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ITS PRETTY GREAT, THERE ARE A FEW FEATURES I WOULD LIKE, INCLUDING AN ONLINE MANUAL AND THE ABILITY TO MOVE TEXT BOXES ONCE THEY ARE FILLED OUT. THERE COULD ALSO BE AN ABILITY TO PAY PER FORM AS I PROBABLY WON'T BE FILLING OUT PDFS FREQUENTLY ENOUGH TO JUSTIFY MONTHLY PAYMENTS.
2014-06-03
I need to learn how to use this more but I was able to retrieve a form to my satisfaction. As I use this form more often I have gotten quite comfortable. My business isn't very complicated so I am quite satisfied.
2014-12-21
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I love that the physician can dictate the form to me and I can easily load the form and type it up for him. He is extremely busy and needs to fill these forms out on his own time. Now I can do it for him saving him the time to focus on face to face visits with his patients.
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It is very new to me, so I am uncertain if there is anything at this point I don't like, as I am unfamiliar with a good portion of the program. But what I have used thus far is great!
What problems are you solving with the product? What benefits have you realized?
Please refer to
What do you like best?
as I essentially answered this there.
I love that the physician can dictate the form to me and I can easily load the form and type it up for him. He is extremely busy and needs to fill these forms out on his own time. Now I can do it for him saving him the time to focus on face to face visits with his patients.
What do you dislike?
It is very new to me, so I am uncertain if there is anything at this point I don't like, as I am unfamiliar with a good portion of the program. But what I have used thus far is great!
What problems are you solving with the product? What benefits have you realized?
Please refer to
What do you like best?
as I essentially answered this there.
2019-02-22
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2022-02-04
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2022-01-06
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2021-05-30
Tons of great features to streamline and especially for working with client signatures. Just discovered the document password protection, which is *******. Customer service is very efficient thru the chat.
2021-04-13
What do you like best?
I like that all certificates on Insurance are in the same place, easy to find and I like the ability to duplicate certs
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Can't find new documents very easily on the program
What problems are you solving with the product? What benefits have you realized?
It a one stop for get our certificates out to our insured, I like that we can now email and fax from the site
2020-08-12
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Maybe slower than hand writing , but legible which is extremely important. My biggest issue is somehow I have two accounts with other documents saved and do not know how to merge them. That was my problem not realizing i had an account already. Thank yall so much!!!
2025-05-03
Compose Conditional Field Transcript Feature
The Compose Conditional Field Transcript feature streamlines your data entry process, making it efficient and precise. It allows users to customize fields based on specific conditions, ensuring that only relevant information is collected. This functionality caters to various needs within different industries.
Key Features
Dynamic field visibility based on user input
Simple setup with no coding required
Real-time updates to transcripts as conditions change
Seamless integration with existing forms and workflows
User-friendly interface for quick adjustments
Potential Use Cases and Benefits
Collecting targeted information for customer surveys
Simplifying data collection in compliance forms
Enhancing user experience in application processes
Improving lead capture forms for marketing efforts
Reducing data entry errors by guiding users through forms
This feature solves your problem by eliminating unnecessary fields, thus reducing user frustration. It ensures that users only see fields that apply to them, resulting in a smoother experience and more accurate data collection. Embrace the Compose Conditional Field Transcript feature to transform how you collect and manage information.
Video Review on How to Compose Conditional Field Transcript
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