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Quick-edit PDFs
New optional feature for those who would like to annotate or edit PDF documents in Next®.
PDF is typically considered a final archive format, but still you may need to add annotations, high-light text sections, or even suggest changes to a document in PDF.
This could be a contract where you have suggestions, an order conformation where you add conditions, or a purchase invoice where you make notes during the approval phase.
With Quick-edit PDFs you simply find your document, click Edit, make your changes, and then click Save.
Find your document and click Edit document
Make your changes and click Save.
The new version is now saved in Next®.
Keeps track of the original
And at the same time Next® keeps track of the changes - who and when. And the original document is still on record.
Next® keeps track of the changes. And lets you see the original.
Search for annotations
If you have enabled full-text indexing of your documents, you may even find documents based on the annotations you made.
Before Benedict made the annotation, a full-text content search for "disaster" gave no results.
Nothing found searching for 'disaster'
After Benedict made the annotation using the word 'disaster', you are now able to find this invoice with the keyword 'disaster'.
The original document did not mention "disaster", but an annotation inside the document did.
Full-text search by itself has little value in real life. Just try it on your own computer. You often get way too many results. But, as you in Next® can combine the full-text search with search for exact metadata like supplier Id and a date range, it becomes extremely powerful and useful.
Easier and more efficient
Without Quick-edit PDFs, the process is rather cumbersome. Download the PDF to your PC. Launch Adobe Reader. Make your changes. Save the modified file. Upload and replace the modified file to Next®.
Possible, but not exactly easy.
The business log
When you Quick-edit a PDF, the business log is updated.
Adria Leon (ADLEO) edited the document.
For the techies
Unlike our quick-edit of Office documents, Quick-edit PDFs requires you to install a small component (a protocol handler) on each of the PCs from where you'd like to use the feature. We call it Next® App Launcher and for now it is available for Windows only.
The first time you use the feature, you will be asked to accept and trust the Next® App Launcher, but from then on it's one-click editing.
The editing of the PDFs is done outside Next® in a PDF tool you provide, and associate with the .pdf file type. We recommend to use Adobe Reader.
Future enhancements
In a future release Next® will also support Quick-edit on Macs.
Additional information
Please refer to the online product guide for additional information on this feature, once it is released.
Commercial terms and conditions
This new optional feature is available for Next® Enterprise Archive, Next® Contracts, and Next® Invoices. The features comes with an additional license fee. Any consultancy assistance will be invoiced.
We do not provide the actual PDF viewer or editor tool as part of this option. We recommend that you use Adobe Reader, which can be downloaded for free: https://get.adobe.com/reader/
Disclaimer
Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.
Details
Title:
Quick-edit PDFs
Type:
New optional feature
Status:
Released
Expected release:
October 2020
Affected products:
Next® Contracts
Next® Enterprise Archive
Next® Invoices
Audience:
End user
Classification:
Public
Responsible product manager:
Steen Munksgaard
Updated:
01.10.2020
By:
Kim Hellum