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Access SharePoint files in Acrobat, Acrobat Reader

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Adobe Acrobat

Adobe Acrobat

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  1. Acrobat User Guide
  2. Introduction to Acrobat
    1. Access Acrobat from desktop, mobile, web
    2. Introducing the new Acrobat experience
    3. What's new in Acrobat
    4. Keyboard shortcuts
    5. System Requirements
  3. Workspace
    1. Workspace basics
    2. Opening and viewing PDFs
      1. Opening PDFs
      2. Navigating PDF pages
      3. Viewing PDF preferences
      4. Adjusting PDF views
      5. Enable thumbnail preview of PDFs
      6. Display PDF in browser
    3. Working with online storage accounts
      1. Access files from Box
      2. Access files from Dropbox
      3. Access files from OneDrive
      4. Access files from SharePoint
      5. Access files from Google Drive
    4. Acrobat and macOS
    5. Acrobat notifications
    6. Grids, guides, and measurements in PDFs
    7. Asian, Cyrillic, and right-to-left text in PDFs
  4. Creating PDFs
    1. Overview of PDF creation
    2. Create PDFs with Acrobat
    3. Create PDFs with PDFMaker
    4. Using the Adobe PDF printer
    5. Converting web pages to PDF
    6. Creating PDFs with Acrobat Distiller
    7. Adobe PDF conversion settings
    8. PDF fonts
  5. Editing PDFs
    1. Edit text in PDFs
    2. Edit images or objects in a PDF
    3. Rotate, move, delete, and renumber PDF pages
    4. Edit scanned PDFs
    5. Enhance document photos captured using a mobile camera
    6. Optimizing PDFs
    7. PDF properties and metadata
    8. Links and attachments in PDFs
    9. PDF layers
    10. Page thumbnails and bookmarks in PDFs
    11. PDFs converted to web pages
    12. Setting up PDFs for a presentation
    13. PDF articles
    14. Geospatial PDFs
    15. Applying actions and scripts to PDFs
    16. Change the default font for adding text
    17. Delete pages from a PDF
  6. Scan and OCR
    1. Scan documents to PDF
    2. Enhance document photos
    3. Troubleshoot scanner issues when scanning using Acrobat
  7. Forms
    1. PDF forms basics
    2. Create a form from scratch in Acrobat
    3. Create and distribute PDF forms
    4. Fill in PDF forms
    5. PDF form field properties
    6. Fill and sign PDF forms
    7. Setting action buttons in PDF forms
    8. Publishing interactive PDF web forms
    9. PDF form field basics
    10. PDF barcode form fields
    11. Collect and manage PDF form data
    12. About forms tracker
    13. PDF forms help
    14. Send PDF forms to recipients using email or an internal server
  8. Combining files
    1. Combine or merge files into single PDF
    2. Rotate, move, delete, and renumber PDF pages
    3. Add headers, footers, and Bates numbering to PDFs
    4. Crop PDF pages
    5. Add watermarks to PDFs
    6. Add backgrounds to PDFs
    7. Working with component files in a PDF Portfolio
    8. Publish and share PDF Portfolios
    9. Overview of PDF Portfolios
    10. Create and customize PDF Portfolios
  9. Sharing, reviews, and commenting
    1. Share and track PDFs online
    2. Mark up text with edits
    3. Preparing for a PDF review
    4. Starting a PDF review
    5. Hosting shared reviews on SharePoint or Office 365 sites
    6. Participating in a PDF review
    7. Add comments to PDFs
    8. Adding a stamp to a PDF
    9. Approval workflows
    10. Managing comments | view, reply, print
    11. Importing and exporting comments
    12. Tracking and managing PDF reviews
  10. Saving and exporting PDFs
    1. Saving PDFs
    2. Convert PDF to Word
    3. Convert PDF to PPTX
    4. Convert PDF to XLSX or XML
    5. Convert PDF to JPG
    6. Convert PDF to PNG
    7. Convert or export PDFs to other file formats
    8. File format options for PDF export
    9. Reusing PDF content
  11. Security
    1. Enhanced security setting for PDFs
    2. Securing PDFs with passwords
    3. Manage Digital IDs
    4. Securing PDFs with certificates
    5. Opening secured PDFs
    6. Removing sensitive content from PDFs
    7. Setting up security policies for PDFs
    8. Choosing a security method for PDFs
    9. Security warnings when a PDF opens
    10. Securing PDFs with Adobe Experience Manager
    11. Protected View feature for PDFs
    12. Overview of security in Acrobat and PDFs
    13. JavaScripts in PDFs as a security risk
    14. Attachments as security risks
    15. Allow or block links in PDFs
  12. Electronic signatures
    1. Sign PDF documents
    2. Capture your signature on mobile and use it everywhere
    3. Send documents for e-signatures
    4. Create a web form
    5. Request e-signatures in bulk
    6. Collect online payments
    7. Brand your account
    8. About certificate signatures
    9. Certificate-based signatures
    10. Validating digital signatures
    11. Adobe Approved Trust List
    12. Manage trusted identities
  13. Printing
    1. Basic PDF printing tasks
    2. Print Booklets and PDF Portfolios
    3. Advanced PDF print settings
    4. Print to PDF
    5. Printing color PDFs (Acrobat Pro)
    6. Printing PDFs in custom sizes
  14. Accessibility, tags, and reflow
    1. Create and verify PDF accessibility
    2. Accessibility features in PDFs
    3. Reading Order tool for PDFs
    4. Reading PDFs with reflow and accessibility features
    5. Edit document structure with the Content and Tags panels
    6. Creating accessible PDFs
    7. Cloud-based auto-tagging
  15. Searching and indexing
    1. Creating PDF indexes
    2. Searching PDFs
  16. Multimedia and 3D models
    1. Add audio, video, and interactive objects to PDFs
    2. Adding 3D models to PDFs (Acrobat Pro)
    3. Displaying 3D models in PDFs
    4. Interacting with 3D models
    5. Measuring 3D objects in PDFs
    6. Setting 3D views in PDFs
    7. Enable 3D content in PDF
    8. Adding multimedia to PDFs
    9. Commenting on 3D designs in PDFs
    10. Playing video, audio, and multimedia formats in PDFs
    11. Add comments to videos
  17. Print production tools (Acrobat Pro)
    1. Print production tools overview
    2. Printer marks and hairlines
    3. Previewing output
    4. Transparency flattening
    5. Color conversion and ink management
    6. Trapping color
  18. Preflight (Acrobat Pro)
    1. PDF/X-, PDF/A-, and PDF/E-compliant files
    2. Preflight profiles
    3. Advanced preflight inspections
    4. Preflight reports
    5. Viewing preflight results, objects, and resources
    6. Output intents in PDFs
    7. Correcting problem areas with the Preflight tool
    8. Automating document analysis with droplets or preflight actions
    9. Analyzing documents with the Preflight tool
    10. Additional checks in the Preflight tool
    11. Preflight libraries
    12. Preflight variables
  19. Color management
    1. Keeping colors consistent
    2. Color settings
    3. Color-managing documents
    4. Working with color profiles
    5. Understanding color management

Before you begin

We're rolling out a new, more intuitive product experience. If the screen shown here doesn’t match your product interface, select help for your current experience.

In the new experience, the tools appear on the left side of the screen.

You can store and access SharePoint files when you’re working in Acrobat or Acrobat Reader on your desktop.

Note:

Your SharePoint administrator must configure the SharePoint server to enable editing of PDF documents. See this TechNote for details.

To access or save to SharePoint resources, you can use the following options:

  • Add a SharePoint account and access files using the account (Connectors) from the Home > Other file storage > <SharePoint_account_name>.
  • In the file open and close dialogs, use the URL of the document library; for example, http://mysharepointserver/mysite/mydoclibor
  • (Windows) Mapped network drives

Add your SharePoint file storage account

  1. Select Home  from the top left. Then, under Other file storage, select Add file storage, and then select Add under SharePoint Site. 

  2. In the Add Microsoft SharePoint Account dialog box, enter the SharePoint account details:

    • Enter a name for the account in the Enter Account Name box.
    • Enter the URL of the SharePoint server in the Enter URL box. This is usually the URL that you see in the browser's address bar when you're logged in, and your SharePoint site's home is open in the browser.
    Add SharePoint account in Acrobat or Reader

  3. Select Continue. The account is added in the left pane under the Other file storage section.

Check out a file from SharePoint

The safest way to work on a PDF file that resides on a SharePoint Server is to check out the file. Other users cannot edit the file while you're working on it.

  1. To check out a PDF file, do one of the following:

    • For Windows Users:

      • Use IE mode in Edge to go to the PDF file on the SharePoint portal.
      • Select the document or "Edit Document" from the file pop-up menu.

    • In Acrobat or Acrobat Reader:

      • Navigate to the desired file via Home > [Connector / Account Name].
      • Enter the URL of the document library or the full file path in the Open and Save dialogs 
      • Access the file locations using the [Connector Name] in the left pane.
    Note:

    To enter the document library URL in the Open and Save dialog box, you must disable the following preferences: 

    • Preferences > General > Disable "Show online storage while opening files" (disabled by default).
    • Preferences > General > Enable "Show online storage while saving files" (enabled by default).

  2. A dialog box displays the filename and location. Select one of the following:

    • Check Out & Open.

    • Open, to open the file without checking it out.

    Check out and open file from the SharePoint site

Note:

If you are required to sign in to the SharePoint server, enter your user name and password when prompted.

Cancel checkout for a SharePoint file

You can discard the checked-out version of a PDF file if you don’t want to save your changes.

  1. Choose File > SharePoint Server > Discard Check Out.

  2. A confirmation message appears. Select OK.

Note:

You cannot edit a document offline.

Prepare document properties for a SharePoint file

You can specify the document’s SharePoint properties from within Acrobat or Acrobat Reader.

  1. Choose File > SharePoint/Office 365 Server > Prepare Document Properties.

  2. Double-click the property to edit. The Edit dialog box appears. Enter a value and select OK.

Check in a file into SharePoint server

When you complete your edits, you can check the file into the SharePoint server. Other users can see the changes. If versioning is enabled, SharePoint also manages version history for the file.

    • (Windows) Choose the hamburger menu   > File >  SharePoint/Office 365 Server > Check In.
    • (macOS) Choose File > SharePoint/Office 365 Server > Check In.

  2. If version numbering is enabled, the version information appears. Choose major version, minor version, or overwrite current version.

  3. Enter the Version Comments.

  4. Optionally, enable Keep the Document Checked Out After Checking In This Version and select OK.

Remove your SharePoint file storage account

  1. In the Home view, select the Edit/Pencil   icon next to Other file storage.

  2. Choose the Remove Account icon next to the account you want to remove, then select Done next to Other file storage.

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