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User Adoption: Why You Should Make Users Your Top Priority

At PDFelement, we care about our users. That’s why user adoption of our software is a huge priority. Read on to discover how important it is to ensure you take the user into account when developing a software product. User adoption entails building customer confidence in your services or product, as well as in the mission and vision of the product. It also means merging both the why and the what of your product by making adoption a collaborative effort between your marketing, sales, product team, and customer success department. You need to look at the product with a different perspective. Look at it as a method of engaging with your users, rather than simply a product you are trying to sell. This ties your users into the mission of your company, making them more emotionally connected to your organization. There are numerous benefits to considering user adoption in terms of your product. One of the most obvious is the ability to outshine your competitors. It makes users feel like your top priority
User adoption is not only about whether your employees are able to use your software system or not. It is also about prioritizing your users so that your organization can gain additional benefits in the long run. The following are a few of the ways that considering user adoption when developing your tech product can be a huge benefit:  Better adoption eventually leads to higher retention
The truth is that many companies are still confused about user retention and might be clueless about where to start. Most commonly, companies directly focus on customer retention which is the wrong approach since there are no shortcuts when it comes to customer growth. In fact, many companies that skip considering user adoption during the product development stage lose out in the end. As companies grow bigger, sometimes they forget about user adoption, or they simply skim over it. When high growth companies take shortcuts for advocacy, expansion, and even retention, they fail to build stronger foundations for their users, even though they have all the right resources. The bottom line is that user adoption is the only pathway for achieving long-term user retention and taking shortcuts only means you’ll lose out in the long run. 
  It also leads to positive business outcomes
The value of higher user adoption in terms of business objectives and outcomes can’t be overlooked. Technology that is not adopted by users can be considered a wasted asset. This is why user adoption plays a crucial role, especially in IT business where customer advocacy is key.  It is the only way in which companies can achieve positive outcomes because there is positive word of mouth and a positive reputation associated with the company or product.
  Lastly, it helps in improving implementation
Sometimes, decision makers put all of their focus on the way the system performs on a sheet of paper and neglect the way the software works in practice. Therefore, when it comes to implementation, a more user-centric approach should be used. If your company does not test out the software with various different types of end users during the development stage of your software, it will be hard to ensure you are meeting the needs of every type of user, and therefore implementation will not go smoothly.  And there you have it – the benefits of considering user adoption when developing your software product! Have any thoughts on the topic? Let us know in the comments below!
 

PDFelement

PDFelement

How E-Signatures Increase the Efficiency of Banking

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! 
   
   
 

PDFelement

PDFelement

The Best Cloud Backup Options for Business

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! 

PDFelement

PDFelement

The More you Know: Setting up Form Responses for your users

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!   

PDFelement

PDFelement

The More You Know: Backgrounds

Looking for ways to make your PDF document a little more eye-catching? Adding a background is one option! Many of us get bored from staring at a bland white document on a daily basis. It’s nice to be able to add a little more personality to your document, especially if it is for a brochure, presentation, or anything else that is supposed to be visually appealing to its audience.    In today’s tutorial, I’ll show you how to create or edit backgrounds in your PDF files. This is useful for a variety of reasons, including the ability to create reports with the same background image, color, or logo on every/multiple pages. Instead of adding a background to each page manually, you can do it all at once or in a few quick batches if you have different ranges in the same document.    Steps:  1. First, go to the “Edit “tab. Once you click on it, you will have the ability to add, update, or remove backgrounds by selecting “Background.”        2. You can select whether to add a color, image or PDF as your background.       3. If you want to change the color, click on the eyedropper tool.      You’ll see a cross appear on the last color swatch to the right. Click it to open up the custom palette.      4. After selecting “Add”, your files will look something like this:        The colors will only show through the areas that don’t have any content covering it up. You can also add images or PDF files from your computer as the background image.    5. Adjust the opacity, size, and angle of rotation under “Appearance.”    You can also adjust the overall positioning of the background image, as well as the range of pages that this background will appear on.        6. Once you click “Add”, you can always go back and change or update your background. All you need to do is simply go back to Edit > Background > Update. You can also save the settings of the background for next time.          7. If you are unhappy with the background, or are working on a file that already has a background and was created in a different program (such as Adobe Acrobat for instance), you can remove the background.        Other Useful Tips:  Perhaps you have added a background but found that it’s not showing on certain pages.        This may be because there are other layers on top of the background that already exist in the document and are preventing it from being seen. To see if this is the case, select the top layer, and drag it aside or delete it to reveal the color below.        There you have it! This is how you work with backgrounds in PDFelement. The interface shown in this post was that of the Mac product, but the procedure is very similar for Windows. Any questions or tutorial requests? Comment below!    We also have an online forum where you can get your PDFelement questions answered. See you there!   

PDFelement

PDFelement

5 Tips to Reduce Stress at Work

Stress has become a permanent fixture in modern society, especially in the workplace. Statistics show that the most common cause of stress is work-related pressure.    Stress can be a big deal – long-term stress can cause many health problems such as depression, obesity, diabetes, and heart disease among employees. In addition, the employer ends up paying more in health costs and experiences higher absence rates among staff, loss of productivity, higher turnover, and less employee engagement overall. This is why learning how to handle stress is important.  Here are our tips for handling stress in the workplace: 
  1. Stay on top of your tasks 
  Planning ahead can go a long way in dealing with stress at work. Being organized will help you get to work on time and will bring more efficiency to your work. Adding more tools like PDFelement into the mix can help. PDFelement increases efficiency with seamless pdf editing and creation tools, plus it gives you the ability to easily work with scanned documents. Plus, there are any number of other document management tools that will help life the stress right off your shoulders.  
  2. Keep your workspace comfortable  Physical discomfort can also be a cause of stress at the workplace. If your office chair is uncomfortable, then you will have a sore back which will make you more reactive to stress. Ensuring a comfortable, soothing, and quiet workspace can help in managing stress at work. Also, giving your desk personal decorative touches makes it feel homier, and therefore less stress-inducing.    3. Identify stressors  Mentally recording which situations cause you stress so you can prepare better for them in the future is another method for managing stress at work. Make a note of your feelings, and remember details about these situations so that you can find a pattern for how you manage and cope with these stressful situations. Remember to take deep breaths every now and then too! 
  4. Make sure you get enough sleep 
  Poor sleep can also be a contributing factor to stress because lack of sleep hinders your ability to deal with stress and negatively affects your outlook and mood. But sometimes you can’t help having a sleepless night. So how do you relieve stress at work if you are irritable and on edge from lack of sleep? These tips can help you get a manageable sleep schedule: 
Regular exercise releases endorphins and provides a boost to overall well-being that helps reduce stress.  Aim for 8 hours of sleep to make sure that your body and mind are fresh and alert.  Turn off your phone and TV at least an hour before sleeping because staring at a screen shortly before trying to sleep damages your sleep cycle  Avoid going to sleep late as much as possible – it can have long-term effects on your overall sleep schedule 
  5.Make friends in the workplace 
  Having positive relationships at work is extremely effective in reducing stress at work because it provides a support system. Talking about your work problems with your co-workers can help to curb negative thoughts. Leave your phone at your desk during lunch and interact with your coworkers instead. Finding humor in stressful situations and laughing is also another effective strategy for dealing with stress because research shows that laughter reduces stress and tension.  And there you have it – hope you enjoyed these tips! We’d love to hear your thoughts in the comments below. 
   
   
 

PDFelement

PDFelement

The More you Know: Enabling Updates

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:    On Mac:          1)      Go to “PDFelement 6 Pro” tab > “About”  2)      A pop-up will appear.          On Windows:  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:      On Mac:  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.”        On Windows:    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!     

PDFelement

PDFelement

The Top 3 Ways Technology Assists Learning

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!
 

PDFelement

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!   

PDFelement

PDFelement

Simplify HR Forms Using PDF

Streamline your Human Resources department with easy to use PDF software that saves time and money while boosting morale and productivity.    A big issue in most HR departments is the massive pile of paperwork that seems to build up out of nowhere. As we know, digitizing paperwork to PDF forms can be a lifesaver for everyone, whether you’re an HR professional or a candidate.    A PDF tool like PDFelement is a great asset to have in your human resource department. Simplify your HR process by digitizing forms like job applications, employee surveys, and time off request forms. Simplify administrative tasks so they can be completed online or via email, allowing for more flexibility and mobility. Enable employees to be more efficient with their time, even when working remotely. And if you need to be reminded, The Benefits of Working Remotely outlines the positive effects this has on productivity and employee morale overall, which should be an important factor to consider if you work in HR.   By using a PDF tool like PDFelement in your HR department, you can:    Store Files Easily  PDFs are easier to manage, store, and update than paper files or even other digital file types like Word or Excel. Having a digital template of forms and contracts on file lets you easily make changes and adjust to changing policies.    Save Time  Another huge benefit of going digital is the time saved from manual data entry. Time is valuable in business, and you don’t want to be wasting it with tedious re-typing and filing. With PDFs you can instantly extract relevant information onto your computer. This makes data more accessible and eliminates human error.    Create HR Forms Easily  Designing your HR forms on a digital platform will save your company time, money, and ultimately labor costs. Need some ideas on how to set up your HR Forms? Check out this article to see some examples for Human Resource Form Templates to get you started, or even easily start from scratch in PDFelement. Create professional and easy to use forms, contracts, surveys, and more using PDFelement’s robust form filling tools like automatic form field recognition and OCR. You can password-protect your document or redact certain sections as well to ensure the document remains secure. Your candidates, employees, and budget, will thank you.    Fill HR Forms Easily  PDFelement’s powerful features allow employees and employers to collaborate and communicate more efficiently, with the ability to digitally annotate, edit, and sign PDF forms, even on-the-go from a mobile device. With easy to use digital e-signatures, and security tools like password protection to ensure confidential information doesn’t fall into the wrong hands, PDFelement has candidates and employees covered. Plus, you can easily convert PDFs to or from other file types if necessary to make the process even easier.    When your HR department is spending less time caught up in administrative tasks they can spend more time doing their primary job, which is recruiting, training, and taking care of employees. A functional human resource team is the key to a successful business strategy, and through a PDF tool like PDFelement, human resource management can be made much more efficient and user friendly.    Are there any other ways you can think of that PDFs are beneficial to HR Teams? If so, feel free to comment below! 

PDFelement

PDFelement

How to Put Together an Effective User Manual for Your Product

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!  

PDFelement

PDFelement

PDFs by Industry: Using PDFs in Government and Legal

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. 
  Here’s why: 
  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. 
  Bottom line 
  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! 
   
 

PDFelement

PDFelement

Tips on How to Reboot Your Brain

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! 
  Sleep well     
  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. 
  Exercise 
  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! 
   
   
 

PDFelement

PDFelement

Improve Contract Management with PDFs

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! 
   
   
   
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PDFelement

PDFelement

How New Digital Trends Put the Focus on the Customer

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! 
 

PDFelement

PDFelement

PDF by Industry: Using PDFs for Finance and Banking

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! 
   
 

PDFelement

PDFelement

3 PDF Security Features that Will Keep Your Data Safe

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! 
     

PDFelement

PDFelement

The More You Know: Setting up Collation - Windows

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! 

PDFelement

PDFelement

The Top Digital Transformation Trends in 2018

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.    Blockchain Technology    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.    Location Services    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.   
Contactless Payment    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! 

PDFelement

PDFelement

Automate Your Invoices with PDF Tools

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!   

PDFelement

PDFelement

The More You Know: Batch Processes on Mac

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:    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!    Convert    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  Languages  OCR Range: you can pick the range of pages you would like to perform OCR on     Data Extraction  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.    OCR  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:    Language  How much you want to compress the file: 72 dpi, 150 dpi, 300 dpi, 600 dpi  OCR Setting:  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.    Bates Numbering  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:    Source   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    Appearance  Date format  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.    Position  Finetune the margins    Watermark  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:    Source  Option to select a pre-saved watermark  Option to create text to use as watermark or upload image or PDF from your computer.    Appearance  Option to rotate the watermark  Adjust opacity  Size in relation to page   Location  Option to keep the position and size of header/footer text constant when printing on different page sizes  Position  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    Encryption  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.    Encryption selection:    Document Open  Dictate whether readers need a password to open your documents. If yes, set your desired password.    Permissions  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  Fill forms  Sign forms  Review forms  Page extraction    Encryption Level Options  You can select your encryption level: 128-bit RC4, 128-bit AES, 256-bit AES    Tips: 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!   

PDFelement

PDFelement

5 Ways to Manage a Remote Team Successfully

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!     
 

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PDFelement

The Benefits of Printing to PDF

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. 
  · Security 
  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! 
   

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PDFelement

Want to be a Woman in Tech? Here are 5 Reasons Why You Should!

International Women’s Day is coming up on March 8th, and PDFelement would like to celebrate all the women working in the tech industry. With offices across Asia and North America, we see the importance of equality and we value the diversity of our teams. 
As a millennial, I’m pretty familiar with the stress of finding a stable career path. Full-time, well-paying positions with room for growth seem few and far between these days, a fact I think many recent college grads are familiar with. I racked my brain trying to think of which industry would be best suited for me to put my communications and marketing skills to good use. It dawned on me that in today’s tech-dependent society, a career in tech is probably one of few areas that still offers a lot of stability and opportunity.  
With perks that are hard to find elsewhere – room to grow, high demand, a solidpay check, and a chance to help create something that has a huge impact on society – it seemed like the answers to my prayers. I now find myself in a great marketing role within the tech field, and there are a ton of things I love about it.
But there’s just one problem. Even though the tech industry is widely progressive in many ways, it is still lagging behind when it comes to equality. The gender gap that exists within tech is a huge example of this, which is a shame since it may prevent many women from breaking into a rewarding industry.
Did you know:
  Women average only 30% of the workforce across major tech companies Women hold only17% of the tech jobs at Google, 15% at Facebook, and 10% at Twitter Of the 41 Fortune 500 companies in the technology sector, only five have a female CEO Only 14.3% of board seats of the top 100 tech companies are held by women.
If you’re not satisfied with these statistics, you’re not alone. In honour of International Women’s Day on March 8th, here are 5 reasons why women should pursue a career in tech!
5 Reasons you should become a woman in tech:
1. You can offer a fresh and unique perspective as an avid female user of technology
The emerging start-up culture of the tech industry encourages more open discussion. They want to give employees an open arena for sharing innovative ideas and making their thoughts heardtoo, because those opinions are valuable. With less of a hierarchy and less red tape to cut through, tech firms welcome new perspectives, and as a female, you can use this to your advantage to speak up.  According to a report by Parks Associates, more women than men are downloading movies and music; women do the majority of game-playing across some platforms; and women have higher “purchase intentions” than men do when it comes to some electronics.  With these statistics, it’s clear that not only will you be paving the way forward for other ladies, but you’ll be contributing to creating more valuable tech products as well.
2. You can forge your own path with flexible work opportunities
The start-up culture in many tech firms also lends to a more lenient view on what job flexibility means. Many tech firms offer flex hours, more vacation time, or the ability to telecommute or work from home. Whether you have outside commitments such as children, or your own freelance business, many believe a career in tech could be the perfect way to balance a rewarding career with an enriched personal life through flexible working options. According to this article, flexibility in the workplace could hugely effect women. Manar Morales, president and CEO of the Diversity and Flexibility Alliance, notes that technology and globalization are similarly changing the way work is organized in a host of other sectors. This could reduce the reward of long face-time hours and lead to more gender equality in a number of occupations.
3. There will always be plenty of financially rewarding jobs available
Because of the growing nature of the tech industry, there won’t be a shortage of job opportunities any time soon. In fact, according to the Huffington Post, the tech industry is one of very few industries where demand is higher than supply when it comes to hiring. While the overall unemployment rate is between 9% to 10% and companies everywhere are figuring out how to do more work with less personnel, the tech industry is currently one of the only industries that is hiring. Plus, new markets are constantly opening up, and if you have the right skills to get the job done, it’s more than likely that it won’t be long before you’re making a substantial salary.

4. You’ll learn many new skills that can transfer across other jobs and industries
Just as you can leverage your current transferable skills to break into the tech industry, you’ll also gain a lot of transferable skills while you’re there. On top of technical skills, most people who work in tech will end up gaining soft skills like marketing and PR skills, product management abilities, research skills, data analysis skills, and social media capabilities, all of which are useful across almost any role or industry. Plus, “the emergence of soft skills as a cornerstone of success in the technical professions is even being leveraged as a way to attract more women into the STEM sector.”

5. You will make a difference 
According to the Atlantic, while 57 percent of occupations in the workforce are held by women, in computing occupations, that figure is only 25%. And it’s not just in tech – a gender gap is the reality within several industries, including many of the STEM fields. By applying to tech jobs that interest you, mentoring other females who hold an interest in the industry, and doing everything you can to make changes from within a company, you can go to sleep at night knowing that not only did you help pave the way for future generations of females in tech, but also females in the workforce as a whole.
As part of the PDFelement team, I’ve seen firsthand how a fresh perspective and workplace diversity can contribute to innovation in creating unique and simple software products. Our main goal at PDFelement is to create products that bring simplicity to the life of every type of user, no matter their age, gender, or background.
And with women making up a large portion of our user base, having a female perspective when it comes to designing or marketing the features of our product, or any tech product, is key.
  “At Wondershare, we passionately believe in the power of diversity, and with our global workforce we strive to include ideas and perspectives from every type of user, including women. We’ve hired many outstanding females who want to help us create simple solutions for everyday life challenges. By providing the right environments, programs, and policies, we support all women in pursuing their goals.” – Summer Qin, Director of Overseas Marketing & Sales 
Interested in breaking into the tech industry? Learn more about PDFelement, or leave a comment below!
    By Emily Byrne, Content Marketing Specialist at PDFelement
 

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PDFelement

4 Benefits to Working Remotely

Who hasn’t fantasized about breaking free from the confines of the office from time to time? The freedom and the flexibility of working remotely from wherever you’d like is certainly an appealing idea to many, especially when it comes to the younger generations.
 Luckily, with today’s growing trend of virtual offices and remote workplaces, even if it’s only on an occasional basis, many companies are now open to the option of telecommuting and letting their employees work from home, and away from the traditional office setting to allow for more flexibility in schedules or improve productivity.
This is especially beneficial for someone who does creative work. Sitting in an office isn’t always the most inspiring environment for coming up with brilliant ideas, and as someone who works in the creative field of marketing myself,  I can vouch for this fact. Getting inspired by the world around you is usually the best way to come up with great ideas, and it’s often hard to do that while sitting at a desk.
With the rise in popularity of working remotely, the important question that still remains is whether virtual offices are actually effective. And a lot of data points to yes.
Here are just a few of the benefits:

Environmental benefits
An article from Chron notes that virtual work benefits the environment because fewer people are traveling in cars, busesand trains, which lowers the amount of vehicle emissions and decreases fuel usage.
As a commuter myself, there’s no question that eliminating a daily commute from my schedule would hugely benefit my working life, both for the amount of time itsaves, and for the fact that it would greatly lessen my carbon footprint. With global warming being such an important issue, cutting down fuel emissions by working remotely is a benefit for everyone.
  Productivity
Hours aren’t wasted commuting, so more time can be devoted to getting work done, without the added distractions from coworkers as well. According to this survey by TinyPulse, respondents working remotely are happier, feel more valued, and are overwhelmingly more productive. In fact, when respondents were asked the question “Do you believe you get more work done when working remotely?” 91% of them answered yes.

“About 66% of the respondents to a  FlexJobs’ survey said that they are more productive when they are not in the office. Why is that? Well, 76% said there are fewer distractions overall, and 70% wanted to avoid the stresses of commuting. Other reasons for toiling off-site were to avoid office politics (69%), be in a quieter environment (62%), wear more comfortable clothes (54%), have less frequent meetings (46%), or personalize their office environments (51%).”

Better work-life balance
Virtual offices provide more flexibility and the ability to create your own hours, allowing you to spend more time with family and friends. This is especially important for millennials, who place a higher importance on work-life balance than earlier generations, likely because it gives them more time to care for young children or aging baby boomer parents.  The benefits of work-life balance for employees also include reducing stress, improving personal well-being, improvinglong term health and eliminating the need to take many sick days, offering autonomy and personal employee growth, and increasing focus. But there are also benefits for employers too. On top of employees being more productive, there is less turn-over, and an improved company reputation.

However the different parties don’t necessarily agree on what constitutes as enough of when it comes to work-life balance. “A 2015 Workplace Study revealed that 67% of employers feel that their workers have a work-life balance, while 45% of employees disagree.” There are many things employers could do to fix this statistic, such as offering the ability to take unpaid leave, having senior managers model work-life balance in their own schedules, or setting clear boundaries by not re sponding to work emails during their time off.
Employee retention
Since virtual offices provide more schedule flexibility and the comfort of being able to work independently, it only makes sense that this results in higher employee retention. According to The Balance, telecommuting and flextime appeals to younger, more technically savvy generation of workers. So if your company hopes to attract and recruit this demographic, then an employee benefit package that allows for flexible schedules and remote work options would be a plus.

This virtual office arrangement won’t necessarily work for every type of job, or every type of employee. But with the growing number of remote workers, freelancers, and entrepreneurs that are starting to pop up in today’s workforce, it makes sense that this arrangement should be seriously considered by employers.
And along with employers evolving, business software products need to evolve to support this too. PDF editing software is no exception, as employees working remotely need full mobile support while working with PDFs on the go. Fortunately, mobility is an area where PDFelement has you covered! Read, edit, convert and sign PDF files professionally while working remotely from any desktop, laptop, or iOS/Android device with our mobile app.
By using PDFelement, you can experience the environmental benefits, higher productivity, and greater work life balance that comes with working from home.
Enjoy the ability to:

• Read PDFs Remotely
Got a notification during your grocery shopping about a second draft that requires urgent attention? No worries, quickly scan the PDF on your mobile device!

• Edit PDFs Remotely
You can edit text creatively and professionally – all from the comfort of your own couch, with no mouse needed. Improve the look and feel by changing font style and colors easily without losing formatting.

• Collaborate Remotely
Perform markups and edits by using tools to highlight, underline, or strikethrough text. This could be done over breakfast or on the bus! You can even use a freehand drawing tool or sticky notes.

• Take Snapshots of PDFs Remotely
Snap a photo with your mobile device, and easily convert it into a professional looking PDF document that can be shared with your colleagues or clients in seconds.

• Export PDFs Remotely
Convert PDFs individually or in batches to other file formats like Microsoft® Word, Excel®, Power Point®, HTML, Image and more.

• Sign Forms Remotely
Add text into fillable text fields, insert a picture of your hand written signature, or draw a pixel-perfect signature on the touch screen. With the use of mobile document editing apps, professionals on the go can have all the tools they need to get their work done outside of the office, no matter what kind of worker they are.

• Seamlessly Switch Between Devices on iOS
Create and edit a PDF file on your desktop, and then easily switch to viewing and editing it on your mobile device once you are out of the office!   Already working remotely? Let us know your thoughts on working with PDFs on the go below! Enhance your telecommuting experience with PDFelement. Download our desktop and mobile apps (Android and iOS) today.      By Emily Byrne, Content Marketing Specialist at PDFelement  

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