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Found 7 results

  1. PDFelement

    The Top 4 Ways to Protect Your PDFs

    In this day and age, security is at the top of everyone’s priority list, especially with the new GDPR regulations brought in this year. Luckily, many PDF tools, including PDFelement, offer security features that help you make sure information doesn’t fall into the wrong hands. Often, clients or customers are providing businesses with their personal information. From both perspectives, a case of mistaken data leak can be a bad situation. For customers, it exposes them to risks of identity theft, and for businesses this opens them up to a damaged reputation, not to mention potential lawsuits and hefty fines. Yikes! Here are the top 4 ways you can protect your PDFs with tools like PDFelement: 1. Password Protection With tools like PDFelement, you can easily set password restrictions on your document so that not just anyone can open, edit, save, or print it. There are two types of password protection offered by PDFelement – open passwords and permission passwords. Setting an open password means users must enter a password before opening the document. Permissions passwords require users to enter a password before they can access certain functions or settings to alter the document. To add an open or permission in PDFelement, go to the “Protect” tab and click on the “Password” or “Password Management” button. An open password is important if only a few authorized recipients are meant to open and view the file, for instance, sending a confidential form to someone over email. A permissions password is useful if a broad number of users are meant to view the file, but you don’t want just anyone making changes to it. 2. Redaction Need to send a document containing sensitive information to multiple individuals? Perhaps you are publishing a legal or government document that will be viewed by the public. You’ll want to make sure any sensitive personal data is removed or hidden, which can be done through redaction. Redaction permanently removes or hides certain information by placing a dark bar over the information, which can’t be removed. This signals to viewers that sensitive data has been removed. Many private companies or public authorities have to handle sensitive data that requires protection, especially to comply with the recent GDPR regulations that were brought in, which can bring severe financial penalties if they are not followed. To apply redaction in PDFelement, go to the “Protect” tab, and click on either the “Mark for Redaction” or “Search and Redact” button to get started. 3. Digital E-Signatures With everything in business being moved to online platforms these days, it only makes sense that digital signatures would become an increasingly common way to sign documents. Just like signing a paper document by hand, e-signatures digitally authorize a document quickly and conveniently so business can be done much faster. It’s beneficial to look for a PDF program that offers digital signature capabilities. This not only adds a layer of extra protection to your file, but also makes things a lot smoother and easier for all parties involved. Plus, after signing the document, you can lock it with an open or permissions password to protect it even further. To add a digital signature in PDFelement, go to the “Protect” tab, and click on the “Sign Document” or “Place Signature” button. 4. Watermarks & Stamps Lastly, another security measure you can add to your documents is a watermark or a stamp. A watermark is the addition of a certain design or pattern to your document that signifies the company or person that owns it. This is useful because it deters fake copying or altering of the document, as well as clearly shows the original source of the document. Watermarks help to prove the authenticity of a file, and with PDFelement, adding a watermark is simple. Just go to the “Edit” tab, click on the “Watermark” button, and choose whether you want to create a new watermark, update an existing watermark, or remove a watermark from your file. Similarly, stamps add to the authenticity of your document as well. When files include a digitally-authenticated timestamp, you’ll know the content within the file was last changed at that time. Or, the stamp can give you an idea of the last action that was completed on the document. For instance, a stamp can tell you whether it is a draft version, sent for comment or review, or if it has been approved or disapproved. Again, adding stamps is easy in PDFelement. Simply go to the “Comment” tab, click on the stamp button, and select the template you want to use to create your stamp. Have any more tips on how to protect your PDF documents? Let us know in the comments below!
  2. In this week’s tutorial post, we’ll discuss how to add stamps to PDFs using PDFelement for easier reviewing, collaboration, and teamwork. Stamps are a great collaboration tool, no matter how you use them. Whether you want to let your team know when their drafts have been approved, or show them where to sign on a document, you can clear up a lot of miscommunication through the use of stamps as an annotation tool. PDFelement offers a wide range of default stamps for users. You can access these by navigating to the “Comment” tab and selecting “Stamps.” This will display a drop-down menu of different stamp options. Once you click on the stamp you would like to use, you will be able to place it anywhere on your document. You will also be able to change the sizing to suit your needs. However, it’s important to note that there are some properties you can can’t change, such as color. But what about custom stamps? In some circumstances, you might want to create your own stamp, whether it’s a fancy seal of approval or just a stamp that doesn’t come with default settings. To do this, head over to the “Comment” tab and click on “Create Stamp > Create Custom Stamp.” Your custom stamp will need to be an image file. You can’t directly type text to create a stamp. Once you create your stamp, it will show up under “custom” for easy access in the future. You can also later manage your stamps to edit or delete previous custom stamps you created. Here is an example of a custom stamp I created, which I named “Approved.” Here, I’m able to Create a new stamp, edit the current one, or delete it. In this scenario, “Edit” just means swapping out the photo. The name remains the same. There you have it! This is how you work with stamps in PDFelement for Windows. Any questions or tutorial requests? Let me 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. Ensure you have the most secure, safe, and reliable recovery system out there to protect your company’s data. The modern business world is completely reliant on digital technology. These days, almost all transactions, communications, and inventories are online. The trend towards digitization of business is great for cost savings, efficiency, and environmental impact. Doing business online is now easier than ever, and companies are able to reach consumers, clients, and partners from any corner of the world with internet access. This allows access to wider markets, more customers, and a more diverse range of skilled employees to choose from. Plus, with so many tools like PDFelement to choose from, there are so many efficient options out there for virtually any type of business. The only drawback to doing business online is the vulnerability of your digital data. We are all familiar with the frustration of computer issues. Having your computer crash and losing an hour of work is at the very least an inconvenience, when at the most it can mean anything from security breaches to huge losses in profit. Big companies spend billions protecting their digital assets, and for good reason. Ensuring your data is safe and secure is an essential part of running an online business. It’s important to find a reliable way to store your data that is encrypted and secure to ensure the integrity of your information. Cloud storage is the most efficient way to effortlessly store your data behind the scenes, allowing your company to function smoothly. But you’ll want to do your research and ensure you choose a reliable system. Cloud backup systems act as a safety net for businesses, so consumer-grade cloud systems just don’t cut it in most cases. Some of the leading companies have a range of plans to suit the needs of small or large businesses. Carbonite offers affordable plans for individuals as well as businesses. SOS Online Backup is one of the more popular options. They have more expensive plans, but you can save money by pre-paying their yearly service rates at a discounted price. If you want to focus on security, CrashPlan offers better encryption than a lot of its competitors for a decent price. With CrashPlan, you pay a flat rate per computer but that comes with unlimited data storage. You’ll have to do the math to see whether this plan will be cost efficient for the size of your business but if you have a lot of data to store across a relatively small number of computers, then this plan can save you quite a bit of cash. On the other hand, if you have many computers with less data to protect, you may want to consider a different option. In the event that you lose information that isn’t protected in a secure backup server there are still options for recovering most, if not all of your data. Wondershare’s Recoverit offers the best data recovery software available. Our leading technology is fit for individual as well as corporate use and has a 96 percent recovery rate! Doing business online certainly has its pros and cons, but with a reliable and secure backup system, you can mitigate most of the risk and protect your digital data. With a bit of research, you can find the perfect cloud backup that fits your business. What are your thoughts on the best cloud backup for business? Let us know in the comments below!
  4. 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!
  5. 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!
  6. PDFelement

    The More You Know: Redaction

    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! Mac: 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. Switching colors 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. Windows: 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
  7. Keeping your clients happy is the hallmark of any good business. After all, that’s where your profits come from, so at the end of the day, it’s what keeps your company afloat. To ensure your meeting the needs of your customers, it’s important to have the right tools at your disposal. And one of the most useful tools is the PDF. As we all know, the PDF has numerous benefits, which is why it has become a publishing standard for many organizations across the globe. The format ensures quicker document delivery in a cost-effective and versatile way and allows the receiver to easily view, store, print, share, and navigate a document that likely carries vital information. Here are five ways in which PDFs help you meet the needs of your most important clients and customers: 1. There’s no or little cost involved No special program is needed for viewing a PDF. In fact, one can easily download one of the many free PDF readers available, including the free trial version of PDFelement! Despite being free, PDFs are much faster, and the documents are high-quality as well. Due to the format, the documents can be distributed globally without spending a penny, and they can be printed anywhere too., meaning you can send any document, to any customer, at any time! 2. The format is the same across all platforms PDFs are the same across all devices. You won’t experience missing fonts, or formatting issues like you would in a text document. It is crucial that business agreements and documents look the same for all people viewing them, particularly when application forms, invoices, tender documents, tax returns, and other similar files are involved. PDFs ensures that the files given to the clients can be viewed the same way across multiple platforms without changing the appearance of the document, meaning each customer sees the document the way they were meant to. 3. It’s perfect for record-keeping and archiving It’s easy to make PDFs searchable, which means it’s also easy to navigate them. For instance, if a client receives a lengthy business document, they can use the search function to simply enter a keyword to quickly find the content they’re looking for. You can also magnify the document without negatively affecting the quality, which is useful when there are visual aids like charts and graphs involved. A PDF format is also ideal for archiving and storing documents. It’s a highly compressed document format that lets you effectively manage text, vectors, bitmaps, and more. 4. It’s easy to email and share Since PDFs are compact in size, they can be easily shared and emailed. PDFs reduce the size of the document drastically without affecting the quality of the document. Consequently, PDFs reduce storage and expensive bandwidth issues which means that changing word processor documents, spreadsheets, and graphics to PDFs can significantly reduce the document size, thus contributing to real savings in bandwidth congestion and email server storage. Another plus is that significant time can be saved when retrieving emails from the server. 5. And it’s more secure Documents like legal contracts and proposals are at high risk of manipulation or falling into the wrong hands which can lead to grave consequences. However, with PDF documents, there is a lower risk of tampering involved since PDFs provide both 40-bit and 128-bit encryption along with password restricted viewing, printing, and copying. Moreover, by using watermarks, users have the ability of digitally emboss the document with their own, unique brand. As well, they can redact sensitive content that they don’t want just anyone to read, meaning clients can feel secure when doing business with you. Having a strong PDF editor like PDFelement on hand helps you ensure that you are meeting the needs of your customers by providing them with top-notch documentation. Do you have any other examples of how PDFs help serve clients better? Comment below!
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