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ROUTE · DOCUMENTS

PDF to editable document

Convert a scanned or fixed PDF into an editable Word/Doc format

Preferred
Use this tool
Adobe Acrobat · Adobe
Open feature
Public ✓Internal ✓Personal ✗Customer caution
  1. 1Open Acrobat from the company portal
  2. 2Use Scan & OCR / Enhance scans
  3. 3Export to DOCX and save to SharePoint

Template: Company OCR export template in SharePoint /Templates/PDF

Restrictions: Customer files allowed only in Acrobat enterprise

Fallback: If you lack a license, request access below

Need a license or access?
ROUTE · DOCUMENTS

Compress PDF

Reduce PDF file size for email or upload

Preferred
Use this tool
Adobe Acrobat · Adobe
Open feature
Public ✓Internal ✓Personal ✗Customer caution
  1. 1Open Acrobat
  2. 2Choose Compress PDF
  3. 3Upload result to SharePoint
Need a license or access?
ROUTE · FILES

Send a large file

Share files too large for email

Preferred
Use this tool
OneDrive / SharePoint · Microsoft
Open feature
Public ✓Internal ✓Personal ✗Customer caution
  1. 1Upload to SharePoint
  2. 2Copy link
  3. 3Set expiry

Restrictions: Prefer SharePoint over personal cloud drives

Need a license or access?
ROUTE · DOCUMENTS

Redact sensitive text

Black out PII or confidential content before sharing

Approved
Use this tool
Microsoft Purview / Word · Microsoft
Open feature
Public ✓Internal ✓Personal cautionCustomer cautionHuman review
  1. 1Open document
  2. 2Use redaction tools
  3. 3Export PDF and re-check

Restrictions: Human review required before external send

Need a license or access?
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