PDF Guide

This section outlines how to create and manage PDFs for use online (visible to the public) and internally. Sometimes PDF documents uploaded will need to appear in chronological order so users can navigate the documents and reports efficiently (ie. through sorting and filtering). This allows modernized platforms to simply extract this data (titles, dates, etc) directly from the PDF and display it accordingly.

Following this document can help ensure that these crucial fields are accurately reflected in the PDF, and ensure we are managing these documents in a way that is accurate and up to date.

Software and Program Requirements

PDFs can be easily created using the Microsoft Office Suite, however to edit an existing PDF directly Adobe Acrobat DC Standard will be required. If you do not have this program and anticipate needing to edit a PDF, please request this software from ServiceNow

Understanding Titles and Filenames

Explaining the difference between Titles and Filenames, and tips for creating them.

Creating a PDF

Learn to create a PDF using Microsoft Office Suite programs, Adobe Acrobat Pro, or a scanner/MFP.

Editing a PDF

Learn what to do when changing file content or attributes like title, created date, and more.