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Working with Cloud files in the PDF-XChange Editor

As of Build 326, the PDF-XChange Editor now has integration with SharePoint, One Drive, Google Drive, Dropbox, and Box.com, we plan to continue adding additional Cloud integrations in the future.

These plugins are installed enabled by default and can be toggled under Preferences (Ctrl+K) by navigating to the Plugins category and un-checking the corresponding plugin. These plugins allow you to connect to these servers, access, modify, save and overwrite the files present on them, all from directly within the Editor.

Note that to access these files, appropriate login credentials are required. The Files themselves are also not edited directly on the server, but instead the Editor saves a local copy to the current drive while editing. If you have the function enabled, some of these plugins, SharePoint for example, will flag the document as "Checked out" until you check it back in.

If accessing these cloud utilities from the browser, note that most browsers will open a native pdf viewer within themselves, and must be manually configured to open the files in the Editor. Files opened to the Editor in this manner cannot be relied upon to correctly check in/out files. Depending on the browser, you may need to save a local copy of the document, and then re-upload it to your cloud server to correctly save or check in these documents.

Logging in to a Cloud Server in PDF-XChange Editor

Note that most Cloud Servers use a similar login process, to summarize:

  1. Create an account
  2. Within the Editor, Add a Place
    • Some servers may ask for a URL before logging in.
  3. Enter your login information
  4. Use the new Place to access your cloud files

Create a Place

To begin you will need to setup login credentials for the Editor to use, for this example Dropbox will be used.

  1. On the File tab, navigate to Open, and select Add a Place.
  2. To the right, the Add a Place menu will appear, select the appropriate cloud server.
  3. Enter your login information, some cloud servers offer a login partner, such as Google.
  4. Once you have logged in the Open Files dialog will open to display that the connection is working.
  5. Your Cloud Server should now appear in the Open, Save, and Save As... sections on the File tab. 

Opening and saving a File

After you have added a place, you need simply navigate to the Place that was created to open or save a document.

1. On the File tab, under either Open or Save as... select your Place.

2. Select the file to be opened, or saved overtop of (if you used the save function it will overwrite the current file in most cases). 

You will see a loading dialog:

3. The file will open within the Editor.

4. After making edits us Ctrl+S or the Save/save As... functions from the File tab. You will see a saving dialog.

If you have any issues logging in, please first verify that your account information is correct. If all is in order please contact either your server manager, or support@tracker-software.com

SharePoint

SharePoint now has its own dedicated Configuration category when the plugin has been enabled. This is available from the Editor Preferences (Ctrl+K):

This can be used to set logging, permissions, and checkout handling.

See here for details on the use of Open and Check Out files in SharePoint: https://support.office.com/en-us/article/Open-or-check-out-Office-files-from-a-SharePoint-library-b4221e42-d47c-49fc-92a6-04ed88befc0c

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