Hide New Client Onboarding Checklist with pdfFiller in no time Kostenlos
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It is intuitive, easy to use, provides adequate help for new users requiring guidance, and provides flexible outlets for PDF use. On the down side, I do not require a secure connection for my PDF work, and the lag in loading and saving my changes & files is distracting and unpleasant.
2016-11-20
it was immediately available. it seems fairly straight ahead, but I've not had time to really check it out. each time I use it , it gives me a litle anxiety
2017-04-12
works, got my document, little squirrely on fill in but I figured it. It takes about 75% more time to fill in, not a seamless experience. If the typing could be done with out having to locate start character, would hlep
2019-03-09
PDF Filler
For me Im tech savvy, so I can quickly find my way around for the features that I need myself, however for others they may find it tedious to find the feature, maybe I feel that way because I went through google suites, I was also disappointed at the extremely low rating, however most people must complained that it was not free, which is not really a big issue, no software is totally free, they need to make money, so they will surely make some features available as trail, if you need more stuff then pay, 100%, I don't agree with the negative reviews., that's why I stuck around for the software.
I love this software, actually it is one particular feature that is EXTREMELY attractive for me, which is the ability to make a form that is 1) fillable, 2) electronically signable, 3) that can be available via a link, 4) that can be placed on a website, 5) and best of all accessible only by secure login. All these features are amazing.
Not so clear features however I'm tech savvy so I had no problem, others they may find it tedious to find needed features.
I was also disappointed at the extremely low rating.
2019-10-06
PDFfiller in a medical office
Overall, very pleased with the program. Love the east of use, wish the file saving was a little easier.
I like being able to upload patient forms that need completed (i.e. FMLA or short term disability) and completing neatly with PDFfiller, instead of handwriting, etc.
I love the east of emailing or faxing directly from the program as well. The confirmation of receipt or email being read is nice.
Some times the text boxes are difficult to line up or get placed properly but I really feel with more use I will become better with these small tweaks.
2019-08-27
Well! I got the 114.00 per yr it did not tell me that I had to have the 184.00a yr program! Made me upgrade to be able to use it. It's a good program if you use it everyday I'm a small business owner so I only use it when I need it,
2022-02-14
Initially
Initially, I felt a trick choosing the payment option, but in the end, I resolved the misunderstanding with customer support, and they very Kindly, re-found me my money back. Thanks
2021-08-06
I think this is a very good software. It is easy to fill and sign a document or to create your own. I am having some trouble finding a document that I started and did not finish. And I would like to learn everything that it offers.
2020-12-07
Very convenient to fill out PDFs
It's a wonderful application and offers convenience.
It alllows you to easily fill out PDFs instead of printing them and doing it manually and dc an I g them back into computer.
Sometimes the alignment can be a little offer when placing where you put the cursor to fill out the pdf.
2020-06-16
Hide New Client Onboarding Checklist Feature
The Hide New Client Onboarding Checklist feature simplifies your client management process while keeping sensitive information private. This feature allows you to customize how onboarding tasks are displayed for different clients, ensuring that only relevant information is visible. By doing so, you enhance your onboarding experience and maintain confidentiality.
Key Features
Customizable visibility settings for onboarding tasks
Easily manage different client groups
Streamlined onboarding processes tailored to each client
Enhanced privacy controls for sensitive information
User-friendly interface that simplifies navigation
Potential Use Cases and Benefits
Financial advisors can tailor onboarding tasks based on each client's profile
Agencies can provide relevant checklists for different service packages
Consultants can maintain client privacy by hiding unnecessary steps
Businesses can improve client satisfaction through personalized onboarding experiences
Educational institutions can create customized onboarding pathways for students
This feature addresses common onboarding challenges. By allowing you to hide irrelevant tasks, it ensures clients receive the most pertinent information. This leads to clearer communication, reduces confusion, and saves time for you and your clients. Enjoy a more efficient onboarding process while fostering strong client relationships.
#1 usability according to G2
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