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Found 2 results

  1. PDFelement

    The More You Know: Mouse Triggers

    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. Triggers: 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!
  2. 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!

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