Getting full power over your papers at any time is vital to relieve your everyday tasks and enhance your productivity. Achieve any goal with DocHub tools for papers management and convenient PDF file editing. Access, change and save and integrate your workflows with other safe cloud storage services.
DocHub provides you with lossless editing, the possibility to work with any formatting, and securely eSign documents without having searching for a third-party eSignature alternative. Maximum benefit of your file managing solutions in one place. Try out all DocHub functions right now with the free of charge profile.
In the webinar hosted by Courtney Peek, head of support at Precise FP, participants are introduced to the challenges faced by advisors using traditional PDF or Word service agreements, which often lack electronic signature capabilities. This outdated method requires advisors to send individual agreements that clients must print, sign, scan, and return, creating a lengthy and cumbersome process. The solution presented is Precise FP's customizable service agreements, aimed at improving efficiency and reducing friction for both advisors and their clients. Participants are encouraged to ask questions in the chat, with support team responses promised within 24 business hours.