Documents - Ability to save changes to document in Xero with the PDF Text Edit Option
There is this "Add Text" option on the document view in the Files Section. But there does not seem to be any was to save a Text you add on the File. Then what does this menu actually intend to? If you have the option to save the Text, any additional comment could be made on the document.
Mathew Chacko
shared this idea
Thanks for the additional feedback, Matthew. While you can use the tools to add txt to a PDF within Documents it's not possible to save over the original document in Xero. However, you can download the document with your changes, or save this to your drive and then upload again if you'd like the changed document saved in Xero.
Appreciate this adds a few more steps to what you're trying to do here and I've slightly amended the title of your idea and we'll get a wider understanding of community interest in this here.
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Mathew Chacko
commented
Hello, Thats basically when you open a PDF file in view and use the Text option to enter. But this does not get saved in the file. Please see attached image. Thanks
