DMS overview

Power PDF Advanced displays a tab group for each detected and supported Document Management System (DMS) that was enabled during a custom installation, 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 tab, 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 the technical specifications. 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.

Create Assistant

Convert Assistant

  • open PDF or XPS files from DMS.

  • save converted files to DMS.

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.

The chapters below provide detailed steps how to call PDF application modules in a DMS:

Tip In these three DM Systems you can enter or modify document properties for stored files. Select the Document Properties menu item in the relevant DMS menu.