Working collaboratively on documents allows team members to share ideas, perspectives, and expertise as well as deliver pending tasks on time. This enables you as an organization to solve existing problems faster and more efficiently.
Even so, for your team members to seamlessly work together on projects and achieve common goals, you must have an efficient and secure digital file format. That’s where the Portable Document Format (PDF) comes in. Adobe Systems developed PDFs during the early 1990s. It’s one of the most popular digital documentation tools businesses and other institutions use.
It’s a trusted format as it facilitates instant information sharing via various digital channels while maintaining the original document formatting. And while it was explicitly created for viewing documents not meant to be edited, PDFs are now dynamic and interactive files that can be edited. Therefore, users can leverage them for collaborative work. Read on for more information on the power of PDFs in team collaboration:
In this article
Accessing PDFs For Collaborative Work
While there are different PDF collaboration tools your team members can leverage to collaborate on PDF files, you’d want to invest in a software solution that enables your team to work on files optimally. For instance, by using a cloud-based collaboration tool, users can instantly access documents online, work together on them, and safely store the files in the cloud.
The following are some benefits of using a cloud-based PDF solution to collaborate on files:
- Most software vendors usually integrate automatic updates saving you the hassle of doing it yourself.
- Automatic backups are enabled to prevent data loss.
- It doesn’t require any installation, so your team can instantly collaborate on documents online.
- Cloud-based PDF collaboration tools are compatible with various devices like Windows, Linux, and Mac.
Fortunately, with an online converter like Foxit Word to PDF Converter and others, you can convert Word documents into PDF files online for collaboration. Here are the basic steps to follow during conversion:
- Navigate to the converter platform.
- Upload your Word document using the ‘drag-and-drop’ option. Alternatively, browse and upload the file directly from your device storage by clicking ‘Open File.’
- Click ‘Convert’ to convert the Word document to PDF.
You can then download your converted PDF file and share it online for collaborative work.
PDF Features To Leverage For Team Collaboration
Below are some PDF features significant for team collaboration:
1. Notes And Comments
You can leave comments on PDF files to provide guidelines or valuable feedback to team members. Notes and comments are part of edits to PDFs.
Here’s the basic procedure for adding notes and comments:
- Upload the PDF file you want to edit by dragging and dropping it into the drop zone. Also, you can click ‘Select File’ to browse and upload from your device.
- Select ‘Edit Text’.
- Click the relevant tab on the toolbar to add text boxes, sticky notes, highlight text, underline text, or strikethrough content.
- Download your annotated file.
Afterward, you can share it with your team members for group review online. Luckily, most PDF collaboration tools provide real-time notifications when team members open PDF files or add comments. Thus, it’s easier to keep tabs on your project quickly.
2. Digital Signatures
You can use digital signatures for legally binding contracts or to confirm content agreements during team collaboration. To sign a PDF document, click Fill & Sign > Sign > Add signature on your toolbar, then add your signature by typing, drawing, or uploading an existing one from your device. You can then share the signed PDF file with intended recipients in just a few clicks.
3. Password Protection
You can enable password protection for PDF sections you don’t want other team members to edit. Also, you can create passwords for all your PDF files to ensure only your team members can access and modify the document as needed.
Follow the steps below to create a password-protected PDF file:
- In your online tool, click ‘Select a File’ to upload your PDF file or drag and drop it into the drop zone.
- Select ‘Enter Password’, then type a strong password. Enter the password again for confirmation.
- Click ‘Set Password’.
- Download the password-protected PDF document and share it with your team.
Notably, it’s essential to use strong passwords that are hard to crack. To increase the password strength, enter longer passwords, include symbols, and add a mix of letters (lower and upper case) and numbers. Also, avoid using personal information to create passwords because they’re commonly guessed words.
Why It’s Important To Collaborate On PDF Files
Here are some reasons to use PDFs for collaborative tasks:
- They maintain original formatting: The PDF format retains a document’s original format, including layout, fonts, or text margins, no matter the device or operating system your team members use to view them. This feature is particularly vital when dealing with confidential and sensitive documents such as customer payment records, tax forms, or invoices. You can protect original formats by editing and sharing these files as PDFs and ensure recipients receive the primary information.
- They’re versatile: PDF supports a wide range of content from text, charts, form fields, audio, and images. Therefore, your team can collaborate on multiple document facilities.
- They’re easily searchable: You can easily search content on PDFs using relevant keywords. Team members can quickly access specific sections, read, and make edits without navigating the entire file.
Additionally, PDFs are fully secure. With security measures such as password protection and encryption, your team can collaborate on PDF files and share them in a safe environment.
Teamwork and collaboration are critical to the success of any business. It enables faster execution of ideas, better problem-solving, and improves worker productivity. Notably, leveraging secure and versatile file systems such as PDF document format is necessary to engage your team members more effectively. The above are some PDF features your team can utilize for collaborative work. For more information on collaborating on PDF files, consider watching online tutorials.