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2020-09-06
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The ability to send PDF's for signature and manipulate fields...
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Having to print out paper to just to sign and scan back. Also, due to the pandemic and less people having in person meetings this can be used to sign documents even when you are not face to face with clients.
2020-08-14
Archive Benefit Plan Feature
The Archive Benefit Plan is designed to help you manage your benefits effectively while ensuring important information is always accessible. This feature provides a structured way to archive and retrieve critical benefit documents, simplifying your workflow.
Key Features
Easy document archiving for seamless future access
User-friendly interface for quick navigation
Secure storage options to protect sensitive data
Quick search functionality to locate archived documents
Integration with existing systems for streamlined processes
Potential Use Cases and Benefits
Store and retrieve benefits information during audits
Access historical benefit plans for comparison
Facilitate easy onboarding with ready-to-access documents
Simplify the document management process across teams
Enhance compliance by maintaining organized records
This feature addresses the common problem of managing extensive benefit information. By centralizing your benefits archive, you reduce time spent searching for documents, minimize errors, and enhance overall efficiency in your operations. With the Archive Benefit Plan, you gain confidence in your document management, allowing you to focus on more critical aspects of your work.
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