Managing documents is central to most business processes, and MYOB Acumatica’s robust document management features make it easier to keep critical files within reach. But what if you want to do more than just view your PDFs, what if you need to annotate, highlight, or comment on them directly within MYOB Acumatica? That’s where the Acumatica PDF Annotator comes in.
Effortless PDF Annotation within MYOB Acumatica
The MYOB Acumatica PDF Annotator brings advanced PDF viewing and annotation capabilities directly inside your MYOB Acumatica environment. Seamlessly integrated into the document management system, it adds a side panel to any record that has attached files. Whether you’re working with bills, contracts, or other documents, you can view and annotate PDFs without ever leaving the platform.
Key Features
- In-document Side Panel: Instantly see and access any attached PDF.
- Multiple Attachments: Quickly toggle between files with an easy pick list.
- Full Adobe Annotation Tools: Highlight, comment, and mark up documents (powered by Adobe PDF Embed API).
Important Note: Adobe API Key Required
To enable annotation features, you’ll need to create a PDF Embed API project in the Adobe Developer Console (instructions are available in the user guide provided with the customisation). This process is free and will generate the API key necessary for configuring your PDF Annotator.
Installation
The Acumatica PDF Annotator is deployed as a standard customisation package. Here’s how to get started:
- Check Compatibility: Verify your current MYOB Acumatica version by going to the Tools menu. Make sure you download the correct Annotator version for your instance.
- Download the Project: Access the customisation package from the Acumatica Community site (login will be required).
- Import & Publish:
- Download the zipped package.
- In MYOB Acumatica’s Customization Packages screen, import the zip file.
- Enable the package and publish your changes.
- Note: Publishing triggers a system restart, which may cause a brief slowdown.
- Configure the Adobe API Key: Follow the user guide to set up your API key from Adobe’s Developer Console.
- Annotate Your PDFs: Open any document with PDF attachments and start using the side panel to markup or comment as needed.
With the Acumatica PDF Annotator, your team can collaborate, review, and process documents faster than ever—all from within your core business system. Don’t miss this opportunity to boost productivity and precision in document workflows.
If you have questions about setup, compatibility, or want advice on tailored workflows, your dedicated Avanza Solutions Senior Consultant is here to help. Reach out today and get expert guidance.
Currently, the Acumatica PDF Annotator integration customization is free to download, install, and use. As a result, it is not available in the price list. However, this may change in the future. This customisation was developed by the community and is not created, endorsed, or maintained by Avanza Solutions. While we aim to provide accurate guidance on setup and best practices, installation and use of the Acumatica PDF Annotator is undertaken at your own risk. We recommend testing the customisation in a non-production environment prior to deployment, and encourage you to consult with MYOB Acumatica Consultant. Please be aware that any issues encountered may not be supported by Avanza Solutions, and ongoing updates or fixes for the customisation are not guaranteed.
