Share a PDF File by Email
Foxit PhantomPDF Mac allows users to share the currently opened PDF file by email as an attachment.
- Open the PDF file that you want to share with Foxit PhantomPDF Mac.
- Click File > Email Current Tab.
- The PDF file will be attached in the email automatically in your default e-mail application. Then input the e-mail address and send it.
Tip: Before sharing a PDF file via email, you need to configure the email on your Mac device first.
SharePoint Integration
Foxit PhantomPDF Mac has been integrated with Microsoft SharePoint, which helps you better manage and share PDFs.
Open PDFs in SharePoint Repository
Set the Preferences about How to Open a Document
By default, Foxit PhantomPDF Mac will let you choose how to open the document every time you open a PDF file from SharePoint. To specify how to open a document by default, please go to Foxit PhantomPDF > Preferences > ECM Integration, and check the following option as needed in the SharePoint group.
- Open only: Open the PDF without checking out. This will allow other users to modify the PDF file at the same time when you are working on it.
- Check out and Open: Open and check out the PDF files from the server so that other users cannot edit the file at the same time.
- Allow you to choose when opening the document: Let you choose the way to open the document from SharePoint server. If you check this option, a dialog box will pop up when you open the document. In the dialog box, you can choose to open or check out and open the document as desired. This option is checked by default.
Open PDF Files in SharePoint Repository
- Go to the Start page, click Add a place, and choose Microsoft SharePoint.
- In the Add dialog box, enter the SharePoint URL, and click Next to continue.
- In the pop-up dialog box, enter the account and the password to sign in. When you have signed in successfully, the URL address will be listed in the STORAGE group on the Start page for your easier access. If you need to remove the URL address from the list, click the delete icon floating on the URL address.
- Double-click the file that you want to open, and the Foxit PhantomPDF dialog box will pop up by default for you to choose how to open the file.
- Choose Open to open the file without checking out.
- Choose Check Out and Open to open the file and check it out from the SharePoint server.
- (Optional) Check Don't ask me again to bypass the pop-up Foxit PhantomPDF dialog box in the future and use your current choice as the default way to open a PDF from the SharePoint server.
Tips:
- You can specify the default way to open a file from SharePoint in SharePoint Preferences.
- You can also preview non-PDF files on SharePoint in Foxit PhantomPDF Mac. The non-PDF files will be converted to PDF temporarily when you try to open them.
Edit Document Properties
To check and edit the document properties of a PDF file opened from the SharePoint server, please do the following:
- Open the Share toolbar by one of the following:
- Choose Tools > Share.
- Click
in the Common Tools toolbar, and choose Share.
- Click Document Properties in the Share toolbar.
- In the Document Properties dialog box, you will find the file path and document properties. To edit a document property, double-click the column name, and edit the value in the Edit text box.
- Upon completion, click OK to confirm your edits. And click Check In in the Share toolbar to save the PDF file and check it in to the SharePoint server.
Check Out, Discard Check Out, or Check In PDF Files
You can change the document status when working with PDF files in the SharePoint server.
- Open the Share toolbar by one of the following:
- Choose Tools > Share.
- Click in the Common Tools toolbar, and choose Share.
- Do any of the following:
- If you open a PDF from SharePoint without checking out but need to edit it, it is recommended to choose Check Out in the Share toolbar to check out the file so that users cannot modify it when you are working on it.
- If you want to cancel the check-out status and discard the changes you made to the PDF file, click Discard Check Out in the Share toolbar.
- When you complete your edits, click Check In in the Share toolbar to save the PDF file and check in back to the SharePoint repository. When checking in a file, you can select a version number (if version numbering is enabled) for the modified document and specify the version comments. If you still need to work with the PDF file after checking in and do not allow other users to modify the document, please remember to check the Keep the document checked out after checking in this version option in the Check In dialog box.
Save Local PDF Files to SharePoint Repository
To save a local PDF file to SharePoint in Foxit PhantomPDF Mac, please do the following:
- If you did not add the SharePoint server in Foxit PhantomPDF Mac before, click Add a place and choose Microsoft SharePoint to add the SharePoint server first.
- Choose File > Save as to open the Save As PDF dialog box.
- In the Save As PDF dialog box, do the following:
- Choose the SharePoint URL address, and select Shared Documents folder.
- Specify the file name in the File field, if necessary.
- Click Save.
iManage10 Integration
Integration with iManage10, the popular and intelligent document and email management solution, enables you to directly open, modify, and save PDF documents in your iManage Work account using Foxit PhantomPDF Mac, which streamlines your PDF document management.
Open and Check Out PDFs on iManage10
- Go to the Start page, click Add a place > iManage10, and input the URL and login information to log in to your account.
- (Optional) If you have logged in to iManage10 before, choose iManage10 > Open in the Start page, or click Open in the Share toolbar to open a file from iManage10.
- In the Open dialog box, select the document you need and click Open. The document is also checked out when opened.
Tip: When you add iManage10 successfully in Foxit PhantomPDF Mac, the iManage10 item will be displayed in the STORAGE group in the Start page. If you add multiple servers, the latest one you added will be set as the default server for document management. You can click Connect in the Share toolbar to add a new server or change the default server. If you want to remove the iManage10 item from the list in the Start page, click the delete icon floating on the iManage10 item.
Save PDF Files in iManage10
Save a Local PDF to iManage10
Save a Local PDF as a New Document in iManage10 Repository
- Do any of the following:
- Choose File > Save as > iManage10 > Open.
- Choose Tools > Share, or click in the Common Tools toolbar and choose Share to open the Share toolbar. And then click Save As > Save As in the Share toolbar.
- In the pop-up dialog box, choose a target folder, and specify the document properties.
- After completing all of the settings, click Save to save the document to the iManage10.
Save a Local PDF as a New Version of Existing Work Document
- Do any of the following:
- Choose File > Save as > iManage10 > Open.
- Choose Tools > Share, or click in the Common Tools toolbar and choose Share to open the Share toolbar. And then click Save As > Save As New Version in the Share toolbar.
- In the pop-up dialog box, select a document in iManage10, and click Save.
- Specify the document properties, and click Save to save it as a new version of the selected document.
Save a PDF Opened from iManage10
To save a PDF file opened from iManage10, you can choose to replace the original document, or save it as a new version or a new document in the iManage10. After modification, do any of the following:
- If the document has not been checked out by others, you can click the Save button
(or choose File > Save) to save the PDF file and replace the original document in iManage10. - Go to File > Save as > iManage10 > Open, or choose Save As > Save As in the Share toolbar. In the pop-up dialog box, choose a location, and specify the document properties in the right part of the dialog box. Then click Save, and the modified document will be saved as a new document, leaving the original document unchanged.
- Choose Save As > Save As New Version in the Share toolbar. In the pop-up dialog box, set the document profile for the new version, and click Save. And the modified document will be saved as a new version, leaving the original document unchanged.