The Ultimate Online File Management Guide

2021-02-23 10:53:45 • by Jason Will

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An effective cloud file management system improves the overall business workflow, organizes important data, and provides a searchable database for quick access.

Hence, more and more companies are going for cloud file management systems to keep their everyday business transactions arranged to access them and not lose track of ongoing processes easily.

But there’s a catch over here. Not all file management systems provide the features that we look for; some might have insufficient storage space, and some might not provide proper security to keep classified documents safe. Therefore, we have discussed two cloud-based file management systems with ample cloud storage and a secure platform for the safekeeping of important documents.

Wondershare Document Cloud - A Cloud-Based File Management System

If you want an online file management system that enhances document collaboration, allows online PDF editing and annotations, and is accessible via desktop, mobile, and online, you need to try Wondershare Document Cloud.

Not only does it provide you 100 GB of cloud storage and an e-signature feature to sign documents on any device or operating system, but it also enables you to share the files with other people to obtain their signatures—all these processes go through a secure process that doesn’t compromise the safety of your documents.

Wondershare Document Cloud

All System-supported Platform

Premium 100GB Cloud Storage

High-quality Electronic Signature

Continuously Updated Service

Try Free Buy Now

From storage to other functional features, Wondershare Document Cloud has everything you need to manage your documents.

How to Manage Files Using Wondershare Document Cloud

With the following instructions, you can easily manage all your official or personal documentation with ease.

Uploading and Downloading Documents

To upload a document to cloud, simply click on “Upload Files” on the Wondershare home page.

To download a document, select “Download” from the drop-down menu.

Viewing and Sharing Documents

To view the document, click on the 3 dots next to the document and click on ‘View” to view it. Share it with your colleagues by selecting the “Bulk Send” option in the drop-down menu.

Sending Documents to Obtain 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.

Renaming Documents

Click on the 3 dots next to the document and select “Rename” from the drop-down menu.

Online File Management with PDFelement (Desktop Version for Windows)

Wondershare Document Cloud is connected with PDFelement, so you can easily make changes to the document on your computer using this software.

Editing/Converting/Merging 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 like Word or Image file, click on “Convert” and choose from the listed formats.

To merge documents, click on “Tool > Combine” and select the files you wish to merge into a single PDF document.

Wondershare PDFelement

Edit and annotate PDFs

Create and convert PDFs

Fill forms and sign contracts

OCR PDFs into editable text

Integrated with Document Cloud

Free Download Free Download Free Download Buy Now Buy Now Buy Now

Opening/Uploading Files from Document 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 in PDFelement.

Click on “File > Share > Wondershare Cloud” to upload a file to Cloud.

E-signing Process

Click on “Protect > Electronic Signature,” after which you will be taken to the Wondershare website.

Select “Request Signatures” or “Bulk Send” to initiate the signature process and send the files to people for obtaining their e-signatures.

Conclusion

Managing day to day documentation may seem like an overwhelming task. If you want to make your life easier and enhance functionality, opting for an online file management tool is the way to go.