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Paul Grenier, Lead Moderator

Stump the Panel » Site Managers and Site Collection Managers

1. 

   PsychoBabble
   Member

   We have several fillable PDF forms that are stored in SharePoint for various projects. Most of these forms are completed by a project manager, then approved (e-signed) by a senior manager.

   Our problem is that the PM can complete and load the form into SharePoint, but when it comes to the approval stage the senior manager is required to save the file locally, add his e-signature, then overwrite the previous form, which means the versioning history metadata is wiped out. (The company wants to keep previous versions in case changes to the content are made prior to approval.)

   Has anyone found a way to edit PDF forms in SharePoint while maintaining the metadata? Any and all help is appreciated.

   Posted 3 months ago #
2. 

   AutoSponge
   Administrator

   I suppose you could use PDF attachments instead of documents.

   Posted 3 months ago #
3. 

   pagalvin
   Moderator

   My colleague, Natalya Voskresenskaya, wrestled with PDFs in sharepoint and blogged about it here: http://spforsquirrels.blogspot.com/2008/05/native-support-for-pdf-and-odf-by.html

   And also here: http://spforsquirrels.blogspot.com/2008/06/pdf-saga-continues.html

   And I think at least one more place. She may provide enough information for you to come up with a good approach.

   --Paul Galvin

   Posted 3 months ago #
4. 

   PsychoBabble
   Member

   Thank you both for the ideas. I'll page through Natalya's blog first, then see how management feels about the attachment idea.

   Posted 3 months ago #

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