You can use DocuSign to send and sign documents electronically, eliminating the need to print, sign, and scan physical copies ...

You can insert a footnote or endnote in Word from the References tab of the ribbon. Both serve as supplemental information to ...

Discover how to build a customized Microsoft document management system for your business with the workflows, security and ...

What do you do if you receive a PDF document by e-mail and need to sign it and send it back? You probably print it out, sign it, and then scan it again before e-mailing it. It’s a tedious process and ...

Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan industry are still figuring out how to integrate it into their workflow. In a ...