SELF-PACED

Introduction to pdfFiller

Take a deep dive into digital document management while learning the basics of pdfFiller. Find out how to make your business paperless in seconds, and reap the benefits.
Duration
2 hours
Price
FREE
Certificate
A verified certificate is included
Subject
Introduction to pdfFiller
Level
Beginner
Language
English

About this course

In this course, we will walk you through the principles of digitizing routine paperwork and teach you how to manage documents with pdfFiller.
By the end of the course, you’ll be able to optimize document workflows to reduce your team’s workload and streamline daily paperwork.

What does this course cover?

We will explore how managing digital documents reshapes ordinary business processes. You will learn about real use cases where businesses improved their workflows using digital solutions while overviewing the pdfFiller document management solution.

Why was this course made?

We created this course to help you change the way you handle paperwork in order to save time, reduce costs, and eliminate data errors and document loss.

Who can enroll?

Anyone can enroll in this course to get basic knowledge in digital document management and evaluate its worth in practice.
Additionally, if you’re new to pdfFiller, this course is a great place to start. It will help you to better understand the product, and how to use it, and how to benefit from it.
The materials for this course include:
learning resources to explain the main principles of digital document management and pdfFiller’s role within this process.
quiz to reinforce the concepts you learned.

What you will learn

How to replace paper-based processes with digital ones
How to save time and money by digitizing and streamlining routine paperwork
What pdfFiller is and what features it offers to users
What benefits businesses reap using pdfFiller
Who pdfFiller users are and how you can become one of them

Upskill yourself with our verified certification program

Verified by pdfFiller
Receive a certificate with the pdfFiller logo to showcase your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

Enroll in the pdfFiller Introduction course to start digitizing your document workflows.

What is digitization in business?

Transitioning from paper-based processes to a digital office is a must in today’s world. Businesses are looking for documents automation solutions that allow them to reduce costs on paper and office equipment, eliminate document errors, and delight employees and customers with an intuitive digital experience.
The first step in beginning your digital transformation is choosing intelligent document solutions that convert paper documents into digital format.
Working with digital documents allows organizations to:
Save time by preparing accurate documents for multiple recipients
Sign documents and collect digital signatures online
Fill out documents on any desktop or mobile device and submit them in seconds
Instantly share documents with customers and partners
Efficiently organize and store documents in bulk

Data digitization for streamlined and efficient processes

Completing a digital transformation stands to benefit companies in any industry. Digital workflows are especially effective when implemented in finance, legal, education, and healthcare industries, where the cost of data errors and lost documents is high.
Let’s see what business processes you can quickly digitize in organizations of any size:
Employee onboarding and offboarding
Performance reviews
Contract negotiation and execution
Collecting patient intake forms
Sending invoices
Loan approvals
Insurance claims management
New equipment requests

What do we need to go digital?

Start your digital transformation by identifying the parts of your workflow that take up the most time and resources. The next step is to digitally scan documents you use for this workflow such as NDAs for employee onboarding. Save these documents as PDFs and organize them in folders by department or employee. Even minor steps like these simplify the process of sending, accessing, and updating NDAs within your organization.
The next step is to choose the right document management solution. Consider these factors during your search:
Features you need for your everyday tasks
A pricing model and an estimated ROI model
Security and compliance standards
Out-of-the-box integrations with the services you already use or will use in the future (CRMs, ERPs, clouds, mail services, etc.)
pdfFiller is the first step on your road to digital process automation. pdfFIller allows you to create, edit, share, and securely store your PDF documents online, from any desktop or mobile device. Once you are ready to move forward with documentation automation, try signNow and airSlate. pdfFiller, signNow, and airSlate are all part of the airSlate Business Cloud.

Your digital transformation with pdfFiller

So, you’ve decided to switch to digitizing documents with pdfFiller. Here is how companies from different industries use pdfFiller to speed up workflows, increase productivity, and reduce document errors:
01
Type text anywhere on a PDF, edit original content, /images, and graphics, erase outdated information or update it, and blackout confidential details.
02
E-sign documents and send them out for e-signing on any desktop or mobile device.
03
Automatically merge data from an Excel spreadsheet with multiple documents and export data from client forms into a spreadsheet.
04
Search for documents in an online library of over 25 million fillable forms.
05
Turn documents into online fillable forms, publish them on a website, or share them via a direct link.
06
Collect payments when a client submits a document.
07
Protect documents from unauthorized use with two-factor user authentication and encrypted folders.
08
Manage additional accounts to provide your teammates with their own workspace and access to your current plan’s features.
pdfFiller is available on desktop and mobile devices so can run your business uninterrupted from anywhere in the world.

How to measure KPI when implementing a digital transformation

pdfFiller changes the way customers create, edit, manage and send their documents by eliminating any need for printers, scanners, document delivery services, etc.
Track these factors to measure the effectiveness of pdfFiller in your organization:
Money and time savings
Our customers report that pdfFiller saves them 37.8% in working hours per week, totaling $132 per employee every week. Moreover, pdfFiller saved users over three million dollars in courier costs in the past year — assuming that each document sent for signing would need to be shipped using USPS Priority Mail Express each way. Having to overnight a document for signing just once a month is already more expensive than a monthly pdfFiller subscription.
Increased productivity
pdfFiller simplifies data collection across multiple industries. Accountants, medical professionals, real estate agents, and insurance brokers all take advantage of the ability to save time by using pdfFiller to collect the information they need to do their jobs most efficiently.
Improved customer relations
pdfFiller reduces the amount of time spent on creating and editing PDFs, sending documents for signing, collecting customer information, and keeping recipients updated on the latest changes.
The pdfFiller academy is here to make your transition to paperless workflows fast and easy. Enroll in other academy courses to learn more about pdfFiller benefits for your business and everyday tasks.