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Annotating a PDF document

You can add comments, electronically sign documents, draw free style, and strike out, underline or highlight text when you open a PDF document in your Syncplicity app. The ability to annotate a PDF is supported in each Syncplicity edition.

When you complete your annotations, you can save the file with your changes or save as a new PDF file.

When you open a PDF document, the top of the screen has a toolbar. Tap the edit icon () to open the edit toolbar.

TIP: To see all the icons in the edit toolbar, tap  then drag the toolbar to the side where it can expand.

NOTE: You cannot annotate PDF files in read-only folders. Also, you cannot use the Syncplicity app to annotate any old versions of PDF files that cannot be annotated by Acrobat Pro.

Signing a document

A common reason to annotate a PDF is to sign a document, such as a contract. After reading the document, you may want to strike-out specific text, add notes then sign. Here’s an example of how to do that:

  1. Open the document and read it.
  2. Tap the edit icon () to edit it.
  3. If you need to make changes, tap the text icon () then highlight the text you wish to annotate.
  4. To underline or strike-through the text, tap the highlighted text to open a menu, tap Style in the menu then tap Type in the next menu. Here you can choose to underline or strike-through.
  5. To add a comment, tap the highlighted text then tap Comment in the menu. Enter your note.
  6. To sign, tap the free-hand tool () and sign.

The following sections have the details on how to do each of those steps.

Adding comments

Tap the text box tool () so that it is highlighted then tap in the document where you want to add your comment. The Comment screen opens and you can enter your text. Tap Close to save your comments. A yellow arrow icon marks the location. If you wish to delete your comment later, tap and hold on the icon momentarily. A menu pops up. From there, tap the delete icon.

Adding sticky notes

There are various methods you can use to add a sticky note. One method is as follows:

  1. Tap the text icon () so that it turns white.
  2. Use your finger to highlight the text where you wish to place a sticky note.
  3. Tap and slightly hold on the highlighted text.
  4. In the popup menu, select Comment.

  5. In the Comment screen, enter your comments.
  6. Click Close when done. A sticky note icon () appears in the highlighted text area.

You can also add a sticky note using the magnifying lens:

  1. Tap and holding on the location where you wish to add your note until the magnify lens appears.

                             

  2. Move the lens until you spotlight the word you wish to highlight then release.
  3. Tap () in the menu to highlight the word.
  4. After the word is highlighted, tap it again to open the menu.
  5. Tap Comment in the popup menu.
  6. In the Comment screen, enter your comments.
  7. Click Close when done. A sticky note icon () appears in the highlighted text area.

If you wish to delete your comment later, tap and hold on the sticky note icon momentarily. A menu pops up. From there, tap the delete icon.

Underlining and striking out text

To underline or strike out text, perform the following:

You can also highlight the text, tap Style, tap Type, underline icon/strike-through icon

  1. Tap the text icon () so that it turns white.
  2. Use your finger to highlight the text.
  3. Tap and slightly hold on the highlighted text.
  4. Tap Style in the menu. This brings up another menu with Type, Color, and Opacity.

  5. Tap Type. This brings up a menu with two icons, one for underline and one for strike-through.

                                  
  6. Choose the desired icon. The highlighted text is now underlined or has a strike-through line.

NOTE: The Color option allows you to change the color of the text. The Opacity option allows you to change the opaqueness of the text.

Marking up the document free-hand

Tap the free-hand tool () and mark up the document as you please. You can underline, strike-out, and even add your signature. To change the color of the tool, tap the color dot () in the toolbar when the free-hand tool is highlighted.

Other editing features

The following provides a description of each icon in the edit toolbar. If the toolbar is at the top of the page, tap the dots icon (…) to view the other tools. If the toolbar is on the side, you can see those icons.

  • : Allows you to determine the color and opacity of your annotated text. When you tap the icon, a colored dot appears in the toolbar, representing the color of the text. Tap the dot to change the color and opacity. If you tap and hold the icon, you can select underline or strike-through text.
  • : Allows you to add comments. If you tap and hold this icon, it allows you to choose the text icon.
  • : Allows you to format the text in the comments box. When you tap the icon, a colored dot appears in the toolbar, representing the color of the text. Tap the dot to change the color and opacity.
  • : Allows you to free-hand draw on the page. It can also be used to sign a document. Tap and hold the icon to select the width of the line and various shapes.
  • : Allows you to highlight specific areas of the document.
  • : Use the undo and redo icons to change your previous action.
  • X closes the edit toolbar.

To view all the annotations, tap the menu option icon () then tap Annotations. In the Annotations screen, you can review, edit or delete the annotations.

When done, tap the arrow icon to close the document.

NOTE: You can also Open in PDF documents into the Syncplicity app, and then annotate and save them.

Saving your changes

When done with your annotations, you can save and close the file by tapping the left arrow. To save your changes as a new PDF file, tap Save As.

Alternatively, you can save your changes as a new PDF file by tapping the bookmark icon on the right and selecting Save As.

In either case, tapping Save As opens the upload screen where you can select the destination folder for the PDF file. For detailed information about the upload screen, see Uploading files.

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