- Use our template editor or import your custom PDF documents
- Includes hundreds of standard SSA & VA forms and you can import your own
- Merge fields from client, claims, contacts, employee, and custom fields directly into your documents. We update the forms for you so they’re always up to date.
- Use your custom header and add your signature to documents
- Robust template editor allows you to create your own document from scratch or use our library of included samples to get you started.
- Use our Document Manager to easily search for and organize your documents by tags such as favorites.
- Copy and paste from Word documents directly into the template editor
- Once you create your merge document, send for e-signature with Adobe Acrobat CC*
*Requires Adobe Acrobat subscription
Sample SSD Merge Form
VA Merge Documents
Sort and search your templates with our best-in-class document manager. We upload forms for you and keep you up to date with the newest forms.
Easily create document templates with merge fields to send to your clients. You can paste from Word, export to PDF, and use our full featured word processor to create custom templates with images and more.