Your top Document Sharing Software for Portfolio Companies
Strengthen document security by eliminating the need to send email attachments or use other public channels. Share documents safely via protected links and track changes with ease.
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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
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G2 recognizes pdfFiller as one of the best tools to power your paperless office
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— from 710 reviews
What makes pdfFiller an outstanding Document Sharing Software for Portfolio Companies?
Explore a vast array of features that streamline your daily work.
Multiple sharing options
Share documents securely via direct links and QR codes or embed fillable forms in your website. Alternatively, send documents via email, fax, or SMS.
Secure shareable links
Generate short links to your documents, configure privacy settings, and make it easy for recipients to access your files from any device.
Permissions control
Decide who can access your documents and how they can interact with them. Allow recipients to view, edit, or eSign documents in an intuitive online PDF editor.
Password protection
Lock your documents with a password to protect them from unauthorized access.
Expiration dates
Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.
Instant notifications
Receive real-time alerts once your documents are reviewed, filled out, signed, or edited. Track every document change and stay in the loop at all times.
Trusted document editing and sharing software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
238K
documents shared per month
Create, edit, and share documents securely with an end-to-end PDF solution
100% paperless workflows
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
pdfFiller streamlines document processes across industries
Our user reviews speak for themselves
How to use the most effective Document Sharing Software for Portfolio Companies
Exploit all the possibilities of document management with pdfFiller’s cutting-edge capabilities for efficient distribution and collaboration on files. Productivity and connectivity are key for solutions like this Document Sharing Software for Portfolio Companies, and pdfFiller is your dependable partner in achieving just that. Discover the intuitiveness and convenience of having the ability to share important paperwork with team members, customers, or partners anytime, anywhere, and on any device.
With real-time updates and notifications, you’re always in the loop, making sure that tasks move ahead seamlessly. This solution empowers teams to work with each other better, fostering a collaborative environment that brings great outcomes. In addition, pdfFiller ensures that your forms are shared and stored safely. With advanced encryption and permission settings, you control who views or modifies your PDFs, safeguarding your sensitive information.
Steps to get started with your Document Sharing Software for Portfolio Companies
01
Get started with pdfFiller by signing in to your existing account or registering a new one and starting a free trial. While on trial, you can access advanced features for efficient document management.
02
Proceed to the Dashboard, click Add new, and import, create the PDF form from scratch, or get a suitable template in the library.
03
Once you see the online editor, you can introduce all the modifications to the form using pdfFiller’s editing tool panel.
04
Add fillable fields for more productive collaboration. Click the EDIT FILLABLE FILEDS button on the right, choose the field type, and place it where required across the page. Add as many fields as needed.
05
Assign fillable fields. As needed, dedicate particular fields to specific parties you will share the work with. Once finished with field configurations, click SAVE to continue editing.
06
Once the paperwork is ready, click the dropdown next to DONE, and select Share. Choose the most suitable option to send the form.
Embrace the effectiveness of pdfFiller’s capabilities and transform your document-based workflows. Level up your productivity, enhance collaboration, and secure your paperwork in one platform. Start your journey towards exceptional efficiency and connectivity by creating your account now.
Ready to get started?
Jump in and try our Document Sharing Software for Portfolio Companies hands-on!
Speed up document editing and sharing
Enhance data security
Simplify document tracking
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How to share files in a small business?
Cloud-based file sharing for business If your company uses Microsoft 365 products, for example, you might opt for Microsoft SharePoint to store, share and collaborate on documents. SharePoint natively integrates with Microsoft 365, and the OneDrive and SharePoint Slack app makes file sharing even simpler.
What is the most secure file sharing platform?
Listed below are the top 10 file-sharing services that use encryption by default, meaning more security for your information and files: a cloud-based file manager. FileWhopper. Dropbox. G Suite Google Drive. Microsoft OneDrive for business. Box Business. Citrix ShareFile. Apple iCloud Drive.
How to share files with customers?
You can use different methods to send these files to clients: Email attachments. Physical USB drives. File transfer protocol (FTP) services. Online chat platforms. Cloud sharing services.
Which platform is best for sharing documents?
Best overall: Google Drive. Best value: Dropbox. Best budget: Box. Best for teams: Microsoft OneDrive. Best for Apple users: iCloud Drive. Best for security: SpiderOak One. Best no-registration sharing: WeTransfer. Best one-off payment: pCloud.