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