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2014-08-21
Overall a good experience.
Sometimes the lack of features like aligning fields (i.e. Publisher) is frustrating: the ability to copy details from one field to another (drop downs and field attributes) making some forms with several fields that are the same. But I'm an old software designer so I'll take those frustrations and cherish all the good points of the software. I think its a good solution for my needs in the insurance industry.
2019-08-01
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Great support team with quick responses.
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Great tool to add and delete from forms.
2018-01-02
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2019-01-22
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2021-05-05
Took a little time to figure out how to…
Took a little time to figure out how to do more than one signature on a single document, but the Support Team was helpful and patient with me as I learned.
2021-02-17
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2020-04-30
Edit Index in the Power Of Attorney Feature
The Edit Index function in the Power Of Attorney feature allows you to easily manage and adjust entries related to your power of attorney documents. This function simplifies the process of updating important details, ensuring that your documents remain clear and accurate.
Key Features
User-friendly interface for easy editing
Real-time updates for immediate changes
Comprehensive tracking of modifications
Secure storage to protect your sensitive information
Compatibility with various document formats
Potential Use Cases and Benefits
Quickly update power of attorney details as circumstances change
Maintain accurate records for legal purposes
Easily collaborate with legal professionals for document reviews
Reduce the time and hassle of managing multiple documents
By using the Edit Index function, you solve the problem of outdated or inaccurate legal documents. This tool empowers you to make necessary adjustments, keeping your records in line with your current needs. You can feel confident knowing that your power of attorney documents reflect your intentions accurately.
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