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HAD A PROBLEM AS I LOGGED IN UNDER THE WRONG EMAIL ADDRESS I USED @HOTMAIL.HOT INSTEAD OF hOTMAIL.COM YOUR ONLINE SUPPORT STAFF WAS TERRIFIC HELPING ME TO UNDERSTAND AND FIX THE PROBLEM
susan m s
2016-05-04
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The dashboard is well laid out and intuitive. It is easy to figure out the functions of buttons without referring to FAQ.
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There is a little bit of a disconnect when saving your file, it's not always easy to figure where it is being saved.
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Start out with the trial. I think you will be impressed enough to purchase.
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For us it has eliminated the need to download, then print a document, fill out the blank fields, then scan it and email it to the requestor.
User in Media Production
2019-01-02
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PDF filler is very user-friendly. My favorite features are that it saves your docs. This makes it easy to keep editing docs that you use over and over. Also, when you use the erase feature, it keeps the eraser on the same line, which I could never do on my own! At the end, you can download the whole doc, or individual pages, this feature really helps and saves time on splitting the document with other programs.
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Once docs are ready, the loading time to save can sometimes feel slow. Also, uploading the docs can sometimes feel slow. This is not a deal breaker, but perhaps something that can be worked on. I think there should also be a feature where you can upload docs one after the other for the same session, and it will merge the docs (or ask if you want to) and edit them together. It seems right now we have to edit each separate if they are not already joined, save them, and then go to another program to merge.
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When I get contracts, most of the time they are not complete to be approved. This allows me to add extra details and even sign the docs. I like the stamp it adds to show when the signature was made.
Consultant in Construction
2019-05-21
Worked well! Paid for it, might as well use it! Worked well. Forgot that I had signed up for a free trail. The annual subscription fee hit may bank account, then I remembered! Hell, since I'm paying for it, I might as well use the program.It worked really well! LOL!!
LamarD2
2019-07-31
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Hannah Pearl Baccay
2021-04-23
What do you like best? 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. What do you dislike? 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. Recommendations to others considering the product: Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients. What problems are you solving with the product? What benefits have you realized? The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.
Shameika Moment
2021-02-16
It was very easy to navigate the site and fill out... It was very easy to navigate the site and fill out the form I needed. I like that they have several options available to print, email, fax and even send out a copy USPS.
Carmica G.
2020-05-29
We are an accounting office in Kansas and we have quite a few clients that are out of town and this program allowed us to get signatures with out having the clients come into the office multiple times. I would defiantly recommend this program! We are a small firm so the basic package works for us and it is a reasonable price and the customer service is great, prompt and knowledgeable.
Sarah C
2020-05-26
Easy to use and very convenient to have for filling out forms and other documents that I would normally need to print out before filling in my information. I really enjoy the ease of this tool.
Courtney
2020-05-24

Utilize Year Letter Feature

The Utilize Year Letter feature streamlines your organizational tasks by helping you easily manage your yearly documentation. This feature removes confusion and saves time, allowing you to focus on what truly matters.

Key Features

Organizes correspondence by year
Quick access to past letters and documents
Simplifies year-end reviews and audits
Customizable templates for various needs

Potential Use Cases and Benefits

Efficiently track annual employee communications
Streamline customer relations with organized correspondence
Facilitate easier compliance reporting
Enhance project management with easily accessible documents

This feature helps solve the problem of document chaos. By using the Utilize Year Letter feature, you can retrieve any letter or document from previous years with a few clicks. Your files become well-organized, reducing the time spent searching for information, and allowing for smoother operations in your daily tasks.

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Video Review on How to Utilize Year Letter

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