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I am unfamiliar with these programs and so I struggle. I was unable to increase the size of the text in one of my forms and it looks awkward on the form after printed.
2017-10-20
There doesnt seem to be alot of "man in the street" logic to how you explain things. It seems to be written by Code cutters or IT people. Lots of simple things like , I look up how to save a document. You say : Save your document by clicking the 'Save as PDF' button in either the "MyForms" . There is NO such button only a "save as" button. Also Where is the "My Forms" page? is it named as such or .... ????Bascally though, its a great piece of software. You just have to get a REAL human being to rewrite instructions.
2018-10-16
it's a little bit too expensive for me. I will not have to use it very often, maybe only once or twice a month for work, but i do require the premium package for all of the features that i need to have. so it just seems crazy to me to pay almost $200 a year for something im only going to use 24 times the whole year. other than the too high price, i think its a great program!
2020-03-06
What do you like best?
PDF Filler was a Game changer for me! All my files are saved as a PDF now, I can sign documents and send back via fax or email to customers. Its also very handy with my touch screen laptop. I use a stylist pen and clients can sign just 1 time and I can use it over the course of all their documents. Clients can come in and sign without dealing with paper and copying. All I need is 1 signature and that's it!!! My whole team loves it, and I have had other Agents ask me what I use, so I have referred several of my friends to PDF FILLER.
What do you dislike?
Wish they had more fonts and color texts. Also it would be great if we could capture a signature and send it in to use. Perhaps a bigger data base for signatures as well, and more documents to be saved. Overall this program is very useful in my line of business. I use it multiple times a day, even on the weekends when necessary.
Recommendations to others considering the product:
Easy to use and saves time and money
What problems are you solving with the product? What benefits have you realized?
So much less paperwork! Saves time, money, paper and ink. 90% of my documents are saved on my computer. So no more bulky filing cabinets and paper records. Less $ on ink, and paper which is very expensive. Its actually safer to save to a hard drive anyway. Very pleased with everything PDF Filler has to offer my business.
PDF Filler was a Game changer for me! All my files are saved as a PDF now, I can sign documents and send back via fax or email to customers. Its also very handy with my touch screen laptop. I use a stylist pen and clients can sign just 1 time and I can use it over the course of all their documents. Clients can come in and sign without dealing with paper and copying. All I need is 1 signature and that's it!!! My whole team loves it, and I have had other Agents ask me what I use, so I have referred several of my friends to PDF FILLER.
What do you dislike?
Wish they had more fonts and color texts. Also it would be great if we could capture a signature and send it in to use. Perhaps a bigger data base for signatures as well, and more documents to be saved. Overall this program is very useful in my line of business. I use it multiple times a day, even on the weekends when necessary.
Recommendations to others considering the product:
Easy to use and saves time and money
What problems are you solving with the product? What benefits have you realized?
So much less paperwork! Saves time, money, paper and ink. 90% of my documents are saved on my computer. So no more bulky filing cabinets and paper records. Less $ on ink, and paper which is very expensive. Its actually safer to save to a hard drive anyway. Very pleased with everything PDF Filler has to offer my business.
2020-02-07
Easy to use & Quick
My business is all about paperwork. Everything is time sensitive and I could not get things done without PDFfiller. I use it daily. The ease of use is so important to me. I don't have time to learn difficult programs.
Easy to upload docs from anywhere, rearrange pages, make corrections, save as PDF and save or email. You can name your files and go back to them when needed. The dashboard is easy to navigate. I have used this software for years and they are always improving and adding new features.
I have had trouble uploading an occasional document but customer service fixed the issue each time. Sometimes my document is too large which is frustrating, they have a size limit. Also, a document with signatures from another software company (e-sign) sometimes don't come thru.
2019-09-18
Great tool for PDF mistakes
Good experience, I really recommend this for people who need a PDF edit tool
It' easy to use, few and useful settings that can really help fix a mistake or even save the document in a different way
I couldn't find the go back tool for a minute but it's actually pretty simple and helpful
2019-02-26
Great product to add a professional look to your completed documents
Adds a quality appearance to my work.
No more manual handwriting ugly forms. Once the user is able to follow the print/save process the end product is quickly achieved.
Quality finished product when using PDF-Filler. The software easily converts rough looking hard to read forms into easy to follow wordsmith quality documents.
2017-11-14
With some emails back and forth
With some emails back and forth, I was very happy with the outcome of my communication with their team.
I saw another post about the high price tag after the free trial, that is true, maybe both buyers and sellers should look at monthly options for those on fixed incomes.
2023-01-19
Very user-friendly
Very user-friendly. Great solution to making PDFs fillable on your computer and sending them online rather than hand filling them and having to scan them. Excellent product!
2021-08-13
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What information is required for CIP?
A bank's CIP must include record keeping procedures. At a minimum, the bank must retain the identifying information (name, address, date of birth for an individual, TIN, and any other information required by the CIP) obtained at account opening for a period of five years after the account is closed.
What is required for CIP?
Requirements. The Customer Identification Program is intended to enable the bank to form a reasonable belief that it knows the true identity of each customer. The CIP must include new account opening procedures that specify the identifying information that will be obtained from each customer.
What are the main elements of a CIP?
A compliant CIP has three major components to due diligence: planning and implementation, oversight and accountability, and independent auditing. Each of these may be more or less complex depending on the financial institution's business lines, size, structure, and risk profile.
What is CIP exempt?
Who is Exempt from CIP Requirements? If the account is being opened in the name of a listed company (as defined in the CTR exemption regulations), the listed company is an exception to the definition of “customer” in the CIP regulation, and would not have to be run through a bank's CIP process.
Why is CIP important?
Why is CIP important? CIP is an important component in guaranteeing food safety in food processing plants. Successful cleaning between production runs avoids potential contamination and products that don't meet quality standards.
What is a CIP notice?
A Customer Identification Program (CIP) is a United States requirement, where financial institutions need to verify the identity of individuals wishing to conduct financial transactions with them and is a provision of the USA Patriot Act.
What is the CIP rule?
The CIP rule requires that a bank retain the identifying information obtained about the customer at the time of account opening for five years after the date the account is closed or, in the case of credit card accounts, five years after the account is closed or becomes dormant.
What are CIP procedures?
A Customer Identification Program (CIP) is a United States requirement, where financial institutions need to verify the identity of individuals wishing to conduct financial transactions with them and is a provision of the USA Patriot Act.
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