PDF viewer

The PDF viewer displays PDFs that are uploaded from the following areas:

  • If the PDFs are uploaded in a drawing set, they're displayed in the drawing viewer when you open them.
  • The file permission determines if the PDF opens in edit or read-only mode. The PDF also opens in read-only mode if it's linked to a locked record or if it's password-protected.
  • If multiple users have the same PDF open at the same time, the PDF only retains the changes from the last user who edits and saves the file.
    1. User A, User B, and User C open the same PDF in the PDF viewer.
    2. In the PDF:
      • User A adds a custom stamp and a signature.
      • User B replies to a note.
      • User C doesn't make any changes.
    3. The PDF is saved by each user in this order: User B, User A, User C.

      4. When the PDF is reopened, only User A's custom stamp and signature are displayed. User C didn't make any changes, so User A was the last one to save her changes.

  1. Navigate to the file in the File Library or Links panel (Files tab), and then click it.
  2. To change the page transition or page layout, click View controls (View Controls), and then select an option.
  3. To use the pan mode, click Pan mode (Pan).

    4. —Or—

    To use the select mode, click Pan mode (Select).

  1. In the PDF viewer, click View controls (View Controls, and then click Rotate Clockwise or Rotate Counterclockwise.
  2. Click save (Save).
  1. Click Specification search (Search) on the toolbar, and then enter the search terms in the field.
  2. To apply a filter, select the checkbox:
    • Case sensitive: Find matches with the same capitalization.
    • Whole word: Find exact matches of the search term.
  • In the PDF viewer, click arrow_back Done.

The PDF viewer toolbar includes tools for adjusting the view and adding annotations.

Button Group Name Description
Underline Annotate Underline Underline the text.
Highlight Annotate Highlight Highlight the text.
Squiggly Annotate Squiggly Add a squiggly line to the text.
Strikethrough Annotate Strikethrough Add a strikethrough to the text.
Rectangle Annotate
—And—
Shapes		 Rectangle Add a rectangle.
Free text Annotate
—And—
Fill and Sign		 Free Text Add a text box.
Highlight Annotate
—And—
Shapes		 Free Hand Highlight Draw a freehand highlighter line.
Free hand Annotate
—And—
Shapes		 Free Hand Draw a freehand line.
Comment Annotate Note Add a note.
Line Shapes Line Draw a straight line.
Polyline Shapes Polyline Draw a multi-point line.
Arrow Shapes Arrow Add an arrow.
Arc Shapes Arc Draw an arc.
Circle Shapes Circle Draw a circle.
Polygon Shapes Polygon Draw a multi-sided shape.
Cloud Shapes Cloud Draw multi-sided cloud.
Rubber stamp Insert
—And—
Fill and Sign		 Rubber Stamp Add a standard or custom stamp.
Signature Insert
—And—
Fill and Sign		 Signature Add a signature.
Image Insert Image Add an image from your computer.
File Attachment Insert File Attachment Attach a file from your computer.
Callout Insert Callout Add a callout.
Cross Fill and Sign Cross Add an X.
Tick Fill and Sign Tick Add a check mark.
Dot Fill and Sign Dot Add a dot.
Calendar Fill and Sign Calendar Add today's date.
Annotation color -- Color Select a color for the annotation.

These buttons change based on the selected annotation.
Undo -- Undo Undo the last action.
Redo -- Redo Redo the last action.
Eraser -- Eraser Erase an annotation.

You can add different types of annotations to a PDF. The name of the annotation tool is displayed when you hover over it on the toolbar.

Some annotation tools remain active until you click Select tool (Select) or press Esc.

  1. On the toolbar, click Shapes, and then click the Free Hand Highlight, Free Hand, Arrow, Line, or Polyline tool.
  2. To draw the line, do one of the following:
    • Free Hand Highlight or Free Hand: Click the PDF and draw the line. There's a brief delay before the annotation is created so you can draw multiple lines.

      • A note is added to the Comments panel when the annotation is created. If you click arrow_back Done before that happens, the annotation isn't saved.

    • Arrow or Line: Click the PDF and draw the line.
    • Polyline: ClosedDraw the first side, and then add the other sides.
      1. To draw the first line, click the PDF, draw the line, and then click again for the endpoint.
      2. For each connected line, click for the endpoint.
      3. To finish the annotation, double-click for the endpoint.
  1. On the toolbar, click Shapes, and then click a shape tool.
  2. To draw the shape, do one of the following:
    • Ellipse or Rectangle: Click the PDF and draw the shape.
    • Cloud or Polygon: ClosedDraw the first side, and then add the other sides.
      1. For the first side, click the PDF, draw the side, and then click again for the endpoint.
      2. For each additional side, draw the side, and then click for the endpoint.
      3. To finish the annotation, double-click for the endpoint.
    • Arc: ClosedMark the beginning, middle, and end of the arc.
      1. To mark the beginning of the arc, click the PDF.
      2. Draw the first half of the arc, and then click the PDF to mark the middle.
      3. Draw the second half of the arc, and then click the PDF to mark the end.
  1. On the toolbar, click Insert, and then click the Callout tool.
  2. Click the PDF, draw the first side of the callout arrow, and then click again for the endpoint.
  3. Draw the other side of the callout arrow, and then click for the endpoint.
  4. Enter the callout text.
  1. On the toolbar, click the Free Text tool.
  2. Click the PDF, and draw the text box.

    3. —Or—

    Click the PDF to place the text box.

  3. Enter the text.
  1. On the toolbar, click Insert, and then click the Image or File Attachment tool.
  2. Click the PDF to place the annotation.
  3. Select the file from your computer.
  • On the toolbar, click a text tool, and then select the text on the PDF.

    • —Or—

    Click Select tool (Select), select the text, and then click an option on the menu.

    Menu

You can add standard and custom stamps to a PDF. Your custom stamps are available automatically in all the projects that you have access to in each portfolio.

Custom stamps are only available to the user who created them.

  1. On the toolbar, click Insert or Fill and Sign, and then click Stamp (Rubber Stamp).
  2. Open the stamp list.
    3. Stamp list
  3. Click the Standard tab, and then select a stamp.
  4. To place the stamp on the PDF, click the PDF.
  1. On the toolbar, clickInsert or Fill and Sign, and then click Stamp (Rubber Stamp).
  2. Open the stamp list.
    3. Stamp list
  3. Click the Custom tab.
  4. ClosedCreate a custom stamp.
    1. Click Create New Stamp.
    2. In the Stamp text field, edit the main text of the stamp.
    3. Edit the font, text, and background color options.
    4. Edit the timestamp and date options.
    5. Click Create.

    —Or—

    Select a previously created custom stamp.

  5. To place the stamp on the PDF, click the PDF.
  • In the stamp list, click Delete (Delete) next to the custom stamp.

You can create a custom signature and add it to a PDF. Your signatures are available automatically in all the projects that you have access to in each portfolio.

  • Saved signatures are only available to the user who created them.
  • You can create a maximum of 4 signatures.
  1. Click Insert or Fill and Sign, and then click Signature (Signature).
  2. ClosedDraw a signature.
    1. Click Draw.
    2. In the signature box, click and sign your name.
    3. Select a different color for the signature.

    —Or—

    ClosedType a signature.

    1. Click Type.
    2. In the signature box, type your name.
    3. Select a different font and color for the signature.

    —Or—

    ClosedUpload a signature.

    1. Click Upload.
    2. Drag an image file to the Create New Signature dialog.

      3. —Or—

      Click Choose a signature and then select an image file.

  3. Click Create.
  4. To place the signature on the PDF, click the PDF.
  • In the signature list, click Delete (Delete) next to the signature.

You can add notes and replies to annotations.

  • On the toolbar, click Notes (Comments).
  1. In the Comments panel, click Filter, and then select the filters.
  2. Click Apply.
  • In the Comments panel, select an option:
    • Position: Sort the notes by the order (top to bottom) that they appear in the PDF.
    • Created Date: Sort the notes by the date that they were created.
    • Modified Date: Sort the notes and replies by the time that they were modified.
    • Status: Sort the notes by the status.
    • Author: Sort the notes the author's name.
    • Type: Sort the notes by the annotation type.
    • Color: Sort the notes by the annotation color.
  1. On the toolbar, click Annotate, and then click Comment (Note).

    2. The icon changes to the default color. You can also change the color from the Style menu.

  2. Click the PDF in the viewer to place the note.
  3. In the Comments panel, enter your comment, and then click Save.

You can also click an annotation and then add a note in the Comments panel.

  1. In the Comments panel, click the note.
  2. At the top-right of the note, click the status icon, and then select a status.
    3. Set status
  1. In the Comments panel, click the note.
  2. Enter your comment in the reply field, and then click Post (Post).
  1. In the Comments panel, click the note.
  2. In your reply, click Notes panel > Edit or Delete.
    • You can only edit but not delete the first note of an annotation.
    • If you have permission to add and modify notes and replies for public annotations, you can edit the first note that you or another user added. Otherwise, you can only edit the first note that you added.
    • You can only edit and delete your own replies to the first note of an annotation.

You can edit annotations. Each annotation has a Style menu that may display the following options:

  1. Add a comment
  2. Style the annotation
  3. Add a link to the annotation
  4. Delete the annotation
Style menu

Some annotations may have more menu options.

  • Click the annotation.
  1. Click the annotation.
  2. On the Annotation menu, click Style button in the annotation menu (Style).
  3. Do any of the following:
    • To change the color of an annotation, click a color. Depending on the type of annotation, you can select a color on the Text, Stroke and Fill tabs.
      • Tabs for styling annotations

      Style tabs that may be available for an annotation

    • To adjust the opacity of an annotation, click and move the Opacity slider.
    • To adjust the stroke width of a line annotation, click and move the Stroke slider.
    • To adjust the text of an annotation, modify the options on the Text tab.
    • To change the line style of a shape annotation, select an option from the Style list.
      • Line style
  1. Click the annotation.
  2. Click and drag the middle of the annotation.
  1. Click the annotation.
  2. Click and drag a sizing handle.
    3. Sizing handles

    For some annotation types, you can also move the sizing handles to change the shape.

  1. Click the annotation.
  2. On the style menu, click Delete (Delete).

When you download or print a PDF, the annotations and notes are included.

  • If you change the page rotation, save the changes before you download or print the PDF.
  • The appearance of annotations in the downloaded or printed PDF may differ from the browser.
  • For best results, open PDFs in Adobe Acrobat Reader.
  • On the toolbar of the PDF viewer, click Text tools > Download.

    • —Or—

    In the File Library or Links panel, select the PDFs, and then click cloud_download (Download) on the toolbar.

    If new annotations aren't included in the downloaded PDFs, you can reopen the File Library or linked item and then download the files again.

  1. On the toolbar of the PDF viewer, click Text tools > Save As.
  2. Enter the file name, and then select the file type.
  3. Select the pages that you want to print.
    • All: All the pages in the PDF.
    • Current Page: Only the page that's currently visible in the viewer.
    • Specify Page: Only the specified page numbers.
  4. To include annotations in the save file, select the Include Annotations checkbox.
  5. Click Save File.
  1. On the toolbar of the PDF viewer, click Text tools > Print.

    2. The PDF opens in a new tab.

  2. To open the print dialog of the browser, click the print button on the tab.
  3. Set the printing options, and then click Print.