How DaDaDocs Solved Document Management for an Australian Government Agency

How DaDaDocs Solved Document Management for an Australian Government Agency

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FACS, a government agency in New South Wales, launched the ChildStory program as part of its mission to provide social services to vulnerable children within the state.

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Managing legal documents for minors presents challenges including the need to search through hundreds of pages instantly, black out personally identifying information and obtain electronic signatures.

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DaDaDocs by PDFfiller provides all of this and more without having to leave Salesforce, ChildStory’s main platform, while meeting strict security requirements.

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The DaDaDocs integration provides a complete PDF editor, eSignature solution and form generator within Salesforce.

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The ChildStory program, commissioned by Family and Community Services in New South Wales, Australia, uses Salesforce as its main platform. Childstory had specific needs for document management that existing integrations couldn’t meet, including searching PDF documents, blacking out sensitive information and collecting eSignatures. PDFfiller’s DaDaDocs for Salesforce was the solution of choice for these important aspects of document management. This successful partnership with PDFfiller illustrates how other organizations searching for document management solutions inside Salesforce can use DaDaDocs.

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The full range of PDFfiller’s DaDaDocs integration can take hours off of an organization’s workflow by automating key aspects of document management within Salesforce. The intuitive PDF editor doesn’t require downloading any software or files to edit documents such as contracts and sales proposals. The complete eSignature solution means that any document can be signed instantly by anybody anywhere in the world. It’s also possible to generate fillable forms to collect and export data. These powerful features make DaDaDocs the ultimate document app for Salesforce.

1FACS and the ChildStory Project

Family and Community Services [FACS], a government agency in New South Wales, Australia, is tasked with protecting and serving some of society’s most vulnerable members such as the disabled, elderly and children in high risk homes. As part of this mandate, FACS initiated the ChildStory program to change the way caseworkers, courts, police officers, medical staff and other interested parties would come to view and relate to the children with whom they worked.

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Using best practices gleaned from the business world, ChildStory takes a child-centric approach to casework by weaving disparate documents from police officers, caseworkers, medical professionals and other interested parties into a seamless tapestry telling a child’s story. That’s how Salesforce came to be the centerpiece of FACS’s 100-million dollar technological program. The same tool that was critical for businesses and sales teams the world over was easily adapted to meet the needs of FACS workers by putting children and their stories instead of the nitty-gritty of multi-million dollar sales deals into Salesforce. This was one of the first critical steps in realizing the broader vision of ChildStory.

2Document Management Challenges Facing ChildStory

Handling documents involving minors poses several specific problems that required technological solutions – otherwise the entire project would have either ground to a halt or been forced to use a hodgepodge of solutions outside of Salesforce. Privacy laws dictate that names and other personally identifying information of minors must be redacted from documents. This presented several technological challenges that existing Salesforce PDF editors couldn’t meet.

3How DaDaDocs Works for ChildStory

DaDaDocs was able to find a solution to each document management problem that ChildStory posed. Here’s a detailed look at how DaDaDocs filled the gaps left by other Salesforce apps:

icon1. FACS caseworkers need to search inside PDF documents to quickly find each instance of a child’s name and other specific information. Manually skimming hundreds of pages of documents is both time consuming and error prone. DaDaDocs can search and find text in any native PDF.

icon2. Most PDF editors don’t actually remove blacked out information from a file. Instead, a black image is placed over the text leaving the original information visible to a computer. This was not acceptable to FACS, which is why they turned to PDFfiller to create a true black out feature. When text is blacked out, erased or redacted using DaDaDocs, the text is truly removed from a file, thus protecting confidential information.

icon3. Adding electronic signatures is another key function that FACS required as part of the ChildStory project. Documents often require signatures from community partners such as police officers, agents of the court or medical professionals. Getting eSignatures with DaDaDocs works seamlessly within Salesforce. There’s no need to even open a new browser tab. This makes it fast, easy and convenient to get any document signed.

icon4. Complete data security was another must for the sensitive nature of the ChildStory project. Many SaaS products indefinitely store a client’s data and even private documents on company servers. ‘Deleting’ a document is another optical illusion, whereby the user merely loses access to their own data. Security experts caution that this can have serious consequences in the event of a data breach. With PDFfiller, your data is yours: when you delete a document, it is deleted from our servers meaning that no unauthorized third party can ever access your documents after you’ve deleted them. We don’t store any deleted documents to mine them for data or use them to train machine learning algorithms.

DaDaDocs makes it possible for caseworkers in NSW to do all of this within Salesforce, which they already use as part of the larger ChildStory program. A document can be uploaded to or generated in Salesforce. From there, a FACS caseworker doesn’t need to leave Salesforce in order to open DaDaDocs. All that needs to be done is enter the child’s name or other personally identifying information in the search bar and select blackout. Once the document is saved, the caseworker can send out the document with full confidence that each instance of sensitive data has been completely obscured. Furthermore, the document is automatically deleted from PDFfiller and retained only in Salesforce.

4DaDaDocs for Any Organization

When confronted with the unique needs of the ChildStory project, PDFfiller responded with DaDaDocs. Today, the scope of the integration goes well beyond this specific use case. Any team that uses Salesforce, from a small sales department to a large corporation, can manage documents more efficiently with DaDaDocs.

The ChildStory program uses DaDaDocs to redact and sign PDF documents, but this is only the beginning. DaDaDocs can also generate interactive fillable forms that make it fast, easy and efficient to collect data from clients. You can easily use data from filled in forms as a Salesforce object or export it to Excel.

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The full featured editor in DaDaDocs expedites any process involving PDF and Word documents. There’s no need to download, print out or redo a contract or proposal with a typo – it can be fixed right inside Salesforce. There’s also no need to print out and overnight urgent documents that need to be returned as quickly as they were sent – any document can be signed without leaving Salesforce.

The government of New South Wales counts on PDFfiller to deliver with DaDaDocs for Salesforce. When child safety and welfare are on the line, there’s no margin for error when it comes to security and productivity.

For the complete paper, click on the link below:

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IRS Form 14039: Resolving Damage from Identity Theft

IRS Form 14039: Identity Theft Affidavit

No one is protected against identity theft these days. With computer technologies getting smarter, your sensitive information is always at risk. Each year the amount of data breaches grows. Unfortunately, the predictions for 2017 are also quite discouraging though we hope most of them won’t come true. However, if the worst comes to the worst and you’ve discovered that you`ve fallen victim to identity fraud, don’t wait. The earlier you start acting, the more chances you have to resolve damage from you identity theft. This is where the IRS steps in. It offers a solution for you which lies in completing IRS Form 14039. So how can you benefit from this document? Below is a brief yet comprehensive information about the form.

Who needs an IRS Form 14039?

If your identity has been stolen or you feel that your sensitive information is at risk, fill out form 14039. To put it short, the Identity Theft Affidavit is designed for actual or potential victims of identity theft. It is a kind of request sent to the IRS to mark individual`s account and identify questionable activity.

What is the IRS Form 14039 for?

Consequently, 14039 should be completed in the following situations:

  • in response to a mailed notice or letter from the IRS;
  • when filing 14039 form on behalf of another person, such as a deceased spouse or other deceased relative (Sections A, B, and D should be filled out).

With the 14039, you actually state the identity theft which affected your federal tax records or a statement of an event involving your personal information that may affect your federal tax records in future.

Whatever the case, you will need to describe your problem, explaining the reasons for your apprehension. The IRS will review your appeal and take action based on the information provided by you.

Is the IRS Form 14039 accompanied by other forms?

To get things going, you should submit one clearly legible copy of at least one of the following documents to verify your identity:

  • Passport;
  • Driver’s Licence;
  • Social Security Card;
  • Other valid U.S. Federal or State government issued identification.

But mind, if you are completing 14039 on behalf of another person, attach the documentation for that person respectively. Plus, make it visible and legible.

When is IRS Form 14039 due?

You can file this affidavit at any time when it becomes necessary. It is best to do it the moment you’ve discovered your identity has been stolen.

How do I fill out IRS Form 14039?

Luckily, 14039 is only two pages long. You will need to enter your personal information, indicate the reasons that made you to apply to the IRS, or the identity of the person you represent if this is the case.

Where do I send the IRS Form 14039?

You can send the completed form either via mail or via fax. Each of the methods depends on the specifics of your case.

For the final destination address of an IRS 14039, you should look through the last page of the form.

Hope your identity information is strongly protected. But if you have doubts PDFfiller is ready to provide you with the latest version of 14039 so that you can react quickly to any suspicious activity in your account.

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How to Extend Your Visa With the Form I-539

Form I-539: Application to extend/change nonimmigrant status

Every day a million of foreigners come to the USA to work, travel or visit relatives. Of course, they must have legal permission to stay in the country. At the moment, there are more than 185 types of US visas, that can be divided into 2 main groups: nonimmigrant and immigrant visas (“green card”). Individuals who don’t intend to obtain the status of a permanent resident must obtain nonimmigrant visas. For example, students and contract workers should receive such a visa. In most cases, they will need to complete the visa application before entering the USA. If a nonimmigrant visa expires or the individuals want to change their status (to nonimmigrant), they should fill out the Application to extend/change nonimmigrant status, form I-539. Let’s see how we should complete this application.

Who needs an I-539 form?

This form is used to extend or change the non-immigrant status of an individual. The nonimmigrant visas include student, work or visitor visas.

What is the form I-539  for?

As mentioned above, this form serves as an application for extending or changing nonimmigrant status. The application is usually completed by foreign students, workers, or visitors from overseas who have relatives in the US. The information provided in the form is used by the Department of the Homeland Security to make a decision on the applicant’s case.

What documents must accompany the form I-539?

This application must be supported by other documents. Usually, these are Form I-94 (Arrival-Departure Record), the documents which certify the financial stability of the applicant, and the application for a new nonimmigrant status. The applicant should also attach the proof of payment of the filing fee (if required).

How long does it take to fill the form I-539  out?

The estimated time for completing the form is 20 minutes. The applicant must complete the form before the expiration date of their visa or when there is a need to do it.

What information should be provided in the form I-539 ?

The form consists of several parts which should be filled in:

  • Part I – Applicant’s personal information (name, address, country of birth, date of birth, SSN, date of the last arrival into the US, I-94 Number, current nonimmigrant status, date of expiration);
  • Part 2 – Application type (check the appropriate box);
  • Part 3 – Processing the information (check the appropriate box and fill out the lines);
  • Part 4 – Additional information about the applicant (passport number, foreign address, questions about the applicant’s background);
  • Part 5 – Applicant’s statement and signature (this part contains the signature, date, name, email address, and telephone of the applicant); and
  • Part 6 – Interpreter’s Statement (if required).

Supplement 1 (should be attached to the form if more than one person is included in the application).
If the applicant needs additional space, a separate sheet of paper should be attached.

What do I do with the form after its completion?

The completed and signed petition is forwarded to the Department of Homeland Security.

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Form I-9: How to Verify Person’s Eligibility for Working

Form I-9: Employment Eligibility Verification form

When you find a suitable job offer in the USA and decide to work there, the first thing you will be asked to do on your first working day is to fill out the form I-9, Employment Eligibility Verification form. Actually, the name of the form speaks for itself: it’s used to verify if the employee is authorized to work in the USA. It must be completed both by the US citizens and noncitizen; by the employers and by the employees. But before filling out the form and accepting the job offer, the individual has to read the instructions to the form I-9 carefully and provide the employer the proof that they are authorized to work in the USA (US passport; permanent resident card; alien registration receipt card, foreign passport with an I-551 stamp, etc.). The employer has no right to hire individuals if they don’t have the authorization to work in the country. In case this rule is violated, the employer will have to pay a fine. As you can see, this form is very important for your employment. Let’s take a closer look.

Who needs a I-9 Form?

It is required to be completed, submitted, and approved by any individual that wishes to be legally employed in the United States. The form is kept by the employer.

What is I-9 Form for?

Individuals and individual business owners are legally required to certify employment eligibility of their workforce; this will assist in making certain that everyone is treated fairly, respectfully, and in accordance with the law. To do so, they need information that the I-9 provides.

Is I-9 Form PDF accompanied by other forms?

You should have the following documents in order to file the I-9: US Passport, a permanent residence card, a document authorizing you to be employed in the US, a school identification card, a document providing employment sponsorship from an approved individual or business, driver’s license, or birth certificate.
In the event that you do not have one or any of these documents, there are other options that you can investigate upon contacting the USCIS.

When is the fillable I-9 Form due?

This form should be completed for each new employee and renewed every three years of hiring. The I-9 must be the most up-to-date version of the form, so check this out before completion. The expiration date of this fillable I-9 is 3/31/2016.

How do I fill out I Forms 9 online?

Read the directions and satisfy any all requirements of the Form I-9 form – in many cases, application fees will not be refunded if they do not meet the regulations.
All information submitted must be truthful; any fraudulent information given may result in an investigation performed by the Department of Labor.

Section I of the form is filled out by the employee, and section II – by the employer.

Where do I send I Forms 9?

Employers are responsible for completing and retaining of the I-9 Form. The verification form is not forwarded to the US Citizenship and Immigration Services office, it’s kept by the employer for further inspection.

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Work History Report: How to Apply for Benefits with the SSA-3369-BK Form

SSA 3369 BK Form: Work History Report

When you apply for benefits and fill out the corresponding application for the SSA, you’ll have to provide other forms that evidence your disability and have detailed information about your job experience. In our today’s review we will lern how to file the SSA 3369 bk form which is the right document for such a case.

The Social Security Administration needs the information provided in the report to determine which skills (professional and educational) the applicants have and whether they can do their job now. For example, if your previous job was connected with manual labor and now you are not eligible for it because of your medical condition, the officials in the SSA can find the appropriate job for your according to your skills, experience, and education. The Work History Report is an important part of the process of disability determination.

Who needs the SSA 3369 BK form?

This form is used by individuals applying for social security benefits. The Social Security Administration requires it as a part of an application for social security disability benefits.

What is the SSA 3369 BK form for?

The work history report asks for all previous jobs of the individual (for the last 15 years) and for some important details concerning the positions. This information is used by the SSA to make a decision on how the health condition of the individuals affects their ability to work. It also helps the SSA to determine which work the disabled person can do and how important their job was for the national economy. Generally, the claimant has to show that health conditions (fully or partially) don’t allow him to perform the job duties anymore. The SSA officials evaluate how the claimant’s age, education and experience affect the remaining capacity to work.

Is the SSA-3369-BK accompanied by other forms?

The report is a part of a Social Security Disability claim, together with the SSA-3369 form.

When is the SSA 3369 BK form due?

You should submit this form when you decide to prepare your Social Security Disability claim and when you are in need of welfare payments.

How do I fill out theSSA 3369 BK form?

The claimant or other person on the claimant’s behalf has to provide the following information in the form:

  • Name
  • SSN
  • Telephone number
  • Information about the work for the last 15 years (job title, type of business, dates worked)
  • Detailed information about the previous jobs (rate of pay, hours per day, days per week, description of job duties). The individual who fills out the form has to answer all the questions and check all the boxes concerning his previous positions. Attach additional pages if needed.

The documents have to be dated as well. If somebody helps the claimant to complete the form, he should print the full name, address, email and sign the form.

Where do I send the SSA 3369 BK form?

This form has to be sent to the local Social Security Administration.