Emailing PDFs – Best Practices

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PDFs as Email Attachments

Sending files and documents via email is an everyday activity for most people today. When these correspondences are casual, you don’t need to put too much thought into the type of files you’re attaching and emailing to your recipients. However, if the email is professional or academic in nature, you need to think a bit more about how to best present the information you’re sending.

For example, if you’re sending a resume or CV to a potential employer, proposals to clients, or samples of your work for acceptance into an academic program, then there should be a higher level of professionalism associated with your attachments. The first thing to consider when sending business, school or career-related documents is the file format.

In this post, we’ll guide you through the basics of why you should email files as PDF and we’ll even cover a list of some of the most common methods for emailing PDF documents.  

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How To Insert Blank Pages Into Your PDF

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Insert blank PDF pages

Most people roll their eyes when they need to edit a PDF. Why? Because PDF editing is difficult.  After all, the idea behind the PDF is that it’s meant to be read-only and not edited.

Have you ever tried adding new pages to your PDF file? Not an easy task without a dedicated PDF tool, right? Sure, you can convert your PDF file to Word online, add the pages in MS Word, then enter text and convert back to PDF, but that is a hassle that takes too much time and kills your productivity. Especially if you have to do it on regular basis.

A much better alternative for inserting blank pages to PDF files is to use Able2Extract Professional. This way, you can fully customize the appearance of your document and save valuable time in the process.

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Tips To Going Paperless On AIIM’s World Paper Free Day

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Shredding Paper Documents

It’s no mystery that we’re all about making your paperless transition easier. Regardless of your usual paper-based habits, businesses are increasingly adopting the practice. This slow acceptance and office-changing trend is making a nearly completely digital office more realistic.

Every small step towards a paperless workplace counts, and people are going about it at their own pace. Yet with today being World Paper Free Day, an AIIM initiative that tries to get people and businesses to go paperless for one day, there’s no time like the present to practice one full day without paper!

So we’re taking a quick, light hearted look at where you stand as a paper free advocate, and offering up a few strategies to help you take it one step further to working smarter, more efficiently in the workplace today.

Here’s what you can do if….

You Still Use Scratchpads, Notebooks & Agendas

Most of you may still using notepads, notebooks and agendas, and that’s understandable. You’re more comfortable with pen and paper. It feels more natural to you than typing on a screen. We get it.  But keep in mind that comfort zones can be a disadvantage, and investing over 75% of your work in hard copy ways can make it difficult to go paper free.

For today, take baby steps. For example, to get into the habit of digitizing your schedule, start small by scheduling certain things, like face-to-face meetings or meals in Google Calendar. Or try integrating a few tools into your brainstorming sessions like mind mapping tools. Even project management tools like Trello is simple yet powerful enought to keep your task lists organized and up to date with your team or meeting objectives.

You’re Using Sticky Notes And Loving It

If you’re using sticky notes, you’re on the path towards being paperless—you don’t use entire sheets of paper or spend too much time in notebooks. A scant piece of paper is all that’s needed.  While you’re on your way, there’s still the issue of getting you to do it digitally.

An easy way to turn this into a paperless habit? If you’re on a computer, you may as well use your browser. Try quick tricks like turning Chrome into a notepad or creating a Google Doc from your browser toolbar and give yourself access to a digital note with a single click. Also, consider using Sticky Notes on Windows 10 or Notes on Mac straight from the desktop itself.  Now’s the time to use those apps, if you haven’t been doing so already.

You Take Pictures When You Don’t Have A Pen

A picture says a thousand words, and over time a quick digital snap can save you just as many pieces of paper. We wouldn’t be surprised if you’re already taking pictures of information and documents with your phone when there’s no pen or paper to be had. And that’s great! It’s an effective, yet simple method for jotting things down.

Quite obviously, this also comes in handy at the office.  For instance, if you want a few hard copy documents on file and don’t have access to a scanner, get a scanning app on your phone. Evernote Scannable, for instance, is convenient and works on your iPhone and iPad. For Android, try CamScanner. Both have great features to work with any type of document you scan into digital form.

You Work At A Desktop Computer

You practically have no paper to work with whatsoever. Your work is all within MS Word, MS Excel or some digital file format, which are primarily on your computer. You have everything at your disposal, yet there are times when printing up a document is tempting.  Trust us. We’ve been there before.

As a digital worker, you can come across PDF documents that require either conversion, editing or minor modifications.  So consider the tools you use.  For instance, you may want to set up a document management system complete with an all-around PDF converter tool to keep your work going smoothly no matter what the task.

You’re Mobile, Work Remotely And Completely In The Cloud  

You’re more paper-free friendly than you realize! Almost all your work is stored online, shared digitally, and being mobile, well, that means gadgets are your main tool for working with documents.  The one obstacle that may draw you back to paper is the limited tasks you can perform with light weight tools. If you’re working on a netbook or tablet, web-based tools and apps are your best bet to getting things done.

For this, try curating a good list of online go-to tools. For example, when you have a PDF, there are a few that let you perform PDF tasks in a web browser, no software needed.  Also, ensure that you have a way to work with and access your cloud accounts effectively. They’re your main document hubs, so they’re essential to your work.

One last trick? Use the speech-to-text feature on both Android and iPhones for dictations. It’s a convenient mobile alternative to pulling out a notepad. Your keyboard, when activated in any app, will usually have a microphone icon. Tap on that, start talking and you’re good to go.

How are you going paper free today?

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5 PDF Tasks You Didn’t Know Could Be Done Through A Web Browser

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Web browsers have come a long way. There was a time when finally being able to view a PDF natively inside Firefox or Chrome got everyone excited. Now, viewing PDFs is the most basic PDF task you can perform.

Aside from viewing PDFs in your browser, you now know more than a handful of PDF tasks you can accomplish online. But we’ll bet that there are still a few PDF web tricks you didn’t know about. Here are 5 you probably didn’t know about.

1. Translate PDF Text

Because you know that PDFs are hard to edit, it’s natural that you wouldn’t peg the format as one you could translate into different languages. However, it is possible to do so without converting your file and manually translating it word for word with Google Translate.

The online translator  is a popular tool for anyone who needs a quick reference. But in case you didn’t notice, it also has an option where you can upload a document to be translated–PDFs included! Obviously, just as the translations for manual text entries may not be 100%, the translations for documents can be slightly inaccurate, as well. So use this tool with that caveat in mind.

2. Convert PDF to JPEG, Excel and PowerPoint

You’re strapped for time. You need to make some final analysis on tabular data. You need to prep approved images for publication.  You need to make some tweaks to a presentation you’re giving in a few hours. Any of these sound familiar? These scenarios are all too common, and in each case, a PDF file can be involved, making that single PDF task even tougher.

Convert PDF To JPG Online

In cases like these, online conversion tools can be a lifesaver. We know the constraints of time, money and resources. That’s why we’ve made it easy for you to get that PDF to JPEG, PDF to Excel and PDF to PowerPoint conversion done. No installation needed. No registration required. Just upload your file, enter your email and click on Convert. Your file will be emailed to you, free of charge.

3. Read a PDF File Out Loud 

Anyone who needs to review, research or do some reading can especially hate the task if it involves doing so with a PDF document and a busy schedule. Not only does it mean having to read a screen, but, if you’re on the go, it also means having to do it on a mobile device. Something a bit cumbersome for a 5-7 inch gadget. And that’s why SpokenText  makes this list.

This tool is an online text to audio converter that comes with the ability to convert text in documents to audio files (.mp3, .m4b) you can take with you. You literally turn your reading task into a listening one. It can convert Word documents, plain text files and PDF documents, just to name a few. This online tool has paid and trial accounts with a few customizable features that makes it worth checking out.

4. Bookmark Your Page In A PDF

Reading lengthy PDF files in Chrome is common and it can be pretty frustrating at times.  You close your PDF, lose your page and then open the file later on, only to scroll through the entire PDF  to find the one place where you left off.

The Chrome extension, Additor allows you to quickly bookmark the PDF you’re reading.

5. Sign PDF Documents

Signing PDFs is one of those tasks that you don’t want to do. It sounds tedious and difficult. So it may surprise you that it can accomplished online and with Chrome, no less. Of course, this capability is done through a Chrome extension: HelloSign.

Selecting Signature Type

HelloSign will let you add form fields and signatures to PDFs that are uploaded to Google Drive. Signed documents come with an audit trail to keep track of them, email notifications to all parties, and the ability to share the signed form. Read our tutorial on how to sign PDF documents. We feature a step by step look at how to use this extension to add a signature to your PDF documents.

With just a few of these tips, you can further enhance how you work with PDF files online. Give them a try and let us know how they work out for you.

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