A Complete Guide to Electronic File Management
In today’s wired world, keeping office documents organized and up-to-date can be quite a task. Furthermore, sharing files between employees can be very time-consuming and prone to a security risk if proper procedures are not followed.
All these issues have one solution - an electronic file management system. With an e-file management system, all your files are safe, secure, and easily accessible, regardless of when they were created. This makes it easy to find a document, to view, update or share.
Most companies struggle with finding a decent electronic file management system; therefore, we have sought out two cloud-based file management tools that will help you manage all your important office transactions with utmost convenience.
Electronic File Management Best Practices - Wondershare Document Cloud
One of the most effective and easy-to-use software for electronic file management is Wondershare Document Cloud. It allows you to e-sign your documents and store them in the 100GB cloud storage. You can also access your documents from any device, with any operating system, to view them, sign them, share them and download them to your local storage.
So, no more carrying documents in a physical storage device; simply save them to Document Cloud and access them whenever the need arises.
Electronic File Management with Wondershare Document Cloud
Following are some basic instructions to manage office files easily:
Save Documents to Cloud
On the Wondershare home page, click on “Upload Files” to save a file to Document Cloud.
Download Documents from Cloud
You can download a document in two ways:
(i) Go to “Document” and click on the 3 dots next to the document and select “Download” from the drop-down menu.
(ii) Additionally, you can also click on the document to open it, and then click on “Download” on the top of the page.
View and Share Documents
Go to “Document” and click on the 3 dots next to it and select ‘View” to view it. Share it with your colleagues by selecting “Bulk Send.”
Send Documents for E-Signature
Click on the 3 dots next to the document and select “Send for Signature” to send the document to obtain an e-signature.
Click on the 3 dots next to the document and select “Rename” from the drop-down menu.
Electronic File Management with PDFelement (For Windows)
Make changes to your document using your computer with Wondershare PDFelement, which is integrated with Wondershare Document Cloud.
Edit/Convert/Combine PDF Files
Open the file with PDFelement, click on “Edit,” and then click in the text area to type or delete text.
To convert a PDF into another format, click on “Convert” and choose from the listed formats, including Word, Excel, PPT, and image.
To combine multiple documents into one file, click on “Tool > Combine” and select the files you wish to merge.
Open/Upload Files from Cloud
To open a file stored in Wondershare Document Cloud, click on “File > Open > From Wondershare Cloud” and select the required file to open in PDFelement.
Click on “File > Share > Wondershare Cloud” to upload a file to Cloud.
Initiate Electronic Signature Process
Click on “Protect > Electronic Signature,” after which the Wondershare website will open.
Select “Request Signatures” or “Bulk Send” to initiate the signature process and send the files to people for obtaining their e-signatures.
The integration of Wondershare Document Cloud and PDFelement is a great combo of electronic file management systems for handling and organizing documents without the help of an external software.
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More Useful Solutions & Tips
How to Use a Free Signature App on the Cloud
An electronic signature app, also known as an esignature app or e signature (with a space) app is essentially a utility that allows you to digitally sign an electronic document such as a PDF file.
How to Add Signature to PDFs
An app to add signatures to PDFs, with an impressive 100 GB of cloud storage and guaranteed privacy, Wondershare Document Cloud is a browser-based tool that can be accessed anywhere, anytime, and from any device.