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2015-11-04
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2018-01-26
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2018-01-29
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2018-02-14
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Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
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I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus
Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
What do you dislike?
I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus
2018-01-17
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2023-01-20
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It is easy to complete the form by flowing the wizard's help. It is legible and neat for reviewer's to read. It is fast and easy to upload and download, and finally signing with an accurate date/time stamp.
2022-10-28
Good Software - I would recommend to others
Good software. Did what I needed it to do. The layout could be a little less cumbersome, kind of busy when you look at the screen, a lot of icons/pics and made a simpler to navigate.
2020-05-28
Detach Audit Committee Charter Feature
The Detach Audit Committee Charter feature streamlines your audit process, ensuring clarity and efficiency while complying with regulations. This tool allows you to easily manage and revise your audit committee charters as needed.
Key Features
Easily detach and manage audit committee charters
Customizable templates to fit your organizational needs
Version control to track changes and updates
Collaboration tools for team input and feedback
Secure storage for sensitive documents
Potential Use Cases and Benefits
Organizations preparing for audits seeking clearer guidelines
Teams aiming to ensure compliance with financial regulations
Finance departments needing streamlined documentation processes
Companies wanting to enhance collaboration among stakeholders
Organizations needing to maintain a clear history of changes
By implementing the Detach Audit Committee Charter feature, you can address common challenges like confusion over responsibilities and outdated practices. This tool fosters clarity and reliability in your audit process, making it easier for you to focus on important tasks and enhance your overall organizational effectiveness.
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