Can you save pdf files from salesforce.com on iPad?

Discussion in 'iPad Help' started by mlrchi, Mar 30, 2011.

  1. mlrchi
    Offline

    mlrchi iPF Noob

    Joined:
    Mar 30, 2011
    Messages:
    8
    Thanks Received:
    0
    Trophy Points:
    0
    Location:
    Chicago
    Ratings:
    +0 / 0
    Hi - I just got my iPad 2 and am excited to start using it for work applications. I use salesforce.com and am hoping to be able to not just view the pdf contract download, but also be able to email it as a pdf file. I have tried using GoodReader and CovertMyURL, but have not been successful. I am wondering if that is a compatibility issue with salesforce and the iPad.

    Has anyone been able to use a tool for pdf conversion within the iPad?

    Thanks!
  2. SweetPoison
    Offline

    SweetPoison iPad Legend

    Joined:
    Jun 20, 2010
    Messages:
    14,940
    Thanks Received:
    132
    Trophy Points:
    0
    Location:
    Sacramento, California
    Ratings:
    +134 / 0
  3. DontUnderstandMyIpad
    Offline

    DontUnderstandMyIpad iPad Guru

    Joined:
    Jan 22, 2011
    Messages:
    3,196
    Thanks Received:
    13
    Trophy Points:
    0
    Location:
    Outside my iPad, or was it inside?
    Ratings:
    +13 / 0
    Let's see, if we can solve this.

    I assume that you can open the PDF file fine and it shows directly in Safari?
    If so, you can tap the document once, this will open a black bar at the top, click on "Open in..." and then select Goodreader.

    The PDF file will now open in Goodreader. In Goodreader tap the PDF once, so that the controls appear. Towards the bottom right corner is an arrow button, tap that one and select "Email File".

    For more details, you might want to take a look at the pictures below:

    Attached Files:

    Last edited: Mar 30, 2011
  4. SweetPoison
    Offline

    SweetPoison iPad Legend

    Joined:
    Jun 20, 2010
    Messages:
    14,940
    Thanks Received:
    132
    Trophy Points:
    0
    Location:
    Sacramento, California
    Ratings:
    +134 / 0
    Great! This is our resident very smart member.:)
  5. mlrchi
    Offline

    mlrchi iPF Noob

    Joined:
    Mar 30, 2011
    Messages:
    8
    Thanks Received:
    0
    Trophy Points:
    0
    Location:
    Chicago
    Ratings:
    +0 / 0
    Thanks so much for the advice. I will definitely keep that one in mind for future use. I think there must be a bug with salesforce.com because nothing happens when I click on the pdf document that is launched. If I tap more than once it moves the screen around a bit. I think I read a review somewhere that there are issues with salesforce and iPad. Bummer! I just got my iPad yesterday, though, and love it so far! Great to know there is a forum out here for help as questions arise. It already seems like there are so many possibilities as I keep downloading apps. I don't want to look at my bill yet!
  6. Melie
    Offline

    Melie iPF Novice

    Joined:
    Nov 16, 2010
    Messages:
    47
    Thanks Received:
    0
    Trophy Points:
    0
    Location:
    Lewiston,Maine
    Ratings:
    +0 / 0
    Save it to iBooks.
  7. mlrchi
    Offline

    mlrchi iPF Noob

    Joined:
    Mar 30, 2011
    Messages:
    8
    Thanks Received:
    0
    Trophy Points:
    0
    Location:
    Chicago
    Ratings:
    +0 / 0
    Unfortunately there isn't a place to click "save", so that is why I am having a bit of an issue.
  8. DontUnderstandMyIpad
    Offline

    DontUnderstandMyIpad iPad Guru

    Joined:
    Jan 22, 2011
    Messages:
    3,196
    Thanks Received:
    13
    Trophy Points:
    0
    Location:
    Outside my iPad, or was it inside?
    Ratings:
    +13 / 0
    You mentioned that saving the PDF also didn't work from Goodreader. Does this mean you have opened salesforce.com from within Goodreader and attempted to save the file?

    It not, then you could try the following:
    -Open Goodreader
    -Tap on Connect to Servers
    -Tap on Browse the Web
    -go to salesforce.com and click on the PDF, it should give you three options, one of them being Download Linked File.
  9. mlrchi
    Offline

    mlrchi iPF Noob

    Joined:
    Mar 30, 2011
    Messages:
    8
    Thanks Received:
    0
    Trophy Points:
    0
    Location:
    Chicago
    Ratings:
    +0 / 0
    Wow - great advice. I really thought it was going to work this time, but when I got back to GoodReader my file was all jumbled. I do think it is an issue with salesforce. Their own app doesn't even work!! I think I should try an easier application to use GoodReader because it seems really cool! Thanks again for your help!
  10. j0yful
    Offline

    j0yful iPad Addict

    Joined:
    Jun 11, 2010
    Messages:
    1,189
    Thanks Received:
    22
    Trophy Points:
    0
    Ratings:
    +22 / 0
    or use "SitetoPdf"

    open a site, it'll convert it to pdf.
  11. mlrchi
    Offline

    mlrchi iPF Noob

    Joined:
    Mar 30, 2011
    Messages:
    8
    Thanks Received:
    0
    Trophy Points:
    0
    Location:
    Chicago
    Ratings:
    +0 / 0
    Hi all, I figured out how to email my document using QuickOffice. Thanks for all of your help!

Share This Page

Search tags for this page
app to attach pdf in salesforce.com on ipad
,
attach salesforce ipad
,
attaching documents in sfdc app
,
can i save pdfs on salesforce
,
document upload to salesforce with ipad
,

how do you download a file to salesforce from ipad

,
how to move a file from ibooks to saleforce.com
,

how to upload pdfs on and ipad from salesforce

,
ipad and salesforce
,
open date export file from salesforce in mac
,
salesforce attaching files using ipad
,
salesforce attachment pdf ipad
,
salesforce ipad attach documents
,
salesforce ipad attachment
,
salesforce ipad e-mail attachments
,
saving files outside of salesforce
,
sfdc ipad upload
,

transfer pdf to ipad from salesforce.com

,
upload pdf to salesforce from ipad
,
uploading files to salesforce from ipad