PDF editing with PDF-XChange
Collaboration with PDF-XChange
Recommended settings
Message for borrowed documents
Troubleshooting
How the connection between buildagil and PDF-XChange can be established is described in the following article: Connect local PDF programs
Seamless editing of PDF documents is made possible in buildagil. The selected document is opened directly in PDF-XChange so that the extensive editing functions of XChange can be used. Changes are automatically saved as new versions in buildagil. This ensures that documents are always up to date and prevents PDF documents from having to be downloaded for editing.
The document can be edited as required. When the document is saved, the changes are automatically synchronized to buildagil. Simultaneous editing by several people is not possible with PDF documents. To avoid overlapping document versions, the document can be borrowed. Borrowing blocks other users from editing the document.
Edit PDF, document versions, synchronization, document lending, PDF documents, editing functions
There are some settings in PDF-XChange that simplify collaboration with buildagil.
We recommend making the settings as shown in the following image. These changes will reduce the number of confirmations and pop-ups and simplify the workflow.
SharePoint settings
When working with signatures, you can set that signed documents are automatically stored as a new version on buildaigl.
Signature settings
Signatures, signature management, versioning, workflow, reduce pop-ups, memory settings
Users who want to edit the borrowed / checked-out document receive the following messages and cannot save the document.
If the following troubleshooting does not lead to success, you are welcome to contact support.
It may happen that the following error message appears when opening PDF documents with PDF-XChange and therefore no documents can be opened (wrong parameter):
This can be remedied by deleting existing connections with Sharepoint under "File" -> "Open". These connections prevent documents from being opened from buildagil.
The document cannot be opened.
Recommended settings
Message for borrowed documents
Troubleshooting
How the connection between buildagil and PDF-XChange can be established is described in the following article: Connect local PDF programs
Collaboration with PDF-XChange
Seamless editing of PDF documents is made possible in buildagil. The selected document is opened directly in PDF-XChange so that the extensive editing functions of XChange can be used. Changes are automatically saved as new versions in buildagil. This ensures that documents are always up to date and prevents PDF documents from having to be downloaded for editing.
The document can be edited as required. When the document is saved, the changes are automatically synchronized to buildagil. Simultaneous editing by several people is not possible with PDF documents. To avoid overlapping document versions, the document can be borrowed. Borrowing blocks other users from editing the document.
Edit PDF, document versions, synchronization, document lending, PDF documents, editing functions
Recommended settings
There are some settings in PDF-XChange that simplify collaboration with buildagil.
We recommend making the settings as shown in the following image. These changes will reduce the number of confirmations and pop-ups and simplify the workflow.
SharePoint settings
When working with signatures, you can set that signed documents are automatically stored as a new version on buildaigl.
Signature settings
Signatures, signature management, versioning, workflow, reduce pop-ups, memory settings
Message for borrowed documents
Users who want to edit the borrowed / checked-out document receive the following messages and cannot save the document.
Troubleshooting
If the following troubleshooting does not lead to success, you are welcome to contact support.
It may happen that the following error message appears when opening PDF documents with PDF-XChange and therefore no documents can be opened (wrong parameter):
This can be remedied by deleting existing connections with Sharepoint under "File" -> "Open". These connections prevent documents from being opened from buildagil.
The document cannot be opened.
Updated on: 09/01/2025