Category: Document Generation

If you are uncertain about the structure of a notarized document, join us in the article below. We will show you an example of a notarized document, so that you can see where signature fields and the notary public’s seal are placed. You will also get a glimpse of the type of language used in these formal…

When you prepare for notarization, you guarantee a smoother process. If you are unsure where to start, join us in the article below. We will cover these two popular internet questions, one from a notary public and the other from a client’s perspective: Let’s get started!  Common Types of Documents That Need Notarization First, we should mention…

Document generation underpins almost every major legal process you can think of, from service proposals to invoices, memorandum of agreements to reports, affidavits to client correspondence, and much more! No matter your legal field, whether it be criminal or civil, family or corporate, environmental or intellectual property, you need accurate and up-to-date documents to keep internal records,…

“Our vision is bold: to empower one billion agents with Agentforce by the end of 2025. This is what AI is meant to be.”– Marc Benioff The above quote speaks volumes, but if you are in our Ohana community, then Agentforce needs no introduction! Since being catapulted into the mainstream at Dreamforce 2024, this technology has become…

Document generation underpins almost every major financial service process, whether it is proposals vs. quotes, contracts, financial compliance reporting, invoices, client correspondence, and much more.  And no matter your financial service, whether it be risk management automation, onboarding or loan processing, investment or wealth management, you need accurate and up-to-date documents to keep internal records, finalize negotiations…

Document generation underpins almost every major healthcare process you can think of, from collecting electronic health records to managing patient registration, automated medical billing, operative reports, Salesforce document automation, and much more! You also need accurate and up-to-date documents that keep patient details safe, comply with regulatory frameworks, and support delivering the most efficient care.  Given that…

Just last year (2023), Adobe Acrobat conducted a survey among users and reported that 48% of coworkers are unable to quickly find the documents they need to perform their jobs well. That’s almost half of the studied population needing help. By upgrading the way employees work with files, either with Salesforce or a third-party app, businesses can…

Salesforce’s Automotive Cloud has features powered by artificial intelligence (AI) to help a range of companies in the automotive industry, such as: Driver 360 from Automotive Cloud is well known for assisting these types of companies when it comes to managing their customer and vehicle data. One of the ways it does this is by speeding up…

Although each business has its own, custom way of working, generally product and sales teams are responsible for generating sales forecasts. These predictive reports enable teams to confidently manufacture products in time to accommodate customer demand. And for the sales team, a forecast gives them a target to reach for converting leads into customers.  However, a sales…

The purpose of automating customer service tasks is to elevate experiences for customers while giving employees time to focus on higher-level projects and goals. Some repetitive customer service tasks begging for automation and digital processes include: With reliable automation tools and software, customer service teams upgrade their processes to digital ones. It’s a necessity in this era,…