Editing PDFs within O&D requires converting them into an editable format first (similar to using Word to save a PDF as a DOCX file). Due to the fixed layout of PDFs, this process can sometimes cause formatting issues. To ensure the best results, follow these guidelines when handling PDFs in O&D workflows:
1. Upload the Word Version, When Possible
If you have access to the original Word document, it’s best to upload this version to O&D. This ensures better control over the layout and formatting during the editing process. Once your document is finalized in O&D, you can save it as a PDF.
2. Review the PDF Preview for Formatting
If a Word version isn’t available and you need to upload PDFs to O&D, be sure to check the document preview in both clean and tracked changes views to ensure the layout looks correct. If any formatting issues arise, they can often be fixed by adding additional instructions to your O&D table, specifically addressing spacing or formatting.
3. Use Word for Merge Workflows Involving PDFs
When generating multiple documents from a PDF template in a Merge workflow, the best practice is to:
First, open the PDF in Word on your computer and review it for any formatting adjustments.
Make necessary changes to spacing or layout in Word.
Save the file as a Word document, then upload it to O&D.
Once all changes are complete, save the final version as a PDF directly from O&D.