Metadata integration into PDFs
Coordinate with Adobe, or figure out on your own, how to allow PDFs to retain metadata outside of Sharepoint.
.. and please enable metadata already captured in the PDF to be inherited on upload to SharePoint... especially when the file being uploaded is an Office 365 document being saved as PDF to a SharePoint DocLib!
David DeKeizer commented
My recommendation is to configure a content type with a fillable PDF template and a mapping dictionary that cross-walks the PDF form fields to the libraries metadata columns.
Then you can have:
- PDF List with the metadata and an action to 'create PDF' that pulls the template and populates the form based on the mapping dictionary
- PDF Library with metadata and an action to 'Import PDF' the copies the file to the library and rips the PDF form field data to populate the library columns based on the mapping dictionary