Unlock the benefits of Document Sharing Tool for Customer Service department

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.
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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 Sharing Tool for Customer Service department?

Explore a vast array of features that streamline your daily work.
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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.
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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.
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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.
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Password protection
Lock your documents with a password to protect them from unauthorized access.
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Expiration dates
Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.
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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

Why pdfFiller wins

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Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
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Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
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Unlimited document storage
Securely store any number of documents and templates in the cloud.
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Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
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Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
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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
Say yes to PDFfiller. I was able to take a 30+ page PDF file, highlight areas of significance, add sticky notes and/or note boxes where I needed to remember a particular point in the lengthy document filled with legal jargon. Which made things SO much easier for me. Although I have listed a few things that I wish were different, overall the product is a great one. I had one difficult experience with a file, but otherwise everything has been amazing. I would absolutely recommend PDFfiller to anyone needing the tools it offers. I had never used a PDF editor before. Simply due to the fact that I had a hard time finding one that wasn't trying to charge me a bunch of money up front. PDFfiller gave me a free 30-day trial. Which is an instant gold star in my books. Aside from the willingness to let it's potential customers try the product out, the product is surprisingly easy to navigate through, and I was able to download a copy of my final product free with the trial. There are two things that I would change if I could. The first thing that I did not care for is honestly just one of those particulars that I would have like to have the option of. That being that the only highlighting option is yellow. While this is not really a big deal, it would be really nice to have the option to select different highlighting options (pink,green,orange,blue,etc.). As a college student, I handle a LOT of PDF files on a weekly basis. Anything from a single page reference list, to a PDF copy of a book that consists of hundreds of pages. For me, color coding highlighted areas makes research points easier to decipher and organize according to relevance to one another. The one thing that I noticed was a bit of a headache to deal with. I uploaded a file that needed updating. I selected a entry point that needed to be changed, and the font size automatically changed from an 8.5 to a 9. I selected the "text size down" option, and it made it a size 8. There is no option to size it back to an 8.5. This created an abnormal look to the line of text, and one or more words were different in size. I would have to go through and individually adjust everything to the same size. This may be a subtle difference in size, but as a Graduate student, these things matter in the grading process.
Elyzabeth S.

How to use the most effective Document Sharing Tool for Customer Service department

Exploit the full potential of document management with pdfFiller’s state-of-the-art capabilities for efficient distribution and collaboration on files. Productivity and connectivity are critical for solutions like this Document Sharing Tool for Customer Service department, and pdfFiller is your reliable partner in reaching just that. Discover the ease and convenience of having the ability to share important paperwork with team members, clients, or partners anytime, anywhere, and on any device.

With real-time updates and notifications, you always keep abreast, making sure that projects move ahead seamlessly. This solution enables teams to work together more efficiently, fostering a collaborative environment that drives success. In addition, pdfFiller ensures that your documents are distributed and stored securely. With advanced encryption and permission settings, you control who opens or modifies your PDFs, safeguarding your sensitive information.

Steps to get started with your Document Sharing Tool for Customer Service department

01
Get started with pdfFiller by logging in to your current account or registering a new one and starting a free trial. During the trial period, you can access advanced features for effective document management.
02
Proceed to the Dashboard, click Add new, and upload, create the PDF form from scratch, or get an appropriate template in the catalog.
03
Once you see the online editor, you can introduce all the modifications to the form using pdfFiller’s editing toolbar.
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Add fillable fields for more efficient collaboration. Click the EDIT FILLABLE FILEDS button on the right, choose the field type, and drop it where required across the page. Add as many fields as needed.
05
Assign fillable fields. Where necessary, assign particular fields to certain individuals you will share the work with. Once finished with field configurations, click SAVE to continue editing.
06
Once done with the document, click the dropdown next to DONE, and select Share. Choose the most appropriate option to distribute the form.

Embrace the power of pdfFiller’s functionality and transform your document-based workflows. Level up your productivity, boost collaboration, and secure 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 Tool for Customer Service department hands-on!
Speed up document editing and sharing
Enhance data security
Simplify document tracking

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.
Customer Service Documentation is an aspect of accountability that generally involves taking records of customer data and information to improve call center functions and customer experience.
Document sharing is a situation in which a person, or a group of people use the internet or a piece of software to access a document at the same time. These files are usually stored in a central location in a computer-based filing system to allow multi-user access.
10 essential customer support tools to power your business Tool CategoryDescription Help Desk Ticketing System Centralizes, assigns, and tracks customer queries. Knowledge Base Software Enables self-service with FAQs, videos, and tutorials. Live Chat Software Facilitates real-time communication, improving customer engagement.7 more rows • Jul 30, 2024
A CRM system gathers, links, and analyzes all collected customer data, including contact information, interactions with company representatives, purchases, service requests, assets, and quotes/proposals. The system then lets users access that data and understand what happened at each touchpoint.

Video guide about Document Sharing Tool for Customer Service department