MyDocSafe Investment Information For Free
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Nice program. Was able to learn without reading the guide much. Would like the option to pay per document instead of subscribing via monthly or yearly.
2017-03-10
I just closed escrow on two homes, and the PDF filler allowed me electronically edit/sign/date all the forms necessary to sale and buy our properties. It saved a tremendous amount of time and paper because I saved the forms to my desktop and then returned the completed forms electronically.
2018-06-08
Great functionality, may need some better guidance on how to do various tasks from the very basic and simple (extract a single table into excel) to the most advanced
2019-07-24
I love it for the most part. Just wish I could send a document to a person without knowing their email (ex. directly to their Facebook account) with the ability to view and sign not edit the document. Other than that, it's been great!
2019-09-25
Am sorry much happy making use of this…
Am sorry much happy making use of this particular Editor, however it's different from the other have ever seen, LOVE THE PERFECT WORK.
2023-01-20
What do you like best?
Super easy to navigate. I am a custom cabinetmaker, and I use this to markup blueprints all the time.
What do you dislike?
Really no downside. I do find it takes a long time to merge docs, but that's really no big deal.
What problems is the product solving and how is that benefiting you?
E signing docs. Editing PDF's that were sent to me on my computer without having to scan the doc is amazing
2022-11-08
What do you like best?
I like to be able to upload multiple documents and then have the ability to rearrange them if needed, or remove, or even add to my entire document.
What do you dislike?
I do not like that the desktop extention frequently has errors, and continues to lag. I also do not like that the fax portion is uncustomizable.
What problems are you solving with the product? What benefits have you realized?
It helps me to add or remove specific line items, which I do not want others to see. It also allows us to add pictures to the PDF documents, such as signatures, and or stamps for notary.
2021-10-27
What do you like best?
Any pdf is editable
Integrates well with Google
Easy to use
A great platform for document signing
What do you dislike?
More font options should be available
Pricing can be high
Docusign still signs documents better
What problems are you solving with the product? What benefits have you realized?
Easy to have multiple people sign forms
Manages workflows flawlessly
2021-08-19
Auto Renewal Charge
I was auto charged for a 2nd year for this service via PayPal. I do not need it and was surprised to see the charge. I contacted customer service via chat and they immediately issued a refund with no questions asked. I received an immediate email confirmation. That is customer service. Thank you pdfFiller.
2021-02-09
MyDocSafe Investment Information Feature Overview
The MyDocSafe Investment Information feature simplifies how you manage and access your investment data. You can securely store, organize, and retrieve vital documents related to your investments. This feature aims to provide clarity and ease in handling your investment portfolio.
Key Features
Secure document storage for essential investment files
User-friendly interface for easy navigation
Fast retrieval of documents when needed
Comprehensive tracking of investment performance
Automated reminders for important deadlines and updates
Potential Use Cases and Benefits
Investors looking to manage multiple portfolios efficiently
Advisors who need to share information securely with clients
Individuals preparing for financial reviews or audits
Business owners aiming to maintain organized financial records
Anyone wanting to streamline their investment documentation process
With MyDocSafe Investment Information, you can eliminate confusion and frustration. This feature keeps everything organized and accessible, solving the common problem of misplaced or poorly organized investment documents. You can focus on making informed decisions, knowing your information is secure and easily retrievable.
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