Access files from SharePoint

Access files from SharePoint

You can store and access SharePoint files while working in Acrobat on desktop. To access or save files, add your SharePoint account.

Note

Your SharePoint administrator must configure the SharePoint Server to allow editing of PDF documents. Learn more about SharePoint configuration.

Add your SharePoint file storage account

Starting August 2025, Acrobat supports SharePoint sites with modern authentication OAuth 2.0. If your site still relies on legacy authentication, please upgrade to ensure continued compatibility.  

We're rolling out this capability in phases, so it may not be available to everyone yet. Depending on your rollout status, you may view either modern authentication OAuth 2.0 or the legacy authentication workflows.

Modern authentication OAuth 2.0  

  1. 1. Select Go to Home view  > Other file storage > Add file storage. 

  2. 2. Select Add under SharePoint Site. 

  3. 3. Enter your SharePoint account name in the Add Microsoft SharePoint Account dialog box.

  4. 4. In the Enter URL field, type the URL that appears in your browser’s address bar when you're on your SharePoint site's home page.

    Provide the site URL or path up to the document library. For example, <https://adobe.sharepoint.com/sites/testsite03 > or <https://adobe.sharepoint.com/sites/testsite/Shared Documents>. 

    Add Microsoft SharePoint Account dialog box
    Add a new SharePoint account by entering your credentials in the Add Microsoft SharePoint Account dialog box.

  5. 5. Select Continue. Your default browser opens and prompts you to complete the authentication.

  6. 6. Complete the authentication process by entering your SharePoint username and password, then select Next. Before signing in, your browser prompts you to confirm the app is from a trusted source. 

  7. 7. Select Continue. Acrobat opens and requests permission to access your profile information, site content, and files stored on the site. 

    Your SharePoint account is added in the left pane under Other file storage. The Documents folder and any document libraries you've added are shown in the SharePoint Site contents page. 

    Note

    You’ll need admin approval the first time you connect to SharePoint. Learn more about Acrobat SharePoint integration.

  8. 8. Select a file if you want to perform additional actions as shown in the right panel.

    You may be prompted to reconnect and sign in if your access to SharePoint Server has expired or been revoked.

You can open, edit, save, and organize files stored in SharePoint directly from Acrobat. Changes made to online PDFs are automatically saved. Learn more about how to update SharePoint files.

Legacy authentication

1. Select Home  from the top left. Then, under Other file storage, select Add file storage, and then select Add under SharePoint Site. 

  1. 2. In the Add Microsoft SharePoint Account dialog box, enter the SharePoint account details:

    • Enter a name for the account in the Enter Account Name box.
    • Enter the URL of the SharePoint Server in the Enter URL box. This is usually the URL that you see in the browser's address bar when you're logged in, and your SharePoint site's home is open in the browser.
    Add SharePoint account in Acrobat or Reader

  2. 3. Select Continue. The account is added in the left pane under the Other file storage section.

  3. Check out a file from SharePoint

    The safest way to work on a PDF file on a SharePoint Server is to check out the file. Other users cannot edit the file while you're working on it.

    1. 1. To check out a PDF file, select Go to Home view  > Other file storage.

    2. 2. Select the [Connector Name] in the left pane to access the folders and the files.

    3. 3. Select a file. A dialog box opens and displays the filename and location. 

    4. 4. Select Check Out & Open to check out and open the file. 

    5. 5. Select Open if you only want to view the file without checking it out. 

      Check out and open a SharePoint file from Acrobat on desktop.
      Check out and open a SharePoint file from Acrobat on desktop.

    Note

    If you are required to sign in to the SharePoint Server, enter your user name and password when prompted.

    Cancel checkout for a SharePoint file

    You can discard the checked-out version of a PDF file if you don’t want to save your changes.

    1. 1. (Windows) Select Menu   > SharePoint Server > Discard Check Out. 

      (macOS) Select File > SharePoint Server > Discard Check Out. A confirmation message appears. 

    2. 2. Select OK.

    Note

    You cannot edit a document offline.

    Prepare document properties for a SharePoint file

    You can specify the document’s SharePoint properties from within Acrobat or Acrobat Reader.

    1. 1. (Windows) Select Menu     > SharePoint/Office 365 Server > Prepare Document Properties.

      (macOS) Select File > SharePoint/Office 365 Server > Prepare Document Properties. 

    2. 2. Double-click the property to edit. The Edit dialog box appears.

      Note

      Currently, you can only edit certain properties, such as Title, Date, Choice, Multiline, and Currency.

    3. 3. Enter a value and select OK to save the changes. The file then closes.

    4. 4. Select Cancel to discard the changes.

    Check in a file into SharePoint Server

    When you complete your edits, you can check the file into the SharePoint Server. Other users can view the changes. If versioning is enabled, SharePoint also manages version history for the file.

    1. 1. (Windows) Select Menu   > File > SharePoint/Office 365 Server > Check In.

      (macOS) Select File > SharePoint/Office 365 Server > Check In.

    2. 2. If version numbering is enabled, the version information appears. Choose a major version, or overwrite the current version.

    3. 3. Enter the Version Comments.

    4. 4. You can choose Keep the Document checked out after checking in this version, and then select OK.

    Remove your SharePoint file storage account

    1. 1. Select Go to Home view , then select the Edit   next to Other file storage.

    2. 2. Choose the Remove Account next to the account you want to remove. The Remove Account dialog box appears. 

    3. 3. Select Remove in the Remove Account dialog box.

    4. 4. Select Done to stop editing the other file storage




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