The upgraded PDFelement Pro version offers advanced features, including the ability to easily redact sensitive information (such as a client's name or Social Security number) and to create and edit form fields, optical character recognition (OCR) to recognize text in images, and the batch-processing of documents (particularly useful if you need to make the same changes to several PDF files at once, such as adding your firm's logo). You can also annotate and add comments to the PDF. Text can be added or edited, images can be inserted, and you can add headers or footers to each page. The editing and navigation experience once a PDF file is open or created feels much like Microsoft Word.
PDFelement also includes several templates available from the launch screen for expedited PDF and form creation.
Like any good PDF editor, you have the ability to create, combine, edit, and convert PDF files.
PDFelement offers an intuitive interface that looks as if it were designed by Microsoft as part of its Office suite, with a familiar "ribbon" style toolbar. Windows users are likely to find great value in Wondershare's PDFelement Pro software. Thankfully, there are a number of PDF editors on the market to help you level up the PDF abilities of your advisory business, each with its own strengths depending on the operating system and devices you're using.įor Windows Users: PDFelement Pro and Drawboard PDF Predictably, the need to edit a PDF file is likely to be greater in a business setting, where additional features such as editing existing text or images, adding annotations, document redaction, and adding fillable form fields are particularly useful. While opening and viewing PDF files is fairly straightforward, editing them is another story, with most basic PDF readers offering only limited functionality.
Nearly all of the most commonly used platforms and devices have some sort of built-in PDF viewing functionality, whether you're using Windows, MacOS, Android, or iOS. As advisors, we're likely using and sharing PDF files on a daily basis, from portfolio and investment analyses, to financial-planning deliverables or supporting documentation, to account statements, tax returns, and beyond. Created by Adobe a full 26 years ago in 1993, the Portable Document Format, or PDF, still reigns supreme as the file format of choice for documents you need to look the same on every device or app.
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