Home
Integrations
ERP
Integrate DocHub with Logix Financial Planning for more streamlined document management

Integrate DocHub with Logix Financial Planning for more streamlined document management

Integrate DocHub with Logix Financial Planning and squeeze the maximum of your document-driven processes. Sync data faster across the solutions you love and use.

Create free account

Connect DocHub to Logix Financial Planning

Easily connect DocHub to Logix Financial Planning and start working on documents straight away. Set up the integration in minutes, no tech support needed.

Edit and annotate PDFs

Edit and annotate a PDF just like a Word document. Add text, images and drawings. Highlight or whiteout information and leave comments anywhere on the document.

Sign and collect eSignatures

Sign a document yourself and invite as many people as you need to get it signed. Set any order and get notified every time your document is completed.

Build PDF forms and templates

Take a static PDF and make it fillable by adding different types of fields. Share a form with others or turn it into a reusable template so anyone can sign and complete their own copy.

Customize and manage documents in one place

Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave Logix Financial Planning.

Collaborate and share

Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.

Ensure document security

Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.

Collect eSignatures in a snap

Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.

Note: The DocHub integration with Logix Financial Planning is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for updates on the status of the integration.

Connect your favorite apps to DocHub

Use DocHub to edit, annotate, sign and share documents right from your favorite apps.

Get started for free

How to get started and Integrate DocHub with Logix Financial Planning

Are you getting stressed out each time you need to manually pull up or put together paperwork scattered around different locations? We have something that will make this task much easier for you. By using DocHub, you can edit, annotate, and eSign files and Integrate DocHub with Logix Financial Planning in mere seconds. The best part is that you don’t need to install any software.

Follow these simple steps to Integrate DocHub with Logix Financial Planning:

Log in to your existing account or register one.
Navigate to Settings and take care of the admin part of your workspace: set up organization, add marketing assets, manage privacy settings, etc.
Head back to your Dashboard and click New Document.
From your Dashboard, choose Logix Financial Planning from the importing options to launch the Logix Financial Planning integration with DocHub.
Select the document you want to transfer, open it in the editor, and complete it.
Choose Export from the document menu and select the Logix Financial Planning integration with DocHub to store the executed document in Logix Financial Planning.
Go ahead and try other integrations available by DocHub.

Ease of use, robust editing and signing capabilities, and versatility of integration options help DocHub stay ahead of the curve. Use our tool to improve the quality of your forms and automate their routing between different apps. Use DocHub to Integrate DocHub with Logix Financial Planning and and get rid of the manual and inefficient operations in your workflows!

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Contact us

How do I add the ability to Integrate DocHub with Logix Financial Planning?

If you'd like to Integrate DocHub with Logix Financial Planning, it's easy and can be done directly from your dashboard or file settings. If you wish to import files from storage or apps that you use, simply sign in to your DocHub account, select the integration of your choice and connect it to DocHub. If you wish to reverse the process and send files to external apps, click Menu → Download/Export.. → select the integration.

What file formats can I use when I Integrate DocHub with Logix Financial Planning?

DocHub supports the following file formats: DOC, DOCX, XLS, TXT, PPT, and PPTX. As long as you use any of the listed formats for the Logix Financial Planning's integration with DocHub and the Logix Financial Planning also supports it, the files will come through without any issues.

Is it safe to Integrate DocHub with Logix Financial Planning?

Whenever you need to Integrate DocHub with Logix Financial Planning, we ensure that your interactions with documents are protected end-to-end, which prevents unauthorized third parties from accessing your data. Also, DocHub is CCPA, GDPR, PCI DSS, and HIPPA compliant, making it a go-to document management solution for companies across different industries.

Can I Integrate DocHub with Logix Financial Planning and use other integrations at the same time?

Yes, you can Integrate DocHub with Logix Financial Planning and, at the same time, connect as many integrations simultaneously as possible.

Are there any limitations on files I can transfer when I Integrate DocHub with Logix Financial Planning?

There are no set limits regarding the number of files you can export or import when you Integrate DocHub with Logix Financial Planning. However, please keep in mind that within the Free plan, you can process up to 2,000 documents. The restrictions also apply to eSignature, signature requests, email recipients, simultaneous signers, and fax pages.