Paul Liebrand’s Weblog

Welcome to my blog mainly about SharePoint


  1. Thanks for this Paul. On a similar theme, is there a way to attached metadata to a PDF within Adobe such as you can do with the Information Panel when using MS Word?

    Comment by Kev | April 1, 2008 | Reply

  2. Unfortunately not. This is something Adobe would have to design into their product. I am willing to beat that Adobe will start adding more SharePoint integration into future version of Acrobat as SharePoint continues to get a bigger presence in the Enterprise. Do not get me wrong — Acrobat has the the ability to store metadata, or custom properties is what they call it, in a PDF. However, this information is not sync’d with the SharePoint list.

    Comment by liebrand | April 1, 2008 | Reply

  3. Hello Paul,

    This is a little off topic but I see you have integrated being able to edit .pdf files with SharePoint. My question is, is your SharePoint site using the default port 80 to accomplish this? I can open, edit, and save .pdf files when on the default port 80 but when i use virtual sites (i.e. any other port), I lost that functionality and cannot seem to figure out how to simulate it without having to define my own activeX control. Anyways, any information would help thanks.

    Comment by Sam | April 24, 2008 | Reply

  4. Kev,

    Unfortunately not (to my knowledge anyway). A co-worker of mine pointed me to a company that has built a “Save to SharePoint” feature for Adobe Acrobat. I have not had an opportunity to check it out yet but it looks interesting. It may offer this capability. Check them out if you are interested:

    Comment by liebrand | April 24, 2008 | Reply

  5. Hi Paul,

    I’m too slightly off-topic, but I was wondering whether you have found any way to automatically copy/include the SharePoint metadata associated with a Microsoft Office Document when saving as a PDF? We’re using the Bamboo Solutions product, but personally I find it limiting and it’s been fraught with problems to get up and running for us…
    Have searched high and low on the internet with little luck..


    Comment by Drew | May 30, 2008 | Reply

  6. @Drew,

    Unfortunately I have not — this definitely seems like something a 3rd party provider would handle. The problem is that Office applications treat metadata in a slightly different way than other file formats such as PDF.

    You might want to communicate your frustration back to Bamboo Solutions in the hopes they can get them resolved.


    Comment by liebrand | June 2, 2008 | Reply

  7. Have you noticed a similar scenario regarding missing metadata when using the Send To Other Location option in Sharepoint? The metadata on the source file remains, however it is not carried over to the destination location.

    Comment by Karen | July 21, 2008 | Reply

  8. Correct. The “Send To > Other Destination” itself is not designed to copy the metadata. However, it works with Office documents because the metadata is stored inside the documents custom properties. If the destination library has the same metadata fields as the Office document being copied, SharePoint will suck that information in.

    Comment by liebrand | July 21, 2008 | Reply

  9. I was wondering how you were able to get the “Edit with Acrobat” to work. I followed this blog post


    But whenever I go to edit the PDF I get an error saying “A windows sharepoint services compatible application could not be found.” Acrobat 9 is installed on the client machine. Any ideas?

    Comment by Sam | September 22, 2008 | Reply

  10. In your example, is a new version created if you have versioning enabled?



    Comment by brett | March 7, 2009 | Reply

  11. No, because it is technically creating a whole new file behind the scenes. If you do the check out to local drafts and then manipulate it and then check it back in a new version will be created.

    Comment by liebrand | March 7, 2009 | Reply

  12. If only I had read this before deploying a workflow that copies docs from one site to another!! Note to self: Always test with pdf as well as office documents!

    Comment by Mike | July 7, 2009 | Reply

    • Yes. It is unfortunate it works this way. But for once, this is not a Microsoft problem — Adobe needs to resolve this issue.

      Comment by Paul Liebrand | July 7, 2009 | Reply

  13. I do have the same issue with AutoCAD dwg files. AutoCAD also does the same thing by deleting the original and creating a new file thus loosing SharePoint MetaData. Is there a way to stop this behaviour in AutoCAD, any suggestions?

    Comment by Chandra Ojha | July 29, 2009 | Reply

    • Chandra,

      Not that I am aware of you. You might have to contact Autodesk and ask them about that but I doubt they have an option.

      You will probably have to solve it the same way we did for PDF files. Do the local drafts checkout, make your changes, and then check it back in again.


      Paul Liebrand

      Comment by Paul Liebrand | July 30, 2009 | Reply

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