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!
Remote or virtual teams are becoming more and more common in today’s digital landscape. With the advancement of the Internet, digital entrepreneurship, mobile technology, and telecommunication, various companies and other service providers are letting employees work remotely. This means Managing virtual teams efficiently is the upcoming challenge for many businesses.
After hiring the right remote employees comes the task of managing them. How will you ensure that they grasp their tasks properly? How will you make sure that they are not wasting their time? How will you encourage them to be a better version of themselves and reach their full potential?
Handling and managing remote teams successfully require special attention. Here are some important tips that will help you manage remote employees effectively.
1. Lead by example
Set an example for your remote employees. Make sure they feel comfortable opening up and sharing their ideas so they can get to know their remote coworkers. Keep in mind that your employee wants to be valued; a positive work environment and personal reinforcement should be your priority. Involve your remote employees in every aspect of the company; share the company’s goals and objectives and keep them updated on what is going on with the company. All this will increase your employees’ morale and professional satisfaction.
2. Provide feedback
Appreciating your remote employees and providing constructive feedback is significant to managing remote teams successfully. Providing your employees with performance feedback on a weekly or monthly basis will give them an insight on their job performance and will also make them understand their strengths and weaknesses and how to improve themselves further. If your remote worker needs improvement in a specific area, first show appreciation for what they are doing right and then help them realize the areas they can improve upon, and give them tips on how to do so.
3. Have regular team meetings
Holding team meetings can be a challenging task as not all your remote workers will be in the same time zone. However, it is doable and highly recommended so everyone stays on the same page. While, face-to-face meetings are most ideal, conducting online team meetings and getting to know each other is also possible. Team meetings are important for managing remote teams as this way everyone gets to know each other, and get a sense of the big picture.
4. Use the right digital tools
Remote or virtual teams need appropriate tools to communicate effectively with one another. There are many digital tools available that can help in this aspect, including PDFelement. By using a PDF editing tool you can easily send and edit any PDF document, including scanned files. There are also many other types of digital tools available as well. You can use instant messaging apps like Slack to address immediate inquiries and concerns. Or video chat apps like Zoom or Skype. Plus, collaboration tools like Google Docs or InVision give remote workers an easy way to work together while being physically miles apart.
5. Set expectations and then trust your team
For a remote/virtual team, it is highly essential to have a set schedule of what is expected from them. These expectations must be given clearly and straightforwardly so the remote team knows what they’re required to do and how they should do it. This adds accountability. Some expectations to set are:
· Submission of work on time
· When to work
· Professional conduct
· How to apply for holidays
· Performance Standard/Review process
Without trust, managing remote teams is impossible. Managers need to clearly assign the task and then step back without interfering or trying to micromanage. Trusting your employees will let them do their best work.
Know of any other tools like PDFelement that can help manage remote teams? Let us know in the comments!
For most businesses, the complete elimination of paper isn’t really a feasible option; but that doesn’t mean that they can’t still participate in “go paperless” initiatives. Even small steps can help.
A small reduction in paper usage can cut costs significantly and make important daily tasks more efficient! Whether you work for a startup or a well-established company, reducing paper always has its benefits. Plus, PDFs can be your best friend, since many tools that aredesigned to assist in going paperless involve the use and management of PDF files.
Why use PDFs?
PDF is a file format that can be used without the need of a particular operating system or even hardware or software. Everything that is required for displaying the content of the PDF is embedded within the format including the fonts, texts, and the graphics. As a result, PDF is considered to be an almost exact digital representation of a paper document. So, for documents where the layout is important, PDF is the ideal choice. Plus, it eliminates the use of hard copies!
Generally, almost all computing devices including tablets and smartphones can display PDFs, and they will look the same regardless of the platform you use for viewing them. Apart from their portability, using PDFs is also a good idea for the following reasons:
· Quick access
By converting the documents to PDFs, you can quickly get access to the information. Websites and web pages can also be converted to PDFs so that you can, later, go back and have a look at them.
Converting Microsoft Word documents into PDFs ensures that the document cannot be copied, altered, or even printed without using a special PDF editing tool. Thus, you can give others access to your work without losing control of your documents.
Benefits of printing to PDF
When going paperless, printing to PDF can provide the following benefits.
1. Document formatting is maintained
PDFs enhance the efficiency and professional image of the company. With documents such as invoices and receipts converted into PDFs, it is easier to sort, file, and organize the files, plus their formatting is properly maintained. A big issue when sharing Word documents is that the formatting can change when being transferred between devices. This can make you look unprofessional to your colleagues. By printing a document to PDF before sending, you can be sure the document will look exactly the way you intended.
2. Client communication is made easier
Communicate sales and offers to your customers without paying for printing and postage costs. Since many people now have smart devices, it is easier to send out PDFs so that the customers can access it immediately. As a result, efficiency is increased while storage costs and paper copies decrease. PDF files can be easily retrieved on the go too, and can be shared via email or over a network with coworkers, clients, etc., reducing the hassle of carrying a pile of papers with you. Plus, the transport of data is more efficient, and no document couriers or fax machines are involved when you simply print to PDF.
3. File size is more compact
A huge advantage of the PDF file format is that you can compress high-quality files to a relatively small file size easily and without losing quality. That’s ideal for sending documents to clients because the file size won’t be too big to send over email, and PDF files don’t take up a ton of space on your hard drive. Next time you are sending that long presentation to a client or colleague, make sure to print to PDF!
4. Security and privacy are improved
When it comes to security, the only way to protect sensitive data on a hard copy sheet of paper is to lock it inside a filing cabinet or throw it in the paper shredder. PDFs on the other hand, can be easily encrypted with a password so that no one else can make changes to it. You can also redact certain information that you don’t want visible to everyone receiving the document.
Have any other reasons why it’s beneficial to print documents to PDF? Let us know in the comments below!
There have been many exciting changes to our PDFelement Community, and I’d like to take this moment to point you in the direction of our monthly Tutorial Request Thread! There’s been a lot of feedback regarding the need for additional tutorials and explanations for PDFelement features, so I thought I’d give you a chance to tell me what tutorials you want to see in the future!
This week’s tutorial will be on the topic of redaction. I’ve received a few different questions about the redaction tool in the forum over the past few weeks.
For those of you who’ve never used this feature before, the redaction tool removes or hides information in a document, usually in the form of blacking sections out; the black bars notify the reader that the text or image contains sensitive information. This way, information can be selectively disclosed, and sensitive parts of the file remain secret. For example, in the United States, court records are made public, so lawyers often go over the transcripts after the trial to redact personal information.
Of course, this feature isn’t limited to corporate use, and personal users can utilize redaction to protect their own sensitive information as well!
Step 1: Locate the redaction tool under “Protect” -> “Redact”. You can change the color of redaction on the righthand side. While selecting colors, you’ll be able to see a sample of what the results will look like.
Step 2: Highlight the sections that you would like to redact. If you are performing redaction on a document with words, the program will likely detect it and highlight the words (refer to the image below). Otherwise, you can use the pointer to select the area that you would like to black out.
Step 3: You can mark all the sections you would like to redact in the document before pressing “Apply Redactions”. It’s important to note that this is a non-reversible procedure.
Step 4: Ta-da! You will end up with a blacked out (or other colored out) redaction on all the information that you would like hidden.
Many people have been asking for a specific whiteout tool, but little do they know, this is it! You can switch the color of your redaction to suit your needs, including making it white.
Step 1: Click on the eye dropper
Step 2: A “+” sign will appear on the colored circle closest to the right. Click on this for the palette to appear.
Step 3: Once you select the color you would like to switch to, the last circle will become that color, appear under “fill color”, and it will show up on the sample section.
On Windows, the procedure is roughly the same: you mark the areas that you would like to redact, then you apply your redaction permanently by selecting “Apply”, which is a separate button.
On both versions, you can utilize the sticky note feature to make a note regarding the reason for redaction. You can access this through the menu that pops up when you right-click.
To change the color of the redaction on Windows, bring up the “Properties” menu via right-click.
A bonus feature for redaction on the Windows software is the ability to search for certain words and redact them all at once. This can be handy when you have a large document and you’re trying to cover all instances of a specific name or phone number. To access this, select the “Search & Redact” function on the ribbon under “Protect”.
Type in the word that you would like to redact throughout the document, and all instances of it will be highlighted.
And there you have it. That’s my quick and easy guide on how to use the PDFelement redaction tool to secure your information and files.
Is there another feature that you would like to see a tutorial on? Feel free to request it in our forum, or in the comments below! Plus, if you have any questions, feel free to comment below as well.
By Rebecca Chen, Community Manager at PDFelement
Give yourself a competitive edge over other applicants with a great looking resume that appears the same, no matter what device you’re viewing it on.
As most of us are aware, when you’re trying to land your dream job, you need a resume that will make you stand out above the crowd. One of the best ways to do this is by sending out your resume in PDF format. By using PDF, you can make your job application pop by ensuring the formatting looks flawless across the board.
After all, your resume is the very first glimpse your future employer will have of you. When the interviewer is impressed with your resume, they are more likely to remember you and associate something good with your name. Skills and experience aside, your first impression will make or break you, and a great looking resume will facilitate that first interaction.
Below are just a few of the benefits you can get from sending out your resume in PDF format.
1. First impressions are important: Retain formatting So it always looks professional
You spend a lot of time working on your resume to ensure that it turns out just right. And a big part of this is ensuring that the format looks professional and visually appealing. Especially for certain industries. Perhaps the job involves design, or analytics, in which case it can be a good idea to show off your graphics skills. You may even want to include infographics that can show your information visually in a way that is well organized and easier to read. This shows employers that you are familiar with multimedia design and can give you an edge over other applicants.
2. Anyone Can Easily Review It
PDF is one of the most widely used formats within the business world. It’s likely the hiring manager is extremely familiar with the format, and has used it to create and review many other types of documents. In fact, recruiters often package your resume and other details into one PDF package to send to clients. Plus, PDFs can be opened by many different types of programs, including web browsers and PDF readers. This makes it just as easy for the hiring manager to deal with as Microsoft Word, if not even more so.
3. You can still make edits if you need to with the right tools
A lot of people create their resumes in Microsoft Word because they want to be able to easily edit it throughout every step of the process. It’s often the view that once a document has been converted to PDF, it’s next to impossible to make edits to it after that. But this isn’t the case. There are many PDF editors on the market like PDFelement that let you easily make simple edits to your PDF file – and often for free! For instance, PDFelement has a free trial that lets you edit PDFs exactly like you would a Word doc – edit text, change font, change formatting, etc. – you can do it all.
4. Ensure your Resume Can’t Be Edited by Others
Designing your own resume from scratch can be a very time consuming process. Especially when you are applying for multiple jobs. You want to make sure that once you have it just right, no one else can make changes to it. This can be easily accomplished using a PDF editor like PDFelement, which lets you set password restrictions so that only those who know the password can edit or print the document. This ensures that no one tampers with your information, and that you are presented in the best light possible.
5. Convert your PDF Resume to Other Formats if Required
Sometimes, a recruiter or hiring manager may ask for your resume in a particular format. Using a PDF reader or editor, you can easily convert your PDF resume to other Office file formats in just the click of a button. From there, it’s ready to be sent on its way, so that the hiring manager receives it quickly and easily, and in the format they desire!
As you can see, with the right PDF editing tool, it’s easy to create your resume in PDF format so that you make the right impression from the get go. Let your potential new colleagues see the best version of you – consider sending out that next resume in PDF format!
Do you agree that PDF is the best resume format? Leave a comment below!