Extending PDF support within Microsoft SharePoint

I’m seeing a lot of organisations adopt Microsoft’s SharePoint server lately and one common discussion point is around PDF workflows and how to support functions such as Check In / Check out etc. For those users out there, you’ll be please to know that Adobe has quite a few new ways for you to extend your SharePoint workflows into the world of PDF, including native support within Adobe Acrobat X and LiveCycle ES2.5

Check-in / Check-out support

Acrobat X allows users to support Checkin & out workflows. Acrobat will automatically prompt a user when they open a PDF file from within SharePoint and ask if they just want to open the file, or check it out and open. Acrobat then remembers the links to Sharepoint and will prompt the user to check the file back in when they close it. A new menu item will appear whenever a document is opened from Sharepoint allowing the user to access additional functions.

SharePoint Menu within Acrobat X

Good news for Adobe Reader users too.. this functionality is included in the free Adobe Reader X!

Review & Commenting on PDF documents.

Sharepoint can be used as a repository for all the correspondence during an Acrobat Shared Review. As long as all the users have permission and can access the Sharepoint server, the integration is quite easy. With a PDF file open in Acrobat 9 or Acrobat X, simply start the Shared Review wizard, select Sharepoint, select your workspace, then invite other users. Acrobat will upload the file to SharePoint and send out a download link to each invited user. From there on any user with Acrobat or Reader (if the initiator used Acrobat Pro) simply adds comments to the PDF and clicks “Publish My Comments” on the top right of the document.

Publish Comments button in Acrobat X

All the comments  go back into Sharepoint automatically (just the small comment data, not the whole PDF) and all the other reviewers immediately get the new comments!

Acrobat Form Distribution

In much the same way as the Shared Review feature in Acrobat can use SharePoint, so too can PDF Forms. Simply run through the Distribute wizard, select SharePoint and upload and track your PDF Form submissions!

Server-side integration

LiveCycle ES2.5 now includes a connector for SharePoint 2007 & SharePoint 2010. By enabling this connector and configuring it to work with your LiveCycle installation, users can perform server-side conversions of native documents into PDF, invoke LiveCycle processes & secure information with LiveCycle’s Rights Management component.

Adobe LiveCycle options within SharePoint

Read more about the SharePoint Connector for Adobe LiveCycle ES

Demo

I recently recorded a 1 hour demonstration of most of what I’ve talked about above. Take a look and see how Sharepoint & Acrobat X (and a just a quick look at LiveCycle ES) work together: http://pacific.adobe.acrobat.com/p50957540/