PDF Annotation Features

This section of the user guide covers the features for viewing and annotating a single PDF document

Viewing Options

The screenshot below shows the default view of a document; there are page choosers down the left hand side, and you can enter a page number in the box at the top; and just scroll down to see the rest of the document.

The 'Pages' link in the toolbar shows thumbnails of all the pages; click on a page to open it up. If there are any notes on a page you'll see an orange 'N' icon at the top, making it easy to find the pages with comments:

The toolbar includes zoom controls - and you can also choose where to show the notes; in boxes over the document, or in the margin. Here we show margin notes wiht a 113% zoom on a large screen:

Annotation options

The default annotation option is text selection - just highlight text to annotate. If you drag on the whitespace away from any text (e.g. within a diagram or image), it will make a 'rectangle annotation' by default. There are controls at the top of the notebox for the note colour and highlight style, including box, ellipse, arrow styles.

For annotations attached to highlighted text, there are various style options available from the control in the top of the notebox including highlight, strikethrough, underline and insert, and edit (which copies the higlighted text into to note text):

Note index on a single document

The 'Notes' button in the toolbar takes you to an index of all the notes on the document. Clicking on a note will highlight the corresponding place on the preview page, and click on the preview to return to full size view.

There are also options to change the sort order of notes, and search and filter them. There is also another notes index view which shows notes across all the documents in the workspace - see the Workspaces section of the user guide for details (available from the 'Notes' tab on the workspaces page).

Export notes to PDF

The 'Print' option can make a pdf with the notes in the margin suitable for printing or archiving:

The next chapter in the user guide covers workspaces in more detail.

See other guides below