Looking for ways to make your PDF document a little more eye-catching? Adding a background is one option! Many of us get bored from staring at a bland white document on a daily basis. It’s nice to be able to add a little more personality to your document, especially if it is for a brochure, presentation, or anything else that is supposed to be visually appealing to its audience.
In today’s tutorial, I’ll show you how to create or edit backgrounds in your PDF files. This is useful for a variety of reasons, including the ability to create reports with the same background image, color, or logo on every/multiple pages. Instead of adding a background to each page manually, you can do it all at once or in a few quick batches if you have different ranges in the same document.
1. First, go to the “Edit “tab. Once you click on it, you will have the ability to add, update, or remove backgrounds by selecting “Background.”
2. You can select whether to add a color, image or PDF as your background.
3. If you want to change the color, click on the eyedropper tool.
You’ll see a cross appear on the last color swatch to the right. Click it to open up the custom palette.
4. After selecting “Add”, your files will look something like this:
The colors will only show through the areas that don’t have any content covering it up. You can also add images or PDF files from your computer as the background image.
5. Adjust the opacity, size, and angle of rotation under “Appearance.”
You can also adjust the overall positioning of the background image, as well as the range of pages that this background will appear on.
6. Once you click “Add”, you can always go back and change or update your background. All you need to do is simply go back to Edit > Background > Update. You can also save the settings of the background for next time.
7. If you are unhappy with the background, or are working on a file that already has a background and was created in a different program (such as Adobe Acrobat for instance), you can remove the background.
Other Useful Tips:
Perhaps you have added a background but found that it’s not showing on certain pages.
This may be because there are other layers on top of the background that already exist in the document and are preventing it from being seen. To see if this is the case, select the top layer, and drag it aside or delete it to reveal the color below.
There you have it! This is how you work with backgrounds in PDFelement. The interface shown in this post was that of the Mac product, but the procedure is very similar for Windows. Any questions or tutorial requests? Comment below!
We also have an online forum where you can get your PDFelement questions answered. See you there!
At PDFelement, we believe data security is of the utmost importance. With the recent introduction of GDPR regulations, certain departments are finding the right tools and methods for familiarizing themselves with data security. In today’s post, we’ll discuss what GDPR means to HR professionals, and how PDFelement can help.
One primary challenge that HR departments face is the issue of keeping sensitive personal information completely secure and confidential. This need for data security is what has lead to the introduction of a law like GDPR – General Data Protection Regulation.
The Idea behind GDPR
Legislation has failed to keep up with the tremendous speed at which big data and technology has advanced, specifically when it comes to gathering, storing, and protecting data. Therefore, GDPR has been designed for enhancing data protection as well as the right to privacy for EU citizens, thus giving them more control over personal data and the way it is used.
Meaning of GDPR for HR
GDPR is a summarization of those legal requirements that need to be met by a company handling the personal data of EU citizens, including the personal data of employees. Companies that fail to fulfill these regulations and are found misusing the personal information will have to pay some very hefty fines.
HR teams require consent
Consent is an important part of the foundation of the new legislation, and GDPR explicitly states that companies can make use of the personal data only for the purpose it was given for. So, for HR teams, employees must opt-in to allow the employer to use personal data and they should be informed, in detail, how their data will be used. This can be done as an option the candidate checks off on a PDF form and digitally signs using a program like PDFelement, to make their consent explicit and legally binding.
This means HR teams must be transparent regarding the data being collected, the purpose for which it is being collected, and the way it will be used. One simple way to clarify this is by handing out a privacy statement that all employees sign. Again, using programs like PDFelement, you can easily create and share privacy statements in PDF format. After that, as part of the HR team, you can only use the data for the given purpose outlined in the statement. If you want to make use of the data for a different purpose, then you need to get written permission separately.
Data rights for employees
GDPR also extends the rights of those individuals whose data is being used or processed. Such individuals are referred to as data subjects, and the extension of rights has enhanced their entitlement to have their data corrected. In fact, they also have the right to restrict or object to data processing although such rights are commonly not raised in an employment context.
Right to be forgotten
GDPR also states that employees have the right to be forgotten and they can withdraw their content which means that HR teams must think about what withdrawal of consent means for the system. For instance, are their procedures put in place for deleting employee data? Or, how can you ensure that you are getting rid of every last trace of information stored in your system? Is your entire team completely aware of the importance of complying with GDPR? All these things must be taken into consideration when devising your data-driven HR strategy.
Data privacy is becoming an increasingly important issue, and failure to comply with the GDPR requirements will only lead to trouble which is why it is important to ensure that HR teams fully understand GDPR.
What PDFelement Can Do
PDFelement has many features available that help in the process of protecting sensitive and confidential information of employees and candidates. Permission restrictions, redaction tools, watermarks, and digital signatures ensure that the data you are collecting or sharing is fully protected against any sort of unauthorized breach.
What are your thoughts on GDPR for HR teams? Let us know in the comments!
As part of our Back to School promotion running until September 14th, we are highlighting the ways that PDF software can be useful when it comes to education. This time, we’ll outline the top 5 uses of PDF tools for instructors!
With the beginning of the school year comes many challenges for instructors. They return back to long days of teaching, lesson planning, and marking assignments. Their days are packed, so any tool that will help make their lives just a little bit easier is one they should likely invest in.
An instructor’s main concern should be on educating their students – helping them understand concepts, explaining and listening to different viewpoints, and giving students all the tools they need to absorb information so they can use it in the future. They don’t want to think about the mundane aspects of their job like how to best markup student papers, share learning material, or fill out a tedious form. This is why a PDF solution like PDFelement can be a real time-saver for instructors now that the school year is starting back up again!
Here are the top five ways PDF editing tools can make your life easier as an instructor:
1. You can mark assignments electronically
Since everything is done online these days, it makes sense that marking assignments is often done electronically rather than in hard copy as well. Luckily, tools like PDFelement have an abundance of annotation tools. With PDFelement, you can leave comments or sticky notes to draw attention to a certain point or concept, or you can highlight certain sections that you’d like a student to change or review. Not only will you be able to easily make these changes, but you can also easily send the marked up file back to the student who can read and review the changes using PDFelement as well.
2. You can share learning material effortlessly
As well, many learning materials are now provided to students in electronic format – either through files or links to educational websites. With PDFelement’s editing features, you can easily put together reading packages for your class, using tools to manage, organize, split pages, add bookmarks, and more. If you do decide that you want to print out the reading materials for your students, you can also easily print to PDF using PDFelement. As well, PDFelement’s OCR features lets you easily scan material from a hard copy textbook that can then be edited and added into the reading package or shared electronically with your students. Most PDF editors allow you to compress and reduce large pdf files as well, so they can be easily shared without compromising quality. This can come in handy when you want to send material to students via email or other platforms online.
3. You can quickly convert files
PDFelement lets you export PDFs into other editable formats like Microsoft Word, PowerPoint, HTML, and more, while preserving all formatting from the original document. Perhaps you have material in PDF format that you want to present to your class. You can easily export your PDF into a PowerPoint presentation. You can also convert other file formats to PDF effortlessly, while retaining the same formatting and look as the original. Perhaps you require your students to send their papers in PDF format to ensure that no formatting gets misaligned in the process of sending. Students can easily convert their paper written in Word to PDF format with PDFelement, which will help make your life a lot easier when you are reviewing and marking the paper.
4. You can read up on material for lectures
Most PDF editing tools come with relevant layouts and settings that offer you advanced reading experience with smooth scrolling and fast search. If you are researching concepts online to include in your next lecture, or if you need to view online PDF content, you can do so easily with tools like PDFelement. You can also markup the text as you go, making notes on what you want to include in your lesson plan, or highlighting certain sections.
5. You can share and fill out forms easily
With PDFelement, you can create or edit PDF forms either from scratch or from a template using automatic form field recognition. This is really helpful if you need to create a form for your students to fill out. Perhaps you want to gather feedback about the class by having students fill out a form. Or you might require your students to complete monthly assessments on their work by filling out forms, either online or in hard copy. You can easily create these types of forms, and your students can easily fill them out using PDFelement. Plus, with digital signatures, you or your students can electronically sign forms for saved time and convenience.
We hope this school year will be a little easier with the help of PDFelement! If you have any other tips for instructors, let us know in the comments below!
Stress has become a permanent fixture in modern society, especially in the workplace. Statistics show that the most common cause of stress is work-related pressure.
Stress can be a big deal – long-term stress can cause many health problems such as depression, obesity, diabetes, and heart disease among employees. In addition, the employer ends up paying more in health costs and experiences higher absence rates among staff, loss of productivity, higher turnover, and less employee engagement overall. This is why learning how to handle stress is important.
Here are our tips for handling stress in the workplace:
1. Stay on top of your tasks
Planning ahead can go a long way in dealing with stress at work. Being organized will help you get to work on time and will bring more efficiency to your work. Adding more tools like PDFelement into the mix can help. PDFelement increases efficiency with seamless pdf editing and creation tools, plus it gives you the ability to easily work with scanned documents. Plus, there are any number of other document management tools that will help life the stress right off your shoulders.
2. Keep your workspace comfortable
Physical discomfort can also be a cause of stress at the workplace. If your office chair is uncomfortable, then you will have a sore back which will make you more reactive to stress. Ensuring a comfortable, soothing, and quiet workspace can help in managing stress at work. Also, giving your desk personal decorative touches makes it feel homier, and therefore less stress-inducing.
3. Identify stressors
Mentally recording which situations cause you stress so you can prepare better for them in the future is another method for managing stress at work. Make a note of your feelings, and remember details about these situations so that you can find a pattern for how you manage and cope with these stressful situations. Remember to take deep breaths every now and then too!
4. Make sure you get enough sleep
Poor sleep can also be a contributing factor to stress because lack of sleep hinders your ability to deal with stress and negatively affects your outlook and mood. But sometimes you can’t help having a sleepless night. So how do you relieve stress at work if you are irritable and on edge from lack of sleep? These tips can help you get a manageable sleep schedule:
Regular exercise releases endorphins and provides a boost to overall well-being that helps reduce stress.
Aim for 8 hours of sleep to make sure that your body and mind are fresh and alert.
Turn off your phone and TV at least an hour before sleeping because staring at a screen shortly before trying to sleep damages your sleep cycle
Avoid going to sleep late as much as possible – it can have long-term effects on your overall sleep schedule
5.Make friends in the workplace
Having positive relationships at work is extremely effective in reducing stress at work because it provides a support system. Talking about your work problems with your co-workers can help to curb negative thoughts. Leave your phone at your desk during lunch and interact with your coworkers instead. Finding humor in stressful situations and laughing is also another effective strategy for dealing with stress because research shows that laughter reduces stress and tension.
And there you have it – hope you enjoyed these tips! We’d love to hear your thoughts in the comments below.
Have you noticed other users getting updates but don’t know how to get them yourself? Are you unsure if you have the latest version installed? In today’s post, we’ll discuss how to install the latest version of PDFelement and make sure you are getting all the updates. This quick tutorial will ensure that you are able to a) determine the exact version of PDFelement you have installed, and b) set up manual/automatic updates.
First, here is how to check which version you have installed:
1) Go to “PDFelement 6 Pro” tab > “About”
2) A pop-up will appear.
1) Go to “Help” > “About”
2) A pop-up will appear.
Secondly, if you want to know how to set up manual or automatic updates, simply follow these steps:
1) Go to the “PDFelement 6 Pro” button > Preferences
2) A pop-up will appear with 3 options. Click on “Update.”
3) You will get the option to either manually check for updates (which is good for people who like to wait and see how others find the new update before switching over themselves), or automatically have the system check for you. You’ll be able to set it for daily, weekly, or monthly checks.
If you don’t think you have the latest version, you can always hit the large “check for updates” button at the bottom of the pop-up. Or, alternatively, you can go to “Help” > “Check for Updates.”
1) Go to “File” > “Preferences” > “Update”
2) A pop-up will appear. You can select to “Turn off automatic updates” or select the frequency you would like PDFelement to check for updates.
Similar to the Mac product, there is also the option to quickly check for updates without leaving your current screen: Go to “Help” > “Check for updates.”
And there you have it! This is how you check which version of PDFelement you have installed, as well as how you can set up update frequencies for PDFelement.
Any questions or tutorial requests? Comment below!
We also have an online forum where you can get your PDFelement questions answered. See you there!
Continuing on with the Back to School theme (PS: there’s still time to get your discount), we’ve got another blog post for those eager returning students! Today we discuss how technology increases your ability to learn.
With technological advancements, the field of education has undergone an evolution. Technology and education now go hand-in-hand as, and technology brings greater access to educational tools than was ever available before.
With this technological shift, many people have wondered, does technology actually help people learn? Or does it serve as more of a distraction that takes away the need for personalization and social skills? The truth is, there’s a reason why technology is being used so heavily in the classroom these days to assist with learning, and in our minds, the benefits of technology outweigh the cons when it comes to education.
Here are just a few of the ways technology tools can help people learn:
1. Higher quality learning material that’s easily accessible
Teachers can now present a much fuller spectrum of information to their students, thanks to many tools and informational material found online. They can also use presentation tools to aid them in creating more visually appealing and interactive presentations for their students.
Teachers can also learn the topics more easily themselves before they present it in class, and prepare for any questions that students might have for them. '
2. It’s easier for students to voice their opinions
With more technological tools now available, students can now participate, without necessarily having to speak up in class. Students feel more comfortable contributing to classroom discussions through things like online chat tools and discussion forums. This is especially helpful for more reserved students who might have opinions or questions, but don’t want to bring them up in front of an entire classroom full of people.
Plus, instead of submitting paper assignments, classwork can be e-mailed to the instructor. Students can contact their teacher and discuss any problems that they might have at any time.
3. Allows for interactive learning sessions
Multiple tools are currently available to help enhance learning and make the process more interactive for both teachers and students. These include:
Online collaboration tools: Students can share and edit documents through a common platform. This saves time and allows for the collaborative generation of ideas.
Presentation software: PowerPoint and other similar presentation tools can be used both by the instructor and students to present topics using high-definition pictures and videos, animations, GIFs, and more. Visually aids help make the presentation more interesting and the information more memorable.
Tablets: These can be connected to a PC, cloud, or projector to display and share information with exciting visual aids as well.
Course management tools: These digital tools allow teachers to organize class-related data including grading systems, syllabus, document sharing, etc. One such example is Canvas, though there are many others.
Smartphones: A class group may be created on any chatting platform which allows for sharing of information quickly and easily.
Lecture capture tools: This allows you to record lectures and then upload them online, making information readily available for a wider audience.
As you can see, technology can make the learning process a lot easier and more accessible for both students and teachers. It can also cut down on classroom costs and time wasted. Even parents can log on to the school website and check their child’s progress. With everything from online development workshops to even tools like PDFelement where students can easily collaborate, fill forms, or convert files, you can learn so much and get so much done, often with just the click of a button.
All in all, technology can facilitate learning more easily than ever before. Though some people feel it has some detractions. such as hindering interpersonal skills, there are still clear benefits that can’t be ignored.
What are your thoughts on the role of technology in education? Let us know in the comments!
As part of our Back to School promotion running until September 14th, we are highlighting the ways that PDF software can be useful when it comes to your education. This week, we outline the top 5 uses of PDF editors for students!
It's that time of year again - time to get ready to head back into the classroom and start another semester of assignments. Ever tried completing an assignment in PDF format or signing a PDF application form electronically? If so, you’re likely aware that editing a pdf can be difficult without the right software.
We all know that students barely have enough time as it is, and the little time they do have should not be wasted trying to figure out how to edit a PDF. With a decent pdf editing tool, you don’t have to go through the hassle of having to print a form, complete it by hand and scan it back onto your device before sending it back.
Here are the top five ways pdf editing tools can make your life easier as a student:
1. For collaborating on group projects
Pdf editors allow you to create pdfs from scratch, scanned hard copies, or convert digital documents. Top pdf editors also include OCR technology that allows you to edit scanned text, and they let you easily transfer PDFs from your device to other devices and vice versa. This means you can fill out your assignment in pdf on your desktop at home, et view it just as easily on your smartphone. Plus, you can easily collaborate with your classmates as well, by using annotation markup tools such as highlighting, commenting, and more. This way each member can participate in the review process for a group project.
2. For converting files to different formats
A good pdf editing tool allows you to export pdfs into other editable formats like Microsoft Word and PowerPoint, HTML, or plain text, maintaining the original files hyperlinks, images, and other elements, while preserving the original formatting. You can also convert other file formats to PDF effortlessly, still retaining the same formatting and look as the original. Perhaps you did a class presentation in PowerPoint, but want to preserve the slides later in PDF format. This is easy to do with tools like PDFelement.
3. For the ability to compress assignments and share them easily
Most pdf editors allow you to compress and reduce large pdf files to optimum sizes so that they can be easily stored and shared in smaller capacity without compromising their quality. This can come handy when you want to send assignments to professors via emails or when you need to upload a large Dropbox file for your group project.
4. For reading e-books and online content
Most pdf editing tools come with relevant layouts and settings that offer you advanced reading experience with smooth scrolling and fast search. If any of your textbooks are online, or if you need to view online PDF content, you can do so easily with tools like PDFelement.
5. For form filling
With PDFelement, you can create or edit PDF forms easily, either from scratch, from a template, or by converting a Word doc to a PDF form using automatic form field recognition. This is really helpful if you need to complete an application form such as a student loan request, request to get entry into a campus club, or request to get entry into a program. Plus, with digital signatures, you can electronically sign the form and it will be legally binding.
We hope PDFelement will help make your school year a little easier! If you have any other tips for students, let us know in the comments below! And remember to check out our Back to School promotion and discover how you can save big!
The ability to create a form can come in very handy. You can make complicated and lengthy documents – such as contracts or applications – fillable and easy to complete within minutes. You’ve likely played around with the text field properties to see what you can do to make your forms even more awesome and accessible, and you may have come across a drop-down menu full of mouse triggers. Typically, mouse triggers are used to set off specific actions, such as refreshing the form or opening a link online.
Have you ever wondered what mouse triggers actually do? Or why there are six different actions? When I first learned PDFelement, I ignored mouse triggers because I only needed one action to do what I wanted with my form. But my curiosity got the better of me, and I figured that many of you might be confused and seeking answers as well.
After reaching out to a former customer service representative who really knew the ins and outs of the software, and doing a bit of experimentation myself, I’ve come up with a definition for each trigger.
Mouse up: The release after a click. After the mouse’s button goes up, this action will ensue.
Mouse down: The mouse-click. When the mouse’s button is pressed down, this action will ensue.
Mouse enter: This action will ensue when you move the pointer so that it enters the form field.
Mouse exit: When the pointer leaves the form field, this action will ensue.
On focus: This action will ensue when the form field has been clicked on and is being focused on.
On blur: When the form field is out of focus, which happens when another place or button has been clicked, this is the action that will ensue.
Other quick fun facts for form field properties:
The options for formatting List Box properties can be a little tricky too. Here are a few keywords:
Sort items: this will reorder the listed items numerically and alphabetically.
Multiple selection: this will allow users to choose more than one item on the list.
Commit Selected Value Immediately: this will save the value as soon as the user selects it. If this option is not selected, the value is saved only when the user exits the current field or clicks into another form field.
I hope this article gave a thorough explanation of mouse triggers and how they work. Was there anything in this article that surprised you? Drop a comment below, and make sure you let us know what other functions you want to learn more about in the future!
We also have an online forum where you can get your PDFelement questions answered. Hope to see you there!
Now that we’re winding down to the end of summer, it’s the perfect time to get that one last trip in. Luckily, with digital tools like PDFelement, you can create the perfect travel checklist, minus the hassle!
As much as traveling can be fun, making a travel checklist prior to your trip is not always as enjoyable. Luckily, through the use of digital tools, you can make the process a bit easier. Whether you have a separate checklist for different areas like packing, itineraries, etc., or an entire vacation checklist that encompasses everything you need to do, bring, or see on your trip, tools like PDFelement can help you create the ultimate travel checklist.
Your ultimate travel checklist should contain the following information:
First of all, we recommend taking a rolling bag if you want to be able to move about easily. It will fit most of your clothes and accessories, but will still be easy to move. Take into account what the weather will be like at the destination you’re visiting so you can bring the appropriate clothing. Plus, don’t forget about toiletries, and what items you’re allowed to bring in your carry-on!
Planning an itinerary involves doing a lot of research on what sights there are to see in the location you are visiting. It also involves taking into account the interests of each person you are traveling with and planning activities that cater to everyone. You’ll also need to plan your flight times, accommodations, meal times, etc. to ensure your trip is organized and that you can enjoy it to the fullest!
Ensure that you collect all relevant papers before traveling including your passport, visa (if required), ID card, cash and credit cards. Also add health and travel insurance, emergency contact list and scanned copies of all these important documents in your bag or wallet in case you lose them. Write them on your travel checklist, so you don't forget!
·Home Security Measures
Another part of your travel checklist should always involve security measures that you’ve put into place for while you are away. If no one is available to look after your home or you do not have anyone staying behind, ensure that you lock your home securely and turn on all alarms before you leave for your destination. There are various apps available that allow you to monitor your home while away. If you can’t travel with a pet, ensure your pet will be properly looked after too.
So, how can PDFelement help you get the most out of your travel experience? You’ll be able to make use of the following features:
Scanning and OCR features – make copies and scans of important documents such as passports and use OCR to edit the content in these scans if required
Annotation and collaboration tools – send the itinerary to your friends and travel partners so everyone can edit or add comments!
Form Filling Tools – fill out travel forms or documentation quickly and easily
Digital Signatures – sign important application or documents easily with PDFelement’s digital signature functionality
Conversion to other file formats – If you have an Excel spreadsheet for budgeting, accommodation planning etc., you can easily convert it to PDF. OR if you would rather plan out your trip in Excel you can convert a PDF to Excel or other Microsoft Office file formats as well.
PDF Viewing - lastly, you can read an e-book while relaxing on vacation - what better way to get away from the daily grind!
Don’t miss out on your last chance to have a blast this summer! Install PDFelement, and start planning your trip!
Have any other tips on how to create the ultimate travel checklist? Or just travel tips in general? Let us know in the comments!
Today, we will be walking you through the steps for setting the tab order on your forms on PDFelement! I find that I’m filling out more forms digitally than I used to, and some of them get quite lengthy. While my Mac’s track pad is quite easy to use and more sensitive than the one my other laptop had, it’s still nice to restrict all my movement to keyboard shortcuts and prompts when I’m filling in these forms. I really appreciate a form with a tab order that makes sense and takes me through the fields chronologically and naturally. I want to feel that the tab order is taking me through the form in the way that I would go about it if I were filling in the form manually.
After you’ve completely put in all your form fields, and placed them where you want them to appear, you can select “Show Tab Numbers” on the right-hand side. Or, right click to select the option from a drop down menu.
You should see purple boxes with numbers in them appear in the top left corner of each form field. This indicates the current order that the user will be tabbing in. The numbers are assigned in the order that you created the fields in.
To change this order, simply begin clicking on the boxes in the order that you would like them to be tabbed in. You will find that the boxes will change into their new order numbers as you are click the next box in the sequence, so don’t panic if they aren’t changing right when you click!
Once you reach the last box on the page, there will be a pop-up asking whether you’ve completed the action of setting the tab order. Click “Yes” to confirm and “No” to continue editing.
The process of setting up the tab order is similar in the Windows version of PDFelement. I will briefly summarize the steps and bring up the points where it differs:
1) To bring up the menu to set tab order, you must right click on any form field to select “Set Tab Order”. The purple boxes will appear in the same place. The sequence will be set by the order in which the fields were created in.
2) Once you have clicked on all the boxes to assign the order that you want and are satisfied, click “Yes” to confirm and the purple boxes will disappear.
Tab orders are set by page. This means that the first field of each page will begin at 1. However, this will not affect the user’s workflow, as the last box on page one will tab into the first box on page 2 and so on.
Although you are setting the tab order by page instead of by document, save this task for the very end when you have input all the necessary fields, as you need to start at “1” to set the order on each page.
The confirmation pop-up will appear after you click the last unclicked box each time you complete a page. Make sure to click the last box, even though at this point, the number will be what you want. Otherwise, you won’t be able to save your work.
If you are done editing the tabbing sequence for the time being and would like to hide the purple numbers, simply:
a. Mac: Click on another field editing option (such as form field recognition) to let the program know that you would like to exit “Show Tab Numbers”.
b. Windows: Right click again and de-select the option to “Set Tab Order”.
There you have it. This is how you set up tab order in PDFelement. Any questions or tutorial requests? Comment below! We also have an online forum where you can get your PDFelement questions answered. Check it out!
Creating a user manual in digital, PDF format can provide the best reading experience for your users.
Before you understand how to write a manual, you need to understand the purpose of a user manual. A user manual educates the user about the features of the product while also teaching him or her the method of using these features in an effective manner.
A user manual should be easy to read and refer to. Creating a user manual involves a number of things, the first being the content you include. The content should be clear as well as concise so that users can get the answers they’re looking for quickly.
How to write an instruction manual
Before you start writing a user manual, you need to define your target audience clearly. You can develop a profile for your users either informally by making assumptions about their characteristics or formally by creating a detailed, written profile.
You should write and format the user guide in a way that is easy for the users to understand. If your user doesn’t have a technical background, then you should go for clear and straightforward explanations instead of highly technical language. Moreover, you should organize the text such that it follows the way users think which means that it is better to group the product features according to function instead of grouping them according to their frequency of use.
Another thing that you must remember when talking about how to write a manual is that you should write down the problem that the user is aiming to solve in detail followed by a solution. Of course, offering a solution to general problems is a good idea when you are marketing your product. However, once the customer purchases the product, he or she must figure out how to use the product. So, make sure to identify problems that users might face, mention them in the manual, and then provide steps on how to solve them. In case of a complicated issue, break it into smaller parts.
Formatting and Appearance of your User Manual
Now that you have the content of your user manual, you can focus on the other things involved in the creation. You first need a cover page and a title page if your user manual exceeds one page. Similarly, if your manual is more than 10 pages long, a table of contents should also be included.
Make sure to insert graphics that support the text to make the manual more visually appealing and easy to read. You can add screenshots and illustrations to explain certain points more easily, especially in complex procedures.
Make sure to choose readable fonts since the primary quality of a user manual is that it can be easily read. For an effective user manual, it is best to stick to only a few fonts that complement each other.
Now that you have finalized the fonts and the pictures, you need to think of the layout and what should be places where on a particular page.
Finally, make a user guide template so that while you type a particular section, the text is displayed in the font you selected automatically. Finally, before you start making your own manual, make sure to go through some instruction manual examples to have a clear idea.
Remember, tools like PDFelement can easily help you put together a PDF user guide that is easy to read and navigate, while looking visually appealing.
Have any other tips on creating user manuals? Let us know in the comments below!
Imagine this: You have a long report. We’re talking hundreds of pages long. Do you want to have to scroll all the way down to chapter 30 manually? Or would you prefer an interactive table of contents that links you directly to different sections of the document in just one click? In this week’s PDFelement tutorial, we’ll go over how to create a table of contents for your PDF files, whether it be a portfolio or e-book!
First, you’ll need a table of contents page. If you don’t already have one, you can create one in PDFelement under File -> New -> Blank. You can type up your content and adjust the formatting. Make sure to include page numbers that correspond to the pages in your document.
Personally, I find it easier and quicker to create my table of contents in Microsoft Word and then export the file as a PDF. I find that Word has a wide variety of formatting tools more suited to creating a nicely aligned table of contents. There are also templates available to make the whole process go by even more quickly!
Once you are finished with your table of contents, open the PDF file in which you would like to include your table of contents.
Head over to the “page” menu. Add the table of contents page that you just created by selecting “Insert."
Choose the option “From PDF” from the drop-down menu.
Next, you’ll need to link the page numbers to their target pages. Under the “edit” menu, select the “link” tool. Draw a box around the page number. A pop-up should appear once you finish your box. Make sure to choose “go to a page view.”
Hit “set link”. Then, scroll to the page that the link should lead to and click “confirm”. Use the same method to link the rest of the page numbers.
And that’s it. This is how you set up your interactive table of contents in PDFelement! Note that this tutorial was shown through the Mac version of the software, but the Windows version has the same steps for creating a table of contents.
Any questions or tutorial requests? Comment below! We also have an online forum where you can get your PDFelement questions answered. See you there!
Government departments and legal agencies are constantly looking for new ways to improve the efficiency of creating and editing documents to provide to the public as well as share with clients.
With the constant risk of cyber-attacks, and the advancements that technology brings to the workplace, any document can be exposed and made vulnerable. Important government documents can be easily altered and changed according to the need of the hacker if they are not distributed in a proper and secured format.
For an electronic document to be admissible in court, it has to be created in a file format that cannot be altered without an electronic footprint. PDF files can provide this. They can manage to meet all legal requirements and can also be accepted in court.
For the protection and safety of official documentation, the government and legal sectors are now moving towards using solely PDFs as a means of communication with each other as well as the public. However, safety is not the only reason to choose PDFs. In fact, it is beneficial to use the PDF format for several reasons.
PDF files are accessible
When creating a document for the government, the government agency or any company that does business with the government, you need to ensure that the documents they create meet all accessibility guidelines for people who have disabilities.
All PDF software contains tools that allow users to check for any accessibility issues that someone may encounter and even helps to fix them. As a result, the final PDF is accessible to almost anyone.
PDF files are interactive
Government documents can also require multimedia files such as audio and video clips. Even legal documents need proof of evidence that may be present on tape; for this reason, using a PDF software is usually a better choice. A PDF format allows you to add these videos and audios and it also helps to provide fillable forms that can help collect responses from people.
Word documents, on the other hand, need to be filled by first being printed out, then signed and then scanned and sent back to you which is a big hassle for all parties involved.
PDF format is universal
When creating documents using Word, anyone who receives your file must have the same software, to open it as well as the same fonts. If they don’t, then they will convert the file which can affect the document formatting, causing problems for both the receiver and the sender.
PDFs, on the other hand, have no such restrictions. You only have to create your document using a PDF software, and anyone will be able to open and read your document regardless of the device used.
PDF software is secure
When dealing with documents belonging to the government or the court, you need to make them incredibly secure so that no third party can gain access to these documents. A common word processor does allow you to password protect your documents and encrypt them, but that is all. Password protection isn’t all that effective in many cases, because there are ways to get around it.
With PDF format, you can set an open password restriction on a file and only permit authorized individuals to access it. You can also prevent people from editing or printing your file by encrypting the contents of your documents with a permissions password.
This software also allows you to redact sensitive information.
The top priority of both the government and the legal sector is to protect their data and to make sure that no changes occur; both of which can be achieved with PDFs.
By using tools like PDFelement, you can make use of all these tools to create more secure and accessible documents appropriate for both your clients and the public.
What are your thoughts? Let us know in the comments below!
The week’s just started, and you know what that usually means - your brain is in need of a reboot! Read on for some handy tips on how to improve your productivity at work by clearing your head and keeping your brain functioning just right!
Studies show that when you’re extremely stressed out and in desperate need of sleep, some of your skills start to slide. It’s difficult to fully comprehend your surroundings, and you tend to lose focus. Performing the simplest of tasks becomes a challenge in itself. Stress can disrupt the way your brain functions and can significantly slow you down.
To get back on track, you need to take a break and reboot your brain; however, this is often easier said than done. I mean you can’t exactly just decide to take a quick nap in your workplace. Your boss may not fully approve. So, how can one reboot their brain and energize their mind once again?
Here are some tips to help you feel less tired:
Adjust your schedule according to your energy levels
Not everyone is a morning person. For a lot of people, waking up early is not that easy. It only seems logical that if you try to do your work at hours when your energy level is down, and you’re feeling sluggish, you probably won’t be very productive. The solution is simple: to reboot your brain, you need to reboot your schedule. Change your routine and do your most important tasks at a time when your energy levels are high, and you feel fresh. This way you’ll be able to complete the tough tasks to the best of your abilities. This means, if you are one of those non-morning people, spend your first bit at the office going through emails and relaxing with a cup of coffee – save the important tasks for later!
Naturally, you’re going to be less productive if you’re tired and if you haven’t slept well. People need a regular sleep cycle of 7 to 8 hours every night, so if you miss out on rest, you won’t be able to function fully. To reboot your brain, you can take a nap in a quiet, comfortable room if that option is available to you. Apart from that, if you readjust your sleeping schedule long-term, it will help in the long run with your productivity.
Take a mental break to eat and drink water
Working through lunch every day won’t actually improve the quality of your work, or your output for that matter. Instead, by the time the day ends, you’ll be tired and would still have loads of work to do. Not eating will make you less focused, and actually negatively affect your productivity. This is why you should go and take a mental break to eat out with your friends, even if it’s only for a short period of time. A 20-minute break isn’t going to hurt you; instead, you’ll be able to reboot your brain and re-focus your energies. Plus, don't forget to drink water - it enhances mental function and keeps everything in your body running smoothly. After nourishing yourself and taking a mental break to think about other topics and chat with friends, you’ll feel refreshed and will be ready to tackle your workload more efficiently.
Exercising won't only help keep you fit, but it will also re-charge your brain. Exercise reduces stress and improves mental stamina. Your mind works better after exercise, probably due to the increased blood flow and oxygen to your brain. This allows you to focus better, improve your memory, and think more clearly, ensuring you can complete even the most challenging tasks at hand. This is why you should work out on a regular basis, or even just go for a morning stroll every day to get the blood pumping!
Of course, using digital tools to help simplify your work tasks doesn’t hurt either. That’s why it’s handy to use tools like PDFelement to take a load off your mind. Fill out that form more easily, sign documents quickly, or easily collaborate with others without having to use a ton of brain power. Try it out today!
Having any other tips for rebooting your brain? We’d love to hear about them in the comments!
Creating a fillable spreadsheet or invoice? Want to make sure that the person filling in the document doesn’t mess up the calculations? This is a good opportunity to use the calculation tools in PDFelement! You can easily set the text fields to calculate the sum, product, average, maximum, and minimum values.
After months of seeing requests on the forum for the option to subtract and divide on forms, subtraction and division for form calculation has now been added to PDFelement Windows in version 6.8.0! Hooray!
Understandably, since these are new functions, there has been some confusion surrounding them. So, here is a quick guide on how to utilize the different form calculation tools:
Sum, Product, Average, Maximum, Minimum
These calculation functions that have always been part of PDFelement. The process is relatively simple and similar:
Step 1: Create or edit your forms under the “Form” tab. Make sure that the “Form Edit” button has been selected.
Step 2: Once you have laid out your text fields and are ready to set the calculations, double click or right-click on the text field where you would like to display the total amount. This will bring up the “Properties” menu.
Step 3: Select the “Calculate” tab in the properties menu. Select the second option and pick your method of calculation from the drop-down menu.
Step 4: Select all the boxes on the form that contribute to that final text box. Click “OK” and close the Properties menu. Your commands have now been saved.
To test: Select the “Close Form Editing” icon and fill in your form.
New Form Calculation Operations: Subtraction and Division
The steps for using subtr action and division are like those above. Once you go into the Properties menu, and go into the “Calculate” tab, choose the third option – “simplified field notation” – at the bottom and manually input the calculation formula.
Use “-“ for subtraction and “/” for division
When making your own simplified field notation, make sure that the names of the text boxes match completely, including spacing and capitalization. Otherwise, the software won’t register the box.
Some odd symbols may pop up when you use division (such as the example below), but don’t worry about this. Just continue to type in your numbers and the final total will appear once all the text fields have been filled.
This is how you can set up calculations in PDFelement for Windows. Any questions or tutorial requests? Comment below!
We also have an online forum where you can get your PDFelement questions answered. See you there!
Learn how PDFs, along with changed processes and tools, can help you improve and update your contractual process!
Contracts are used by companies to manage performances, negotiations, modification or termination of contracts with different parties such as other companies, customers, distributors, contractors, vendors, or employees.
Any contract involves working closely with another person to reach mutual agreements and understanding on what is expected out of this contract. Generally, contract management involves 5 steps. Many companies follow these steps, but are stuck in the same old routine when the process could use an overhaul to improve the experience for everyone involved.
Here are the steps you should be taking, along with suggestions on how to improve each step through the use of a PDF tool like PDFelement:
Selecting the right contract template. It is important to choose a contract type that is the most suitable for your transaction. Different contract types include terms and conditions, letters of intent, letters of agreement, interagency agreements, leases, and more. Working off of a pre-made template is incredibly helpful in this step, because you aren’t just starting from scratch. PDFelement has many templates available to choose from, and other similar software programs usually do as well. It is also helpful to have assistance from a lawyer or legal expert when putting your contract together to ensure that it meets all necessary requirements.
Easily collecting the required information.
All important documentation need to be assembled quickly so you have it beforehand to avoid any delays in the agreement. These documents may include paperwork and decisions such as payment schedule, budget plan, a proposal routing sheet, the scope of work required, etc. Again, tools like PDFelement help you collect this information quickly and easily with features that let you create and fill forms that can be easily sent to the person you are negotiating with over email. PDFelement’s data extraction feature also helps in this step.
Choosing the right negotiator.
It is usually the authority in power that acts as the negotiator. This official institution negotiates between the two contracting parties and ensures terms and conditions are acceptable for both. This negotiator consults all head department and offices before reaching any decision. The process could take up to several months depending on the complexity of the contract.
Reviewing the contract
This process is carried out by any high entity or corporation that reviews all clauses andnature of the agreement. This body ensures that all rules and regulations, sponsor rules and the company’s policies are followed. All original documents need to be sent for this process. Again, with PDFelement, collaboration and annotation tools allow many people to review and comment on a contractual document, so that you are aware of sections that need to be changed or updated.
Signing the contract. This is the final step in the contract management process. Once the contract has been evaluated and approved, both parties need to sign the contract agreeing to comply with the terms of this agreement. With the digital signature features, scanning tools, or printing to PDF functions provided by PDFelement, this process is easier than ever. Either party can scan their signature to appear in the document, or digitally sign the contract. They can even scan the document by hand and then scan and print it to PDF so it can easily be sent back electronically. As well, with the security tools available in PDFelement, both parties can encrypt the document with a password to ensure confidentiality.
With the right digital tools like PDFelement, as well as by re-thinking old processes, you can vastly improve your company’s contractual process, resulting in much more timely agreements, and greater efficiency overall for your business!
Have any other tips? Let us know in the comments!
Due to the increasing advancements made in technology and software, devices have become more and more vulnerable to cyber-attacks. Sectors including finance, private businesses, and even education are no longer safe from cybercriminals.
Bank records are of particular interest and importance to cybercriminals. These bank records provide you with the entire financial history of an individual, and both the amounts and descriptions can be changed for electronic payments by these hackers.
Deposits and balances can be altered and manipulated. This is one of the reasons that credit card and bank statements are often downloaded through the bank's website in PDF format instead of getting hard copies through the mail. This practice has now become increasingly common as banks across the globe are encouraged to go paperless.
The reason why the finance sector and banks are adamant on adopting PDF as their main format is because of the benefits it brings. Some advantages of PDF include:
• Document formatting is maintained
Many bankers face a common problem when sharing documents. When they send a document made in Microsoft Word or any other word processor, the formatting can change once it reaches the other person who is viewing it on a different device. This can cause confusion, and also can make you look unprofessional to a client.
However, with PDF format you can relax because this format presents your document exactly as you’ve originally formatted them. So, even if the receiver makes changes or additions to the document, the format will stay the same. PDF format is also great for sending documents that need to be printed out.
• PDF is universal across all operating systems
The PDF format is commonly used around the world, and due to this, it can be viewed and shared very easily, regardless of the device or operating system used. Whether you are sharing this format with someone in the same city as you or on the other side of the globe, PDF is the safest choice to use.
Banks have many international clients, which is why the PDF format can prove to be very useful for them when sharing bank statements with their clients on the other side of the world. Some formats require a specific program or have particular requirements in order for it to work properly. However, this is not the case with PDFs. These PDF files can work with any operating system whether it’s a PC or a Mac and it works even on newer mobile operating systems such as iOS and Android.
• Password protection
When you are working in the finance sector, you are bound to handle sensitive information belonging to customers and clients, such as their credit card number, social security number, address, name, etc. When sharing such sensitive information, the risk of being hacked by cybercriminals can be very strong, however, there is no need to worry when working with PDF files as they can be protected with a password. You can also redact sensitive information, blacking it out so that the data is kept safe.
As a result, these files can be kept away from prying eyes and help keep your clients' bank information and credit card statement well protected, which also improves your company reputation.
• Form Processing and Data Extraction
With programs like PDFelement, you can pull important data from PDF forms for easy analysis, risk assessment, and more. Use rules-based data extraction to analyze key points within each PDF document, or create a master template with classified form fields. This is great for creating client-facing application forms.
Plus, you can easily manage credit risk with the data gathered from the PDF forms you have on file. With one-click form creation, you can build forms easily from Microsoft office file types like Word.
By using PDFs, you no longer have to worry about your client not being able to view bank statements, or that the formatting of your PDF will not show up correctly. You also have less to worry about in terms of sensitive data being leaked or being unable to extract and analyze data.
To find out more about how PDFelement can help when it comes to working in Finance and Banking, visit our Finance and Banking page.
Have any other tips for how the PDF format is useful within the finance field? Let us know in the comments below!
Undoubtedly, we are in a time where marketing is changing. Customers are exposed to various media outlets and gadgets, and they face a load of information daily. Plus, using digital tools, businesses are shifting away from a sole focus on revenue, to more of a focus on their customers, which is what actually keeps them afloat in the long run.
That’s why it’s crucial for organizations to work on increasing the short and long-term loyalty of their customers. This will eventually escalate revenue, and make them stand out from other companies.
Many companies are now following this model. Over the last few years, focusing on the customers has appeared to be a marketer’s or a company’s top priority. Nowadays, the marketers are concentrating more on customer experience (CX) and the integral actions that help in delivering it. Personalization plays an important part, as the best establishments work hard to make customer experiences as captivating as they can with the incorporation of modern technology in the following ways:
1. Customer experience and financial results positively correlated.
Organizations that focus on maximizing customer satisfaction and comfort can most likely increase their revenue growth. Ideal customer experience is reliable, convenient, custom-made and pleasant. With the aim of delivering distinguished customer experience, companies engage their public through social media, online chats, and virtual reality by using artificial intelligence and improved payment technology. This is hugely beneficial, but can also pareal challenge for companies as they are required to manage even more channels than before.
2. Virtual or Augmented Reality
Virtual/augmented reality is an artificial setting that is designed with software and made available to the customer. Virtual Reality plays a vital part in relating the in-store or online customer experience. It means that the customers can try before they purchase an item. For example, Ikea has launched a computer-generated idea in which the customer can put virtual furniture in their homes to see how everything will look.
3. Artificial Intelligence
Artificial intelligence (AI) is a technology that is transforming customer service all around the world. Artificial intelligence has become essential as data sizes are expanding and more real-time reactions are required. Artificial intelligence systematizes more tasks, which gives the digital groups ample time to concentrate on other jobs that need to be done. Artificial Intelligence has the skill to calculate the correct and accurate answer to a customer's question on any digital network whether it is an instant message, SMS, email chat, or social platform. This progression in technology will focus on customer experience more efficiently as it will add the human touch to it, but also make it less time-consuming.
4. Usage of Emojis in Digital Conversations
Digital conversations have largely left behind face-to-face interaction. Companies now use emojis to measure and calculate customer sentiment and feeling. Companies also measure and calculate sentiments by inserting text analytics in various digital networks, like chat or text. Analytical control panels are operated as the companies interact with the customers to find out the amount of emotion involved in certain discussions. The data derived from this will come in handy for identifying the preferences and trends that will allow them to enhance and improve customer experiences.
With these digital tools, as well as tools like PDFelement, it’s easy to put the customer first. PDFelement offers so many tools that makes your customer’s life easier – from easily fillable online forms, to OCR scanning capabilities, digital signatures, and security settings like password protection. Your customers will be able to easily communicate with you digitally to save time and money.
How does your business put the customer first? Let us know in the comments below!
Today I’ll show you how to set up collation with PDFelement! If you’re scratching your heads wondering what on earth this word means, you’re not alone! It’s a bit embarrassing to admit, but I only found out about this term very recently when a user on the forum asked how she could do this on Windows. Honestly, this feature is harder to find than it should be on PDFelement, so I thought I’d do a quick tutorial!
Collation is useful when you need to do a print job involving multiple copies of the same multi-paged file. It will automatically group the pages together instead of printing page one twice, then page two twice, and so on. This means that the printed documents are batched in the right order and ready to use immediately instead of sorting through a big pile of paper to find them. Hopefully these images I’ve included from Formax Printing do a decent job of explaining the concept.
So how do you do this? After you’ve finished with the file you are working on and are ready to print, go into the File Tab on the top left.
Here, you will be able to set your preferences for multiple aspects of PDFelement. Since we are setting up collation, select “Print” from the left-hand side. This will bring up the page where you can set-up your printing preferences. Click on “Printer properties,” which can be located under the first drop-down menu below the large Print icon.
There should be a pop-up with two tabs. You can ignore that, and select “Advanced.”
Now comes the tricky part, which was actually pointed out to me by my colleague. Most people, including myself, would never have thought to try this! Click on “Copy Count”. This will allow you to select the amount of copies you would like to make. When you adjust the number above 1, you will see that you can select or de-select the option to collate your pages. This does make sense, since you can only collate when there is more than one copy being printed.
And there you have it! This is how you set up collation in PDFelement for Windows. Any questions? Feel free to comment below, and I will do my best to answer them.
Get your PDFelement questions answered directly. We also have an online forum where you can get your PDFelement questions answered. See you there!
At PDFelement, we like to stay on top of the trends. See how the latest digital technology is shaping the world of business!
Digital technology is the future. Fancy mobile apps and digital platforms are no longer reserved for big high-tech enterprises. Digital is going mainstream among businesses big and small. The internet has become a playground for anyone with a sense of creativity and entrepreneurship. CEOs, media managers, and business analysts alike have taken notice of the massive opportunities online. We’ve found some of the most exciting digital transformation trends that are impacting business in a big way.
This could very well be the future of the internet. Blockchain is an extremely reliable method of collecting, transmitting, and recording data. The idea can be hard to wrap your head around at first, but in principle, it is simple and easy to manage. It works by using a decentralization method of consensus between multiple servers. Essentially, what that means is individual “blocks” of information — consisting of data, a timestamp, and a transaction record — are linked together in a chain. This constantly updating chain is structurally designed to be resistant to modification, making it one of the most secure ways to transfer information. This digital trend is making its way into business. Its ability to authenticate data makes it extremely difficult to hack, which is valuable for records management, digital transactions, identity verification, and more.
Since the global positioning system (or GPS) was invented, we’ve been able to pinpoint our exact location on a map to within 5 meters or less. Companies like Uber and other ride share programs have sprung up to take advantage of location services. The option of sharing your location helps businesses to improve customer care and better assist people with what they’re looking for. From interactive transit maps to delivery service, location services unlock the potential of digital mobility.
With Apple Pay, Google Pay, and other mobile banking apps, contactless payment has never been easier. With the growing trend in contactless payment, wallets are quickly becoming a thing of the past. Ease of payment promotes more spending among consumers, which is great for business. Another benefit to cashless and card-less forms of payment is the ability to reach more customers online. Businesses that convert to a digital platform consistently report boosts in sales, higher volumes of search traffic, and increased productivity among employees. Overall, this means faster growth for your company. Digital transactions are much easier to record and manage which saves tons of time. The contactless payment trend is expected to continue as businesses and banks capitalize on the increased consumer spending and untapped cash flow.
Voice Recognition A.I.
Talking to a computer used to be science fiction. Remember in Star Trek when characters could simply say “computer” into the open air and give voice commands? Just a few short decades later, instead of giving commands to a computer, we’re asking Siri for directions, Google for recipes, and Alexa to play music. Artificial intelligence has become increasingly intuitive at recognizing speech. So what does this mean for business? As voice recognition has become more accurate, it opens up the possibility for automated transcription, A.I. customer service, and much more.
Alongside these new digital tools, PDFelement is always available to assist with your documentation, form creation, and archiving needs.
Have any thoughts on these new digital trends? Let us know in the comments section!
Following up on our redaction tutorial published a couple of weeks ago, we're outlining the three top security features you can use with PDFelement that will keep your company data safe and sound!
For many companies, the PDF format provides the perfect opportunity to sort and store their many important and confidential documents (including policy documents, end-user agreements, clients' data, and more).
Aside from the fact that this ensures smart organization of businesses, it also provides them the opportunity to distribute essential information to authorized channels in a standard format that cannot be altered.
With many documents being confidential, you surely wouldn’t want them to be accessed from unauthorized sources. You want to ensure you protect your company’s data by exercising licensing controls and restrictions on important PDF files through some reliable PDF security tools that contain a host of built-in security features. Tools like PDFelement, and many others not only stop unauthorized sharing and distribution but also control what information can be accessed in PDF files. These pdf security tools can do a lot to help keep your data safe, but you need to be able to know how to use them to get the full effect. So, below are three ways to keep your customer's data safe with pdf security tools:
Redact confidential information
If you need to send out a document that includes portions of sensitive information pertaining to your company or customer, the redaction tool can come in very handy. Using the redaction tool, you can redact or black out certain key areas of information that should not be visible to all audiences. When viewed by unauthorized users, the info will be hidden by a black or otherwise colored bar and the information will not be visible. Luckily, redacting information is extremely easy with PDFelement. You simply highlight the text you want to redact, go to the “Protect” tab, and then click on “Mark for Redaction.”
Encrypt files with passwords to prevent editing and sharing
Protecting your pdf file with a password is also an option. You can set passwords for opening the document, as well as passwords for editing and revising it. In PDFelement, all you need to do is head over to the “Protect” tab and click on “Password” From there, you can set an “Open” or “Permissions” password, and select whether they are allowed to print or make changes to the PDF document.
Use dynamic watermarks The screenshot is another way unauthorized users can store access to your customers' data. A good pdf security tool has a screen mask feature that can ensure that no third-party screen grabbers make a screenshot of your pdf files. Dynamic watermarks with individual user identification can also be used to prevent unauthorized persons from taking a photograph and uploading the contents of your pdf files. In PDFelement, you can easily insert a watermarks by going to the “Edit” tab and clicking on “Watermark. “From there, you can choose to create a new watermark, update an existing watermark, or remove a watermark.
As you can see, these security tools are not difficult to use, and they can make a big difference when it comes to protecting your sensitive PDF files.
Got any other tips for protecting PDFs? Share with us below!
Ensure you have the most efficient processing software to eliminate errors and save your business time and money.
So your business is growing – that’s great! But as your business grows, you need a more streamlined and cost-efficient process for managing your accounting needs. Having an automated invoice processing system is essential to businesses that manage a large amount of transactions. Invoice automation saves time, energy, and labor costs. This creates better cash flow management and allows your business to function smoothly.
Without reliable software to collect, process, and track your invoices, you are more likely to encounter errors in financial statements and cash reconciliation. These inaccuracies eat up time and money that could otherwise be reinvested elsewhere in your business! So, investing in invoice automation is definitely worth the savings in excess accounting costs.
Taking into account the time and resources required to process an average invoice — which may vary based on your company’s operations and business model — it can cost up to $20 or more per invoice. Automation processing takes the human factor out, reducing the labor costs for data entry, but it leaves open the possibility of computer error. This means faster data processing but the potential for flawed reports, or fees and penalties from audits. Well-engineered software can reduce the potential for error with more intuitive processing technology. Better technology means less oversight in your accounts payable department. When you move to an automated processing model, you need software that you can trust to do the job right. That means accurate data extraction, and coding written to manage that data effectively with little margin for error. Investing in quality automation software can save your company huge money over the long term.
But before you use an invoice automation software, you need to make sure your files are ready to go. The trick is converting your paperwork to digital. Going paperless is environmentally friendly, and extremely beneficial to business in terms of cost savings and efficiency. It’s important to be able to easily convert paper invoices and receipts for times when a paper copy is all you have access to.
There are some excellent PDF tools out there that help you with this process. PDFelement, for instance, lets you effortlessly convert your files to PDF, scan receipts and documents, and extract accurate data. PDFelement software is simple and easy to use. It is formatted specifically for businesses both large and small. Good PDF conversion software gives you the ability to move all of your documents and date to an online platform. This can improve the automation process by giving your company the ability to work with both digital and paper copies of invoices and receipts when convenient. In addition to scanning receipts and extracting data, PDFelement is also equipped with user-friendly editing tools. This can be a great tool for communicating between departments or with clients, building reports and collecting data, and compressing data from hundreds of invoices into usable data.
Once you’ve gone digital, you can establish an automated entry system that will keep your accounts payable department running smoothly and efficiently. There are many invoicing automation software programs on the market that can assist you in doing this. Improve your invoice processing system with smarter routing, data extraction, and centralized billing. In business, every penny counts. Go digital today using tools like PDFelement to help you streamline your business and save you money.
Have any other suggestions for automating the invoicing process? Let us know in the comments below!
Do you have a lot of PDFs that you need to perform the same action on repeatedly? Chances are, you’d benefit from using our batch processing function! Batch processes let you select multiple files and perform the same action on all of them in one go. This saves a lot of time and clicking.
However, while reviewing our forum, I’ve noticed a bit of confusion when it comes to using our batch process feature.
The answer is Yes. Yes, you can.
I’m aware that within every batch process, there are many nitty gritty little things that aren’t exactly intuitive. So, with this blog post, I’ll thoroughly explain each type of process. If you’re still unsure after reading this post, or if you think of other questions, always feel free to comment below!
To use the batch process feature, you’ll need to take the following steps:
1. Select the files you want to convert. They must be in PDF format already. Otherwise you won’t be able to select or open them in the program.
2. Select your preferences from the right-hand side
3. Pick a convenient location on your computer to save all the files
4. Begin batch processing
However, the options available for each action are varied!
This is a good tool to use when you have a lot of PDFs that you want to convert into the same format separately.
Within this tool, you can choose:
Filetype: Word, PowerPoint, Excel, Image, ePub, Text, Pages, HTML, RTF
OCR Range: you can pick the range of pages you would like to perform OCR on
A doctor’s office or law firm (or any business with clients for that matter) that collects forms, contracts, or invoices would find data extraction extremely useful for gathering all the information you need into one convenient location.
I will release a separate post on data extraction in the near future, but it’s important to note that the end document after performing data extraction will be an excel sheet where each row contains information from a different form.
Within this tool, you can choose to:
Extract data from PDF form fields
If your PDF form has form fields, the software will be able to easily grab the data from each field
Extract data from scanned PDF
If your form was scanned and does not have electronic form fields, you can manually mark up the areas to be extracted.
Of course, for this to work, you need to make sure that all the forms have the same layout.
If you have multiple documents that you need to perform OCR on, I would just load it all up and then go take a coffee break. The OCR process can take a few minutes!
Within this tool, you can choose:
How much you want to compress the file: 72 dpi, 150 dpi, 300 dpi, 600 dpi
Editable – The text on the PDF will be replaced with real text that can be edited
Searchable – The words on the PDF will be searchable but you won’t be able to edit them.
This is a great tool for anyone working in the legal industry, since you have a lot of documents that need to be labelled with Bates Numbering.
With this feature, you can choose:
A Bates numbering setting that you have saved previously
Which alignment you would like the header to be in (Left, Right, Center)
Option to add the Date or Bates numbering
Text: select font, size, color
Option to shrink the document to avoid overwriting its text and graphics
Option to keep the position and size of header/footer text constant when printing on different page sizes.
Finetune the margins
With this process, you have the option of removing or adding watermarks in bulk to the documents that you would like to protect. Removing is straightforward – you just select the files with watermarks that you want to remove and select the location where you want the files to be saved to.
Adding a watermark has additional choices:
Option to select a pre-saved watermark
Option to create text to use as watermark or upload image or PDF from your computer.
Option to rotate the watermark
Size in relation to page
Option to keep the position and size of header/footer text constant when printing on different page sizes
The page is split into 9 grids and you can select which section the watermark will appear on
Finetune the position of the watermark on the page
Select the pages that you would like the watermark to appear on: range, even, or odd pages
You can use this feature to protect your files and give full access to a select audience. This is good when you are emailing important forms or contracts. This way, only the sender and the receiver have access to sensitive or confidential information.
Dictate whether readers need a password to open your documents. If yes, set your desired password.
If you choose to restrict aspects of editing and printing of the document, you can set a password so that only certain people with access to the password can print or edit the document.
You can restrict the ability to:
Print in high resolution
Insert, delete, and rotate pages
Encryption Level Options
You can select your encryption level: 128-bit RC4, 128-bit AES, 256-bit AES
The Windows version of the batch processing feature is more or less the same. There are some additional features here and there; feel free to click around and explore!
While you can upload an unlimited number of files to the screen, a user pointed out that there seems to be a 500-file limit to what can be processed. So, we did a few tests and found this to be the case. Just something to be aware of!
Still confused? Have more questions? We always want to hear from you – feel free to comment below or head on over to our Forums to post a thread or find out more!