Working in finance is challenging enough without having to deal with extra problems caused by file management, document storage, or ambiguities related to the content of a file. Luckily, all these can be taken care of by using a reliable PDF editor.
If you’re new to working with PDFs, it may be a bit difficult at first, which is why we listed out several tips to help you understand how to include this extremely useful tool in your job. So make sure to keep reading and don’t shy out from testing your tips to see which fits your style better!
Financial documents need to be thorough and well-documented, but this doesn’t mean you have to send out an entire report when you only need to read the first few pages. Still, if you receive a PDF report, you can’t just take out the pages you need, right?
Well, you can securely merge or split a PDF online in just a few seconds. Plus, you have the option to only extract the pages you want, or split the file into all its pages, for future use.
The same goes for bringing different pages together in one single file (to make it more manageable and shareable).
Using the same online tool, you can merge as many pages as you want into a single file. Plus, you don’t have to worry about loading them up in order – the tool’s interface lets you rearrange the pages before hitting the merge button.
When you share a file containing financial information, you may not want to make it visible to everyone. Plus, depending on the type of information it contains, it may be mandatory to use some form of content protection to keep any curious eyes away.
In this case, if you’re using PDFs, it’s easy to set up a password and protect the content. Once you do so, only users with the password will be able to read the document.
Keep Content Accurate
Editable document formats (such as docx) don’t provide the guarantee that the content you receive was not edited along the way. This can be highly problematic in a field like finances where you need accurate and reliable information to do your job.
The PDF format sets all these worries to rest since it doesn’t allow anyone to mess with the content (especially if you’re using a password). Also, it keeps everything in place, especially if you’re using tables, graphs, or charts.
This is extremely useful in the world of finances since readers need to be guided through the content in an efficient and easy-to-understand manner.
Store & Organize Documents
Finance professionals need to be extremely well organized in order to stay efficient, but we don’t have to tell you that.
We will tell you, however, that PDFs can help reduce the clutter in the office (no more physically stored documents) and can also help keep a neat and well-structured electronic files archive.
PDFs don’t occupy much space, so you can store them on a physical drive, on your computer, or in the cloud.
This makes them easy to access from a remote location as well. Plus, you can share a storage location with your team, customers, or business partners to avoid sending large files via email.
Create Various Documentation Files
Procedures, rules, and working methods are easier to share when they are organized in a neat and tidy format. That’s why PDFs are perfect for such a job!
Write down your strategy to improve business finances management in any document format you want and then convert it to PDF.
You’ll see that all tables, diagrams, and graphs stay in place and that the final document doesn’t occupy too much space. Plus, since it’s a PDF it can be shared and accessed on a wide range of devices (it doesn’t require any special apps or drivers to view).
As you can see, businesses and individuals (financial professionals included) can benefit from using PDF as their go-to document format. It’s easy to use and understand, it doesn’t require any complex settings, and it helps keep everything organized and shareable.