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Up to this point I have navigated easily, however I need to learn more about each command and feature, so that I can be more efficient. a webar would be a great asset.
2016-10-21
Did not know what to expect at first, this being my first time to use online PDF forms. But, after I got the hang of it, it's working out awesome and exactly what I was looking for.
2017-10-26
The log in process is a little clunky. I have not been able to copy paste a field in the template creator. I have 30 fields or so that will each have the same sized field, I should be able to duplicate the specific field a number of times and paste. No?
2019-01-10
It worked great with one exception. On my form the lines that I highlighted did not highlight everything in the printed version. Other than that, it worked great.
2023-12-09
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The level of communication the team has is second to none. Best customer experience. I recently tried the free trial, I forgot to cancel after the free trial because I needed their service @ that time only. When then cancel my subscription I didn't get a refund, but the team explained to me why that happed if do want a refund what should I do.I then followed the steps and within the time they said , I got my refund. Keep up the great work team.
2022-12-15
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We don't use it enough to maintain a constant subscription--would like a month by month subscription that could be turned on/ off as needed.
2022-11-29
Thank You for an Amazing Program
I was having a difficult time creating a new document to file in my folders. I use this program now for all my note taking as I'm a Social Worker at a High School. The fill in bulk feature and the create from template has been life saving to me. I can easily generate notes on my caseload of students without having to go document by document. It has helped with my organization and the customer support has been Tier 1, there hasn't been an issue that I haven't had solved same day.
2022-11-21
What do you like best?
Very easy to use. Super helpful. I have to complete so many forms this is an amazing addition so I dont have to hand write everything.
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I would say the price, but even that isn't bad. So nothing at all.
What problems are you solving with the product? What benefits have you realized?
Like mentioned above, I often have so many forms I need to fill out. I love being able to just write and fill in the things I need. To make them look very clean and professional.
2021-04-20
Good for regular use
It is ok for people who had to fill and significantly higher number of documents regularly. But whoever has one two documents for a month, quit expensive.
2020-06-13
Remove Tags from Retirement Plan Feature
The Remove Tags from Retirement Plan feature helps you streamline your retirement strategy. By eliminating unnecessary tags, you can focus on what truly matters for your financial future. This tool is designed for ease of use, ensuring clarity in your retirement planning.
Key Features
Easily remove tags from your retirement accounts
Improve organization of your retirement plans
Enhance clarity and focus on key financial goals
Potential Use Cases and Benefits
Individuals updating their retirement strategy for simplicity
Financial advisors helping clients clarify their investment plans
Users wanting a streamlined view of their financial progress
By using the Remove Tags from Retirement Plan feature, you can eliminate confusion about your retirement tags. This process allows you to prioritize your financial goals more effectively. You save time and effort, ultimately leading to a clearer path toward achieving your retirement objectives.
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