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A Comprehensive Guide to Windows File Management

2021-02-23 10:52:59 • by Jason Will
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We cannot stress enough the importance of organized official documents and how it helps carry out daily tasks smoothly. Computer file management not only boosts productivity and reduces cost, but it also keeps sensitive information protected from unauthorized users. Moreover, it is an economical and environmentally friendly option, which has countless benefits that can help your company reach new levels of success.

Organizations that are opting for digital solutions for organizing day to day transactions are on the lookout for file management programs that can provide them with advanced functionality features, in addition to the basic document editing tools.

For this, we have reviewed 2 excellent Windows file management programs by Wondershare. Let’s have a look at how we can carry out basic document management with them.

How to manage files on Windows

Wondershare Document Cloud is a free file management program used by hundreds of companies to organize and streamline their everyday office transactions efficiently. This browser-based tool allows the users to save their essential documents in 100GB of cloud storage and access it from any device with an active internet connection.

It has made the creation of forms and contracts effortless and unchallenging due to the built-in template feature. You just have to select the desired template, download it, and it’s ready to use. It’s as simple as that.

Wondershare Document Cloud

All System-supported Platform

Premium 100GB Cloud Storage

High-quality Electronic Signature

Continuously Updated Service

You can add/remove fields in the template to customize it and forward it to the recipients for their e-signatures, with just a few clicks. Wondershare Document Cloud is all about convenience and should be your number one choice when choosing a file management program.

Windows File Management with Wondershare Document Cloud

Below are instructions for carrying out the most used file management tasks:

How to Upload a Document to Cloud

Sign in to your Wondershare account and click on “Upload Files” to upload a file to Document Cloud from your Windows device.

windows file management

Download Documents from Cloud

How to Download a Document from Cloud

To download a document from cloud to your Windows device, click on the document to open it, and then click on “Download” on the top of the page.

file management in windows 10

file management program

How to View a Document

You can view documents in two ways:

(i) Go to “Document,” and all the files saved in your cloud storage will be displayed. Click on the 3 dots next to the document you want to open and select ‘View” to view it. Share it with your colleagues by selecting “Bulk Send.”

file management program

(ii) Another way to view your document is to simply click on the document name to open.

How to Send a Document for E-Signature

Go to “Document” and click on the 3 dots next to the document you want to send. From the menu, select “Send for Signature” to send the document for e-signature.

computer file management

How to Rename a Document

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

windows file management

Windows File Management with PDFelement (For Windows)

Here are some instructions on making changes to your document using your Windows device with Wondershare PDFelement, which has Wondershare Document Cloud embedded in it.

How to Edit a PDF File

Open the file with PDFelement; click on “Edit” from the menu at the top. Next, click in the text area to type or delete text.

edit pdf document on pdfelement

How to Convert a PDF File into Another Format

To convert a PDF into Word, Excel, PPT, or image, click on “Convert” and choose from the formats listed.

convert pdf on pdfelement

How to Merge PDF Files

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

merge pdf on pdfelement

Wondershare PDFelement

Edit and annotate PDFs

Create and convert PDFs

Fill forms and sign contracts

OCR PDFs into editable text

Integrated with Document Cloud

How to Open a File from Document Cloud via PDFelement

To open a file stored in your cloud storage, click on “File > Open > From Wondershare Cloud” and select the required file to open in PDFelement.

open file from document cloud

How to Upload a PDF File to Cloud via PDFelement

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

upload current file to cloud

How to Initiate an Electronic Signature Process

In PDFelement, click on “Protect > Electronic Signature,” after which you will be redirected to the “Sign” page on the Wondershare website.

electronic signature button on pdfelement

Select “Request Signatures” or “Bulk Send” to send the files for e-signatures.

three methods to send documents for signatures

Conclusion

Getting your document management in order is one of the fundamentals of a successful business. By implementing a sound file management program like Wondershare Document Cloud and PDFelement, you can smoothly manage all your files and office-related tasks and reduce unnecessary stress and workload.

Jason Will

Jason Will

chief Editor

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