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Great!! Saves me lots of time where I would have to find the form print it out and then type the information. The only thing that is a problem is the instructions within the form itself. I feel the instructions throughout the form should not be on the printout itself.
2015-09-10
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It was great to know that I can fill in and sign documents without needing to print and scan. This is amazing!
2020-02-06
It's good
At first it can be a little overwhelming with all the options but once you get the hang of it is pretty essay. I really like that it saves all your files too, just in case.
2019-12-14
Very easy to use
I like that it notifies me when someone has completed the document. I also like how you can customize the fields between numbers and dates which makes it fool proof. Support is very quick to respond and helpful.
I have been trying to set up a document to copy certain fields throughout so they do have to enter their "name" every time, but I have had trouble trying to figure it out.
2017-11-27
IRS changed the 1099 misc form
IRS changed the 1099 misc form, so I had to find an alternative access to the 1099 misc form that showed non employee compensation. The 1099 NEC form was the form I needed. A new bokkeeper will handlethis from now on. Thank you
2023-02-04
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2021-10-06
Using the app has been pretty easy so far
Using the app has been pretty straight forward and intuitive. Getting used to how to edit a PDF to get consistent results. Has been a big help. Users always want a free solution and I'm still testing the 30 day trial but maybe if you want the right solution it needs to be a paid solution.
2021-04-29
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2020-09-12
Ryan on the Support Team was extremely helpful and patient. He walked me through all of the steps to complete the form to my satisfaction. Thank you Ryan for teaching me!
2020-05-21
Arrange Columns Contract Feature
Introducing the Arrange Columns Contract feature—a practical tool designed to enhance your workflow by allowing you to organize your data seamlessly. This feature enables you to customize the layout of your columns, providing a flexible solution to meet your unique needs.
Key Features
Drag and drop functionality for easy rearrangement
Customizable column widths for better visibility
Save layout preferences for future use
Quick access to frequently used columns
Real-time feedback as you adjust your layout
Potential Use Cases and Benefits
Streamline data analysis for more efficient decision-making
Enhance reporting capabilities by focusing on key metrics
Improve team collaboration through shared column layouts
Facilitate data entry tasks by organizing columns to fit your workflow
Save time by quickly rearranging columns without extensive changes
The Arrange Columns Contract feature solves the common problem of disorganized data presentations. By allowing you to tailor your view, you gain clarity and focus on what matters most. This feature empowers you to create an efficient environment where you can work smarter, not harder.
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How do I rearrange columns in a pivot table?
In the Portable, right-click the row or column label or the item in a label, point to Move, and then use one of the commands on the Move menu to move the item to another location.
Select the row or column label item that you want to move, and then point to the bottom border of the cell.
How do I rearrange columns in an Excel table?
Select the column you want to move.
Put the mouse pointer to the edge of the selection until it changes from a regular cross to a 4-sided arrow cursor. ...
Press and hold the Shift key, and then drag the column to a new location. ...
That's it!
How do I sort multiple columns in a pivot table?
Click on cell E6.
Click on Data > Sort.
Select Largest to Smallest as sort option and Top to Bottom as Sort direction.
Click OK.
How do I sort columns in a pivot table?
In a Portable, click the small arrow next to Row Labels and Column Labels cells. Click a field in the row or column you want to sort. Click the arrow on Row Labels or Column Labels, and then click the sort option you want. To sort data in ascending or descending order, click Sort A to Z or Sort Z to A.
How do I create a custom sort in a pivot table?
Open the Excel file you want to sort and place your cursor in the top cell of the column you want to sort.
From the Home ribbon, click the Sort and Filter button and select Custom Sort from the menu.
How do I change the fields in a pivot table?
Click any cell in the pivot table. ...
Click the Portable Tools Options tab.
Click the Field List button in Show/Hide group if it isn't already selected. ...
Make any of the following modifications to the table's fields:
How do I add a field to a pivot table?
Select a cell in the pivot table, and on the Excel Ribbon, under the Portable Tools tab, click the Options tab (Analyze tab in Excel 2013).
In the Calculations group, click Fields, Items, & Sets, and then click Calculated Field.
Type a name for the calculated field, for example, Reasons.
How do I change the values in a pivot table?
Select a field in the Values' area for which you want to change the summary function of the Portable report.
On the Options tab, in the Active Field group, click Active Field, and then click Field Settings. ...
Click the Summarize Values By tab.
hello and welcome back to tips and times Savers I'm Danny rocks in today's lesson I'm going to show you how you can sort by rearranging the columns in an Excel worksheet well many people will say why would you want to do that well if you want to use for example the vlookup function you need a discrete field which is the employee ID in this case it could be a social security number or any other unique value field and you want to have that as the leftmost column in your data set now the normal approach that people will take is they'll come over and they'll say all right what I want to do is insert a blank column I'll come over here and I'll select this information and I'll cut it and I'll paste it over here well that's too many steps so let me show you a better way to accomplish this all right first thing we want to do is we want to insert a new row we want to insert a new row so I selected by clicking over here on Row one I'm going to right Mouse click and say insert and it's going to insert a new row now here is the order that I want to have the sort by I want to have the employee ID be in column A so I type in number one let's say that I want to have the department as column B and I'm I want to have last name as column C first name as column 4 and over here I want to have the home phone as the fifth column the mobile phone as the sixth column and I'll leave everything else in place 7 8 n all right now what I want to do is I want to make a selection of the entire data set so I'm going to use the keyboard shortcut contrl a to select all of the data on the data tab of the ribbon I want to come over here in the sort and filter group and choose sort what I want to sort by in the drop-down is I want to sort by Row one so that's why it's so important that you make a selection of the entire group so I want to sort by Row one and then I want to come up into the options over here in this case instead of the normal sort from top to bottom going down vertically I want to sort going across horizontally and I'm going to click okay and now when I click okay there you go so you see now that I have the employee over here in the leftmost column the department the last name first name etc etc of course now I can go through and I want to delete this uh extraneous column that I have over here so it's an easier way I feel to rearrange your column order instead of inserting a column copying or cutting and then pasting and then deleting so there are a couple of key steps in there uh you may want to watch this video two or three times just to go through and practice the techniques and I'll look for you in the next tips and Time Savers
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