Tech Tip: Include Annotations When Exporting Documents as PDFs

April 14th, 2010 Comment on this article

Laserfiche 8 allows you to include annotations when you export or e-mail a Laserfiche document as a PDF. This feature allows you to share annotations and associated information even with users who don’t have access to your Laserfiche repository, while still leaving the images editable in Adobe Acrobat.

For instance, you might add an explanatory callout box to a report, and also highlight an important section of the report. If you then wanted to send the document, complete with the callout box and highlight, to a client who doesn’t have access to your repository, you could do so by exporting the document as a PDF. The PDF would contain the annotations that you included, just as they would be included if you printed them to a TIFF image for export. However, when your client opens the report in Adobe Acrobat, he can work with the annotations natively. For instance, he could add another comment or question to your callout box and send it back to you, or he could choose to remove the annotations so that he can print a clean copy of the report.

To include annotations when exporting documents as PDFs, open the Tools menu and select Options. Expand Export and select Images. Make sure that Include redactions on exported image and Include all other annotations on exported images are selected. This will print the annotations to the exported document. To make sure that the annotations are converted and editable in Adobe Acrobat, also select Convert annotations into PDF annotations. The next time you export a document with annotations as a PDF, the annotations will be included and converted to PDF format.

  • Note: Editing a PDF requires a full version of Adobe Acrobat; PDF editing cannot be performed in Adobe Reader.

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