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I really like the fact that I can download PDF files, fill them in and save them on my computer. Once they are saved I can then print them or go in and change them.
2014-05-17
At first, I was disappointed by the service. We needed to fill out a rental application and have been very stressed. We found this website which seemed to be a dream come true. After having filled out all of the painstaking details, found that we had to pay to be able to fill out a document online. This was very frustrating. However, a customer service representative quickly resolved our issues. Thank you.
2014-06-03
Works great and has all the features I required. I have found the customer support to be really prompt when I have had inquiries. Definitely going to keep this past my trial period.
2019-04-29
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The ease of uploading docs and working with them .
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The emailing feature doesn't seem to work all the time
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Please give this product a shot. You won't be sorry. It will simplify your life in a way you could never imagine.
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Filling out forms, legal docs, etc. I am in a form dominated industry and this saves me a ton of time.
The ease of uploading docs and working with them .
What do you dislike?
The emailing feature doesn't seem to work all the time
Recommendations to others considering the product:
Please give this product a shot. You won't be sorry. It will simplify your life in a way you could never imagine.
What problems are you solving with the product? What benefits have you realized?
Filling out forms, legal docs, etc. I am in a form dominated industry and this saves me a ton of time.
2018-12-31
I was freaking out that I couldn't save…
I was freaking out that I couldn't save my work on a PDF for a scholarship app, but after finding this, I am very happy and calm.
2020-04-17
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2022-07-18
cost per document option
I would like it if you could have a price per document option. I very rarely need this app but when I do, it is very nice to have.I can't justify a monthly subscription but would pay $3 to $5/document. to use this app.
2020-12-07
Excellent customer service/IT
I had occasion to need assistance in performing a certain process within this program suite. The IT person with whom I was connected (Joyce) was courteous and professional. She determined the solution to my problem taught me what I needed to know in a matter of minutes. I had made two previous attempts to resolve this earlier in the day, but once I was online with Joyce it was resolved quickly and easily. She is a gem.
2020-12-01
Put Up Recommended Field Settlement Feature
Experience a smoother and more efficient workflow with the Put Up Recommended Field Settlement feature. This tool simplifies the process of managing field settlements, allowing you to focus on your core tasks.
Key Features
Streamlined data input for quick settlement processing
Real-time updates on settlement status
Comprehensive reporting for better decision-making
User-friendly interface for easy navigation
Integration with existing systems for seamless operation
Potential Use Cases and Benefits
Improve accuracy in settlement calculations
Reduce processing time for field settlements
Enhance collaboration among team members
Support informed decisions with detailed reports
Increase customer satisfaction through quick resolution
This feature addresses the common challenges faced in field settlement management. By simplifying processes and providing real-time insights, it helps you eliminate errors and delays. As a result, you can ensure that settlements are handled efficiently, leading to better outcomes for your team and your clients.
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What are settlement instructions?
(Finance: Investment) Standing settlement instructions are instructions that have been agreed in advance, and that are to be used every time a trade is made. For recurring transfer of funds or securities, you may enter standing settlement instructions that can be used each time a transfer request is made.
What is an SSI in banking?
SSI (Standard Settlement Instruction) The set of details which defines how a financial institution (or part thereof) makes and receives payments in a specific currency and for specific type or set of transactions.
What is SSI in trade?
standing settlement instructions (SSI) Synonym: settlement instructions Standing settlement instructions are a market participant's default instructions for the payment and delivery of securities. They often differ depending on the type and denomination currency of the securities.
What are standard settlement instructions?
Standard Settlement Instructions (Skis) are the agreements between two financial institutions which fix the receiving agents of each counterparty in ordinary trades of some type. These agreements allow traders to make faster trades since the time used to settle the receiving agents is conserved.
What is AFI on my bank statement?
AFI is an automated process that verifies alleged bank account balances with financial institutions to identify potential excess resources in financial accounts held by SSI applicants, recipients, and demons.
What is a swift message in banking?
SWIFT is a vast messaging network used by banks and other financial institutions to quickly, accurately, and securely send and receive information, such as money transfer instructions.
What are the 4 types of financial institutions?
The major categories of financial institutions include central banks, retail and commercial banks, internet banks, credit unions, savings, and loans associations, investment banks, investment companies, brokerage firms, insurance companies, and mortgage companies.
What is financial institution and types?
Financial institutions are organizations that process monetary transactions, including business and private loans, customer deposits, and investments. Let's take a look at the three main types of financial institutions: depository, non- depository, and investment.
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