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This has been a wonderful resource for locating, filling out, filing and printing out documents. I don't understand how to make the most out of the system and wish I could get a little more help (for blondes). But overall, a great experience!
2014-12-07
It's easy and I use it for billing for my private practice. There was a recent change in the function of the program that you have that has caused me extra time. I used to be able to look up my form by name using the little magnifying glass and then when I found it, click on the form, and then click on the copy icon. The copy icon isn't present anymore when I look up the form by name, so I instead have to scroll back through all of my forms and it takes a lot longer. If I could still look up by name and then copy the form once I found it that way it would be great. I used to be able to do that until the recent formatting changes.
2017-01-11
What do you like best?
Simplified documents and signatures for RFP responses
What do you dislike?
If I could change one thing I wish I could save directly to my desktop
What problems are you solving with the product? What benefits have you realized?
No longer needing to waste time waiting on signatures!!
Simplified documents and signatures for RFP responses
What do you dislike?
If I could change one thing I wish I could save directly to my desktop
What problems are you solving with the product? What benefits have you realized?
No longer needing to waste time waiting on signatures!!
2019-08-22
I forgot to cancel my subscription…
I forgot to cancel my subscription before the payment date and the customer service operator Sam was very understanding and helpful!
2019-07-01
i HAVE NOT BEEN ABLE TO EXPERIENCE BUT LOOKOING AT THE DASH BOARD SO FAR i OVER DOD IT ON PURCHASING pdf PROGROGRAKS DUE TO A COURT EVICTION. BUT IT LOOKS GOOD SO FAR ONCE i HAVE TIME TO USE IT
THANK YOU FOR ASKING
2024-08-15
Great application! I was able to edit some incorrect dates sent to me by a reference who could not access the document for an extended period of time. I was able to get my document corrected and resubmitted without issue
2022-08-15
Great service
Great service, had a problem with some money beikg taken from me which shouldn't have been, either it was my fault or theirs idk doesnt matter. What matters i the support was quick to give it back. Such service isnt seen very much around
2021-08-09
What do you like best?
THat is Can convert to different formats.
What do you dislike?
I don't like That you cannot merge pdfs.
What problems are you solving with the product? What benefits have you realized?
Marketing & remote work
2020-08-31
I am not computer techy
I am not computer techy - and I have been able to figure this out to do what we need. I am sure there are features that I have not figured out yet - but I stay very busy @ work so doing a webinar would be tricky to schedule.
2020-07-21
Archive Hardship Letter Feature
The Archive Hardship Letter feature provides you with an organized way to manage important communications. You can easily store, access, and review hardship letters whenever needed. This feature ensures you maintain a clear record, which is essential for your financial planning.
Key Features
Secure storage of hardship letters
Easy retrieval for future reference
User-friendly interface for quick navigation
Unlimited storage capacity for peace of mind
Automated reminders for follow-ups
Potential Use Cases and Benefits
Track financial struggles over time
Provide documentation for loan modifications
Prepare for discussions with financial advisors
Support applications for assistance programs
Maintain clarity during financial recovery
By using the Archive Hardship Letter feature, you simplify the process of managing your financial documentation. You focus less on where to keep important letters and more on creating a plan for your future. This solution helps you avoid stress, ensuring you are organized when encountering financial challenges.
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