Overview
The Document Generator in ORCA is a powerful tool that enables you to create high-quality, standardized documents automatically using your existing data. It helps reduce manual work, minimize errors, and ensure consistency in your reporting.
Key Benefits of the Document Generator
With ORCA's Document Generator, you can:
- Automate compliance and legal documentation - Generate a wide range of essential documents, including KYC/AML reports and annual filings, significantly reducing manual effort and potential errors.
- Use your own templates - Populate Word templates with data from ORCA while preserving your formatting, branding, and structure.
- Streamline business processes - Improve efficiency and data integrity by automating document creation workflows.
- Organize supporting files - Automatically download and attach related supporting documents, keeping your records complete and well-organized.
How It Works
The Document Generator creates custom reports by:
- Pulling relevant data from your ORCA account
- Mapping this data to your pre-defined Word templates
- Generating a professional, formatted document
- Optionally including supporting documents for a complete package (e.g., registration excerpts, ID copies)
How to Generate a Document
- Open the Entity the document is related to
- Navigate to the "Document Generator" section
- Choose whether to include supporting documents
- Click "Download" to generate the report
Common Use Cases
Many ORCA clients use custom reports for:
- Regulatory and compliance documentation
- Client onboarding packages (e.g., KYC documents)
- Periodic cash flow reports
- Legal disclosures and filings
- Board or annual resolutions
To get started with custom reports, contact ORCA, which can help set up your templates and workflow automation.
Example
Below is an example of how your custom report (2 pages) might look when generated from data in ORCA:
