PDF documents in FYI can be printed or edited as follows:
Video Walkthrough
For a video walkthrough of this feature, refer to Editing PDF Documents Using OneDrive.
This article contains the following sections:
Editing a PDF using Edit
- Select a PDF in a list.
- Click Edit.
The PDF will be available in the FYI - My Edits folder in your OneDrive. - From the Opening Document for Edit pop-up, click Open Online.
Or,
Open the PDF from Windows Explorer and, with your preferred PDF editing tool, you can make changes or print. - When you save the PDF this will overwrite the one in your FYI - My Edits folder.
- In FYI, select the PDF from a list and click I am Finished Editing in the FYI drawer so it is available to other users for editing.
Note: If the PDF has previously been sent to a client, either through DocuSign, Adobe Sign, Annature or FuseSign, and the client has signed it electronically, the signed version of the PDF will have a workflow status of "Client Signed" and cannot be edited. Therefore, the Edit function will not appear when selecting a document with a workflow status of "Client Signed".
Printing a PDF
If you only need to print a PDF:
- Select a PDF in a list.
- Click Edit.
- From the Opening Document for Edit pop-up, click Open Online from where you can use the Print option.
Note: If the document cannot be edited due to its current Workflow status (as outlined above), then to print the PDF you will first need to export it.
Open a PDF Using Export
You can also Export a PDF, then open it and edit or print. Refer to Exporting Documents.
Refer also to Opening, Editing and Finish Editing Documents.