PDF Workflow Optimization with Automation

Managing your organization’s crucial documents is overwhelming for even the most experienced worker. Though you may be used to manually navigating and transferring values from PDFs, solutions are available to organize vital business data and ensure governance over your documents. 

Managing how PDF documents pass through your organization is a PDF workflow. A PDF workflow is your company’s system of managing PDFs to ensure that you, your employees, and coworkers have access, control, and governance over documents necessary to function and remain efficient.

PDF workflow software helps with a variety of issues that businesses commonly face. Your company’s data exists in an unstructured format full of PDF files and other paper documents. These documents contain sensitive data that your organization must track to stay efficient and sustainable. PDF tracking is nearly impossible without advanced software solutions, especially if you see a large influx of new documents daily.

Streamlining your PDF approval workflow is possible when you select suitable automation software. Because the processing and approval cycle takes place across several internal departments, cooperation and communication are essential. 

However, when your workflow is disorganized and unstructured, open and productive communication between you and your team members may feel hopeless. You must seek a new way of managing how PDF documents pass through your organization.

To begin this process, you should consider seeking software that makes your company’s documents comprehensible and structured. For example, you are possibly familiar with the popular service Adobe Sign. While this service is helpful for many reasons, considering other platforms like Rossum to organize and automatically process incoming PDFs and other document traffic can help your organization. 

Regardless of your company’s documents, having complete control and governance is essential to improving communication. With Rossum’s numerous capabilities as a cloud-based Intelligent Document Processing platform, your company can significantly minimize time spent on managing PDFs.

Workflow automation is an important part of your technology ecosystem

Many organizations solve their PDF workflow issues through various Adobe services, such as Adobe Sign. There is a vast expanse of tools available in Adobe’s cloud-based e-signature features and PDF management tools. Workflow automation tools are an integral part of any company’s technology ecosystem. 

Adobe workflow software is accessible and straightforward, making it a popular solution for companies struggling with their PDF workflow. Adobe workflow automation is valuable for numerous reasons, particularly for companies that manage many PDFs. 

Companies select Adobe approval workflow solutions to manage PDFs through features like Adobe’s free-to-use conversion tool to convert various documents into PDF format. Additionally, Adobe has features like its Adobe sign approver to send, sign, track, and manage signature processes on a user’s browser or mobile device. 

Adobe’s Document Cloud is helpful to businesses looking to store all of their digital documents in a single, cloud-based platform. 

Though there are many benefits to Adobe workflow automation, software like Rossum serves similar purposes and may help your business at a faster rate. For example, Rossum allows businesses to upload hundreds of documents and convert these documents into a structured format in a few clicks. With Rossum’s advanced PDF solutions, uploading documents and managing your PDF workflow is straightforward.

Rossum goes beyond converting documents to capture and extract data from each document. Rossum’s AI-powered data capture solution is a crucial asset for any business managing a hefty PDF workflow.

Adobe PDF workflow helps you easily access documents

Many businesses benefit from implementing software like Adobe Acrobat Pro. This software is beneficial for numerous reasons, mainly monitoring PDF workflows. Many companies use Adobe PDF workflow software to make their PDFs searchable, thereby improving organization and helping teams access documents efficiently. 

While Adobe is valuable because of its ability to convert PDFs and make these files searchable, however, you may struggle with the software when attempting to convert large quantities of PDF files into accessible and searchable documents.

Another helpful feature of Adobe’s document tools is Adobe PDF comments, which allow the user to annotate and comment on any document. The comment feature is helpful to teams that struggle with clear communication. However, for teams looking for software to help extract data from PDFs, Adobe Acrobat Pro may not offer all the right tools. Extracting data from PDFs at scale requires a more effective method. 

Companies looking for advanced PDF workflow tools should seek AI-powered OCR solutions like Rossum. Because Rossum helps organize and automatically process your company’s incoming document traffic, its software can handle hundreds of PDF documents simultaneously.

Rossum is essential because it helps businesses automate communication between team members. By opening up new lines of communication through intelligent document processing, Rossum allows companies to organize their PDFs and eliminates the risk of losing sensitive documents.

PDF with comments promotes communication between users

A major benefit of Adobe’s software is that it allows users to add comments to PDF documents. Having a PDF with comments helps improve communication between your team members. Because of this, some companies may use Adobe Acrobat Pro as their primary PDF software. 

Despite its benefits, however, Adobe might not be the best option for your business. For businesses that process various document types, such as invoices, PDF OCR software like Rossum is better suited.

Adobe invoice approval software will not give you the same benefits as platforms like Rossum. Though you may want software that helps you understand how to view notes in PDF format, Adobe is not the only option. 

Adobe and other platforms that enable PDF data extraction are often only valid for small, limited purposes. If your company relies upon files from Adobe Acrobat Pro or other PDF software, you do not have to limit yourself to your current software.

Your company will need the best PDF OCR software available. PDF OCR software like Rossum is crucial because it reads files from Adobe Acrobat Pro and numerous other kinds of PDF software. 

Therefore, if you use Adobe Acrobat Pro because of its comment features, you may consider an advanced platform like Rossum to improve your PDF workflow while still accessing comments and annotations to PDF files.

Adobe PDF approval workflow is a straightforward process

You may hesitate to implement new, unfamiliar platforms if your organization operates primarily with Adobe software. Though your Adobe document cloud is a valuable asset to organizing essential documents, your business will benefit from considering similar software to the Adobe PDF approval workflow. 

Despite its many helpful features, using Adobe Acrobat Pro as your primary PDF and invoice approval software won’t provide you with the extensive resources necessary to structure your workflow. You will find various options for PDF approval software, making it essential to consider all of the features for each software you consider.

The Adobe invoice approval process is challenging for many businesses. Though the software is relatively easy to understand and use, businesses juggling large quantities of documents and PDFs will struggle to figure out how to send the same document to multiple recipients in Adobe Sign. 

Seemingly straightforward processes become anything but simple when companies manage a seemingly endless stream of documents, PDFs, and invoices. Because Adobe does not have all the features required to help businesses streamline their PDF workflows, workers often waste their time figuring out how to show edits in Adobe Acrobat. 

Additionally, figuring out how to accept and track changes in Adobe Acrobat Pro DC is challenging for many teams that want straightforward software to automate PDF workflows.

Adobe workflow designer is a great feature for PDFs

The Adobe Workflow Designer is one feature that you may consider when looking for the best PDF workflow software. Though advanced solutions like Rossum are necessary to streamline and automate your PDF workflow completely, Adobe Acrobat 11 contains numerous features that may help you create a basis to strengthen your current workflow.

For example, the Adobe Sign web form workflow is valuable to any workers seeking comprehensive platforms to create and sign web forms.

Many businesses choose to create a workflow with Adobe and Microsoft products. These platforms are helpful in workflow creation because they are relatively easy to use and affordable, making them perfect for beginners or companies that only need certain benefits of PDF workflow software. After viewing an Adobe Sign workflow video, you may feel drawn toward this option. 

However, you will still need software that can handle large quantities of documents at a time while also serving other purposes like hybrid routing. Though there are Adobe Sign hybrid routing features, companies can only access these features if they have a specific, high-level plan with Adobe Sign.

Transferring your Adobe Sign workflow recipient group to another platform might seem like arduous work, but it is essential for teams that want to switch their primary software. For advanced and comprehensive solutions that make a real difference, Rossum is one of your best options.