In this Acumatica Customization for PDF Annotator Datasheet, you will learn how Acumatica can Annotate PDF documents from inside Acumatica. PDF notes are useful for collaborating on quotes, contracts, and other documents where additional information is needed for multiple users.
Acumatica’s customization for PDF Annotator simplifies and optimizes document management by enabling users to quickly markup, update, or change any PDF attachment within Acumatica. Simply access the record, open the attachment in the side panel and mark up your changes. You can modify quotes, statements of work, and more. PDF Annotator automatically saves changes with a complete audit trail.
Empower staff with an intuitive tool that enables them to relay valuable information or changes in real-time when they open the record and PDF file. Eliminate the need to download, save, and upload PDF attachments. Respond to requests immediately by opening and editing files alongside the corresponding record. Drive consistent communications by enabling everyone to see the same record and edited PDF attachments in real-time.
Key Features in Customization for PDF Annotator:
