hours into minutes, so the first thing they notice is how smooth you are to work with.

"Great tools allowing you to track documents." ⭐A big thank you to Anthony Priestnall from CFS Commercial Finance for th...
26/08/2026

"Great tools allowing you to track documents." ⭐

A big thank you to Anthony Priestnall from CFS Commercial Finance for this 5-star review.

He put his finger on two of the things we care about most: keeping the platform genuinely easy to use, and giving you clear visibility over where every document is up to. As he puts it, it saves loads of time and simplifies the admin.

Simple to use, and less time lost to paperwork. That's exactly what we're going for. ✅

Doc2 Quick Tip  #4 💡Re-keying the same client details into every document is where errors creep in. Name in one place, c...
24/08/2026

Doc2 Quick Tip #4 💡

Re-keying the same client details into every document is where errors creep in.

Name in one place, company number in another, a figure typed slightly wrong on the third. ✍️

Each manual entry is another chance for a typo to end up on a contract that goes out to a client.

The fix: pull the details in once from a trusted source, whether that's your CRM or Companies House, and let every document populate from the same accurate data. Enter it right once, not five times.

Fewer errors, less typing, more time back. ✅

Thinking about ditching manual documents but not sure where to start? 🚀It's simpler than most people expect. No rebuildi...
19/08/2026

Thinking about ditching manual documents but not sure where to start? 🚀

It's simpler than most people expect. No rebuilding everything from scratch, no months of setup.

Swipe through 4 steps to go from manual to automated. 👉

Book a discovery call to see how Doc2 can help: https://doc2.co/book-discovery-call/

Verifying a client's identity shouldn't mean sending them off to a separate app with its own login. 📱With Doc2, identity...
14/08/2026

Verifying a client's identity shouldn't mean sending them off to a separate app with its own login. 📱

With Doc2, identity and AML checks are built into the same workflow as your documents.

You send the check alongside the contract, your client verifies themselves on their phone in minutes, and the results come straight back to you.

✅ Identity confirmed with a scan and a live selfie on mobile
✅ PEP and sanctions screening, with a full AML report to download
✅ All sent in the same flow as your documents, not a separate system

No extra logins, no juggling tools, no chasing results across three places. ✨

Find out more: https://doc2.co/features/compliance/identity-verification-anti-money-laundering-checks/

Your client data already lives in Microsoft Dynamics 365. So why does creating a document mean leaving it? 🤔You open a t...
12/08/2026

Your client data already lives in Microsoft Dynamics 365. So why does creating a document mean leaving it? 🤔

You open a template, copy the details across by hand, fix the formatting, send it, then try to remember to file the signed copy back in the right place.

Every step happens outside the system that holds your data, and every step is a chance for something to go wrong.

Our latest blog walks through what happens when you connect Doc2 to Dynamics 365: generate a document straight from a record, send it for signing, and let the signed copy file itself back against the right account automatically. 📂

No re-keying, no switching tabs, no signed documents going missing.

Read the full walkthrough here: https://doc2.co/blog/features/use-case-dynamics-365-document-generation/

Doc2 Quick Tip  #3 💡Chasing a signature by email is a black hole. You send it, then you wait, then you wonder. Did it ar...
10/08/2026

Doc2 Quick Tip #3 💡

Chasing a signature by email is a black hole. You send it, then you wait, then you wonder.

Did it arrive? Did they open it? Is it sat in a spam folder somewhere? 📭

If your only way of knowing where a document is means scrolling back through your sent items, you don't have oversight. You have a guess.

The fix: send documents through a system that shows you exactly when they've been delivered, opened and signed, so you can see the status at a glance and chase the right person at the right time.

Less guesswork, fewer awkward "just checking you got this" emails. ✅

Your document process might be costing you more than you think. 🕵️Not in one big obvious way, but in small daily leaks: ...
07/08/2026

Your document process might be costing you more than you think. 🕵️

Not in one big obvious way, but in small daily leaks: the wrong version sent, the contract that landed in spam, the details typed out by hand for the third time.

Swipe through 4 everyday habits quietly slowing your business down, and the fix for each. 👉

Book a discovery call to see how Doc2 can help change your habits: https://doc2.co/book-discovery-call/

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