Share Tab

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Share Tab


editor.icon Share Tab



When the Share tab is selected, the following options are available:

Figure 1. SharePoint Submenu


The options in the Share tab are used to interact with SharePoint files and email documents from PDF-XChange Editor. SharePoint facilitates the convenient sharing of files for group viewing/editing. There are three groups in the Share tab:




The Tools group contains shortcuts to tools and other features:


The Hand Tool is used as a basic scrolling device and navigation aid when browsing through documents. Click to enable the Hand Tool, then click and drag the page in the desired scrolling direction in order to browse through documents. Further information about the Hand Tool and its settings is available here.

The Select Text Tool is used to select base-content text. Click to enable the Select Text Tool, then click and drag the pointer to select text. Double-click to select words, triple-click to select paragraphs and quadruple-click to select all text on the current page. Right-click selections for editing options, as detailed here. Note that the default setting of the Select Text Tool results in it selecting entire lines of text. If you instead want to select a custom area of text, such as text that is located over several lines at the center of a larger block of surrounding text, simply press and hold the Alt key and then select the desired text. Additionally, please note that when text is copied from PDF documents and pasted into applications/locations outside of PDF-XChange Editor (such as Microsoft Word) additional page breaks may appear. This is a recognized issue with PDF documents. The Edit Content Tool should be used instead of the Select Text Tool in order to avoid this issue when copying text.

Click the Other Tools dropdown menu to view/select additional tool options:

The Select Comments Tool is used to select and edit comments. Click to enable the Select Comments Tool, then click to select comments. Click and drag to select multiple comments. Selected comments can be edited, as detailed here.

The Snapshot Tool is used to take screenshots of pages/selected page content. Click to enable the Snapshot Tool, then click or click and drag to take snapshots. Further information about this tool is available here.

The options in the Clipboard dropdown menu is used to interact with the current content of the clipboard. Click the dropdown menu to cut/copy/paste clipboard content.

The Find feature is used to Find or Search text, or to search the internet for text selected with the Select Text Tool in the current document.


Send To


The Send To group contains only the Email feature:


Click Email to email the current document in PDF-XChange Editor. This feature uses the settings determined in the Email preferences, which are detailed here.

Click the Email dropdown menu to select/manage presets for the Email feature.




The SharePoint group contains options for interacting with documents located in a SharePoint server:


Click Check In/Out to check the current document in to/out from a SharePoint server.

Click Discard Check Out to discard documents currently checked out from a SharePoint server. Note that unsaved changes are lost when this option is used.

Click Enable Editing to enable editing for SharePoint files.


Opening SharePoint Files in PDF-XChange Editor


Follow the steps below to open SharePoint files:


1. Click the File tab.


2. Click Add a Place, then click SharePoint:



Figure 2. File Tab, Add a Place, SharePoint


The PDF-XChange Editor dialog box will open.


3. Enter the URL for the SharePoint file, then click Connect.


The Authentication Required dialog box will open.


4. Enter your SharePoint credentials and click OK.


The Open Files dialog box will open:

Figure 3. SharePoint Open Files Dialog Box


5. Select the desired file from the list and click Open or Open with Check Out. Click Open to make the file both available and editable for other users. Click Open with Check Out to make the file editable for the current user only, and read-only for other users. Further information on using SharePoint is available here.


The document is then displayed in PDF-XChange Editor:

Figure 4. SharePoint File Displayed in PDF-XChange Editor


Click Enable Editing to enable editing for the document.

Click Check Out to check the document out from SharePoint.


When you use either of these options and then make changes to and save a document, the changes will be saved in the version of the document stored at the SharePoint location. If you check out a document, make changes to it and check the document back in to SharePoint, then the following dialog box will be displayed:

Figure 5. SharePoint Check In Options


If you want to add a comment about the changes that you made to the document then enter them in the Comment text box.

Select the Increment minor version button to specify an increment in the minor version of the document.

Select the Increment major version button to specify an increment in the major version of the document.

Select the Overwrite without changing version button to overwrite the existing document with changing the version number.

Click Check In to check the document in to SharePoint.

Click Check in and Keep Checked Out to check the document in to SharePoint (i.e. update the version that is saved there) and also keep the document checked out.

Click Keep Checked Out to keep the document checked out.


If you are using PDF-XChange Editor as part of the PDF-XChange PRO bundle, then the additional functionality detailed below is also available:  


Using SharePoint to Interact with Files in PDF-XChange Editor


Your documents are detailed in the Documents section of your SharePoint account. You can use the options highlighted in the image below to open selected documents in PDF-XChange Editor:

Figure 6. SharePoint, Open in PDF-XChange Options