Work with your SharePoint files

Transcript

The integration between Adobe Acrobat DC and Microsoft SharePoint allows you to do a lot of simple PDF tasks without ever leaving your browser. It also means you have ready access to your SharePoint and OneDrive files through Acrobat on any device.

Let’s take a look at how the integration can make it easier to work with your documents.

We’ll start in SharePoint because this is where my team stores all our files and where I spend a lot of time.

Today let’s imagine my job is to get some feedback on some of the work I’ve been doing with the HR department at the fictional company, Projected. I’ve prepared a word document with all of the copy for the company handbook, and I need to make it easy for the various stakeholders to review it. I’ll start by converting this file to PDF by clicking these three dots to get the flyout menu, then finding Adobe Document Cloud on the list and selecting Create PDF.

The new PDF will open in a separate tab and I can start adding comments right away.

Back in SharePoint the PDF has automatically been added to the folder and is waiting for me and my team.

If I wanted to combine this file with other files into a single PDF for sharing, I can do that by selecting all the items I want to combine I could use the flyout menu again or I can find the Adobe Document Cloud menu up here in the top toolbar and choose Combine Files.

In this new PDF maybe I need to change the page order before it’s ready to review. I can do that here too.

I’ll just select Organize Pages and see all of the pages of this document laid out.

I can drag and drop them into the correct order, delete unnecessary pages, or rotate a page to the correct orientation.

Looking at the company life insurance options, I really thought I had this as an Excel file but I don’t see it here. No problem. I’ll just export this PDF version to Excel with a few simple clicks. From the export formats available here, I’ll choose Excel and the new spreadsheet will open right away.

If you want to access some of the more advanced tools in Acrobat DC, you can always connect your SharePoint account to the Acrobat desktop app and open these files directly from within Acrobat.

And once you’ve made the changes you need to make, the files can be saved right back to their SharePoint folder. -