Case Study: CoBank achieves faster, more accurate document creation with ActiveDocs

CoBank reduces template volume by 80% with ActiveDocs

CoBank, a major wholesale bank in the U.S. Farm Credit System, faced significant challenges in its manual process for creating unique legal lending documents. This required extensive specialist knowledge and involved managing hundreds of templates. CoBank partnered with vendor ActiveDocs to implement its server solution to provide high-performance, resilient document generation for over 1,100 users.

The ActiveDocs solution automated document creation and integrated with CoBank's SQL data sources. By working with ActiveDocs Professional Services, CoBank redeveloped and consolidated its templates, reducing their volume by nearly 80%. This implementation enabled a wider range of employees to generate accurate documents without specialist knowledge, delivered the project within 5% of budget, and provided seamless generation with consistent availability.

CoBank