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Editing PDFs or Scanned Documents in Connected Desktop

Overview

Editing a PDF document in Connected Desktop uses the same window as scanning a document into Connected Desktop; thus, all tasks usable in the PDF editor are available to you while you scan documents. You can annotate, rotate, add or delete pages or images to a PDF, view pages in a PDF, or scan new documents to add to an existing PDF.

Open a PDF in the Editor

Steps

  1. Locate the PDF you want to edit in Connected Desktop.
     
  2. Right click on the PDF and select Edit.

    CD_Edit_PDF_Menu_Edit.png
     
  3. The Scan Document window opens and displays the pages within the PDF.

    CD_Edit_PDF_Editor.png

Annotate a Page or Pages in a PDF

Documents can be annotated native in the Connected Desktop. Text, highlight, tickmarks (check and x), and datestamps can be applied while reviewing tax returns.

Steps

1. Right-click a document and select Edit. This will open it in scan window. If there are multiple pages, they can be reordered (drag-and-drop) here if you would like.

2. In the edit window, right-clicking on a page will bring up the following menu

!cid_image003_png@01D14DEB.png

3. Note – allows text to be added to a note. Yellow note icon will remain after adding.

Highlight – allows user to highlight a specific block in the user sizes.

Stamps – has the following statuses

!cid_image004_png@01D14DEB.png

Images – allows user to add these “tickmarks”

!cid_image005_png@01D14DEB.png

Rotate a Page or Pages in a PDF

Steps

  1. Click on the page you want to rotate. Hold CTRL as you click to select multiple pages at once.
  2. Right click within the Scan Document window and select Rotate clockwise.

    CD_Edit_PDF_Rotate.png
     
  3. Alternatively, you can press CTRL+R to rotate the pages.
  4. Click the Save button when finished editing the PDF.

Delete a Page or Pages in a PDF

Steps

  1. Click on the page you want to delete. Hold CTRL as you click to select multiple pages at once.
  2. Right within the Scan Document window and select Delete selected...

    CD_Edit_PDF_Delete_Page.png

     
  3. Alternatively, you can press the delete key.
  4. Click the Save button when finished editing the PDF.

Add a Page to a PDF

Steps

  1. Click the Browse icon (a folder with a yellow background) next to the Add Existing Files section.

    CD_Edit_PDF_Browse.png
     
  2. Locate the file to add in your computer's folders; click Open.
  3. The Editor adds the existing file to the end of the PDF you are currently editing.
  4. Alternatively, you can drag and drop a PDF or image file into the Scan Document window.
  5. Click the Save button when finished editing the PDF.

Add a Scanned Document to a PDF

Steps

  1. Under Scanner, select your TWAIN-compliant scanner from the drop-down list.

  2. Insert your document into your scanner.

  3. Click Scan.

    CD_Edit_PDF_Scan_Icon.png
     

  4. The scanned document appears at the end of the PDF you are currently editing.

Rename a PDF

Steps

  1. Under the Properties section, edit the Name field to rename the file.

    CD_Edit_PDF_Properties.png
     
  2. Add a text to the Description field to help identify a file when searching Connected Desktop for the file.
  3. Click the Save button when finished editing to complete the name change.

Change the View of a PDF

Steps

  1. To make the page larger in the Scan Document window, select a page and right click.
  2. Hover on the Zoom to option to expand the menu.

    CD_Edit_PDF_Zoom.png
     
  3. Select a percentage you want to use for viewing the page.
  4. To view the page in your full screen, double click on the page.

    CD_Edit_PDF_Full_Screen_View.png

Considerations

When editing a PDF in Connected Desktop, certain features used in PDFs might be affected. For example, if you have an annotated or bookmarked PDF, and you delete referenced pages, the bookmarks will no longer function correctly.


If adding a scanned document or PDF to an existing PDF, always open the existing PDF first and append pages to the end of the PDF to maintain bookmarks and annotations in the original PDF. 


Bookmarks are not currently available in the PDF Editor but are slated for a future release.

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Last modified
16:06, 21 Apr 2017

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