Routine is easier with Document Sharing Solution for Case Managers

Name: document-sharing-solution-for-case-managers
Brand: pdfFiller
Rating: 4.6 (10495 reviews)

Strengthen document security by eliminating the need to send email attachments or use other public channels. Share documents safely via protected links and track changes with ease.

Drop document here to upload

Select from device

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

— from 710 reviews

What makes pdfFiller an outstanding Document Sharing Solution for Case Managers?

Explore a vast array of features that streamline your daily work.

Multiple sharing options

Share documents securely via direct links and QR codes or embed fillable forms in your website. Alternatively, send documents via email, fax, or SMS.

Secure shareable links

Generate short links to your documents, configure privacy settings, and make it easy for recipients to access your files from any device.

Permissions control

Decide who can access your documents and how they can interact with them. Allow recipients to view, edit, or eSign documents in an intuitive online PDF editor.

Password protection

Lock your documents with a password to protect them from unauthorized access.

Expiration dates

Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.

Instant notifications

Receive real-time alerts once your documents are reviewed, filled out, signed, or edited. Track every document change and stay in the loop at all times.

Trusted document editing and sharing 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

238K

documents shared per month

Create, edit, and share documents securely with an end-to-end PDF solution

100% paperless workflows

Enhanced productivity & collaboration

Reduced paperwork and labor costs

Start free trial

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 streamlines document processes across industries

Our user reviews speak for themselves

5.0

What do you like best?
PDF Filler is great for completing forms, editing existing PDF documents, and digitally signing forms.
What do you dislike?
Meets all expectations and more. No issues whatsoever.
Recommendations to others considering the product:
We are only using part of the functionality of PDFfiller. No doubt other businesses will be able to take advantage of more of the features. Well worthwhile.
What problems are you solving with the product? What benefits have you realized?
PDF Filler saves us time in several ways: 1) saves time spent scanning documents, 2) makes completion of third party forms faster and more professional looking, 3) enables editing of existing PDF documents (rather than editing in Word, printing or saving as a PDF and re-signing), and 4) Digital signing.

Craig Calkins

5.0

Highly Recommend! I have been using PDF Filler for some time now, and I am beyond satisfied with their service. The platform is incredibly user-friendly, making it easy to edit, sign, and manage documents with just a few clicks. The documents they provide are always professional and up-to-date, ensuring that I have access to the most current forms and templates. What sets PDF Filler apart is its efficiency and reliability. Whether I need to complete a simple form or handle more complex document processing, the platform delivers every time. Their customer service is also excellent, providing quick and helpful responses whenever needed. I highly recommend PDF Filler to anyone looking for a seamless document management solution. It has made my workflow so much more convenient and efficient. Five stars all the way!

Sydney Taylor

How to leverage the most effective Document Sharing Solution for Case Managers

Discover the full potential of document management with pdfFiller’s cutting-edge capabilities for efficient distribution and collaboration on files. Effectiveness and connectivity are critical for solutions like this Document Sharing Solution for Case Managers, and pdfFiller is your dependable partner in achieving just that. Check out the intuitiveness and convenience of having the ability to share important paperwork with colleagues, customers, or partners anytime, anywhere, and on any device.

With actual updates and notifications, you’re always in the loop, ensuring that tasks move forward seamlessly. This platform enables teams to work with each other more efficiently, fostering a collaborative environment that drives great outcomes. Additionally, pdfFiller ensures that your forms are shared and stored safely. With advanced encryption and permission settings, you control who views or edits your PDFs, safeguarding your sensitive data.

Steps to get started with your Document Sharing Solution for Case Managers

01

Get started with pdfFiller by signing in to your current account or creating a new one and starting a free trial. While on trial, you can access advanced features for effective document management.

02

Go to the Dashboard, click Add new, and upload, create the PDF form from scratch, or get a suitable template in the catalog.

03

Once you’re in the online editor, you can introduce all the modifications to the form using pdfFiller’s editing toolbar.

04

Add fillable fields for more productive collaboration. Click the EDIT FILLABLE FILEDS button on the right, pick the field type, and drop it where required across the page. Add as many fields as needed.

05

Assign fillable fields. Where necessary, dedicate particular fields to specific people you will share the work with. As soon as finished with field configurations, click SAVE to continue editing.

06

As soon as the paperwork is ready, click the dropdown next to DONE, and select Share. Choose the most suitable way to distribute the form.

Embrace the effectiveness of pdfFiller’s functionality and transform your document-based workflows. Increase your productivity, boost collaboration, and protect your paperwork in one platform. Start your journey towards unparalleled effectiveness and connectivity by creating your account now.

Ready to get started?

Jump in and try our Document Sharing Solution for Case Managers hands-on!

Speed up document editing and sharing

Enhance data security

Simplify document tracking