Swift Document Automation System for Funding Companies
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 System for Funding Companies?
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 using this Document Automation System for Funding Companies
Experience the transformative potential of pdfFiller’s document automation functionality, designed to propel your productivity to new heights. Get more tasks done with intuitive document automation tools right in your PDF editor. From role distribution to document routing, every feature is developed to reclaim working hours and minimize manual effort.
But the benefits of this Document Automation System for Funding Companies go beyond efficiency. Customize document routes to fit your exclusive requirements, manage the file’s accessibility, and assign roles for activating automated actions with the paperwork. No matter if you’re working on agreements, processing invoices, or handling customer onboarding, pdfFiller adapts to you, increasing your capability to deliver great outcomes. Follow these steps to simplify your paperwork routine.
Getting started with your Document Automation System for Funding Companies
01
Access your account. Use your credentials to sign 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 form you already have, find a suitable template in the catalog, or create one from scratch. After you select your option, you will be redirected to the editor.
03
Utilize the pdfFiller’s toolbar to modify the PDF or craft 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
Customize the fields and streamline their fill-out by assigning them to particular parties in the field configurations.
06
Check the document and revise it as required.
07
Click the dropdown next to DONE, and then Share. Define the PDF accessibility and assign roles for collaboration.
Step into a world where document management is no longer a chore but a competitive edge. Start your journey with pdfFiller today, and witness the transformation in how you work, grow, and succeed.
Ready to get started?
Jump in and try our Document Automation System for Funding Companies 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.
How does Ocrolus work?
Using advanced machine learning algorithms, Ocrolus can quickly recognize and categorize your documents. In case of any uncertainties, our system automatically routes the document to Ocrolus verifiers for human review, ensuring the highest level of accuracy.
What is document process automation?
Automated business document processing involves AI technologies like OCR, NLP and Computer Vision to transform unstructured data into structured data.
How to do document automation?
Document automation starts with creating document templates for the various scenarios that exist within the business. Once the templates are created, they must then be filled out with the required data needed to facilitate the creation of digital documents at scale.
What is classify in Ocrolus?
Ocrolus analyzes and classifies all types of documentation submitted by your applicants, including parseable PDFs, scans, and smartphone images. Our process yields a structured output of labeled and indexed documents, enabling you to notify borrowers of incorrectly submitted or missing information quickly.
How accurate is Ocrolus?
Ocrolus processes every document with over 99% accuracy thanks to our Human-in-the-Loop approach to document capture.
What does ocrolus do?
Ocrolus is an intelligent automation platform that analyzes financial documents with over 99% accuracy. By eliminating manual review, Ocrolus empowers companies to reinvest human capital and automate business processes with industry-leading speed and accuracy.
What type of company is Ocrolus?
Ocrolus is an Intelligent Document Processing (IDP) company that utilizes AI and machine learning to extract data from various documents accurately and efficiently.
Which is the best document control software?
The best document management software of 2024 in full: PandaDoc. A feature packed software. Templafy. An all-in-one document management solution. M-Files. Document software that detects duplication. DocuWare. Document organization moves to the cloud. MasterControl. DMS focused on compliance. XaitPorter.