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so far its Great the only part is when i sign it it diplays the PDF Filter logo on th e document meaning i have to print it and sign it and scan the document deveafting the whole purpose of your system
2017-09-12
Not sure yet why the W2 would not send to IRS. the button was not lit up after I completed all of my information into the W2 forms. I doubt that I will be able to afford your product due to it billing annually. Also, the price is too high for my budget. -EPOC Bookings
2020-04-03
Perfect for paperwork
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I love most that I'm able to edit any pdf and the save and and either email it or print it. There's even a function to sign the pdf right on the computer. Awesome.
I do not like that it sometime freezes. I could be filling out a form and sometimes it'll freeze and automatically refresh and everything I put in is gone so I'd have to start over. It doesn't happen often but has happened to me before.
2020-01-06
I was able to edit the pdf…
I was able to edit the pdf appropriately. When I converted to a word document, the places I had checkmarks in the pdf did not align properly in the word document, but that's really the only issue I had.
2024-11-22
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mostly good. Had trouble one day but it looked like it was site-wide. It was fixed by the next day. Would like to better understand how to capture documents and transfer to other files etc.
2021-10-17
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2020-10-01
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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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How do you keep a number format in a mail merge?
In Excel, select the column that contains the ZIP Code/Postal Code field. On the Format menu, click Cells. Click the Number tab. Under Category, click Text, and then click OK. Save the data source. Then, continue with the mail merge operation in Word.
How do I change the number format in a mail merge?
Perform the first different steps of the Mail Merge as usual (Start Mail Merge, Select Recipients and insert Merge Field) Select the number field you wish to change and press Shift+F9. The code of your Merge field is now shown.
How do you do a dollar amount in a mail merge?
If you want to round to two decimal places, use \\#0.00 in your merge field. If you want the number to have a dollar sign before it (for anything that is money), use \\#$# in your merge field. If you want commas in your number, use \\##, ### in your merge field.
How do I format a mail merge field in Word?
Select the field, such as Amount, as shown in this example. Press [Alt] + F9 to reveal the field coding. Edit the field by simply inserting a numeric switch code to the end of the field. Press [Alt] + F9 again.
How do I round off numbers in mail merge?
If you want to round to two decimal places, use \\#0.00 in your merge field. If you want the number to have a dollar sign before it (for anything that is money), use \\#$# in your merge field. If you want commas in your number, use \\##, ### in your merge field.
How do I keep source formatting in Mail Merge?
In Excel, select the column that contains the ZIP Code/Postal Code field. On the Format menu, click Cells. Click the Number tab. Under Category, click Text, and then click OK. Save the data source. Then, continue with the mail merge operation in Word.
How do you show currency in mail merge?
To format a numeric merge field, use the \\# switches. For example, to display a currency field as “$125.23”, the merge field should be defined as {SEDGEFIELD object. Mayfield \\# $#, ##0.00}. To format a date merge field, use the \\@ switches.
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