"The best feature is probably that we can upload any document and add a combination of items to it for completion by another party. We also like that more than one user can view the same documents and workload can be shared."
"I like the speed at which we can have clients sign-off on investment advice and agreements. Clients engage with and sign-off documents with ease. We struggled to get clients to sign and return important documents previously. We are also saving probably £1.50 per sign-off, given that we do not need to print and post lengthy documents to clients."
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