Power PDF Advanced displays a ribbon group for each detected and supported Document Management System (DMS) that was enabled during a custom install, or added later by restarting the installer and clicking Change. These let you open PDF files from the DMS and save them back. Files of any type can be opened from the DMS to become attachments to the current PDF document. This functionality can also be accessed via the Connectors ribbon, which lists Cloud storage sites plus all detected DM systems.
Power PDF Advanced (and its components PDF Create and PDF Convert) support Microsoft SharePoint through dialog boxes included in the program. All other Document Management Systems (DMS) are accessed through their own interfaces.
The DMS support extends to several systems as detailed in System Requirements. All supported DM systems, including SharePoint, have the ability to open not just PDF files, but a wide range of file types from the DMS and have them converted to PDF in the background using existing settings and displayed in Power PDF.
Here is a summary of the functionality offered by each component:
Power PDF Advanced:
open and save PDF files from and to DMS.
open non-PDF files from DMS with background conversion to PDF.
attach files of any type from DMS to the current PDF.
See DMS support for detail.
Create Assistant:
open source files (may include PDF files) from DMS.
save created PDF files to DMS.
Convert Assistant:
Integration in Document Management Systems
When working in SharePoint, eDOCS or iManage Worksite, a Kofax PDF control provides access to all three Power PDF Advanced components. In SharePoint, this integration must be configured by an administrator.
Calling Power PDF Advanced:
open a copy of a PDF file using a shortcut menu, edit it and save it back alongside its original or to the local computer.
scan pages to a PDF file that is saved in the DMS at a specified location, using the scanner’s own interface. One page is scanned at a time, unless an ADF is available.
See Integration into DMS for detail.
Calling Create Assistant:
open a non-PDF file, make a PDF from it and store in alongside its source.
convert a non-PDF file from the local computer to a PDF and store it in the DMS.
Calling Convert Assistant:
open a PDF or XPS file from DMS; convert it and save the editable file to the local computer or back to the DMS.
In these three DM Systems you can enter or modify document properties for stored files. Choose the Document Properties menu item in the relevant DMS menu.
See also: DMS support.