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2014-07-25
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2015-04-15
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2020-04-02
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2024-04-21
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2021-10-29
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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.
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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.
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2021-02-16
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2024-12-25
Add Tags to Donation Agreement Feature
Enhance your donation agreement process by using the Add Tags to Donation Agreement feature. This tool allows you to organize and categorize your agreements seamlessly. With it, you can easily manage and retrieve important information about your donations.
Key Features
Assign custom tags to each donation agreement
Search agreements using tags for quick access
Filter agreements based on categories for better organization
Easily update and manage tags as needed
Potential Use Cases and Benefits
Nonprofits can streamline their donation tracking process
Organizations can pinpoint specific donor agreements for better relationships
Projects can categorize agreements based on funding sources or campaigns
Users can quickly generate reports based on tagged agreements
By integrating tags into your donation agreements, you solve the common problem of disorganized records. It simplifies tracking, enhances communication, and ultimately boosts your operational efficiency. Start making your donation management smoother today.
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