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Access SharePoint files in Acrobat

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Adobe Acrobat

Adobe Acrobat

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  1. Acrobat User Guide
  2. Introduction to Acrobat
    1. Access Acrobat from desktop, mobile, web
    2. Introducing the new Acrobat experience
    3. What's new in Acrobat
    4. Keyboard shortcuts
    5. System Requirements
    6. Download Adobe Acrobat
    7. Download Acrobat | Enterprise term or VIP license
    8. Download Acrobat 64-bit for Windows
    9. Install Adobe Acrobat Reader | Windows
    10. Install Adobe Acrobat Reader | Mac OS
    11. Install updates for Acrobat and Reader
    12. Update your Acrobat to the latest version
    13. Download Acrobat 2020
    14. Release Notes | Acrobat, Reader
  3. Workspace
    1. Workspace basics
    2. Opening and viewing PDFs
      1. Opening PDFs
      2. Navigating PDF pages
      3. Viewing PDF preferences
      4. Adjusting PDF views
      5. Enable thumbnail preview of PDFs
      6. Display PDF in browser
    3. Working with online storage accounts
      1. Access files from Box
      2. Access files from Dropbox
      3. Access files from OneDrive
      4. Access files from SharePoint
      5. Access files from Google Drive
    4. Acrobat and macOS
    5. Acrobat notifications
    6. Grids, guides, and measurements in PDFs
    7. Asian, Cyrillic, and right-to-left text in PDFs
    8. Adobe Acrobat for Outlook
    9. Set Acrobat as default PDF viewer
    10. Explore Acrobat tools
  4. Creating PDFs
    1. Overview of PDF creation
    2. Create PDFs with Acrobat
    3. Create PDFs with PDFMaker
    4. Using the Adobe PDF printer
    5. Converting web pages to PDF
    6. Creating PDFs with Acrobat Distiller
    7. Adobe PDF conversion settings
    8. PDF fonts
  5. Editing PDFs
    1. Edit text in PDFs
    2. Edit images or objects in a PDF
    3. Rotate, move, delete, and renumber PDF pages
    4. Edit scanned PDFs
    5. Enhance document photos captured using a mobile camera
    6. Optimizing PDFs
    7. PDF properties and metadata
    8. Links and attachments in PDFs
    9. PDF layers
    10. Page thumbnails and bookmarks in PDFs
    11. PDFs converted to web pages
    12. Setting up PDFs for a presentation
    13. PDF articles
    14. Geospatial PDFs
    15. Applying actions and scripts to PDFs
    16. Change the default font for adding text
    17. Delete pages from a PDF
    18. Edit a signed PDF | FAQ
  6. Scan and OCR
    1. Scan documents to PDF
    2. Enhance document photos
    3. Troubleshoot scanner issues when scanning using Acrobat
  7. Forms
    1. PDF forms basics
    2. Create a form from scratch in Acrobat
    3. Create and distribute PDF forms
    4. Fill in PDF forms
    5. PDF form field properties
    6. Fill and sign PDF forms
    7. Setting action buttons in PDF forms
    8. Publishing interactive PDF web forms
    9. PDF form field basics
    10. PDF barcode form fields
    11. Collect and manage PDF form data
    12. About forms tracker
    13. PDF forms help
    14. Send PDF forms to recipients using email or an internal server
  8. Combining files
    1. Combine or merge files into single PDF
    2. Rotate, move, delete, and renumber PDF pages
    3. Add headers, footers, and Bates numbering to PDFs
    4. Crop PDF pages
    5. Add watermarks to PDFs
    6. Add backgrounds to PDFs
    7. Working with component files in a PDF Portfolio
    8. Publish and share PDF Portfolios
    9. Overview of PDF Portfolios
    10. Create and customize PDF Portfolios
  9. Sharing, reviews, and commenting
    1. Share and track PDFs online
    2. Mark up text with edits
    3. Preparing for a PDF review
    4. Starting a PDF review
    5. Hosting shared reviews on SharePoint or Office 365 sites
    6. Participating in a PDF review
    7. Add comments to PDFs
    8. Adding a stamp to a PDF
    9. Approval workflows
    10. Managing comments | view, reply, print
    11. Importing and exporting comments
    12. Tracking and managing PDF reviews
  10. Saving and exporting PDFs
    1. Saving PDFs
    2. Convert PDF to Word
    3. Convert PDF to PPTX
    4. Convert PDF to XLSX or XML
    5. Convert PDF to JPEG
    6. Convert PDF to TIFF
    7. Convert PDF to PNG
    8. Convert or export PDFs to other file formats
    9. File format options for PDF export
    10. Reusing PDF content
  11. Security
    1. Enhanced security setting for PDFs
    2. Securing PDFs with passwords
    3. Manage Digital IDs
    4. Securing PDFs with certificates
    5. Opening secured PDFs
    6. Removing sensitive content from PDFs
    7. Setting up security policies for PDFs
    8. Choosing a security method for PDFs
    9. Security warnings when a PDF opens
    10. Securing PDFs with Adobe Experience Manager
    11. Protected View feature for PDFs
    12. Overview of security in Acrobat and PDFs
    13. JavaScripts in PDFs as a security risk
    14. Attachments as security risks
    15. Allow or block links in PDFs
    16. Edit secured PDFs
  12. Electronic signatures
    1. Sign PDF documents
    2. Capture your signature on mobile and use it everywhere
    3. Send documents for e-signatures
    4. Create a web form
    5. Request e-signatures in bulk
    6. Collect online payments
    7. Brand your account
    8. About certificate signatures
    9. Certificate-based signatures
    10. Validating digital signatures
    11. Adobe Approved Trust List
    12. Manage trusted identities
  13. Printing
    1. Basic PDF printing tasks
    2. Print Booklets and PDF Portfolios
    3. Advanced PDF print settings
    4. Print to PDF
    5. Printing color PDFs (Acrobat Pro)
    6. Printing PDFs in custom sizes
    7. Scale or resize PDF pages
  14. Accessibility, tags, and reflow
    1. Create and verify PDF accessibility
    2. Accessibility features in PDFs
    3. Reading Order tool for PDFs
    4. Reading PDFs with reflow and accessibility features
    5. Edit document structure with the Content and Tags panels
    6. Creating accessible PDFs
    7. Cloud-based auto-tagging
  15. Searching and indexing
    1. Creating PDF indexes
    2. Searching PDFs
  16. Multimedia and 3D models
    1. Add audio, video, and interactive objects to PDFs
    2. Adding 3D models to PDFs (Acrobat Pro)
    3. Displaying 3D models in PDFs
    4. Interacting with 3D models
    5. Measuring 3D objects in PDFs
    6. Setting 3D views in PDFs
    7. Enable 3D content in PDF
    8. Adding multimedia to PDFs
    9. Commenting on 3D designs in PDFs
    10. Playing video, audio, and multimedia formats in PDFs
    11. Add comments to videos
  17. Print production tools (Acrobat Pro)
    1. Print production tools overview
    2. Printer marks and hairlines
    3. Previewing output
    4. Transparency flattening
    5. Color conversion and ink management
    6. Trapping color
  18. Preflight (Acrobat Pro)
    1. PDF/X-, PDF/A-, and PDF/E-compliant files
    2. Preflight profiles
    3. Advanced preflight inspections
    4. Preflight reports
    5. Viewing preflight results, objects, and resources
    6. Output intents in PDFs
    7. Correcting problem areas with the Preflight tool
    8. Automating document analysis with droplets or preflight actions
    9. Analyzing documents with the Preflight tool
    10. Additional checks in the Preflight tool
    11. Preflight libraries
    12. Preflight variables
  19. Color management
    1. Keeping colors consistent
    2. Color settings
    3. Color-managing documents
    4. Working with color profiles
    5. Understanding color management
  20. Troubleshoot
    1. Troubleshoot PDF printing in Acrobat and Acrobat Reader
    2. Adobe Acrobat license has either expired or not been activated
    3. Edit PDF forms created in LiveCycle Designer
    4. Insufficient data for an image error on Adobe Acrobat
    5. Resolve errors related to the AcroCEF/RdrCEF processes of Acrobat or Acrobat Reader

You can store and access SharePoint files while working in Acrobat on desktop. To access or save files, add your SharePoint account.

Note

Your SharePoint administrator must configure the SharePoint Server to allow editing of PDF documents. Learn more about SharePoint configuration.

Add your SharePoint file storage account

Connecting to SharePoint requires your admin approval. Learn more about Acrobat SharePoint integration.

  1. Select Go to Home view  > Other file storage > Add file storage. 

  2. Select Add under SharePoint Site. 

  3. Enter your SharePoint account name in the Add Microsoft SharePoint Account dialog box.

  4. In the Enter URL field, type the URL that appears in your browser’s address bar when you're on your SharePoint site's home page.

    Provide the site URL or path up to the document library. For example, <https://adobe.sharepoint.com/sites/testsite03 > or <https://adobe.sharepoint.com/sites/testsite/Shared Documents>. Avoid including /Forms/AllItems.aspx at the end. 

    Add Microsoft SharePoint Account dialog box
    Add a new SharePoint account by entering your credentials in the Add Microsoft SharePoint Account dialog box.

  5. Select Continue. Your default browser opens and prompts you to complete the authentication.

  6. Complete the authentication process by entering your SharePoint username and password, then select Next. Before signing in, your browser prompts you to confirm the app is from a trusted source. 

  7. Select Continue. Acrobat opens and requests permission to access your profile information, site content, and files stored on the site. 

    Your SharePoint account is added in the left pane under Other file storage. The Documents folder and any document libraries you've added are shown in the SharePoint Site contents page. 

  8. Select a file if you want to perform additional actions as shown in the right panel.

    Note
    • Starting July 2025, Acrobat only supports SharePoint sites with OAuth 2.0 modern authentication. Upgrade your site if it uses only legacy authentication. 
    • You may be prompted to reconnect and sign in if your access to SharePoint Server has expired or been revoked.

You can open, edit, save, and organize files stored in SharePoint directly from Acrobat. Changes made to online PDFs are automatically saved. Learn more about how to update SharePoint files.

Check out a file from SharePoint

The safest way to work on a PDF file on a SharePoint Server is to check out the file. Other users cannot edit the file while you're working on it.

  1. To check out a PDF file, select Go to Home view  > Other file storage.

  2. Select the [Connector Name] in the left pane to access the folders and the files.

  3. Select a file. A dialog box opens and displays the filename and location. 

  4. Select Check Out & Open to check out and open the file. 

  5. Select Open if you only want to view the file without checking it out. 

    Check out and open a SharePoint file from Acrobat on desktop.
    Check out and open a SharePoint file from Acrobat on desktop.

Note

If you are required to sign in to the SharePoint Server, enter your user name and password when prompted.

Cancel checkout for a SharePoint file

You can discard the checked-out version of a PDF file if you don’t want to save your changes.

  1. (Windows) Select Menu   > SharePoint Server > Discard Check Out. 

    (macOS) Select File > SharePoint Server > Discard Check Out. A confirmation message appears. 

  2. Select OK.

Note

You cannot edit a document offline.

Prepare document properties for a SharePoint file

You can specify the document’s SharePoint properties from within Acrobat or Acrobat Reader.

  1. (Windows) Select Menu     > SharePoint/Office 365 Server > Prepare Document Properties.

    (macOS) Select File > SharePoint/Office 365 Server > Prepare Document Properties. 

  2. Double-click the property to edit. The Edit dialog box appears.

    Note

    Currently, you can only edit certain properties, such as Title, Date, Choice, Multiline, and Currency.

  3. Enter a value and select OK to save the changes. The file then closes.

  4. Select Cancel to discard the changes.

Check in a file into SharePoint Server

When you complete your edits, you can check the file into the SharePoint Server. Other users can view the changes. If versioning is enabled, SharePoint also manages version history for the file.

  1. (Windows) Select Menu   > File > SharePoint/Office 365 Server > Check In.

    (macOS) Select File > SharePoint/Office 365 Server > Check In.

  2. If version numbering is enabled, the version information appears. Choose a major version, or overwrite the current version.

  3. Enter the Version Comments.

  4. You can choose Keep the Document checked out after checking in this version, and then select OK.

Remove your SharePoint file storage account

  1. Select Go to Home view , then select the Edit   next to Other file storage.

  2. Choose the Remove Account next to the account you want to remove. The Remove Account dialog box appears. 

  3. Select Remove in the Remove Account dialog box.

  4. Select Done to stop editing the other file storage

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