It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
It was easy to create Folders, upload documents, send invites and create an online File Portal. The online tutorials and the navigation steps in the UI helped to set things quickly.
The setup process is very easy. Free trial without a credit card is helpful. The online help with instructions on how to configure Invites, Send Them and then have the receiver review was very easy.
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