David Dagley

David Dagley , CFP^®, is a software developer and Adobe javascript expert, with 15 years of financial planning experience. He is the owner and president of Forms Doctor Inc., a company specializing in workflow automation solutions and financial planning calculators for investment dealers, financial advisors, and investment firms.

Fill out PDFs on iPads

Fill out PDFs on iPads

If you're using PDFs on your iPad, there's one app that's best for that.

By David Dagley |May 8, 2013

2 min read

Decorative pattern

Planning and Advice

Time-stamp important documents

Sometimes it’s important to time-stamp a document. Here’s how to do it electronically.

By David Dagley |April 24, 2013

2 min read

Decorative pattern

Planning and Advice

Using PDF stamps in Adobe Reader

Sometimes, you may need to put an official stamp on a document for a client.

By David Dagley |April 10, 2013

2 min read

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