How to Edit, Convert, and Sign PDFs with Wondershare PDFelement

Save Time with These 7 Wondershare PDFelement Tips and TricksWondershare PDFelement is a powerful, user-friendly PDF editor that helps you manage documents faster and with less hassle. Whether you’re a student, a small-business owner, or an office professional, these seven practical tips and tricks will help you streamline common tasks, automate repetitive work, and get more done in less time.

1 — Use Batch Processing for Repetitive Tasks

If you frequently perform the same action on multiple PDFs — converting, watermarking, renaming, or extracting data — PDFelement’s Batch Processing tool is a huge time-saver.

• Where to find it: Go to the Home or Tool menu and choose Batch Process (Batch Convert/Batch OCR/Batch Data Extraction/Batch Encrypt).
• Common uses:
  • Convert dozens of PDFs to Word, Excel, or images at once.
  • Apply OCR to multiple scanned files simultaneously.
  • Add or remove watermarks on a folder full of PDFs.
• Tip: Group files with similar formats and needs to avoid repeating settings.

2 — Master the Template and Form Tools

Creating reusable forms and templates eliminates repeated layout work and reduces errors when collecting structured information.

• Use Form Field Recognition to auto-detect fields in scanned or digital PDFs.
• Convert forms to fillable PDFs with checkboxes, radio buttons, text fields, and signature fields.
• Save a completed form as a template for future use, or export form data in CSV or FDF formats.
• Tip: For recurring forms (invoices, applications), design one master template with locked layout and editable fields only where input is needed.

3 — Automate OCR for Scanned Documents

Optical Character Recognition (OCR) turns scanned images into searchable, editable text. Automating OCR speeds up working with archives, contracts, or paper-heavy workflows.

• Choose Batch OCR for multiple files (select language and output type).
• For single files, enable “Recognize Text” and set the page range and language for best accuracy.
• After OCR, use the “Edit” tool to correct misrecognized words quickly.
• Tip: Use high-quality scans (300 dpi or higher) and select the correct language(s) for better results.

4 — Use Keyboard Shortcuts and Quick Access Tools

Small time-savers add up. PDFelement supports a range of keyboard shortcuts and customizable quick tools.

• Learn common shortcuts:
  • Ctrl/Cmd + O — Open file
  • Ctrl/Cmd + S — Save
  • Ctrl/Cmd + F — Find
  • Ctrl/Cmd + P — Print
  • Ctrl/Cmd + Z — Undo
• Customize the Quick Access toolbar to include your most-used functions (e.g., Comment, Sign, Convert).
• Tip: Keep a one-page cheat sheet of 8–10 shortcuts until they become habit.

5 — Streamline Review with Commenting and Collaboration

PDFelement includes annotation and collaboration features that reduce back-and-forth email threads.

• Use highlights, sticky notes, shapes, and stamps to mark up documents.
• Assign comments to specific reviewers and track replies in the Comments panel.
• Export a summary of comments to share with stakeholders who don’t use PDFelement.
• Tip: Use pre-made stamps like “Approved” or “Draft” to speed status updates.

6 — Protect and Sign Documents Efficiently

Securing and signing PDFs is often critical—and can be quick if you use PDFelement’s built-in tools.

• Apply passwords or permissions to restrict editing, printing, or copying.
• Use digital IDs to add secure, verifiable signatures, or create reusable, saved signature images for faster signing.
• Batch-sign multiple documents when the same signature is required across many files.
• Tip: Store commonly used signature images and digital IDs in PDFelement so you don’t recreate them each time.

7 — Customize Workflows with Actions and Integration

PDFelement’s Actions (or Workflow) tools let you combine multiple steps into one-click processes.

• Create an Action that, for example: opens files → runs OCR → converts them to Word → saves to a specific folder.
• Integrate PDFelement with cloud services (Dropbox, Google Drive) for automatic saving and sharing.
• Use the “Recent Files” and “Favorites” to keep commonly used documents and folders at hand.
• Tip: Start with a simple Action and expand it as you find more repetitive steps to automate.

Quick Checklist to Save Time Now

• Use Batch Processing for conversions, OCR, and watermarks.
• Build and reuse templates for forms.
• Automate OCR on scanned documents.
• Memorize 8–10 keyboard shortcuts and customize Quick Access.
• Centralize feedback with comment/exported summaries.
• Save signatures and use batch-signing.
• Create Actions to chain frequent tasks and integrate cloud storage.

PDFelement combines editing, conversion, security, and collaboration into a single app — and with these seven tips you’ll reduce manual effort and speed up daily document tasks.