David Zemann, Business Development and Channels Manager (APAC)
PDF software is a non-negotiable for any business, but what kind of extra features do your users need?
The legal, financial, and government sectors, for example, have specific requirements for PDF software that can combine multiple PDFs. Lawyers and paralegals create Closing Books, while government agencies compile lengthy legislation into downloadable assets. However, any business in any industry that needs to combine multiple PDFs may require electronic binder functionality to make it quicker, easier, and more efficient.
pdfDocs was made for professional services industries, and different versions cater to different needs. pdfDocs is available on its own or as pdfDocs binder. Both versions come with the same powerful PDF creation and editing capabilities as standard. However, pdfDocs binder offers additional, robust electronic binder functionality.
So, how do you know which version is right for you? Below are four common workflows matched with the version of pdfDocs best suited for the job.
Do I need pdfDocs or pdfDocs binder?
Scenario: You need to review and edit PDFs and that’s it.
If most of your work with PDFs involves updating text, applying signatures, or adding bookmarks, then pdfDocs will have everything you need. General PDF workflows like these are all catered for in even the most basic version of pdfDocs.
pdfDocs also offers some collation features as standard. Create workspaces in Organizer Mode for specific cases, matters, or projects and action all reviewing and editing processes there. In Organizer Mode, PDFs can be printed, merged, emailed, saved, shared on a network drive, or saved into a document management system.
Conclusion: You need pdfDocs
Scenario: You’re a lawyer working with many case files that need to be filed electronically with the Court
This workflow usually requires the creation of an electronic PDF binder with a Table of Contents and Bates Numbering and often involves hundreds of separate files. Users can simplify the creation of Court filings (aka Closing Books or Agendas) with automation.
pdfDocs binder automatically generates an interactive Table of Contents that updates as you continue to review and edit. Add vast amounts of documents to your PDF binder with drag-and-drop ease. Instantly apply Headers/Footers, a cover page, links, bookmarks, page numbering, and security settings.
Want each PDF binder to look the same firm-wide? pdfDocs binder lets you work from pre-saved templates for consistency.
Conclusion: You need pdfDocs binder
Scenario: You need to keep client files together, but not share them with anyone outside the business
Your day-to-day work involves reviewing and editing multiple PDFs, but what you share with clients may not be a hundred-page file. It could be as simple as a one-page summary, or invoice.
pdfDocs Organizer Mode operates as a central location for working files relating to a client or project. Review, edit, and merge as you need without switching out of the Organizer Project. When you’re ready to finalize the documents, you can collate them into a single file and save as a PDF into a network drive or records management system.
Conclusion: You need pdfDocs
Scenario: You need to submit a design proposal and keep Adobe Photoshop files in their native form
Design professionals usually work with multiple file types – PDFs for invoicing, Adobe Photoshop or InDesign for mock-ups and layouts, and image files for advertisements and graphics. Packaging these up into an easily navigable file for clients is not always an easy task.
However, pdfDocs binder can help. A Binder Project can contain multiple file types – not only Office or PDF documents. Users have the option to convert some or all files to PDF or keep files in their native format. Importantly, non-PDF files can still be referenced in the interactive Table of Contents.
From there, the pdfDocs binder output can be distributed to clients or agencies quickly and securely.