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Importing, Editing and Saving PDF Documents

Last Updated: Apr 29, 2019 04:39PM CDT

Importing, Editing and Saving PDF Documents

PDF Documents may be inserted into notes by selecting a document in another application, such as an email client, and choosing to “Open In” Notate. When opening the document in Notate, you will be able to view and edit the document with Notate’s PDF editor. When you are satisfied with your edits, you can press the close button and you will be prompted to choose to save the document to a note, save it to SharePoint or discard your changes.

Save to Note – Selecting this option allows you to store the document as a note.  PDFs are now saved as their own note types.  This allows you to continue to edit PDFs using the robust Notate PDF editor even after saving the note.  Additionally, PDF notes that are stored in a shared notebook can be annotated and commented on by multiple users allowing for a collaborative document review experience.

Save Document -  Selecting this option allows you to save the edited document back on your SharePoint server or corporate file share.  You will be prompted to browse to the exact location where you want to save the document.

Discard Changes -   Selecting this option discards any changes that you have made to the file. 

From within the document editor you can also choose to export the document to email or “Open In” another application.

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