Useful Online Document Management Tools
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.
Step 1: Once the program has been launched click on “Upload a File” on the main interface to upload a document to the cloud.
Step 2: Make sure that the progress bar to complete to ensure that the upload has been completed.
Step 3: Click on the ellipsis beside the document and select “Download” to import the document locally.
Sharing Templates With Your Teammates
Step 1: Saved documents can be viewed in the “Your Document” tab.
Step 2: To share the document just click on the ellipses once again and from the dropdown select “share with users”.
E-Signature Made Easy
Step 1: Click “Start Signing” on the main interface.
Step 2: Click the initiate button and add a message.
Step 3: Add necessary fields where required.
Step 4: Send the doc and track progress
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.
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.
Merge PDFs: To merge PDF press the CTRL key and select the documents and select “Combine to PDF”.
Select the page range and press apply to merge the PDF files.
Convert PDFs: To convert the PDF file right-click the document and select “Convert to”.
Select the output format and click apply to finish the process.
PDFelement to Wondershare Document Cloud
The steps which you need to follow in this regard are as follows:
Step 1: Open Document from Document Cloud
Step 2: Upload the current document to Document Cloud
Step 3: Send the current document to the Document Cloud for signature or to perform any other Cloud-related activity.
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.
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