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.
Documents can be annotated native in the Connected Desktop. Text, highlight, tickmarks (check and x), and datestamps can be applied while reviewing tax returns.
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
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
Images – allows user to add these “tickmarks”
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.