Using Annotations in the Connected Desktop

Overview

As part of your day-to-day workflow, you may need to annotate documents, shared or otherwise, to meet your business needs. Whether it's a tax return to be shared with a client or a financial statement for a client's banker, you can easily insert notes, checkmark, and x mark images and timestamps as well as highlight PDFs right from the Connected Desktop.

  Note

If a document has a PDF version of 1.4 or earlier, timestamps are not available. To check the PDF version, open it in a PDF reader application, and select Document Properties. The version number will be indicated by PDF Version.

Entering an Annotation into a PDF Document

  1. Open the Connected Desktop.
  2. Right-click on the PDF you'd like to annotate and click Edit.
  3. Before annotating, right-click any page, hover over Zoom to, and select 100%. This will give you the best view of your document.
  4. Right-click on the page within the document you'd like to annotate and select your type of annotation.
  5. Right-click on the page and select Note.

      Note

    A note is indicated by a yellow note icon and a text box. The location that you right-click is where the Note will be placed. To move it, click the Note and hover over it until you see the four-sided arrow. Drag the Note to its proper location.
    6. Double-click the Note to access the text box. Enter your information and press Enter.

  6. Click Save at the bottom of the window to complete your annotation. Your annotation will not be saved otherwise.

Inserting Images into a PDF Document

Annotation images apply to a green checkmark or a red x mark.

  1. Open the Connected Desktop.
  2. Right-click on the PDF you'd like to annotate and click Edit.
  3. Before annotating, right-click any page, hover over Zoom to, and select 100%. This will give you the best view of your document.
  4. Right-click on the page and hover over Images. Select Green Check Mark or Red X Mark.

      Note

    The location that you right-click is where the x mark will be placed. To move it, click the image and hover over it until you see the four-sided arrow. Drag the Note to its proper location. To resize the annotation, click it and hover over the corner until you see a double-sided arrow. Resize it as necessary.

  5. Click Save at the bottom of the window to complete your annotation. Your annotation will not be saved otherwise.

Insert Timestamps into a PDF Document

  1. Open the Connected Desktop.
  2. Right-click on the PDF you'd like to annotate and click Edit.
  3. Before annotating, right-click any page, hover over Zoom to, and select 100%. This will give you the best view of your document.
  4. Right-click the page and hover over Stamps. Select the tag associated with the timestamp.

      Note

    Timestamps are formatted as such: [Tag] on [Date] (Received on 11/2/2015).

      Note

    The location that you right-click is where the timestamp will be placed. To move it, click the stamp and hover over it until you see the four-sided arrow. Drag the Note to its proper location.

  5. To resize the annotation, click it and hover over the corner until you see a double-sided arrow. Drag to your liking.
  6. Click Save at the bottom of the window to complete your annotation. Your annotation will not be saved otherwise.

Highlighting Annotations

  1. Open the Connected Desktop.
  2. Right-click on the PDF you'd like to annotate and click Edit.
  3. Before annotating, right-click any page, hover over Zoom to, and select 100%. This will give you the best view of your document.
  4. Right-click the page and select Highlight.
  5. Once the mouse pointer has switched to the highlight icon, click and drag to select the information to be highlighted.

      Note

    To move the annotation, click the highlighted portion to access the four-sided arrow. Drag to its proper location.

  6. Click Save at the bottom of the window to complete your annotation. Your annotation will not be saved otherwise. 
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