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Using the Connector for Microsoft SharePoint
Connector for Microsoft SharePoint allows you to access
AEM Forms capabilities through SharePoint.
From within SharePoint, you can perform the following AEM Forms
related tasks:
-
Start AEM Forms processes (for example, start an approval
process from within SharePoint and convert documents to Adobe PDF)
-
Generate PDF from supported document formats
-
Secure documents using secure policies
-
Enable PDF documents in SharePoint for commenting and other
usage rights
-
Manage assigned AEM Forms tasks and claim new tasks
-
Integrate AEM Forms forms with SharePoint and use SharePoint
as the repository for form data
Generate PDF files
-
Navigate to the file to convert and click the arrow
to view the drop-down list.
-
Select
Convert to Adobe PDF
.
Note:
The Convert
to Adobe PDF option is available only for files that provide native
application support for PDF Generator. To use this option, ensure
that PDF Generator is installed on your forms server. Also, the
user account configured on the SharePoint site must have rights
to start services on the forms server.
The created PDF document is saved in the same location as the
source document. Also, the name of the PDF file is appended based
on the type of source file. For example, if you generate a PDF file
for a Microsoft Word document named sample, the generated PDF document
is named sample_doc.pdf.
Secure documents
Apply Rights Management policies to documents.
-
Navigate to the file to secure and click the arrow to
view the drop-down list.
-
Select
Secure with Adobe Policy
.
The Secure with Adobe Policy option is available only for supported
document types. To use this option, ensure that Rights Management
is installed in your forms server. In addition, the user account
configured on the SharePoint site must have rights to access this
service.
Enable for commenting
Apply additional usage rights to PDF documents for use
in Adobe Reader.
-
Navigate to the PDF file and click the arrow to view
the drop-down list.
-
Select
Enable for Commenting by Adobe Reader
.
The
Apply Adobe Acrobat Reader DC extensions
option is
available for PDF documents only. To use this option, ensure Acrobat
Reader DC extensions is installed on your forms server. Also, the
user account configured on the SharePoint site must have rights
to start services on the forms server.
Initiate AEM Forms processes
Provide a document as input and initiate a AEM Forms process.
-
Navigate to the file and click the arrow to view the
drop-down list.
-
Select
Invoke AEM Forms Process
.
-
From the
Select AEM Forms Process
drop-down list,
select a process.
-
Click
Invoke
.
The next steps depend on the
AEM Forms process that you selected. For example, if you are submitting
a PDF form for approval, no further action is required on your part.
If you are generating a PDF, you are prompted to provide a location
for saving the PDF.
Use forms
From within SharePoint Server 2010, you can access and
complete AEM Forms forms. After your system administrator completes
configuration, the forms are available as SharePoint lists.
-
On the home page of your site, click
Lists
.
-
Click on the form list created by the administrator.
-
Click
Add new item
.
-
Enter the required details and click
Submit
.
-
Select the item and click
View Item
or
Edit Item
to
view or update the entered values.
Manage tasks
From within SharePoint Server, you can claim new AEM Forms
tasks and manage assigned tasks.
Claim group tasks
-
On the home page of your site, under Lists, click
Tasks
.
-
Select a task.
-
Perform one of the following:
-
Click
View Item
to
open the selected task in Workspace. View task details or work with
the task.
-
Click
Claim Task
to claim and open the task. A claimed
task moves from the group task list to your task list.
Manage assigned tasks
-
On the home page of your site, under Lists, click
Tasks
.
-
Select a task, and click
View Item
it.
-
On the Workspace login screen, enter the credentials and
click
Login
.
The selected task is opened in Workspace.
-
View task details or act on the task.
-
Close Workspace to return to SharePoint.
-
Refresh the page to review the task-related changes.
All
completed tasks are removed from the list.
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