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What is the benefit of using Formstack Documents?

Objective:

  • Why use Formstack Documents over Document Automation?

Environment:

  • Formstack Documents
  • Clio Manage

Additional Information:

For more information on Formstack Documents please click here

Answer:

Formstack Documents and Clio's Document automation are very similar however Formstack Documents offers the ability to create documents in PDFs, emails, JPEG images, and Microsoft Office files. It also allows you to deliver the documents via email, e-signature, and postal mail.  Formstack Documents also has a template builder and allows you to upload your own fillable PDF form to be converted to a template.

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