Outline Bates Log For Free
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See for yourself by reading reviews on the most popular resources:
so far my experience has been positive. the ease at being able to contact you in a timely fashion and the courteous way at which my situation was handle is what got my vote. thanks
2015-04-13
This app has been very helpful in tracking various forms and schedules in one place. I couldn't always access a particular form but generally, this was a great way to do a one-stop-shop for tax forms.
2018-04-06
PDF filer
Completing forms and getting them to whomever I choose.
Ease of use. I love this software. I have a health issue that makes filling out forms quite difficult. With this software, I am able to complete any document.
There is not much to dislike. So no comments on that.
2019-05-17
Are you one that needs to easily sign documents and return by email? this is the software to use
None
I really liked how the software navigates you through the document so quickly so you don't forget to fill in any information, and it tells you if the recipient receives it.
It's supposed to have just about any document you would need or want but I couldn't find any of the ones I needed. It was frustrating trying to look for a document and not be able to figure out where the list was.
2017-11-15
Worth the money
I've been subscribing to this service for several years! I love it! It's nice to be able to start on my laptop or phone and pick up where I left off on the other device. The download notification feature is nice because it ensures the person got your email and actually downloaded the file. Will maintain my subscription for the immediate future.
2024-03-23
What do you like best?
I enjoy the ability to amend docs without having to print.
What do you dislike?
There are many buttons to navigate, perhaps a simpler layout
What problems are you solving with the product? What benefits have you realized?
I complete many Acord insurance applications on PDF. Benefits are submitting clean looking professional apps.
2021-02-16
What do you like best?
Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction.
What do you dislike?
Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste.
Recommendations to others considering the product:
Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients.
What problems are you solving with the product? What benefits have you realized?
The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.
2021-02-16
I found operator Dee skilled and…
I found operator Dee skilled and totally switched On to my problem. No beating around the bush - my problem was resolved in under 5m of the chat.It is refreshing and lucky to meet such Customer Service professionals these.Well done Dee - Thanks much for your assist.CheersYaz
2020-12-21
the good result is that ththe good result is that the form of file is similar with origin file 100%. I satisfy with this. thank you so much!e form of…
the good result is that the form of file is similar with origin file 100%. I satisfy with this. thank you so much!
2025-04-23
Outline Bates Log Feature
The Outline Bates Log feature streamlines the process of tracking and managing Bates-stamped documents. Whether you handle legal files or any other document-intensive work, this tool keeps everything organized, saving you precious time and effort.
Key Features
Automated Bates numbering for quick identification
Customizable logging options to fit your needs
Easy export functionality for reporting and sharing
User-friendly interface for seamless navigation
Integration with existing document management systems
Potential Use Cases and Benefits
Law firms managing case files efficiently
Corporate legal departments handling contracts and agreements
Research organizations archiving vital documents
Any business needing to track document versions and edits
This feature solves your document tracking challenges by providing a clear, organized system for managing Bates numbers. You no longer have to worry about misplaced or misnumbered documents. With Outline Bates Log, you gain clarity and control over your files, ensuring accuracy and compliance with ease.
#1 usability according to G2
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