collaborate on PDF documents with zipBoard

Table of Contents

Over 2.5 trillion PDFs are created annually, making them one of the most widely used file formats in professional settings.

PDFs remain the industry standard due to their format preservation, security, and universal compatibility. This makes them the preferred choice for sharing important documents with multiple stakeholders. Owing to this, seamless PDF collaboration is essential for efficient document reviews and approvals across document-heavy industries like AEC, eLearning content development, and technical documentation. 

However, traditional PDF collaboration comes with challenges—scattered feedback, long email chains, version control issues, and difficulty tracking stakeholder input. Many teams rely on disconnected tools for PDF markup, comments, and task management, leading to inefficiencies and missed revisions.

And that’s where zipBoard comes in. With real-time PDF collaboration, centralized feedback management, and seamless stakeholder engagement, zipBoard eliminates the chaos of traditional review cycles. Your team can annotate PDFs, assign tasks, track revisions, and finalize approvals—all in one platform.

Tired of scattered feedback and endless email chains?

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7 Common PDF Collaboration Challenges & How to Overcome Them

Collaborating on PDFs should be simple, but traditional workflows create bottlenecks that slow down progress. Here are some of the most common PDF collaboration challenges and how zipBoard helps teams overcome them.

1. Limited PDF Editability

Since PDFs aren’t designed for easy editing, providing clear feedback often requires back-and-forth emails or external tools.

With zipBoard’s PDF annotator, teams can collaborate on PDFs by highlighting, commenting, and drawing directly on PDFs. This eliminates the need for workarounds while keeping feedback visually contextual.

pdf annotation tool - how to draw on a pdf - collaborate on pdfs
Mark up and collaborate on PDFs documents using zipBoard's PDF annotation tools

2. Asynchronous Review Delays

Waiting for stakeholders to collaborate on PDF documents and send feedback separately can lead to delays if there’s no structured document approval workflow or a centralized PDF markup tool to guide the process.

zipBoard enables real-time collaboration, allowing multiple reviewers to mark up PDFs simultaneously or provide feedback async – all in one place. This speeds up decision-making and ensures feedback is collected in a single, structured workflow.

3. Tracking Feedback from Multiple Stakeholders

Feedback scattered across emails, chat threads, and separate documents often leads to confusion and overlooked comments. zipBoard centralizes all feedback in one place, making it easy to track discussions, assign tasks, and keep stakeholders aligned.

4. Document Versioning Confusion

Without proper document version control, teams may end up reviewing outdated documents, leading to miscommunication.

zipBoard solves this by allowing you to keep track of document versions in one place, ensuring everyone is working on the latest file while maintaining a history of previous iterations for reference.

5. Security Risks in Document Sharing

Sharing PDFs via email or public links can pose security risks, especially when dealing with sensitive information. With zipBoard’s granular access controls, teams can securely share PDFs with clients and stakeholders, ensuring only authorized users can view or comment on the document.

6. Fragmented Workflows

Teams often rely on different platforms for PDF markup, approvals, and task management, creating inefficiencies. zipBoard consolidates the entire review process—markup, approvals, and task tracking—into one seamless workflow, reducing tool fragmentation and improving productivity.

7. Lack of Real-Time Markup in Traditional PDF Tools

Traditional tools like Adobe require users to download, edit, and re-upload PDFs, slowing down collaboration.

With zipBoard, teams can annotate PDFs live, just like working on a shared document, enabling faster and more dynamic reviews.

Say goodbye to scattered feedback—zipBoard keeps all comments, tasks, and versions in one place. Try it today!

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Why PDF Collaboration Matters

PDFs are the backbone of document workflows across industries, from AEC and learning content development to technical documentation and legal processes.

Their ability to preserve formatting, ensure security, and maintain universal compatibility makes them indispensable for business operations. However, effective collaboration on PDFs is just as crucial as their reliability.

The Role of PDFs in Modern Workflows

  • Over 2.5 trillion PDFs are created every year, making them one of the most widely used file formats in professional settings.
  • According to the PDF Association, 2 billion PDFs are opened annually in Outlook.com, while 73 million new PDFs are saved daily across Google Drive and Gmail.
  • Industries such as architecture, engineering, and construction (AEC), learning and development (L&D), and technical documentation depend on PDFs to maintain structured, consistent, and secure records.
  • Legal teams use PDFs to manage contracts and compliance documents, preserving authenticity and legal validity

With PDFs playing such a crucial role across industries, ensuring stakeholders collaborate on PDF documents seamlessly is more important than ever.

Why Teams Need Better PDF Collaboration

Many teams still rely on outdated PDF review processes, like email-based feedback and scattered file revisions, leading to confusion and inefficiencies. Without a centralized system, feedback gets buried, versions conflict, and document approvals take longer than necessary.

A streamlined, real-time approach to collaborating on PDFs solves these issues by ensuring:

  • Faster Review Cycles: Approvals move quickly, reducing project delays.
  • Better Decision-Making: Centralized feedback keeps teams aligned and prevents overlooked details.
  • Fewer Errors: A structured review process eliminates lost revisions and costly mistakes.

Simplify your PDF review process—centralize feedback, track changes, and improve collaboration with zipBoard.

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How zipBoard Streamlines PDF Collaboration

Most PDF review tools focus on markup, but collaborating effectively on PDFs requires more than just annotations. Traditional tools like Adobe Acrobat are great for editing, but they lack built-in project collaboration features—forcing teams to juggle multiple tools for markup, feedback, and task tracking.

zipBoard changes that. It’s an all-in-one collaborative document review tool that goes beyond annotations, helping teams review, track, and manage feedback effortlessly.

Why zipBoard Stands Out from Other PDF Markup Tools

  • Real-Time Markup & Annotation: Draw, highlight, and comment directly on PDFs with your team, eliminating back-and-forth emails.
  • Centralized Feedback Management: Keep all comments, approvals, and revisions in one place for a structured, organized workflow.
  • Task Tracking & Approvals in One Place: Convert feedback into actionable tasks and track progress without leaving the platform.
  • Granular Security & Access Controls: Share PDFs with clients and external reviewers without requiring them to sign up, while maintaining control over who sees what.
  • Seamless Integrations and APIs: Connect zipBoard with MS Teams, Slack, Jira, Wrike, Zapier, and more for a smooth workflow. zipBoard’s APIs also allow you to integrate with your cloud storage, document management system, or ERP—so you can mark up PDFs directly within your existing system without the hassle of moving files.
Features zipBoard Adobe Acrobat Pro Drawboard PDF Bluebeam
Cloud-Based Collaboration
Real-Time Comments & Markups Only with Acrobat Online Services
Unlimited Reviewers
Kanban & Table View for Tasks Only Table Views
Version Control Only in Drawboard Projects
Custom Review Phases
Integrations (Slack, Jira, Teams, Wrike, etc.) Only MS Teams
Scalability (No Per-User Billing)
Automated Reports & Status Tracking
API Integrations (DMS, Cloud Storage, etc.) ✅ (Comes with Additional Cost)
Best for Digital Asset Review, Team Collaboration, and Feedback Management across Industries Professional PDF Editing and Document Signatures Handwritten Annotations and Surface Pen Integration AEC Industry Document Workflows

By combining intuitive PDF annotation tools, workflow automation, and powerful integrations, zipBoard transforms how teams collaborate on PDFs—resulting in faster approvals, fewer errors, and an organized review process.

Experience the easiest way to collaborate on PDFs—start your free trial with zipBoard.

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Step-by-Step Guide: How to Collaborate on PDFs with zipBoard

Collaborating on PDFs with zipBoard is simple and efficient. Follow these steps to streamline your document review process and keep all feedback in one place.

1. Upload or Import PDFs

Start by adding your PDF files to zipBoard. You can upload them manually or use API integrations to connect with cloud storage and document management systems, eliminating the need for file transfers.

2. Invite Team Members & Stakeholders

Share your PDFs with internal teams, clients, or external reviewers. With zipBoard’s guest access, stakeholders can review documents without needing to sign up, making collaboration seamless.

3. Add Comments, Annotations & Markup

Use PDF markup tools to highlight, annotate, or draw directly on the PDF. Add comments in context to ensure precise feedback, reducing miscommunication.

4. Assign Tasks and Track Feedback

Internally comments are automatically added to the task manager in zipBoard. And you can also convert comments from external stakeholders into actionable tasks, assign them to team members, and track progress in real-time. Keep everyone aligned without switching between tools.

5. Resolve Issues and Finalize Approvals

Address feedback efficiently with threaded discussions. Once revisions are complete, finalize approvals and move the project forward with confidence.

6. Download PDFs With or Without Markup & Comments

Easily download the reviewed PDF with or without annotations and comments, depending on your needs. Maintain a clean version or keep track of all feedback for future reference.

Boost your workflow efficiency—try zipBoard’s PDF collaboration tools today.

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Advanced PDF Collaboration Features That Make zipBoard the Best PDF Markup Tool

zipBoard goes beyond basic PDF annotation, offering advanced features that enhance collaboration, streamline workflows, and keep projects on track.

Convert feedback into actionable tasks and assign them to team members. Track progress seamlessly within the same platform, eliminating the need for external task management tools.

Gain valuable insights into project progress with automated reports. Identify bottlenecks, track review cycles, and make data-driven decisions to keep projects moving efficiently.

Securely share PDFs with external stakeholders without compromising sensitive information. Control who can view, comment, or edit, ensuring the right people have the right access.

Easily manage document iterations without confusion. Keep track of changes, compare versions, and maintain a clear audit trail of all reviews and approvals.

Integrate zipBoard with the tools your team already uses to simplify collaboration:

  • MS Teams, Slack, and Jira for team communication and project tracking
  • Wrike and other project management platforms for seamless workflow alignment
  • Cloud storage and document management systems (DMS) to keep files organized
  • API & Zapier integrations for custom automation and streamlined processes

AI-Powered Features for Smarter PDF Collaboration

Enhance efficiency with AI-driven automation:

What Happens After Collaboration? Next Steps with zipBoard

Once the review process is complete, zipBoard ensures that finalizing and managing your PDFs is just as seamless as collaborating on them.

Download your PDFs with all annotations and comments intact or as a clean version for final approvals and distribution.

Keep a complete record of all document iterations for future reference. Easily access previous versions whenever needed.

Sync Completed Reviews with Your Workflow

Seamlessly integrate with Slack, Jira, or MS Teams to update stakeholders, trigger next steps, or log completed reviews in your existing project management tools if they’re not integrated with zipBoard. You can also export the task list in CSV.

Finalize Approvals Faster with zipBoard

Eliminate back-and-forth delays and keep projects on schedule.

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Best Practices for Effective PDF Collaboration

To streamline your PDF review process and ensure smooth collaboration, follow these best practices:

1. Define a Clear Review & Approval Process

Establish structured document approval workflows so every stakeholder understands their role in the review and approval cycle.

2. Centralize Feedback in One Place

Avoid scattered email threads and disorganized comments—keep all annotations, discussions, and approvals within zipBoard.

3. Assign Clear Responsibilities

Ensure accountability by assigning tasks and feedback to specific team members, preventing delays and miscommunication.

4. Track Review Progress in Real Time

Monitor document statuses to keep projects on schedule and identify bottlenecks before they cause setbacks.

5. Maintain Strict Version Control

Avoid confusion by keeping a structured record of document iterations, ensuring that everyone works on the latest version.

6. Prioritize Security for Confidential Documents

Use granular access controls and secure sharing options to protect sensitive files while enabling seamless collaboration.

Master PDF collaboration—implement these best practices with zipBoard today.

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Industry-Specific PDF Collaboration Use Cases

Different industries rely on PDF collaboration to streamline workflows and ensure accuracy. Here’s how zipBoard enhances collaboration across various sectors:

Technical Documentation

Collaborate on manuals, SOPs, and engineering reports with centralized feedback and version control for seamless document management.

Learn more here:

Legal & Compliance Documents

Ensure secure document approvals with controlled access, version tracking, and audit trails for compliance.

Marketing & Design Reviews

No matter the industry, zipBoard simplifies PDF collaboration—start your free trial today.

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Case Study: How EO Increased Operational Efficiency by 80% with zipBoard

The Challenge

The Engineering Office (EO), a leading architectural and engineering firm managing over 60 construction projects in Dubai, faced significant document management challenges. Their technical document review process was hindered by:

  • Reliance on physical copies, slowing down workflows.
  • Lengthy communication cycles causing delays in approvals.
  • Manual tracking of revisions with no real-time reporting.
  • Compliance risks due to inefficient document handling.
  • Difficulty in meeting strict SLA deadlines for technical submittals.

The Solution

EO integrated zipBoard into their Document Management System (DMS) and SAP ERP, transforming their document review process by:

  • Centralizing document storage, markup, and approvals.
  • Enabling real-time annotation and issue tracking.
  • Automating reporting to improve project oversight.
  • Enhancing collaboration between internal teams and external consultants without requiring additional software.

The Impact

  • 80% increase in operational efficiency for managing technical submittals.
  • Compliance rates improved from 60% to 95%, reducing project delays and penalties.
  • 80% reduction in paper usage, leading to cost savings and sustainability gains.
  • Real-time tracking and automated reporting, reducing human-intensive processes.

With zipBoard, EO streamlined its document management, approvals, and team collaboration—ensuring faster, more efficient project execution.

👉 Read the full case study here

Want to achieve similar results? Try zipBoard today!

Conclusion

Whether you’re managing blueprints, learning materials, or technical documentation, efficient PDF collaboration is key to keeping projects on track. zipBoard eliminates version confusion, centralizes feedback, and accelerates approvals—all in one easy-to-use platform.

With real-time markup, task tracking, automated reporting, and seamless integrations, zipBoard helps teams work faster, reduce errors, and improve collaboration across internal and external stakeholders.

Create Better Prototypes with zipBoard

Start your free trial or book a demo today so that we can create a tailored solution for you.

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FAQs

While PDFs themselves aren’t traditionally “editable” in real-time, zipBoard allows multiple users to add comments, annotations, and markups simultaneously. This ensures seamless collaboration without version conflicts.

zipBoard offers granular access controls, ensuring only authorized users can view or comment on PDFs. Additionally, all data is securely stored with encryption, keeping sensitive documents protected.

Yes! zipBoard integrates with Microsoft Teams, allowing users to share PDFs, manage feedback, and track reviews directly within their Teams workspace.

Unlike Adobe, which primarily focuses on PDF editing, zipBoard is built for real-time collaboration. It centralizes comments, markup, and task tracking, making it easier for teams to manage reviews without endless email threads.

Absolutely! zipBoard keeps all comments, annotations, and task updates in a centralized dashboard, ensuring no feedback gets lost in scattered email chains.

zipBoard’s AI-powered features include auto-tagging for files and tasks, smart task prioritization, and automated reporting, helping teams streamline reviews and decision-making.

Author’s bio:

Dorcas Kpabitey is a Content Marketing Specialist at zipBoard. She began her content marketing journey alongside her BA in Political Science and Spanish at the University of Ghana. If she’s not tapping away at her keyboard or spending time on Twitter and LinkedIn, she spends her day reading articles, newsletters and books.

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