Drawboard PDF: SharePoint integration

All Drawboard PDF users can sync their Drawboard PDF account with SharePoint. This integration enables users to

• Open files from SharePoint in Drawboard PDF
• Make changes to documents and then have all updates synced back to SharePoint automatically
• Collaborate on shared SharePoint files using Drawboard PDF's markup tools

When you open a document in Drawboard PDF from SharePoint, all changes you make on the document will automatically be synced back to SharePoint.

To open a file from SharePoint in Drawboard PDF, ensure that you are logged in to your Drawboard PDF account. Then, from the dashboard of the web or Windows app::

1. Tap the plus icon to open a new file
2. Under External cloud storage, tap SharePoint
3. If you haven't yet connected your account, select Connect SharePoint account, follow the Microsoft prompts and then (if using the web app) tap your account email under SharePoint
4. Select the file that you would like to open. If using the Windows app, tap Open on the browser prompt to re-open Drawboard PDF

You can now mark up and edit your document and all changes will sync to SharePoint in near real-time.

To connect more external cloud storage services to your Drawboard PDF account, see here.

Understanding your Syncing Options

We've enhanced your control over document synchronization by adding several flexible syncing options. These allow you to customize how and when your changes are saved to your third-party cloud storage services like Google Drive, SharePoint, OneDrive, and Dropbox. 

1. Manual Sync

To immediately save your latest changes to your cloud documents, simply click the Sync Document now button. This ensures your work is instantly backed up and accessible from any device.

2. Adjust sync frequency

To adjust the sync frequency for a particular document:

1. Open the document.
2. Locate the sync settings (usually an icon or menu option related to syncing).
3. Choose your desired sync interval.

Important: Changes made here will only apply to that specific document and its associated third-party drive.

If you want to apply a consistent sync frequency to all documents opened with a specific third-party drive:

1. Open any document from that third-party drive.
2. Locate the sync settings (usually an icon or menu option related to syncing).
3. Choose your desired sync interval.
4. Click the triple-dot menu.
5. Select "Set as global default."

This will apply your chosen sync frequency as the default for documents opened from that drive. If you’d like to review or change the global default sync frequency for each of your connected third-party drives, you can do so under App Settings > Document Sync Settings.

3. Turn Auto-Sync Off

For times when you prefer not to automatically sync your changes (e.g., working offline or making experimental edit), you have the option to turn off auto-sync. Simply toggle this feature off in the settings, and your changes will only be saved locally until you re-enable it or manually sync.