Editing or Printing a PDF

PDF documents in FYI can be printed or edited using either OneDrive or FYI Desktop App.

The article below explains how to use OneDrive, for details on how to use FYI Desktop App refer to the article Editing PDF Documents Using FYI Desktop App and Opening, Editing and Finish Editing Documents with FYI Desktop App.

Note: PDF bookmarks are only displayed when editing the PDF in your chosen PDF editor, not when previewing the document in FYI.

Editing a PDF

Using OneDrive

Video Walkthrough
For a video walkthrough of this feature, refer to Editing PDF Documents Using OneDrive.

  1. Select a PDF in a list.

  2. Click Edit.

    582_Edit_PDF.gif

    The PDF will be available in the FYI - My Edits folder in your OneDrive.

  3. From the Opening Document for Edit pop-up, click Open Online. The PDF will be opened in the same browser as FYI. 

    Alternatively, open the PDF from Windows Explorer and, with your preferred PDF editing tool, you can make changes or print.
    583_Print_PDF.gif
  4. When you save the PDF this will overwrite the one in your FYI - My Edits folder.

  5. 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".

Using FYI Desktop App

For a video walkthrough of this feature, refer to Editing PDF Documents Using FYI Desktop App.

  1. Select a PDF in a list.

  2. Click the arrow next to Edit and select Edit in FYI Desktop
    Note: If your Profile Settings is set to "Open Office using" and "FYI Desktop", you can click just the Edit button.

    1611 Edit with FYI Desktop.gif

  3. The PDF will be opened directly in your Editing tool. 

  4. To finish editing the file, in FYI select the PDF from a list and click I am Finished Editing in the FYI drawer. This will make the document available to other users for editing.

Printing a PDF

If you only need to print a PDF:

  1. Select a PDF in a list.
  2. Click Edit.
  3. 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 the PDF. Refer to Exporting Documents.

Refer also to Opening, Editing and Finish Editing Documents.

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