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I loved using the program. It helped on saving paper while allowing to update documents without having to print, use white out, and scan the updated document. It was really the only feature I used, but i know there was so much more to the program. I would love if they created a pay option that was cheaper than basic or reduced the price of basic for those of us who just need it for one or two functions. It was very easy to use and i wish i needed it for other things. Overall still a great program and i would recommend it to anyone. I am only giving it 4 stars due to me just not needing it for a whole lot.
2020-03-31
One time using pdfFiller the first time…
One time using pdfFiller the first time saved me time doing a very basic operation (checking off fields when I was entering information from forms into another program). I have used the other program for over 15 years but recently moved from a PC to MacBook Pro. The program for Mac is harder to use than the PC product. I have spent too much time and frustration with that program. After one use, I had to spend much less time with little frustration. I hope it continues as I using pdfFiller
2024-11-14
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I have been very frustrated in trying to create our 1099s for 2022 in pdfFiller. I began a chat with "Kara" and she was wonderful and very patient walking me through the different steps to create a template. She also sent me a video as a tutorial. Very helpful. Very good experience and removed my frustration. Thank you.
2023-01-26
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I like the ability to electronically sign documents.
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I wish I was able to edit the text in documents without the formatting getting messed up because it only allows for the addition of new text boxes or adding to existing ones which causes the formatting issues.
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It's solving the issue of having to print out and fax documents which can be time consuming. It has really benefited my company to be able to sign and send documents electronically making for a smoother more efficient experience.
2022-11-03
I used to have Adobe Acrobat DC
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2022-10-27
Fairly easy to use. Would like to combine 2 or more docs into one file so I can fax as a group. I'm sure that's an option; but haven't found it yet...still new at this.
2020-07-16
Just want to let you know that the…
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2020-04-27
Twice a year I need to turn a pdf form into a fillable form. I don't need a subscription for such a minimal need. I wish there was truly a free way to do this without creating a trial subscription.
2025-04-29
It's great. Noticed some glitches on the forms, e.g. the text-in-th middle selection populates horizontally instead of vertically, making it impossible to see all that has been typed without scrolling across.
2025-02-24
Set Out Identification Notice Feature
The Set Out Identification Notice feature streamlines communication by providing clear and effective notifications for your projects. This tool helps you manage tasks efficiently while ensuring everyone stays informed.
Key Features
Automated notice generation
Customizable templates for different needs
Email and SMS notifications
Tracking of notice delivery status
User-friendly interface for easy navigation
Potential Use Cases and Benefits
Ideal for construction projects needing contractor updates
Useful in community planning to inform residents
Enhances project management by keeping teams aligned
Fosters transparency and accountability
Saves time and reduces manual errors in notifications
This feature addresses your need for timely and clear communication. By automating the notice process, you eliminate confusion and ensure that everyone involved receives the necessary information promptly. As a result, your projects run smoothly, and you enhance collaboration among stakeholders.
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What is required under the customer identification program?
Requirements. The Customer Identification Program is intended to enable the bank to form a reasonable belief that it knows the true identity of each customer. It must also include reasonable and practical risk-based procedures for verifying the identity of each customer.
What information is required for CIP?
A bank's CIP must include record keeping procedures. At a minimum, the bank must retain the identifying information (name, address, date of birth for an individual, TIN, and any other information required by the CIP) obtained at account opening for a period of five years after the account is closed.
What is required for CIP?
Requirements. The Customer Identification Program is intended to enable the bank to form a reasonable belief that it knows the true identity of each customer. The CIP must include new account opening procedures that specify the identifying information that will be obtained from each customer.
What are the main elements of a CIP?
A compliant CIP has three major components to due diligence: planning and implementation, oversight and accountability, and independent auditing. Each of these may be more or less complex depending on the financial institution's business lines, size, structure, and risk profile.
What is CIP exempt?
Question: Can an authorized individual of a major, publicly-traded stock company ever be exempted from CIP requirements when opening a deposit account at a bank? Answer: An authorized signer on that company would similarly not need to be run through a bank's CIP process under the regulatory requirements.
What is a CIP notice?
Placement of the CIP Notice. The CIP notice is NOT required at the teller line. It is an “account opening” notice. Customers must be notified about the fact that the financial institution will request information to verify their identities. The notification must be provided prior to the opening of the account.
What are the main requirements of the customer identification program CIP rule?
The CIP rule requires that a bank retain the identifying information obtained about the customer at the time of account opening for five years after the date the account is closed or, in the case of 7-Page 8 credit card accounts, five years after the account is closed or becomes dormant.
What are the main requirements of the CIP rule?
The CIP rule requires that a bank retain the identifying information obtained about the customer at the time of account opening for five years after the date the account is closed or, in the case of 7-Page 8 credit card accounts, five years after the account is closed or becomes dormant.
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