Save annotation as pdf

Hi Alek

As far as I know, in M-Files we download the PDF and the xfdf file from the server and merge them using another software library tool, so there is not an API method to get the annotated document out of the vault.

Mika

Thank you very much for your answer Mika. I was hoping there was an API method :(

Can you suggest me a software tool for merging a pdf and a xfdf? I tried with couple, but they are importing the "fileds", not the "annots"...

Alek

I do not have personal experience with any of those libraries, but this is maybe something to take a look at: www.tracker-software.com/.../pdf-xchange-editor-sdk

Ok, thank you Mika. I'll take a look at this link :)

Hello, we are brand new to M-Files so have lots of questions about what it can and cannot do.

Is it possible to automatically include a stamp as part of the workflow if the end of a workflow has been reached? I'd like to see a stamp "passed for payment" on the actual invoice, so it's instantly visible that the invoice has been through the authorisation workflow.

Also, is it possible to automatically convert a document with its annotations into a PDF? I know you can do this manually but I would prefer that the invoice with the passed for payment stamp is turned into a new PDF that contains the annotations (rather than having to do this manually).

Thanks heaps.
Helga

I think you wil need QMS module to stamp and recreate pdf's.

Is it possible to automatically include a stamp as part of the workflow if the end of a workflow has been reached? I'd like to see a stamp "passed for payment" on the actual invoice, so it's instantly visible that the invoice has been through the authorisation workflow.

You can use the PDF Processor add-on to achieve this. Or if you just need to insert some metadata in the document, take a look at the Insert Field feature in M-Files Add-in for Word and Excel.

Also, is it possible to automatically convert a document with its annotations into a PDF? I know you can do this manually but I would prefer that the invoice with the passed for payment stamp is turned into a new PDF that contains the annotations (rather than having to do this manually).

Unfortunately, there is not a method for this currently.

Mika

HI sorry for my late response.
I am new to the M-Files community and hadn't figured out yet how to ensure I receive notifications if someone responds to my question, so thought nobody had and I only checked the message now.

I did a search for the PDF add-on, can't find anything useful. How can I find out more about this?

Cheers, Helga

Contact your M-Files reseller. It is a paid add on.