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The challenges pertain to sharing documents. I was not signed up for the E-Sign upgrade, and shouldn't need to be in order to obtain client signatures, as far as I can tell. However, I don't mind signing up for E-Sign, and because the price is very reasonable, I went ahead and upgraded. I'm not certain what level of security is necessary for my line of work, and there are numerous choices available. Also, I had a problem when asking for phone number authentication, something that apparently can't be used when a document is emailed vs. sending a link. I'm still learning, but this is easily the most user-friendly .pdf system that allows for client signatures AND .pdf creations and edits, all while retaining security measures.
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Challenges with sending files for signature and security options.
2018-10-30
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There isn't too much. If I could say anything sometimes the website moves a little bit slower than some. However this seems to have been improving lately.
2018-06-19
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2024-09-18
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Kara was wonderful in helping me resolve my billing issue. Very prompt and helpful responses and we really enjoy the PDFFiller program.
2021-08-10
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