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When checking out an PDF document from eDocs into power PDF, User cannot save a new version with changes

Article # 3048266 - Page views: 39

Issue

When checking out an PDF document from eDocs DM then into power PDF, User cannot save a new version with changes of the same document.

they find they are forced to save this as a new document in DM - which only occurs in power PDF.

 

The same issue does not occur when reviewing the workflow, if the user opens first power PDF - uses connectors eDocs to open the same document

and then make changes, because when saving the prompt appears below which allows to save a new version or replace the original version below

 

save as dms.JPG

 

Cause

The expectation and correct behavor when checking out a PDF document from edocs DM, the same save-as options should be presented as this screenshot.

it should also light up the document properties in power PDF when an existing dm document is opened.

This issue and scenario above is caused by the eDocs server not being correctly configured.

 

Solution

Please open eDocs library maintenance and set up to configure a 'launch method' exclusive to power PDF which sets the integration settings.

to resolve this all we need to do is ensure on the eDocs server in the application launch settings that the integration is set to "Full Integration" rather than no integration and then apply and close this.

DDE is disabled in the Integration and should remain blank.

 

The following is a screenshot of power PDF 3.1 configured, which you will notice for the location it is set to "NUANCEPDF.exe" 

Note: *this must be "POWERPDF.exe" for our later kofax versions of power PDF 4.0, 4.1 and 5.x and beyond

 

31 example of launch method.png

 

Once you set this, it reflects down on the user workstation when dm is restarted, and the issue should be resolved.

If you require further assistance please refer to OpenText resources for the server configuration; then raise a new support ticket with Power PDF technical support

 

Level of Complexity 

High

 

Applies to  

Product Version Build Environment Hardware
Power PDF 3.1 ADV Windows  
Power PDF 4.x ADV Windows  
Power PDF 5.x ADV Windows  

References

Add any references to other internal or external articles

 

Article # 3048266
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