Working with PDFs

triConvey can be extremely helpful when working with PDFs, and you can use Adobe to track time and changes associated with normal triConvey file management.

If there is a publicly available PDF form you are looking to automate, first search in the Precedent Library. It is also possible to automate PDFs using triConvey's PDF Automation.

Getting Started

The following steps can only be applied to paid Adobe Acrobat plans.  If you are using Adobe Acrobat Reader (the free PDF viewer), the PDF won't save back to triConvey.  In this situation, use the triConvey Print feature instead.

1.    Open a PDF that has been imported into triConvey in Adobe Acrobat Reader DC.

2.    In Adobe settings, make sure that Show online storage when saving files under preferences is not ticked.

3.    When saving the PDF, you should see a dialog box to save the document to a temp file location. This ensures the edits or changes are saved to triConvey.

Tip:  Every time you want to save a version, always select YES when prompted to replace the existing file.

4.    You can close the PDF. The PDF will be stored in your triConvey matter.

5.    triConvey will track the file history, and activity will be recorded in triConvey every time you work on the PDF.  To view file history:

1. Right-click on the PDF and select Properties.
2. Select the History tab.