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It was a hard day for George, a sales manager in a company. The company had asked him to make a market study report on adding a new range of products to the existing line of products. Time was running short and he had to finish the report but he now faces this complicated situation - he has typed his report in Microsoft word file, his sales data was in Microsoft Excel spreadsheet and the sales team has given their charts in PDF format. He wanted to insert the sales data in the Excel after 3rd page in a 5-page chart in PDF format. George wanted to send the report in PDF format with password protection so that the data is not visible to any others except the intended users. He is not a techie, not an expert in file formats and the different types of conversions between each formats. He now faced this situation on how to incorporate all these and get his job done.

This is not an individual case of George. Almost all of us in the corporate or digital fields faces this challenge. Many times when we end up in situations similar to this, how we wish we had an easier solution for this tedious pipeline of tasks. This is where the solutions of PDF4me comes as a big relief. PDF4me provides a simple and effective workflow to solve this complicated situation within a matter of minutes.

Lets analyze how Mr. George used the services of PDF4me to achieve his desired report. The following are the steps he used to get his job done.

Step 1: After creating a free user account, he first converted his Microsoft Word file to PDF format by using ‘Word to PDF converter’.

Step 2: All his Excel files were also converted to PDF format using Microsoft Excel to PDF converter in the site.

Step 3: George wanted to insert the Excel sales data of only the 3rd page from a 5-page sales chart report. So he used the ‘Split PDF’ tool to split the Chart PDF into two.

Step 4: He then used merge PDF tool to combine all these PDF files in the order. This function generated a single PDF file.

Step5: PDF4me has this powerful feature – Chaining different services together. Using this feature, a user can take the generated PDF from one service and can connect to another service in the site. Instead of downloading the file, George used this chaining feature to add the company logo as a watermark to this PDF file by using ‘Add watermark to PDF’ service.

Step 6: Finally he wanted to protect the PDF file. Again without downloading the document, using the powerful chaining feature, George used the service ‘Protect PDF files’ to set the password for the PDF file.

Step 7: Finally George downloaded the final file. Altogether it only took him less than half an hour to complete this feature. Upon downloading the file, he noticed there is an option to save the file in dropbox and google drive. As he was a person who has regular business meetings and most of the time he was using mobile rather than his desktop, he always loved to store the data in Cloud so that its accessible by any device. After downloading the file, he also moved a copy to google drive. The processes were simple and straightforward.

Every marketing person has dealt with a situation similar to Mr. George - handling different file formats and making business reports is challenging. PDF4me.com offers an all-in-one file management solution. Check out pdf4me.com to know more.