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MGO DMS and PDF Revision Application Usage

MGO DMS and PDF Revision Application Usage

Owned by Jared Fontenot
May 20, 2024
4 min read

Step 1: Initiating a Session: The user begins by initiating a session within the Document Management section of MGO.

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Step 2: File Selection and Automatic App Opening: The user selects the file(s) they intend to open and edit. If the MGO PDF Revisions app is not already open, it will automatically launch to facilitate the management of the session. This ensures a seamless transition into the editing process, allowing users to focus on their work without manual app management.

 

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Automated Process Post-Edit Selection

Upon selecting the "Edit" or "Edit All" button, the subsequent steps are entirely automated, requiring no further action from the user. Here's what happens:

  1. Notification and Check: MGO immediately sends a real-time notification to verify whether the PDF Revision app is active on the client's machine and to process the selected files.

  2. Waiting Period: If the PDF Revision app is not running, MPN pauses for 3-4 seconds, awaiting a response from the app.

  3. Launch or Proceed:
    • If No Response: Should there be no reply within the waiting period, it's assumed the PDF Revision app is not active. MPN then proceeds to launch the app to manage the session.
    • If App is Active: In cases where the PDF Revision app is already running, it will accept the incoming request from MGO, process the specified files, and communicate a response back to MGO. Under these circumstances, there's no need for MGO to initiate the PDF Revision app.
    This streamlined process ensures a smooth and efficient workflow, allowing users to seamlessly edit their PDF files without manual intervention.

 

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First-Time Use: Addressing the Warning Message

Upon your initial use, should you encounter a warning message, follow these steps for a smooth experience:

  1. Enable Permanent Permissions: Locate and select the “always allow” checkbox within the warning prompt. This action ensures future operations proceed without this interruption.

  2. Proceed with the Operation: Click the “Open” button to continue with the process as intended.

  3. Troubleshooting: If clicking “Open” yields no response, it's possible a pop-up blocker is at play. Verify your browser or system settings to ensure that pop-up blockers are not inhibiting the operation.


By taking these measures, you can ensure uninterrupted use of the application from the outset

 

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Initial Setup and Usage of the MGO PDF Revisions App
Once the MGO PDF Revisions app is loaded, you're almost ready to start:

  1. Set Default Preferences: For your first use, locate and check the “Remember My Selection” box. Then, choose “Open With Default” to set your default PDF editor. This step customizes your experience, ensuring the app operates with your preferences in mind.

  2. Minimize and Proceed: After setting your preferences, the MGO PDF Revisions app can be minimized by clicking the "-" (minimize) button. From this point forward, you can leave the app running in the background with minimal attention.


This setup ensures that future sessions with the MGO PDF Revisions app will be streamlined, allowing for a more efficient workflow.

 

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For improved clarity and detail, here's a refined explanation of Step 3, focusing on the editing process and how changes are managed and confirmed:

Step 3: Editing Files and Saving Changes


After initiating the session and selecting files, the user engages in the editing process using their chosen default PDF editor. Here's how the saving process is seamlessly integrated:

  1. Saving Edits: Any changes made within the PDF editor can be saved directly to the server by either clicking the save button or using the keyboard shortcut "Ctrl" + "S". This action ensures that all modifications are securely stored.

  2. Layered Changes: The MGO PDF Revisions app intelligently reads the edits made in the default PDF editor. It then saves these modifications as a separate layer to the file on the MGO server. This layered approach allows for non-destructive editing and easy revision management.

  3. Confirmation Notifications: Upon successful saving, a pop-up notification will appear as a confirmation that the changes have been saved to the server.

  4. Log File Updates: The MGO File Revisions app maintains a detailed log file, recording each instance a file is saved. This log provides a comprehensive audit trail of all modifications for reference and review.
    This structured approach ensures that edits are not only saved efficiently but are also tracked and confirmed for the user's peace of mind.

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