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It's handy to have a table contents at the beginning of a PDF - especially when you're dealing with a lengthy document. A table of contents containing links to the pages is even better. The issue is that every time you want to view the table of contents again you have to navigate back to it in the PDF....Read more

If you are an investment dealer that needs help with the paperwork for advisor transitions please fill out the contact form an start the conversation. We have also been building custom paperwork automation software for investment dealers, investment companies, and independent financial advisors since 2004....Read more

We have designed custom software to automate large paperwork tasks in the investment industry, thereby improving the process through increased speed, efficiency, and accuracy....Read more

A group retirement plan provider was trying to grow its group assets through independent financial advisors and encountered resistance from some advisors whose cost/benefit analysis of group plans showed a low result which was further reduced by the paperwork time...Read more

Well, Adobe has finally added popup calendar functionality to PDF forms. It is so easy to install. All you have to do is format the field as a date fill and the calendar is automatically installed. There is one caveat though: It will only work for end users who are running a DC version of an...Read more

Scanning, printing, stamping, scanning, printing, storing. Your organization can avoid all of this and the associated costs by doing more electronically and working toward a paperless office....Read more

Do you have to constantly complete forms with the same information for the same clients? How much time could you
...Read more

The script to add menu items and toolbar buttons is pretty straightforward. Adding an icon, however, is more complex....Read more

If you build PDF forms with Acrobat and you've ever had to add several items to a dropdown field, you know how tedious that can be. We developed this tool so you can simply copy and paste Excel columns...Read more

Sign up for our free newsletter and received tips and tricks for professional PDF fillable form builders, exclusive discounts, tutorials, free automation tools, dynamic stamps and more....Read more

If you sign a lot of documents that are sent to you electronically in PDF format, you can save a lot of time by using a PDF stamp of your signature....Read more

Do you need to complete a pair of form fields with corresponding data over and over again in your business? Our List Maker Tool allows you create a customized list that you can call up at any time for any PDF Acroform and automatically populate a pair of fields with corresponding data, whether the form is encrypted or not and whether you are using Acrobat or Reader....Read more