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How To Collaborate on PDFs in Real-Time in Three Steps

As technology develops further, it makes working together more effortless than ever before. Before using software such as Kofax Power PDF, your employees would have to work on a document then send it to their colleagues to either make their contribution or note suggestions and return the file. This process can be time-consuming, especially when you consider going back and forth for edits or inserting new information. However, working with a powerful PDF editor allows users on the same network to collaborate on the document in real-time, saving everybody the laborious process.

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Step-By-Step Guide to Collaborate on a PDF

Bear in mind that the interface of Power PDF is similar to that of Microsoft Office. Consequently, navigating the program should come easily to anyone who has used the popular administration software. The layout is familiar, which enhances collaboration between team members. These are the simple steps to follow when you need to work on a document jointly.

  1. Open the program to find the collaboration panel on the left of the screen while on the ‘Home’ tab. Whether you’re the meeting owner or the partner, you’ll need to click the collaboration panel. You’ll notice a pop-out menu where you can change your nickname so the other party knows who you are. Check the box that says Visible to users in the same LAN to ensure you’re visible to other Power PDF uses for the project. Automatically, the Start Collaboration button becomes available, which you should click.
  2. A dialogue box pops up which requests you to select the document you’re working with for the session. Click browse and explore the locations on your computer to choose the appropriate file. After clicking ‘Ok’, you’ll see the file path in the dialogue box, then click ‘Next’.
  3. The final step is selecting the user you’d like to collaborate with on the same network as you. If there are several people, you’ll see a list of them. You must mark the boxes if you want to include them in the project. After selecting your colleagues, the ‘Start’ button becomes available, which you can click. This action opens the document and allows you and your colleague to work on the document in real-time. Everything that they do, you’ll see immediately and vice versa.

What to Do as the Co-Editor

The process to follow is similar to that of being the owner of the meeting. When the primary editor selects the Start Collaboration button, meeting members will receive a dialogue that confirms the start of the message. It should read:

“<Nickname> has invited you to co-edit the document "<Documentname>".

By confirming the message, you join the editing session. If the meeting owner sets a password to enter the session, you will have to enter it to gain access.

What to Expect in a Collaboration

All parties must have Power PDF 3.0 or later open and connected to the same local network. Changes occur in real-time, which is visible to everyone in the meeting. Each member has a unique color with their nicknames present to identify who’s doing the editing.

Why Power PDF

As the number one alternative to Adobe Acrobat, over two million customers have embraced Power PDF for their businesses. To experience the benefits of this software, you can take advantage of the 15-day free trial. As a result, you can witness the advantages of having this powerful tool available for your operation. Furthermore, with a single perpetual license, you inevitably save considerably more when you compare it to Adobe.

We know PDFs can be critical to your individual or business needs.

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