Basic Questions on the PDF Markup Tool

Helpful questions and answers for you, before you install the PDF Markup Tool:

Q1:  What data is being stored outside your M356 tenant environment?

A1:  The following information is stored in our databases:

  • The admin who is associated with the tenant, along with the contact number, email address, and tenant ID.
  • FYI your M365 tenant ID is public knowledge – it’s not a secret. Just go to this web site:

  • The expiration date of your plan
  • The last time a user used the PDF Markup tool
  • The tenant IDs associated with the subscription

The following information is stored with Recurly  – our online store and payment gateway:

  • Credit card information
  • Company name
  • Address
  • Contact person

The following information is NOT stored or captured by us (no slurping of your data):

  • Active directory IDs or passwords
  • Actual PDF files or markup. Those are always stored in your M365 document libraries.
  • Your browser history

See security questions 

Q2: Is there integration with SharePoint/ MS Teams?

A2: Your PDF file is saved in the SharePoint document library, so a Flow can be triggered. The PDF tool complements M365 functionality (SharePoint/ MS Teams/ Onedrive), rather than replaces it.

The actual PDF file editing is performed in the user’s browser, and the file is saved back to the SharePoint library. No file details or content is saved outside the user’s browser’s instance, or saved in a cloud service.

There are no add on’s extensions/plugins in the user’s browser.

Q3: What happens when my subscription ends?

A3: You’ll need to have a working credit card applied to the subscription. Billing is monthly, with auto-renewal.

Q4:  Where are the markup edits saved?

A4: Every annotation is saved in the PDF file in your M356 SharePoint Document Library, not in our or your Azure environment. Customers have requested functionality for this to be stored in a database, or exported to Excel. This can be done, but this will be viewed as a custom deployment.

No markups or any form of PDF data is saved outside the user’s browser environment.  Even when editing the file.  There is no temporary transit storage functionality.

Q5: How does version control work?

A5: Use version control that is part of a SharePoint document library.

The tool complements M365, rather than competing with it   

Q6: Does the subscription work on different M365 tenants?

A6: Yes. Just use the same subscription ID.

It’s a bit different from most subscriptions that are sometimes tenant-based. See Licensing for details

Q7:  Can the SoHo Team install the product for me?

A7:   Yes. We can help with the odd question, but if you want us to work with your IT to install and troubleshoot, that requires an additional fee. We are very happy to help.

Q8: Can I try before I buy?

A8: Of course. We have a 30-day free trial license. See pricing and plans

A9: I want to try before I buy, but do not have a tenant to install the product, can you help?

A9: Microsoft provides a free M365 platform.  This can be used to install the product.

Q10:  Can more than 1 person edit the PDF at the same time.  Like a Google Doc?

A10:   Yes.  See On-Prem / custom deployment questions

Q11:  Can the editor edit Jpeg, PNG files?

A11:   Yes, but not EPS (Illustrator) files

Q12:  Can authors perform co-authoring on a PDF file

A12:  Yes.   Where users can see each other.  Yes.  See On-Prem / custom deployment questions