The Ultimate Online File Management Guide
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.
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.
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.
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.
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.
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.
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More Useful Solutions & Tips
How to Use a Free eSign Online Service
The term ‘free esign’ simply means adding an electronic signature to a document after generating it, either using a free esign online service or free esign software.
5 Steps to Sign PDF Online for Free
Document management solutions use servers and software to store, manage, and track digital documents. It enables you to access any PDF document or file quickly.