How to Open & Save as PDF from/to a SharePoint repository

Foxit PDF editor

Foxit PDF Editor has been integrated with Microsoft SharePoint, which helps you better manage and share PDFs. You can access PDFs in a SharePoint repository by any of the following:

        Open a PDF file in the SharePoint mapped drive by Open dialog box within Foxit PDF Editor. You can open and check out a PDF, modify it and then check in and save to the SharePoint network drive.

        You can also use Foxit PDF Editor’s Open or Save As dialog box to work on PDFs in your SharePoint repository, whether the SharePoint repository is SharePoint online or SharePoint on-premise.

        Directly check out and check in PDFs in your SharePoint repository on SharePoint on-premise through the SharePoint web interface using a browser after configuring your server.

Open and Save as PDF with Foxit PDF Editor

Open PDF files in a SharePoint repository

To open PDF files in a SharePoint repository, please do the following: (Take opening PDFs in a SharePoint repository on SharePoint online for example)

        Run Foxit PDF Editor and choose File > Open > Add a place > SharePoint. In the Add dialog box, type the SharePoint URL, and input a name that you want to display the SharePoint server in Foxit PDF Editor. Then click Next to continue. 

        In the pop-up dialog box enter your account credential to sign in.

        Choose the PDF file you want to open and click Open.

        In the Foxit PDF Editor dialog box, if you choose Check out and Open, other users cannot edit the PDF at the same time; if you only choose Open, others can modify the PDF as well when you are editing. (Check Don’t ask me again to bypass this dialog box in the future and use the current choice selected the next time you open a PDF. You can change the setting later in File > Preferences > ECM Integration.)

        (Optional) You are also allowed to preview non-PDF files on SharePoint in Foxit PDF Editor. The non-PDF files will be converted to PDF temporarily when you try to open them.

       (Optional) If you want to cancel the Check Out status, please go to Share > SharePoint > Discard Check Out.

        Edit the PDF according to your requirements.

        To check and set the PDF properties, please do the following steps:

  • 1.      Please go to Share > SharePoint > Document Properties.
  • 2.      In the Document Properties dialogue, you will find the file path and document properties. You can select the file path to copy and paste it, if necessary. To edit a document property, double-click the column name, and edit the value in the Edit text box. For example, double-click Title, the Edit text box will pop up, type the content you want and click OK to finish the editing.

        Go to Share > SharePoint > Check In.

In the Check In dialogue box, select a version number for the modified document along with the appropriate version comments. To not allow other people to modify the document, you can check “Keep the document checked out after checking in this version.”

        Click OK, the modified PDF will be loaded to the server automatically.

Save as PDF to a SharePoint repository

To save PDF files to a SharePoint repository, please do the following: (Take saving as PDFs to a SharePoint repository on SharePoint online for example)

        Choose either of the following methods:

  • To save a PDF file as a copy in a SharePoint server that has been added in Foxit PDF Editor, choose File > Save As > SharePoint server that you have added > Browse.
  • If you haven’t added the SharePoint server in Foxit PDF Editor or want to save a PDF file as a copy in a new SharePoint server, choose File > Save As > Add a place > SharePoint. And then follow the steps in “Add a SharePoint Server” to add the server.

        In the Save As dialog box, specify the destination folder and file name, and click Save.

        Specify the document type (if applicable) and document properties and click Continue to save the PDF file.

Open and Save as PDF from within your Web Browser

To work on PDFs located in your SharePoint repository on SharePoint on-premise from within a web browser, you just need to log on to your SharePoint web portal, navigate to a PDF and click it. You will be prompted whether to check out and open the PDF. Then you can check in to save it back to your SharePoint repository.

Tip: If you need to save to your local folder, after editing the PDF you can click File > Save As > Computer and choose a local folder to save.

6 thoughts on “How to Open & Save as PDF from/to a SharePoint repository

  1. John RubyJohn Ruby

    What permission are required for the integration to work for a user. We typically have a subsite setup with view only and the users have contribute access to each document library. I can add a place for SharePoint without issue for admin and it enumerates all the libraries but with a user it errors out

    1. KarolinKarolin

      John, it’s depending on what type of setup you have, cloud/on-prem. The best thing is to submit a ticket via Support Portal and our support will be able to help you with your case.

  2. MargeertMargeert

    We have a Sharepoint site with different subsites (more than 10 000). It is impossible to add each subsite as a connected Sharepoint site. When accessing *.pdf documents in the subsites, make annotations on it ‘does not stick’. That is annotations can be made, saving them removes the ‘*’ in the title, but after closing and opening again the amendments are gone.
    Using ‘check out’ ‘check in’ does not work either for files in the subsites.
    What did we do wrong? We use on prem Sharepoint

  3. AndreasAndreas

    can i somehow prevent the “do you want to check in” and “version comment” questions at closing a saved document.

    1. KarolinKarolin

      Yes, you can prevent the “Do you want to check in” and “Version comment” prompts when opening and saving documents as PDF from a SharePoint repository in Foxit PDF Editor.

      To do this, you need to disable the SharePoint integration feature in Foxit PDF Editor. Here are the steps:

      1. Open Foxit PDF Editor.
      2. Go to the “File” menu at the top left corner of the application.
      3. Select “Preferences” from the dropdown menu.
      4. In the Preferences window, navigate to the “ECM Integration” category.
      5. Uncheck the option “Enable SharePoint Integration” or similar option related to SharePoint integration.
      6. Click on the “OK” button to save the changes.

      By disabling the SharePoint integration, you will no longer be prompted to check in or provide a version comment when closing a saved document from a SharePoint repository.

      Please note that the steps may vary slightly depending on the version of Foxit PDF Editor you are using.


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