Adlib PDF for SharePoint 2010: Link your PDF Rendition Back to the Source

By Paul Dyck | June 30, 2010

This is the first in a 3-part series reviewing the features of Adlib PDF for SharePoint 2010 that extend and embrace the SharePoint 2010 environment.

Using the new Document ID feature in SharePoint 2010, it is possible to create a link back to the source document from which a PDF file was created. This capability is easily configured with Adlib PDF for SharePoint.

It is often useful to make a PDF rendition (i.e. a PDF copy) of a document so that it can shared in an easily accessible and secure way with employees, partners, or customers. When it is time to make changes to this content, you have to edit the source document and then re-render it. If the original source and PDF rendition are stored in the same document library, folder or document set, it isn’t difficult to find the source because they share a file name. If they are not stored in the same place, search using metadata within SharePoint 2010 can also be used.

A quick way of creating a link between documents rendered in Adlib PDF for SharePoint and the source document is to take advantage of the new Document ID feature in SharePoint 2010. The advantage of using this feature is that the link will remain valid even if the source document is moved within SharePoint.

Our document conversion workflows don’t create a link back to the source document out of the box, but can be easily configured to do so without changing any code. We simply configured the workflows to get the Document ID of the document being converted, and insert it into a SharePoint column for the rendition called “Source Document” (see image below). As long as this column had been defined, it will be populated with the Document ID link.

This functionality was shown as part of the demonstration portion of our recent webinar - Go with the Workflow: PDF for SharePoint 2010.

Stay tuned for Part 2: How using Adlib PDF for SharePoint 2010 lets you include document conversion workflows within larger business process workflows created using Microsoft SharePoint Designer.

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