Remove Tags from New Client Onboarding Checklist with pdfFiller in no time For Free
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2021-02-05
definitely easy to use. however some date fields do not have the "calendar" option, so you are forced to manually enter the date. That could be made easier.
2020-05-21
I'm liking it so far
I'm liking it so far. I have about 20 forms to send to each client. it would be great if I could send all 20 in one file. or down load the link to each on on my website.
2020-04-25
Remove Tags from New Client Onboarding Checklist Feature
The Remove Tags feature streamlines your new client onboarding process. By simplifying the way you manage tags, this feature allows you to focus on what truly matters—your clients.
Key Features
Easily remove tags from clients in a few clicks
Maintain organized client information
Enable a smoother onboarding experience
Customizable settings to fit your needs
Potential Use Cases and Benefits
Ideal for agencies looking to tailor onboarding for different client groups
Useful for adjusting client records after initial assessments
Helps eliminate confusion by keeping only relevant tags
Supports better data management by reducing clutter
This feature addresses the problem of overwhelming tag management during onboarding. By enabling you to remove unnecessary tags, you can enhance clarity and improve the overall client experience. Focus on building relationships while this feature takes care of the organizational details.
#1 usability according to G2
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