[
PDF-XCh... Reviews
](https://www.g2.com/products/pdf-xchange-editor/reviews)

[
PDF-XCh... Reviews
](https://www.g2.com/products/pdf-xchange-editor/reviews)

# PDF-XChange Editor Features

##### 
## Organization (10)

Protect

Allow users to password protect PDFs

Document Scanning

Integrate with document scanning software

Editing History

Display editing history on a PDF

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

File Management

Create, save, and store files

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Forms Management

Store, manage and track all forms in a centralized location

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Image Editing

Edit, touch up, and convert images for publishing

Text Editing

Edit text as needed

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##### 
## Editing (5)

Size

Adjust the size of a PDF

Edit Fields

Provide users the ability to edit fields in existing PDFs

New PDF

Allow users to create new PDFs within the platform

Field Functions

Allow users to create fields for different functions (i.e. checkbox or initialling)

Annotate

Give users the ability to annotate a PDF

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##### 
## Data Sources (3)

Software

Integrate with software such as ERP or CRM to use data for document generation

Spreadsheets

Allows users to generate documents using information from spreadsheets

Documents

Ability to generate new documents using other documents in multiple formats

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##### 
## Generation (4)

Branding

Allow users to personalize documents for branding purposes

Email Templates

Pre-made examples and templates for emails

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Document Templates

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

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##### 
## Delivery (1)

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

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##### 
## Integrate & Embed (1)

Applications

Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software

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##### 
## Edit & Revise (2)

Revision History

Tracks changes made to documents and access all revision history

Document Editor

Provides editing and proof-reading tools such as spell check and grammar check

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##### 
## File Types (2)

Export

Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format

Import

Imports documents in multiple file formats for editing

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##### 
## Collaboration (1)

Multi-User Collaboration

Allows multiple users to collaborate on a single document and see edits in real-time

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##### 
## Design (2)

Graphics

Ability to insert graphics, including photos, charts, drawings, graphs, etc.

Themes

Offer various color themes which can be applied to the document

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##### 
## Operating System (6)

PC Operating System

Supports Microsoft Windows operating system

Mac Operating System

Supports macOS operating system

Linux Operating System

Supports Linux operating system

PC Operating System

Supports Microsoft Windows operating system

Mac Operating System

Supports macOS operating system

Linux Operating System

Supports Linux operating system

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##### 
## Generative AI (4)

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Document Generation

Custom forms to streamline repetitious aspects of a document

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##### 
## Additional Functionality (82)

Customizable Branding

Add customized logos and colors to align with company branding

Rich Text Editor

Input different types of content and edit text formats, fonts, font sizes, and colors

Data Import/Export

Import and export data to and from software applications

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Encryption

Convert data into a code for security

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Commenting/Notes

Leave comments and notes on documents for others to view

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Secure Data Storage

Securely stores data to prevent data loss or breaches

API

Application programming interface that allows for integration with other systems/databases

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Customizable Forms

Customize contracts and forms to collect specific information

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Watermarking

Add a digital mark to show ownership of an image, video, document, etc.

Full Text Search

Search for specific words or phrases within a document or database

PDF Conversion

Convert other file formats to and from PDF.

Mobile Access

Access software remotely via mobile devices

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Merge/Append Files

Merge or combine files / add pages to a document

File Transfer

Move files across different systems or networks

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Annotations

Highlight content and/or make notations about parts of content

PDF Reader

View, search, and print PDF files.

Document Storage

Store and organize documents in a centralized system

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Version Control

Track revisions and updates made to files and navigate between different versions

Compression

Reduction in the number of bits needed to represent data

Indexing

Compile and organize data into specific metrics

Document Templates

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Document Review

Review and analyze existing information across documents

Electronic Signature

Digitally sign online documents

Side-by-Side Comparison

Compare two documents or content pieces side by side

Rearrange Pages

Rearrange/reorder pages within a document

Optical Character Recognition

Ability to recognize printed or written text within digital images or scanned documents

Rotate Pages

Change page orientation

Delete Pages

Delete pages from a document

Customizable Forms

Customize contracts and forms to collect specific information

Multiple Format Support

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

API

Application programming interface that allows for integration with other systems/databases

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Text Editing

Edit text as needed

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Multiple Output Formats

Create content in various formats, such as print, PDF, HTML and more

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Data Import/Export

Import and export data to and from software applications

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Forms Management

Store, manage and track all forms in a centralized location

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Content Library

Centralized repository to store content and assets

Customizable Fields

Customize data fields to support various needs and use cases

Multi-Language

Manage and support multiple languages

Data Storage Management

Manage and store data in a database

Contract Drafting

Create, edit, and revise contracts/written agreements

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Full Text Search

Search for specific words or phrases within a document or database

Interaction Tracking

Track interaction history by documenting conversations for contacts

Contract/License Management

Track, store, and access client contracts or licenses

Document Review

Review and analyze existing information across documents

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Conditional Logic

Capability of a software or system to make decisions and perform actions based on specified conditions

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Storage

Store and organize documents in a centralized system

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Electronic Signature

Digitally sign online documents

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Version Control

Track revisions and updates made to files and navigate between different versions

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Show More

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##### Categories on G2

[
Document Creation
](https://www.g2.com/categories/document-creation)[
Document Generation
](https://www.g2.com/categories/document-generation)[
PDF Editor
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