Case Study: The Royal Bank of Scotland achieves faster, more efficient generation of 350,000+ credit documents annually with Mitratech HotDocs

Royal Bank of Scotland - Customer Case Study

The Royal Bank of Scotland’s Corporate Credit Department (CCD) engaged Mitratech HotDocs to address a need to integrate HotDocs forms generation software with their PCDocs document management system. CCD produces thousands of complex credit documents for several hundred users across its Edinburgh, Manchester and London locations, creating a high-volume, time‑sensitive document‑generation challenge.

Mitratech HotDocs delivered a Q&A‑driven document generation solution integrated with PCDocs that automated assembly of long, multi‑part credit documents and sub‑documents, dramatically reducing production time and simplifying maintenance. The implementation enabled RBS to process in excess of 350,000 security and loan documents each year, improving speed, flexibility and overall document management efficiency.

Royal Bank of Scotland