Not Really Sure Where To Use PDF Master Forms? Here Are A Few Ideas That Could Help

Lexin-Ann Morales

man sitting with his cat while using master form for PDF

More than its ability to combine PDFs into one file, Master Forms is more than a file management feature. It’s central data that can be used to create multiple copies of your PDF–allowing you to produce a combined, organized, and accessible silo of your documents. While a master document such as Master Forms can organize numerous documents, this feature is also beneficial for all types of industries–making your organization’s data management even better than before.

You now have a Master form as the master document for your business–what now?

In this article, we will help you figure out how a master file such as Master Form can do wonders in your business–no matter which industry you are in, or the organization you’re at.

Read also: Why Your Business Needs Master Form Today

In our previous article, we talked about the importance of having a centralized document for your business. Now that you know the pros of a Master Form, here are some tips on where to use this master file:

Law firms

lawyers having a meeting in a law firm
Photo by RODNAE Productions from Pexels

A typical lawyer uses almost 100,000 papers a year–and most of the transactions include asking clients to fill out numerous papers. This doesn’t only hurt the environment but also wastes the time of clients with the repetitive filling out of forms. With the Master Form feature, you don’t have to bring and print a pile of papers for your clients to fill. Send a Master Form, ask them to fill it out once, and have all the linked PDFs populated with the same information significantly! The best thing? This master document also combines PDF to one file–allowing you to keep tracking of your online forms.

Real estate companies

property manager shaking hands with a client
Photo by Kindel Media from Pexels

Eager to ask for your client’s signature? With a master file such as Master Forms, your clients wouldn’t have to go through the long process of signing multiple papers. Instead of bringing heavy contracts in your bag, send Master Forms to your clients, have them sign once, and let the signature be generated into multiple copies onto the PDF.

Human resources department

HR personnel using a paper form while interviewing an applicant
Photo by Alex Green from Pexels

Needing to show a document to your boss and another colleague to have application forms approved? Our Master Forms allow you to share online forms easily through email, messages, and more. To share your online PDF documents, get a shareable link in the finished master file, and send it to your team anytime.

These are just common examples of where to use your Master Forms; but this feature is versatile in various industries and practices.

In addition to combining PDFs to one file, your Master Forms enables you to:

Streamline your data management

As documents continue to be digitalized, it is difficult to just store PDFs online in cloud drives. Without the proper renaming and organizing, your company data is at risk of being merged with different types of folders and unnecessary documents. As a master file, our Master Form is useful for centralizing your documents all in one place–you can link several PDFs to one document and access them in one storage. This saves you the time to storing paper documents in drawers–and the effort to rummage each cabinet just to find a form. (Who likes going through every single paper in drawers, anyway?)

Develop an Improved Workflow Process

Not only will you manage your data well, but you will also smoothen the traditional long method of internal processes in companies. A centralized document strengthens the organization of businesses–allowing you to make things easier for your employees.

An improved workplace leads to a happier workplace

An organized workplace promotes a positive effect for employees–not just better data management, but also for better well-being. Addressing the need for a streamlined internal process in the company allows you to focus on the things that matter: Your organization, your clients, and your goals.

Let our master document do the hard work for you–start to build your Master Forms now in these easy steps. For a detailed guy on how to create your Master Forms, watch our tutorial video below:


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