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Useful Online Document Management Tools

2021-02-23 10:53:06 • by Jason Will
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Online document management has seen the transitional phases and now it is relatively mature. This is because the companies have started investing in these programs to make them more viable for the organizations. The SaaS document management software programs or whatever the industry is are using the power of AI to make the documents safe and secure in all respects. Large organizations are also becoming aware of the uses of such programs so they have also started investing owing to the usability that such programs provide. This article will further shed light on one of such programs that is undoubtedly the best.

How Wondershare Document Cloud Helps?

Wondershare Document Cloud has proven that there is no need for a pen to sign documents now. With this program, it is easy to sign the documents and store them at the same time. The program comes with practically matchless features.

What it Offers?

      - With 100GB of storage, the documents can be stored in the cloud.

      - For e-signature, the documents are forwarded to be signed on emails directly.

      - The program ensures the safety and security of the stored documents.

      - Get notifications every time a document is signed.

Wondershare Document Cloud

All System-supported Platform

Premium 100GB Cloud Storage

High-quality Electronic Signature

Continuously Updated Service

Document Management

Step 1: Once the program has been launched click on “Upload a File” on the main interface to upload a document to the cloud.

online document management system

Step 2: Make sure that the progress bar to complete to ensure that the upload has been completed.

online document management

Step 3: Click on the ellipsis beside the document and select “Download” to import the document locally.

web based document management system

Sharing Templates With Your Teammates

Step 1: Saved documents can be viewed in the “Your Document” tab.

online document management software

Step 2: To share the document just click on the ellipses once again and from the dropdown select “share with users”.

online document management solutions

E-Signature Made Easy

Step 1: Click “Start Signing” on the main interface.

saas document management software

Step 2: Click the initiate button and add a message.

saas document management software

Step 3: Add necessary fields where required.

online document management solutions

Step 4: Send the doc and track progress

online document management software

Retitle Cloud Document

Step 1: Under the “Your Document” tab click on the ellipse and select “Rename” from the dropdown list to rename the document.

web based document management system

PDF Document Management using PDFelement for Windows

The best part of this program is that it can easily connect with the Wondershare Document Cloud to create a web-based document management system.

Working on PDF Files

Edit PDFs: Select the Edit button on the top right and then the related icon. Use paragraph or line mode to edit the PDF file.

edit pdf document on pdfelement

Merge PDFs: To merge PDF press the CTRL key and select the documents and select “Combine to PDF”.

combine pdf document on desktop

Select the page range and press apply to merge the PDF files.

select page to combine

Convert PDFs: To convert the PDF file right-click the document and select “Convert to”.

convert pdf on desktop

Select the output format and click apply to finish the process.

select output format to convert

PDFelement to Wondershare Document Cloud

Wondershare PDFelement

Edit and annotate PDFs

Create and convert PDFs

Fill forms and sign contracts

OCR PDFs into editable text

Integrated with Document Cloud

The steps which you need to follow in this regard are as follows:

Step 1: Open Document from Document Cloud

open file from document cloud

Step 2: Upload the current document to Document Cloud

upload current file to cloud

Step 3: Send the current document to the Document Cloud for signature or to perform any other Cloud-related activity.

electronic signature button on pdfelement

Conclusion

Among the online document management solutions, the Wondershare document cloud is regarded as one step ahead. This is because the online document management system has everything that is required to get the works done with perfection. It is fast, efficient, and reliable in managing the cloud storage for your company as well as the document management which is made effective. The Wondershare PDFelement will also be able to integrate in near future and this will further enhance the power of this program. It is very cost-effective as compared to the other programs and therefore the first choice of almost every large organization.

Jason Will

Jason Will

chief Editor

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