Forum Discussion
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Jul 02, 2018Edit PDF in sharepoint online
Dear community, I am trying to edit pdfs stored in a document library on sharepoint with no success. Is this possible at all to do? Regards!
yanivyj
Jul 26, 2020Copper Contributor
Hi pnthrzrule
I have tried your suggestion but I have the changes weren't saved in SP. Do you have any idea why it happens? Any other way of editing PDF in SP ?
Tnx Yj
Swami7
Jan 14, 2021Copper Contributor
I'm late to this discussion and very new to SharePoint. I'm in the consideration phase of migrating our cloud file server to SharePoint. Staff are used to accessing docs, xlsx, pdf, etc via a drive mapping in Windows Explorer. So, SharePoint is going to be a culture shock and will need lots of training. On just the issue of files:
We modify PDFs regularly as our staff will store an invoice "to be approved" in a particular folder. They add a stamp with comment notes documenting the proper Accounting codes/accts and comments on the expense. Their manager reviews invoices in the folder and will add a rubber stamp marking it as approved. The manager then moves the PDF into a "to be paid" folder for our accountant to go though.
From my brief Googling and experimentation, OneDrive seems to be the solution to this PDF-edit topic. Staff can use the browser and would only be able to view PDFs, not edit. However, if I sync the Sharepoint site, the site shows up in my File Explorer. From there, I can double-click and open PDFs locally on the desktop with Adobe or we use Foxit PDF Pro. When I save, it saves and syncs. I can cut and paste the file in Explorer to move it between the folders.
Am I right about this? Am I missing something?
- Carl_AegisJan 14, 2021Brass Contributor
Swami7 ,
The process you are talking about is absolutely available in SharePoint. In fact, in SharePoint you are able to "check out" a PDF file while you are making those notes so no one else can edit the file at the same time. You would simply download the file and open it in your PDF editing software and then Save As back to SharePoint.
That being said, that is not really the issue being requested here. We are looking for the SharePoint platform to allow collaboration on a PDF document just as it is allowed on WORD and EXCEL documents with multiple people viewing and editing the document at the same time on the SharePoint platform. This would also allow a PDF document to have the same Version History record as well.
Hope this helps.
Carl