Collaborating with PDF's using SharePoint

Owned by Fleshman-Cooper, Ian
Last updated: Feb 15, 2024
2 min read

Commenting on a PDF using SharePoint

Overall

This document provides a step-by-step guide on how to collaborate and leave comments on a PDF document using SharePoint. SharePoint allows users to share PDF files, manage access, and facilitate collaborative commenting among team members.

Steps

  1. Open PDF in SharePoint:

    • Open the PDF file within the SharePoint environment.

  2. Access Details or Info Icon:

    • In the toolbar above, locate and select the Details or Info icon to access document information.

info.PNG

  1. Manage Access:

    • Within the document information, select "Manage Access," and then choose "Start Sharing."

  2. Enter Collaborators' Information:

    • A dialog box will appear. Enter the names or email addresses of the candidates you want to collaborate with.

  3. Set Edit Access for Commenting:

    • Ensure to grant users edit access if you want them to be able to comment on the PDF.

  4. Select "Send":

    • After setting up access, select "Send" to notify and include your team of collaborators in the PDF collaboration through SharePoint.

    • Your team members will be notified of their inclusion and gain the ability to comment on the PDF within the SharePoint environment.

 

 

  1. Leave a Comment:

    • For those with access, follow these steps to leave a comment:

      • Select the Info icon.

      • In the toolbar on the right, locate the section titled "Activity."

      • Here, collaborators can leave comments by selecting "Add a Comment."

  2. View Comments:

    • As collaborators leave comments, you should be able to view them instantly on the PDF within the SharePoint environment.

 

Conclusion

By leveraging SharePoint, teams can seamlessly collaborate on PDF documents, share feedback, and enhance communication. This step-by-step guide ensures that users can efficiently share PDFs, manage access, and leave comments within the SharePoint platform for effective collaboration.