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I have been using this site for 10 minutes, I really cannot give a good assessment. I do believe that a users manual should be more accessible from the home page so you can review the user guide while using the form filler.
2016-03-01
Its a real good software, I think that people really can used it, maybe there should be a program that pay by used not a regular monthly charges. I am a every six month user.
2016-05-13
Really good, not sure how I would be at editing large amounts of info on a PDF with the website but I could be surprised if I went through the online training.
2017-01-20
What do you like best?
I use it as a healthcare EHR. Very convenient.
What do you dislike?
I only really have one complaint. When I use it to fill my PDF files, the pop up bubble gets in the way after I click a box so then I have to click somewhere else to see my next option.
Recommendations to others considering the product:
Great.
What problems are you solving with the product? What benefits have you realized?
Send to sign is convenient. Send to fax is also nice.
I use it as a healthcare EHR. Very convenient.
What do you dislike?
I only really have one complaint. When I use it to fill my PDF files, the pop up bubble gets in the way after I click a box so then I have to click somewhere else to see my next option.
Recommendations to others considering the product:
Great.
What problems are you solving with the product? What benefits have you realized?
Send to sign is convenient. Send to fax is also nice.
2018-12-20
What do you like best?
This program has a very end user friendly. I have used it at home, work and my social club. Having it in the cloud makes it easy to use where every I have Internet service.
What do you dislike?
Though I don’t have much I dislike there is a concern about the storing of my documents?
Recommendations to others considering the product:
I started using this for personal use then brought it into using while at work
What problems are you solving with the product? What benefits have you realized?
Editing PDF documents that are sent to me for review. The ability to edit, sign and convert my documents are a true benefit.
This program has a very end user friendly. I have used it at home, work and my social club. Having it in the cloud makes it easy to use where every I have Internet service.
What do you dislike?
Though I don’t have much I dislike there is a concern about the storing of my documents?
Recommendations to others considering the product:
I started using this for personal use then brought it into using while at work
What problems are you solving with the product? What benefits have you realized?
Editing PDF documents that are sent to me for review. The ability to edit, sign and convert my documents are a true benefit.
2020-02-06
This web site is quick and easy to use…
This web site is quick and easy to use and their support is amazing. I have used the live chat when I was in the middle of a project and gotten an answer in minutes. It takes a lot of the stress out of the process.I saw a review on another site warning people not to supply a credit card. The fact that this person found their template on a site that did not warn them it was a paid service is not the fault of PFDfiller. When you got to their web site, they immediately let you know that you can sign up and get a free trial period, then ask for your payment information, which is SOP for online services as far as I know and gives you the option not to use the service if you don't want to do so.
2019-02-28
With this site I can get any and all my paper work done in the manner that I wish to have done.
Typing out my paperwork in the correct format. Always there when I need it done. Able to use it anywhere.
It's ease of use,it's ability to take on tasks that I need done,the customer service is always there with answers to questions that I need answered. All the different jobs this site can achieve. I can not get along with out this site. Thank You for being there for us.
2017-11-14
alot of help during a stressful time
alot of help in a stressful time. very patient with my inabilities. I am really quite vapid in an emergency situation. Very patient
2023-07-20
At first I had difficulty understanding how to use PDF Filler maybe because the way the dashboard was set up was that there were too many icons that made it seem too overwhelming.
2022-02-08
For pdfFiller’s FAQs
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.
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What is customer identification process?
What is Customer Identification Procedure? Customer identification means identifying the customer and verifying his/ her individuality by using reliable, independent source documents, data or information.
What is customer identification procedure?
What is Customer Identification Procedure? Customer identification means identifying the customer and verifying his/ her individuality by using reliable, independent source documents, data or information.
What is customer identification procedure in KYC?
KYC means Know Your Customer. It is a process by which banks obtain information about the identity and address of the customers. This process helps to ensure that banks' services are not misused. The KYC procedure is to be completed by the banks while opening accounts and also periodically update the same.
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 customer identification and verification?
Customer Identification and Verification. In an effort to assist the government in the fight against funding terrorism and money-laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
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 are the main requirements of 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 7-Page 8 credit card accounts, five years after the account is closed or becomes dormant.
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.
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