File Management Tools to Boost Your Business

2021-02-23 10:53:42 • by Jason Will

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Did you know that 83% of employees have to recreate pre-existing documents because they can’t locate them on their corporate network?

Organizations have to document tons of information daily, and without a proper file management system, this data can be lost or mixed up. With the help of a digital file management system, all this data can be stored and organized in one place for easy accessibility. Moreover, it saves time and makes the reviewing and approving process relatively fast.

We have discussed two file management utilities below to help you with employee file management and personal file management.

Introducing a File Management Software

If you want a file management tool that is accessible, secure, and provides you ample storage, you need to go for Wondershare Document Cloud. It is a highly accessible browser-based software that enables you to access it from any device with an active internet connection, including Android, iOS, macOS, Linux, and Windows.

With this user-friendly file management utility, you get 100 GB of cloud storage and the option of saving your documents and accessing and downloading them from any platform, whenever you need them. It also comes with an e-signature feature designed for your absolute convenience. It allows you to sign documents on any device or operating system.

Wondershare Document Cloud

All System-supported Platform

Premium 100GB Cloud Storage

High-quality Electronic Signature

Continuously Updated Service

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The best part is Wondershare Document Cloud is a safe and secure platform so that you can save your documents without any fear. With so many options that help enhance your functionality, Wondershare Document Cloud is an ideal pick for digital file management.

File Management Made Easy With Wondershare Document Cloud

The following instructions will help you organize your files using Wondershare Document Cloud:

How to Upload and Download Documents from Cloud

Log in to the website using your Wondershare account, and click on “Upload Files” to upload the document from your local storage.

If your file is saved in the cloud storage, you can download it to your device by clicking on “Download.”

How to View and Share Documents

If you wish to view the document, you can click on the 3 dots next to the document and click on ‘View” to view it. You can also share it with your colleagues so that they can also look at it by selecting the “Bulk Send” option in the drop-down menu.

How to Send Documents for E-Signature

To send the file to obtain an e-signature, simply click on the 3 dots next to the document and select “Send for Signature.”

How to Rename Cloud Document

If you want to rename a document saved in the cloud storage, click on the 3 dots and select “Rename” from the options that appear. See how easy it is to manage all your digital documents via Wondershare Document Cloud?

How to Manage Files Using PDFelement for Windows

If your documents are stored in your local storage, and you wish to make changes to them from your Windows device, you can download Wondershare’s productivity tool PDFelement to make digital file management quick and easy. Here’s how:

How to Edit/Convert/Merge PDF Files

To edit a PDF file, open it with PDFelement and click on “Edit” to enter the editing mode. Then click in the text area to type or delete text.

Similarly, to convert a PDF into another format, click on “Convert” and choose from the formats given to convert it.

On the other hand, if you want to merge documents, click on “Tool > Combine” and then choose from the list to combine multiple documents into a single PDF file.

Wondershare PDFelement

Edit and annotate PDFs

Create and convert PDFs

Fill forms and sign contracts

OCR PDFs into editable text

Integrated with Document Cloud

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How to Open Documents from Document Cloud and Upload to Cloud

To open a document from Wondershare Document Cloud, click on “File > Open > From Wondershare Cloud” and select the required file.

While by clicking on “File > Share > Wondershare Cloud,” you can easily upload a file to your cloud storage.

How to Initiate Electronic Signature Process

In case you want to e-sign a document, click on “Protect > Electronic Signature,” which will redirect you to the Wondershare website.

Once there, you can select “Request Signatures” or “Bulk Send” to initiate the signature process.

Hence, with just a couple of clicks, you can easily carry out your digital file management processes.

Conclusion

File management is essential to run your business effectively. Opting for file management utilities like Wondershare Document Cloud and PDFelement will make your work easier, save time and keep everything organized.