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FAQs
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How is HelloFax different from EchoSign?
The answer is similar to the Why is Dropbox more popular than other programs with similar functionality? [ https://www.quora.com/Why-is-Dropbox-more-popular-than-other-programs-with-similar-functionality ] question[1], the crux of which is that normal people don't want a Comprehensive Software Solution Package. They want a tool that does something for them. Dropbox: There is a folder and you put files in it. It syncs. HelloFax: You upload a file and sign it. It sends. Let's say you are a harried entrepreneur who is incorporating his/her company, and finds that s/he needs to sign and fax back the final documents. You just want to get this done as fast as possible and you don't want to drive to Kinkos, so you start looking online for a solution. Try going to EchoSign's webpage: http://www.echosign.com/ Now look at HelloFax: https://www.hellofax.com/ Which one looks more intimidating? Do you want an electronic signature solution or do you just want to sign it and be done with this "fax" problem? When someone asks me to fax something back, I don't think "Ah! This situation calls for an electronic signature! A web application that facilitates electronic signatures would be just the ticket!" Instead, I think, "WTF you neanderthal, why do you still have a fax machine?" I just want to get my signature onto that document, which I already have on my computer, and send it off to them. Most people requesting a "fax" will take a PDF via email, which HelloFax can send, or if they really are neanderthals, they will have an actual fax number, and HelloFax can send it there too. That's all I know and understand, and I need a simple service that transparently does this. HelloFax does it; I have no idea if EchoSign can even send something to a fax number or, from their website, exactly what they do[2]. [1] Fun tip: click on the "more" link showing the "votes by" for Michael Wolfe's answer on that page. [2] Edited: Antone Johnson's answer does a good job explaining what EchoSign is all about.
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Which Salesforce add-ons are the most popular with Salesforce's customers, and what functions do they serve?
We help a lot of people with getting their essential fields into a faster UI (more about that later, but there I am biased of course), and it this process we see a lot of their tools and what they really use. (We have interviewed sales ops about this on our blog if you want more qualitative data: Dan Ross, Sales Operations Manager at Optimizely - Brisk.io). There are "customer facing tools" (lead management, email marketing, tools for the reps/customer success/support), there are tools for the Sales Ops (duplicate checkers, validation rule builders, etc), tools for management (reporting, business intelligence), and tools for IT (dev frameworks, single sign on solutions and other security management).Here are some categories of tools for "customer facing roles": 1. Marketing Automation: Eloqua / Marketo / Pardot / Exact Target: used to on the fly create landing pages, "follow users" before they signed up so when they have signed up you can get their history, and drip marketing. I would definately have a good look at this post: Sales and Marketing Automation: What are some inexpensive alternatives to HubSpot, Marketo, and Pardot? and definately look at the more modern Autopilot: Marketing Automation you can actually use. 2. Marketing tools (Auto content generation / Lead scoring & drip marketing): Hubspot / Slice / Intercom.io / Mixpanel: if you don't want category #1 you will need something in this category. A lot of these are more modern than the previous category, but if you have gotten used to the mega flexibility of Salesforce then some of these might be limiting or seen as a one trick pony. Personally I prefer these as they are best at one thing. 3. Sales automation / task replacement tools: Yesware / Toutapp / Contactmonkey (template management for email) + Digitial Signing (EchoSign / signNow). These replace a lot of manual work and make sure that your sales people more quickly get into your sales process and less balls are dropped. 4. Vertical Tools: to help a certain team do their job: - Totango / Gainsight: helps customer success see how the product is being used- Zendesk: helps support do their job and sales understand how the accounts are being served / issues before they talk to them. Generally I would say there are tools for everything in Salesforce, which really can create the best platform in the world, but also a very bloated and complex user interface. That is why we built Brisk.io to give you a faster and more focused user interface. You can design the UI for each role, they can improve it individually, but most of all the UI changes based on rules (if a customer is forgotten you are being reminded, if lead source isn't filled out Brisk ask you for that, if you have a really hot lead you are notified, if an account has too many handled support tickets you see that before it becomes an issue). But most of all you start to love the CRM and see it as a tool: (source: http://www.brisk.io)
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What is the best PDF software?
This really depends on what you are trying to accomplish and the size of your budget. For most individuals or small businesses, their PDF needs are limited to simple actions such as:Filling out a PDF formHighlighting and marking up textRotating or merging/splitting pages in a PDFAdding text or images to a PDFConverting PDF to WordPrinting a PDFFor basic PDF needs, online tools or free PDF Readers such as signNow should be more than sufficient. Meeting the needs of this group of users is why I founded PDF Pro, a freemium online tool to create, edit and convert PDF files. If you fall into this category, try using signNow first. My guess is that the product will meet most of your needs. Larger organizations have more complex needs such as:Creating rich media-heavy PDF files Editing large volumes of text in existing PDFsConverting scanned images to editable textConverting large volumes of documents to PDF via an APICreating PDF forms to reduce paper usageIn general, individuals and small businesses need PDF solutions on a one-off basis while larger organizations are looking for a comprehensive suite of solutions. While signNow isn't cheap, it's easily the best PDF software product out there today when it comes to meeting the broader needs of larger organizations. Acrobat includes a full suite of features such as OCR (convert images to editable text), high-quality PDF to Word, PDF editing (directly edit text in a PDF), etc. If you have more narrow needs (e.g. if you only need OCR), you may be able to purchase a cheaper product that specializes in one feature. Hope that's helpful.
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What are the best electronic signature (e-signature) services?
Sometimes we really don’t understand what we mean under “best”, even this question doesn’t elaborate what the best service means? Which criteria the author believes the service fits the best? price?best design? Reliability?Let’s better talk about “suitable” for this moment and current needs.As the previous answers mentioned, do you need the service to be available on all major platforms or a signature that will stand up in court?Do you need a free simple solution, a feature-rich service that charges on the amount of signatures/documents signed or on monthly basis?Do you need to work with your documents on the go with low or no internet connection (while travelling, in the airport or plane)?And you can ask yourself with tons of such questions to create a matrix of features-service to choose the one you need. Or you can use 3rd party platforms like Alternativeto to initially select the provider you are interested in.When we conducted a closed beta testing for signNow recently, one of the goals was to understand the main criterias SMB owners from US use to choose a solution or switch to another one.We interviewed more than 230 businesses and what’s interesting, while the top factor goes to Security&data privacy, price or for example, digital signature availability is not in Top-3 of choices. Speed of an app/solution and multiplatform availability (works in web browser as well as on Mac, iPhone/iPad, Android and Windows devices) are what values higher.So, if there is a need to sign/send documents on Mac, iphone/ipad, android, windows and web browser and to work with documents offline, signNow is alternative to go with. We are still in beta, implementing some major requests from our beta users, but will be launching this September.And, signNow is free while in beta.
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How do I create a web design contract?
First of all, good for you for having the mental clarity to want to use contracts for web design. You believe it or not, are far ahead of most “developers” just by virtue of being able to conceive of using contracts. You’ll be ahead of most “wantrepreneurs” and “startup founders” just by thinking of using contracts, so hats off to you young man.You can find sample contracts very easily, just by Googling the free-to-use “contract killer” template. Just Google “contract killer web design contract.” Another way to find even more sample contracts is to take a few “how to be a web developer” courses on Udemy and I think you’d probably find more by Googling “sample web design contract,” going to the Freelancer’s Union website, going to signNow and looking at theirs as well.I’m not a lawyer, but I don’t have to be one (nor do you) in order to use or edit contracts. I started out as a web developer not using contracts simply because nobody else I spoke with knew anything and it was a very intimidating topic; and like so many other things of value in life, if you want it done correctly sometimes you just have to get off your butt and do some hard work. I had more than my fair share of being taken advantage of by non-profits (I used to be in favor of volunteering, now I will never do it again) who once they had pro bono (free basically) work, had “revisions” without end - taking professional design and wanting to turn it into a coloring book for a bi-polar paranoid schizophrenic. I had “agencies” asking me to build sites for them “on spec,” (for free), playing mind games with “more work later.” “Agencies” with $200 budgets, and so on and on it went. Until I saw what real agencies charged for crap work with no SEO or thought. Now I always contracts, and I use electronic signatures, and store contracts for years on Dropbox in case they “forget” something a year or two out.I keep a folder of different contracts, RFP responses, generic “sorry your budget is so low” letters, and “hey, we’d love to work with you” letters and suggest you do the same. You can use Gravity Forms to set up or send form contracts with IP tracking and e-signature or use fill-in PDF forms, or even old-fashioned paper contracts, but contracts are a necessity especially in a profession as under-valued and as misunderstood as ours.Good luck and if you need any future help, I’d be happy to pitch in.
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What is the process to get Educational Credential Assessment (ECA) for Canada PR from WES?
For everyone asking questions on WES. Steps for WES ECA evaluation for Canada Immigration purpose, important points and some more info.(a lot of info, so going to be a long post) Before you start just check following things: 1. Website: World Education Services Canada: International Credential Evaluation [ https://www.wes.org/ca/ ] Please please go through the website and make yourself familiar with navigation. You will get most of your answers there. Don't start asking questions before going through information posted on website. Its for your own good to get first hand information before listening to other people. ***Always make sure you are on Canada website not USA one. you can see that on top right corner of Website where a flag is listed with country name or in website address with "/ca" listed in address.*** 2. Degree equivalency tool Degree Equivalency Tool [ https://applications.wes.org/ca/degree-equivalency-tool/ ] WES has free tool to check equivalency of your degree to Canadian degree. Don't rely completely on this as the final assessment always depends on the actual evaluation but it will give you an idea and a head start. If your degree is not listed there it doesn't mean it wont be equivalent to anything, you will get to know that in real assessment. ***If you are not sure after using the tool, if your degree/college will be valid for ECA through WES try to email/ WES to check or ask if anyone had same degree evaluated before. That might help you little bit in the case where your degree/ college is not valid and save you some money, you can check other designated organizations for your ECA then.*** 3. Required Documents Required Documents - World Education Services [ https://www.wes.org/ca/required-documents/ ] Check what documents you need for your evaluation here. If you don't have those in hand just start collecting those. Get your transcripts from your university or any other document listed as per your education. You can also ask your university if they can mail your transcripts directly to WES, you can use "Academic records request form" given on website for this. Check if your University needs their own form filled too for releasing your documents.(do this after you get your WES reference number as you will need that in case you are giving the address of WES to university for mailing your transcripts, In case you are taking your transcripts yourself for mailing, you can get reference number later too). ***Make sure your transcripts are valid. Transcripts must show: all subjects taken, grades received for each subject, and for each year you were in the program. Semester wise transcripts are not valid for evaluation. Transcripts should be sealed and signed with a stamp from university.*** ***If your University does not give subject-wise Transcript, Ask if you can get all your mark sheets attested from University, and they will sign and stamp all photocopies and put them in one envelope and seal them with stamp like transcripts. That is mostly called document verification in University.*** 4. Check how will you pay your fees. Credit card/ Money order/ Western Union or in case any other option listed in instructions. Check it out. Fee is approximately $225-$230(including taxes) in Canadian currency. Rest depends on what additional services you chose for delivery etc. Cheapest courier option is $7. ECA - World Education Services [ https://www.wes.org/ca/evaluations-and-fees/eca/ ] Next steps: 1. Create a WES account. World Education Services Canada: International Credential Evaluation [ https://www.wes.org/ca/#get-started ] Click "Apply now", then click on "Canada", Then "ECA application for IRCC" and proceed with further steps. ***Make sure you choose ECA application for IRCC not the other option.*** Fill up your details in all pages very carefully and correctly. You will have to provide a recipient address, give your address there. When you will proceed it will automatically generate "Recipient 2" as IRCC. Don't worry about that one, it is used for electronic delivery of your records to IRCC when you put your WES report number while filling your express entry profile. 2. Pay your fees 3. Reference number will be generated.(This will be used in all your communications with WES) ***Once you submit your profile and reference number is generated you cannot edit your information so do not be in haste, check carefully and then submit.*** ***Your reference number is not ECA report number. You can't use it in Express entry profile. It is only used for communication with WES. When your evaluation is completed and you get your ECA report it will have your ECA number which you will mention in Express Entry application.*** 4. Read all instructions on what documents to send and at which address. *** Put your reference number on all your transcript envelops(at an empty space, not on the seal or signature or anywhere on flaps) and backside of your degree photocopies. I will suggest using a pencil not a pen for that as sometimes pen ink leaks through paper.*** ***You can put all your documents in one big/ master envelope and send to WES. No need to mail everything separately. Make sure again to put your reference number with WES address on the packet.*** ***Do not send any original document to WES unless asked specifically with instructions that they will return it after evaluation.*** 5. you can check status of your application by logging in your WES account. It will show once they have received your documents, your evaluation report will take up to 20 days after your documents are received. Be patient. ***If you are using tracking with your courier and it shows your documents delivered but WES account doesn't show received don't panic. It takes up to a week for WES to update receiving of documents.*** 6. Once your evaluation is completed you most probably will receive an email. You can find pdf copy of your report by logging in your WES account. ***Check your report that everything is correctly mentioned.*** ***No need to wait for hard copy of your report for Express entry if you have got pdf version in your account. It is same and have your report number on it which you can use for express entry profile.*** ***Your ECA is valid for 5 years.*** Note: Do not ask any question if you have not read entire post. If the information is already posted here just check it out. I am no expert but will try to answer any question which I haven't answered here if and only I am sure about that. Will also edit the post and add the point. If I have posted anything wrong feel free to mention and I will edit the post. Good Luck. Cheers.
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What are the best features of Microsoft Office 365?
Here’s a breakdown of some awesome Features Office 3651. Work Smarter, EverywhereAfter buying Office 365, you also gain access to its accompanying mobile apps and browser apps. This allows you to access their cloud service from any up to date web browser on your desktop or mobile device. Even better yet, you don’t have to install Office software on your computer to do this.The mobile app allows you to access all of your Office 365 subscriptions and Office products right from your smartphone or tablet; this includes Word, Excel, Powerpoint, Onenote, and more. Cut the cord and stop working on your PC only — download the Microsoft Office 365 mobile app to stay productive, even while on the go.2. Enjoy 50 GB of StorageEach Office 365 user receives a whopping 50 GB of storage with Exchange Online; this can be used to save emails, calendar events, task lists, meeting notes, contact information, and email attachments.You can save some more space in your mailbox by utilizing the OneDrive cloud storage feature to share attachments.Your OneDrive storage is also synced to your device, enabling you to work offline on files. As soon as you reconnect to the web, the newest versions of your documents will be automatically uploaded to your cloud storage. The new versions of your documents will also be sent to any other connected device, including your phone or tablet — nifty!3. Edit Documents with Real-Time Co-AuthoringCollaborate online and see changes your team makes to shared documents within your Office apps as they happen with the real-time co-authoring feature in Word. Save your file to OneDrive cloud storage or SharePoint so your team can access the document and make any necessary edits or updates. You can also share it directly from Word by utilizing a handily integrated sidebar. As the publisher and access-giver, you can edit accessibility settings at any time.With the improved version control that was rolled out with Office 2016 co-authoring, you can see which changes to the document were made by which contributor and when the update was made. You can also easily revert back to a previous version of the file whenever you need to.4. Connect with Co-WorkersYou may not have known this, but Office apps include a Skype in-app integration. You can use this feature to instant message your teammates, share your screen during meetings and have audio or visual conversations — without even exiting the Office apps you’re working in. You can continue Skype conversations even after you close your office apps via your desktop or mobile version of Skype. The best part? Your team will receive unlimited Skype minutes.Source: Microsoft5. Send Links, Not FilesIt’s time to move away from email attachments. It’s never been easier to share documents for co-authoring!Simply upload your file to Office 365’s cloud storage. Then, write your email via Outlook or the Outlook web app. Rather than attaching your document to the email, you can insert a link to the file on your cloud. Outlook will automatically allow email recipients to edit the document you wish to share. You can always change permissions on any document at your convenience.6. Convert OneNote Items into Outlook Calendar EventsEasily configure OneNote items to tasks within your Outlook calendar. You can also assign tasks to colleagues, complete with follow-up reminders and concise due dates. You can also transfer meeting notes taken in OneNote via email to your teammates, and add important details (date, location, and attendees) to their respective meeting.7. Use Your Mouse as a Laser Pointer during PowerPoint PresentationsWith only a simple keyboard shortcut (Ctrl + P), your mouse can be used as a laser pointer during your PowerPoint presentations. You can also use the “presenter mode” commands while using this feature.The laser pointer tool has been a nifty trick within older versions of the office apps for years; however, it was only recently integrated for touch-screen devices. All you have to do is hold down on your device’s screen, and the laser pointer will appear.8. Create a Power Map Using ExcelTurn data into a 3-D interactive map with Power Map, one of the many Power BI-enhanced data visualization features that Excel has to offer. It comes with three different filters: List, Range, or Advanced. The Power Map will help you not only convey your data more effectively, but also support your claims by creating a tangible story from the numbers.
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As a startup founder of three years our legal housekeeping is a bit of mess, how can I best setup a system to organize and track
As a startup founder of three years myself, I can relate to how legal housekeeping can be messy. Once a year, I have our own lawyers go through and do an audit of all of our legal paperwork (which costs a couple thousand dollars to be extremely thorough, but it’s worth it). Luckily, there are now many ways to easily manage and track all of your legal, financial, and HR documents via third-party sites that specialize in these management proceedings. I wrote a blog post about this awhile back titled “5 Ways to Save Time Dealing With Documents” which highlights certain sites that can be very beneficial depending on what paperwork you’d like to track or manage. They are as follows:1. GroupDocsGroupDocs is a new, comprehensive online service for document creation and management. It has multiple features, including a viewer for reading documents in your browser, an electronic signature service, an online document converter, a document assembly service, a feature for comparing different versions of a document, and an annotation feature. An individual plan is $10 per month for limited storage and 500 documents, while a group plan for up to 9 people is $19 per user per month. Based on the number of features and pricing, GroupDoc is a good-value purchase for a small business. As you’ll see below, GroupDocs can be cheaper than a service that offers only one such feature.2. signNowWhen you’re closing a deal and need to get documents signed, the last thing you need is a slow turnaround due to fax machine problems or the postal service. The solution is to use an electronic signature service such as signNow, which is one of the most popular e-signature companies in the world. This service allows you to email your documents to the person whose signature you need. Next, the recipient undergoes a simply e-signing process, and then signNow alerts you when the process is completed. Finally, signNow electronically stores the documents, which are accessible at any time. As a result, you can easily track the progress of the signature process and create an audit trail of your documents. The “Professional” plan is recommended for sole proprietors and freelancers, and costs $180 per year ($15 per month) for up to 50 requested signatures per month. The “Workgroup” plan is geared towards teams and businesses, and it costs $240 per user per year ($20 per month per user), for unlimited requested signatures.3. signNowsignNow is another e-signature service. Similar to signNow, signNow allows you to upload a PDF file, MS Word file or web application document. Next, you can edit the document, such as by adding initials boxes or tabs, and then email them out for signatures. Once recipients e-sign the document, signNow notifies you and archives the document. signNow offers low rates for these services: a 1-person annual plan with unlimited document sending costs $11 per month. An annual plan for 10 senders with unlimited document sending costs only $39 per month.4. ExariExari is a document assembly and contract management service that assists in automating high-volume business documents, such as sales agreements or NDAs. First, the document assembly service allows authors to create automated document templates. No technical knowledge is required; most authors are business analysts and lawyers. Authors have a variety of options for customizing documents, such as fill-in-the-blank fields, optional clauses, and dynamic updating of topic headings. They also can add questions that the end user must answer. Once you send out the document, the user answers the questionnaire, and Exari uses that data to customize the document. Next, the contract management feature allows you to store and track both the templates and the signed documents. Pricing is based on the size and scope of your planned implementation, so visit their website for more information.5. FillanyPDFIt’s a hassle having to print out PDF forms in order to complete them. Fortunately, FillanyPDF is a service that allows you to edit, fill out and send any PDFs, while entirely online. This “Fill & Sign” plan costs $5 per month, or $50 per year. If you subscribe to the “Professional” plan, you can also create fillable PDFs using your own documents. With this service, any PDF, JPG or GIF file becomes fillable when you upload it to the site. You can modify a form using white-out, redaction and drawing tools. Then, you can email a link to your users, who can fill out and e-sign your form on the website. FillanyPDF also allows you to track who filled out your forms, and no downloads are necessary to access these services. The “Professional” plan costs $49 per month, or $490 per year.Switching firms can be a hassle. As a former startup attorney, I have a bit of advice about finding the right attorney for your business: it’s best to focus on the specific attorney you’ll be working with. He or she should have a solid understanding of the ins and outs of your business industry, a deep knowledge of the legal issues your startup may face, and previous work experience with startups to ensure a quality and efficient work product. This is absolutely key when matching our startup clients at UpCounsel to attorneys on our platform who can perform their legal work and hash out their legal projects in a timely manner. We also allow clients to store any and all of their legal documents directly on UpCounsel so they don’t have to go searching in alternative places for the correct paperwork. It’s proven to be a free and lightweight way to store legal documents that our clients love. Here's what it looks like:As I’ve mentioned, it’s more important to find the right attorney as opposed to the right law firm. And seeing as you’re a startup, our own startup clients typically save an average of 50-60% on their legal work, since the attorneys don't include overhead fees (a.k.a. the fees included for doing business with the firm itself) in their invoices.Hope this gives you a deeper look into what other sites and services are out there. If you have any questions or would like more information on how best to handle your legal housekeeping/ attorney matters, feel free to signNow out to me directly. As a former startup attorney at Latham & Watkins, I’d be happy to give you some guidance.
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