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.

Industry

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

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

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

Planning and Advice

Time to upgrade your Adobe Reader

Those who regularly work with PDF documents have likely come up against some challenges.

By David Dagley |March 27, 2013

2 min read

Planning and Advice

How to change your Web browser

If you’re using Windows XP and regularly fire up Internet Explorer to surf the Web, you’ve probably noticed websites load slowly.

By David Dagley |March 13, 2013

3 min read

Planning and Advice

Merging separate columns in Excel

Within an Excel document, you can merge data from two or more columns.

By David Dagley |February 20, 2013

2 min read

Planning and Advice

Encrypt client statements before emailing

When you need to get confidential paperwork to clients quickly, some will insist you email it to them. But that’s not the safest method to send sensitive information.

By David Dagley |January 30, 2013

2 min read

Planning and Advice

Automatically create PDFs

If you have PDF creation software, save time and create PDFs from other documents without opening them. Do this by setting up automatic drag and drop PDF creation. Follow the steps in the previous tech tip, Print docs without opening them, but use the PDF printer instead of a physical printer. If you have Adobe […]

By David Dagley |January 23, 2013

2 min read

Planning and Advice