Simplify your work with this Document Automation Tool for Board Trustees
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
Note: Integration described on this webpage may temporarily not be available.
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What makes pdfFiller an outstanding Document Automation Tool for Board Trustees?
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 Tool for Board Trustees
Explore the transformative power of pdfFiller’s document automation capabilities, created to take your productivity to new heights. Get more tasks done with user-friendly document automation tools right in your PDF editor. From role distribution to document routing, every feature is made to reclaim working hours and minimize manual effort.
But the advantages of this Document Automation Tool for Board Trustees go beyond efficiency. Customize document routes to fit your exclusive requirements, handle the file’s accessibility, and assign roles for triggering automated actions with the paperwork. Regardless of whether you’re working on agreements, processing invoices, or managing customer onboarding, pdfFiller adapts to you, increasing your capability to deliver exceptional results. Follow these steps to simplify your paperwork routine.
Getting started with your Document Automation Tool for Board Trustees
01
Log in to your account. Use your credentials to log in to pdfFiller or create a new account with your current email address.
02
Open the Dashboard and click Add new. You can import the PDF you already have, locate an appropriate template in the catalog, or compose one from scratch. Once you pick your option, you will be redirected to the editor.
03
Use 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 simplify their completion by assigning them to dedicated people in the field configurations.
06
Review the document and modify 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 improvement in how you work, grow, and succeed.
Ready to get started?
Jump in and try our Document Automation Tool for Board Trustees 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 is board management software?
Board management software enables directors to schedule and organize board meetings, track meeting minutes and attendance, and share files and content with other board members. The software offers collaboration and governance tools to help run productive board meetings.
What is a document assembly program?
Document assembly, also known as document automation, is the process of combining data and text to create cohesive and customized documents. It involves assembling pre-defined document templates, clauses, paragraphs, and other content components to generate documents tailored to specific needs.
What is document assembly vs document automation?
Put another way, Document Automation describes the process of engineering templates, while Document Assembly describes the process of using the templates to generate custom documents.
What is document automation or document assembly What is your understanding of this project?
Document automation (also known as document assembly) is the design of systems and workflows that assist in the creation of electronic documents. These include logic-based systems that use segments of pre-existing text and/or data to assemble a new document.
What is an OnBoard website?
OnBoard streamlines governance with a secure board portal that features user-friendly design, intuitive meeting creation tools, insightful analytics, and real-time collaboration.
What do you mean by document automation?
Document automation is the process of transforming documents into intelligent templates, and then using these templates to create 100% accurate documents, every time.
What is document assembler?
Document assembly is the process of automatically generating a digital document based on conditional values and dynamic templates.