Simplify your work with this Document Automation Solution for Custodians
Reclaim working hours and cut operational costs at scale by automating document creation and editing, data and signature collection, document management, and storage.
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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
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What makes pdfFiller an outstanding Document Automation Solution for Custodians?
Explore a vast array of features that streamline your daily work.
Automated, end-to-end workflows
Create fillable forms, publish them online, gather data and signatures, and set automatic notifications and reminders. Access completed documents in one safe and organized space.
PDF document editor
pdfFiller makes editing, filling out, and annotating PDFs seamless and straightforward. Quickly add text, dates, images, checkboxes, signatures, and other elements to your documents.
Reusable templates
Transform your frequently used PDFs into editable templates that you can easily duplicate and reuse. Save time and eliminate errors by avoiding repetitive data entry.
Consistent branding
Ensure all your documents and customer interactions are on brand. Display your logo on PDFs, email notifications, and in the document editor. Customize email messages to ensure a cohesive experience across all communication channels.
Fast digital sharing
Share documents and templates for review and editing while maintaining control over access permissions. Instantly send documents to clients and employees via email, fax, or SMS.
Automated data transfers
Auto-populate PDF forms in bulk or extract data from multiple completed forms to a spreadsheet in seconds. Connect pdfFiller with Google Drive, Box, Dropbox, or OneDrive to transfer documents in one click.
Trusted document automation software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
65.5K+
documents added daily
Eliminate manual paperwork hassles with an automated PDF solution
100% paperless workflows
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
pdfFiller automates document processes across industries
Our user reviews speak for themselves
Reduce manual paperwork with this Document Automation Solution for Custodians
Explore the transformative potential of pdfFiller’s document automation functionality, created to take your productivity to new heights. Get more work done with easy-to-use document automation tools right in your PDF editor. From role distribution to document routing, every feature is crafted to save time and reduce manual effort.
But the benefits of this Document Automation Solution for Custodians go beyond efficiency. Personalize document routes to fit your unique requirements, handle the file’s accessibility, and assign roles for triggering automated actions with the paperwork. No matter if you’re generating contracts, processing invoices, or managing customer onboarding, pdfFiller adapts to you, increasing your capability to deliver excellent results. Follow these steps to simplify your paperwork routine.
Getting started with your Document Automation Solution for Custodians
01
Access your account. Use your credentials to log in to pdfFiller or register a new account with your current email address.
02
Open the Dashboard and click Add new. You can upload the file you already have, find a suitable template in our library, or compose one from scratch. Once you select your option, you will be redirected to the editor.
03
Utilize the pdfFiller’s toolbar to alter the PDF or create it from scratch.
04
Add fillable fields. Click EDIT FILLABLE FILEDS on the right, locate the type of field you need, and place it in the form.
05
Personalize the fields and simplify their fill-out by assigning them to particular users in the field configurations.
06
Review the document and modify it as required.
07
Click the dropdown next to DONE, and then Share. Set up the file access permissions and assign roles for collaboration.
Step into a world where document management is no longer a chore but a competitive advantage. Start your journey with pdfFiller now, and experience the transformation in how you work, grow, and succeed.
Ready to get started?
Jump in and try our Document Automation Solution for Custodians hands-on!
Speed up document creation and editing
Streamline data and signature collection
Automate document transfers
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What does a document custodian do?
The document custodian certifies the complete and accurate representation of the documents within its control. Under the terms of the Master Custodial Agreement, documents may be released to the Issuer from time to time in connection with servicing.
What is embtrust?
The system of record for document custodians, helping streamline and secure client's custody businesses.
What is the purpose of an evidence custody document?
The chain of custody is the most critical process of evidence documentation. It is a must to assure the court of law that the evidence is authentic, i.e., it is the same evidence seized at the crime scene. It was, at all times, in the custody of a person designated to handle it and for which it was never unaccounted.
What is documentation custodian?
The document custodian certifies the complete and accurate representation of the documents within its control. Under the terms of the Master Custodial Agreement, documents may be released to the Issuer from time to time in connection with servicing.
What is the difference between document custodian and document controller?
Document Custodian an individual designated to help the Document Controller implement the Maintenance and Retention of Documented Information Procedures within one's Group / Center / Office.
What is the role of a documentation custodian?
Reviews consistency of all documents in consideration of Registration, Encumbrance, Annotation, and Litigation, to minimize or eliminate risks. Administers warehousing and extraction of securities and loan documents by properly recording the ins and outs of all documents.
What is document custody?
Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant documents.