Simplify your work with this Document Automation Tool for File Clerks
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.
G2 recognizes pdfFiller as one of the best tools to power your paperless office
4.6/5
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What makes pdfFiller an outstanding Document Automation Tool for File Clerks?
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
Minimize manual paperwork using this Document Automation Tool for File Clerks
Uncover the transformative potential of pdfFiller’s document automation functionality, designed to propel your productivity to new levels. Get more work done with user-friendly document automation tools right in your PDF editor. From role distribution to document routing, each feature is developed to reclaim working hours and minimize manual effort.
But the benefits of this Document Automation Tool for File Clerks extend beyond efficiency. Customize document routes to fit your exclusive needs, handle the file’s accessibility, and assign roles for activating automated actions with the paperwork. Regardless of whether you’re working on contracts, processing invoices, or managing client onboarding, pdfFiller adapts to you, enhancing your capability to deliver great results. Adhere to these steps to streamline your paperwork routine.
Getting started with your Document Automation Tool for File Clerks
01
Log in to 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 import the PDF you already have, find an appropriate template in the catalog, or create one from scratch. After you select your option, you will be redirected to the editor.
03
Use the pdfFiller’s toolbar to alter the PDF or craft it from scratch.
04
Add fillable fields. Click EDIT FILLABLE FILEDS on the right, find 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 dedicated people in the field configurations.
06
Check the document and change it as needed.
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 advantage. Start your journey with pdfFiller today, and experience the improvement in how you work, grow, and succeed.
Ready to get started?
Jump in and try our Document Automation Tool for File Clerks 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 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 Document Automation | Complete Guide - blog a-complete-guide-to-d blog a-complete-guide-to-d
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. Three Terms that Describe the Same Thing | HotDocs HotDocs document-assembly-docume HotDocs document-assembly-docume
Which tool is used for automatic document generation?
Formstack Documents can be used to automatically generate dynamic PDF documents from your form submissions, CRM records, or other valuable data sources. AI-Powered Document Generation - Formstack Formstack products documents Formstack products documents
What is an example of document processing?
Document processing examples range from language detection, HTML removal and natural language processing to mail attachment processing, character set transcoding and image thumbnailing. At the end of the processing chain, extracted data will typically be set in some fields in the document.
What is document processing automation?
The automated variant of document processing involves employing Optical Character Recognition (OCR) and new-age technologies, such as Machine Learning (ML), Natural Language Processing (NLP), and other AI technologies to improve the existing process. What is Document Processing and How to Automate It - Klippa Klippa blog information what-is-d Klippa blog information what-is-d
What is the difference between IDP and RPA?
While RPA cannot process unstructured data, Intelligent Document Processing (IDP) systems can. IDP uses artificial intelligence (AI) and machine learning (ML) technologies to automate document handling, extraction, and analysis of data from unstructured documents.
What is an example of document automation?
For example, when creating a standard contract, the document automation software can identify personal data, such as the client's name and address, from a form and input it directly into smart fields within a document template.
What are the three phases of document automation?
Automated software reduces reliance on manual tasks and minimizes human error by integrating with existing enterprise systems. Template design, document rendering, assembly, and distribution are the four key steps of document automation.