8 Ways to Manage Business Documents on Your iPad

Apple’s Files app has been revamped with the launch of iOS and iPadOS 15, allowing users to access their cloud files from an array of services – like iCloud Drive, Microsoft OneDrive, and Google Drive – in one convenient place. Now you can organize your documents into groups for easier navigation or multitask between different windows on both iPhones & iPads! To get these new features simply go to Settings > General > Software Update and follow the instructions to ensure that you’ve installed the latest update. Now you will learn more about using iPad for business.

#1 Connect Services to the Files App

Not sure how to organize business documents on an iPad? Launch Files and get started! Enable the services you use by tapping the ellipsis icon, then select Edit from the menu. All available file storage services will be displayed – just turn on any online locations you want to add and arrange them in a custom order with easy-to-use drag & drop action. Don’t forget authentication: Tap each service name for sign-in access and open up their mobile app version if prompted. Now let’s start sorting those digital assets!

#2 Find and View Files

You simply must know how to use file apps on your iPad to streamline your workflows. Easy to find the files you need with intuitive search functions. Mark frequently used folders as Favorites for fast access or tapped into Recents to quickly browse through recently accessed documents. Make your workflows smoother and more efficient by utilizing these powerful tools!

#3 Sort Files

With the Files app, there are several ways to organize and categorize your files. For key details on any file – from photos to documents – pressing down reveals an Info menu that displays things like type size, creation date/time, author name, and more. Adding a tag is quick too! Simply select Show More for additional detail before tapping Add Tags at the bottom of the screen. There’s even an option for creating new tags tailored specifically toward how you want to structure each individual document or photo in no time flat!

#4 Scan Documents

You may need a document scanner to work with documents. With a PDF scanner, you can scan any physical document and convert it into a digital version. Also, the scanning tool is able to recognize text on digital copies of documents. Simply download the app from the App Store, point your camera at your document, and you’ll be done in no time. This scanner app allows you to send documents to other users. To run a document management business, scan docs is essential.

#5 Zip and Unzip Files 

From the Files app, you can instantly zip and unzip files with just a few taps! To easily shrink down large folders of data into one file for convenient transportation or storage, simply press on an item to pop up some options – select Compress and watch it magically turn multiple documents into a single ZIP archive. When ready to view its contents again, tap on that same compressed folder – this time opting for “Uncompress” from the menu –to quickly extract all its contained information.

#6 Manage Deleted Files 

To quickly delete files on your iPad, press down to open a pop-up menu and choose the Delete command. Have no fear! If you make an accidental deletion, simply select “Recently Deleted” from the same menu to locate all recently deleted items across various storage services; from there select which file(s) you want to be restored with just one tap of the “Recover” link. This spring iOS 15 is rolling out even greater multitasking capabilities to power users by providing access right within folders in their Files app through a new toolbar at the top of each screen – giving users more control over their workflow than ever before!

#7 Keep it secure

It’s important for staff to remember that tablets are powerful devices capable of carrying sensitive company information. To ensure the security and privacy of this data, encourage employees to keep their gadgets safe by never leaving them in an accessible place like a car seat. Passwords should be strong and unique as well while downloading unreliable content should always be avoided at all costs.

#8 Set a clear policy

Establishing a thorough usage policy provides the framework for employees to understand their expectations when it comes to digital devices. You’ll need to decide if tablets will be shared or assigned and what types of content are appropriate, as well as allowing extra apps and personally-owned devices in some cases. Everything should come together with clear guidelines so everyone knows how best to leverage technology at work!

Conclusion

Tablets are becoming a powerful tool for business use, and the Files app is one of the most important elements in ensuring it remains secure. With these features, you can easily organize, share, and protect digital content on your iPad while providing users with an efficient way to work. Take advantage of this powerful system today to help bring productivity up to your workforce.