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  1. Digital banking methods are now used by millions of people globally, due to its convenience and saved time. E-signatures are a big part of why digital banking works so well. Read on to discover why! E-signature, as defined by the US Federal ESIGN Act, is an "electronic signature, which can be an electronic sound, symbol, or even process, associated with a contract or any other record and adopted or executed by a person with the intention of signing the record.” Digital banking plays a vital role in today’s fast-paced world because it offers easy and convenient access to all of your banking needs. E-signature technology provides a secure yet convenient way for clients to sign legally-binding documents and send them back in seconds without wasting time, paper, or money. E-signature can increase the efficiency of online banking in the following ways: • Saves Costs It has been reported by Bank Systems & Technology magazine that banks spend millions annually to correct, retype, rework, and authenticate signatures on their business documents. With e-signatures, financial institutions have eliminated almost every type of error related to client signatures. Also, e-signatures accelerate the workflow as they can be incorporated easily in the automated document process, thus saving time, cost, and manpower. E-signatures have also cut down the costs of large manual processing, data typing, and paper storage by getting rid of heavy paper documentation. All data is now digitally stored in e-signature cards, occupying minimum space on the bank server. This makes data retrieval secure and efficient. All overheads associated with creating, managing, storing, and retrieving the paper signed documents are eliminated. • Saves Time E-signatures increase banking efficiency by cutting down the document workflow from weeks to minutes. Using web and mobile browsers that are specially encrypted by the bank or financial institution, you can process documents very quickly without compromising their security or compliance standards. Documentation and forms that used to take up to 10 days to be processed, can now be processed within 24 to 48 hours with e-signatures. That’s quite a difference. • Expands Reach E-signature technology offers multiple ways of gathering signatures, like click-to-sign or scripted signatures drawn on mobile screens, without the cost of opening and staffing new branches globally, or spending money on extra resources. • Improves Customer Experience with Speed and Mobility These days, very few clients choose to print, sign, and scan their documents to send them back to the bank. It is a tedious job. That’s why speed and efficiency can make or break a client relationship. Using e-signatures, which lets you sign a document with just a click to complete a documentation process, from any place, any time without compromising data security and maintaining compliance with the law speaks volumes about a bank’s working efficiency. • Improves Sales Adopting e-signatures eliminates the need to print and send documents to clients via post, thus saving selling time. A client, without coming to the bank, can process different documents within minutes instead of days. E-signatures are a huge benefit to the online banking industry, since it brings with it cost savings, security, global standardization, and the incorporation of mobile technology. What are your thoughts? Let us know in the comments below!
  2. The ability to build forms that are interactive and intuitive is highly beneficial for the end users. Have you ever built a form and wanted to tweak the way the answers will show up? For instance, you might want to set the font size, font color, and more. In today’s post, we’ll talk about how to set up your form so that the responses look nice and organized. To access the properties and edit them, either double click on the form field box while in editing mode, or simply right click. Below is a list of the properties that you are able to change. Appearance: Borders and colors The box surrounding the text can be colored if you’d like; this is completely up to you. If you decide to go with a border, you can select the thickness of the line and its style as well. Text: You can change the default size, color, and font of the responses. Options: Alignment: Left, Right, Centre Assign a default value This is useful if there is an answer that you think is common or a prompt that you want to give users. How the response displays in the text boxes: -Scroll long text: The text you input will continue on one line Multi-line: If you enter a long answer (eg. Paragraph), the text will break into multiple lines and fill the length of the box. However, you will not be able to scroll through the answer. If you have a lot of text, you can select both “Scroll long text” and “multi-line” so that you can scroll through the multiple lines that are hidden from view. Limit of x amount of characters Choose this option if you don’t want the answers to be too long; however, it will not be specified on the form. Actions You can refer back to an old blog post we wrote on the topic of mouse triggers to learn more. Format If applicable, you can set it so that the values that the user enters are numbers, percentages, dates, or times. There is also an option to select special formats: Zip Code, Phone Number, Social Security Number, and Arbitrary Mask. It’s important to note that you can’t select “Special” if you have “Multi-line” checked. Calculations You can also learn more about this topic in a previous post. Pro-tip: Always remember to press “Close” to save! There you have it! This is how you set up form responses in PDFelement for Mac. The functions in the Windows version of the software are similar, so if you have any questions or tutorial requests, let us know in the comments below! We also have an online forum where you can get your PDFelement questions answered. Hope to see you there!
  3. 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!
  4. 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!
  5. Hi! I'm hoping someone can help me? I've created a form within a document, every time I try to add a field to to a particular area and hit save, after the PDF is done saving, the field disappears like I never even created it? When I open the PDF with Adobe, I see multiple fields on top of each other though? When I go back to edit the PDF in PDFelement, the area is empty? Can someone please help? Also, if I want to integrate/import/insert another PDF that has form fields in it into a different PDF, the form fields don't transfer over!?
  6. 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!
  7. PDFelement

    Create the Ultimate Travel Checklist

    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: · Luggage 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! · Itinerary 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! ·Documents 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!
  8. PDFelement

    The More You Know: Setting Tab Order

    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. Mac 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. Windows 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. Tips: 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!
  9. This is a story about how I turned a Word document (with the intention to print and scan) into a fillable PDF form that performs calculations. I hope that you learn from my experience and use PDFelement to create your own fillable PDF forms for tasks outside your job! It’s official. I’m an adult. While this shouldn’t be news to me, it’s still a fact with which I slowly come to terms. On occasion, I face the full brunt of “adulting” and have to do the thing that grown ups do. A recent experience brought me into contact with a friendly sole proprietor that provides window screens for town houses. Riveting stuff. The mundane task was quite simple: buy windows screens or deal with the wrath of angry houseflies, mosquitoes and bees. So many bees. The friendly proprietor emailed me an order form to complete and return. I wasn’t too surprised to find that the order form was a table created in Microsoft Word. This is a fairly standard practice by small business owners. But when you have access to an unbelievably powerful PDF editor, you can take advantage of it and replace printed paper with smart documents that do the work for you. PDFelement isn’t just a tool for work; it can easily be incorporated into personal errands and tasks, too! Here are the steps that I took to make this PDF dream a reality: Step 1: Create a PDF Turn a Word file into a PDF file by clicking “Create PDF” from the quick start screen. Step 2: Make the PDF into a fillable form. Transform a digital PDF document into a fillable form by selecting “Form Field Recognition”. You can also build the form manually with the tools you see under the Form tab. Step 3: Customize the form fields Examine the form and decided which fields should be calculated. In this case, the Total is made up of the sum of Price/Unit fields, Installation Fee, Sub-Total, and Fed. Tax Amount. To apply a calculation, double-click on the appropriate field and click the Calculate tab. Choose the required mathematical function and select the fields involved. Go to the format tab and modify a field’s format, such as currency or percentage. Then close the properties window. Step 4: Fill out your form Close the Form editing window and start filling out your form. Observe that modified fields calculate automatically.  Are you still printing, scanning, and filling out forms by hand? Try using PDFelement to create your own interactive PDF form and use video tutorial to supplement your learning. You’ll become a PDF form wizard in no time! If you want to learn even more about building interactive PDF forms, check out this fantastic post by Rebecca explaining the nitty-gritty of mouse triggers.
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