Editing PDF Documents

PDF documents can be edited with annotations and signatures inside Easyfile Web. Click on a PDF document to view in the search results list or the Record Details screen of a multi-document record.

The magnifier is the view button and next to that is the Check Out button. Check Out is a process that locks the document so that no one else can edit the document at the same time. Other users can view the document while you are editing it. They will not see the edits until the changes are saved.

The PDF view and edit screens are identical so if you are going to edit a document, Check Out the document first, otherwise just use the View button for viewing.

For a single document you can access Check Out on the Action drop down list.

Clicking on the Check Out button brings up the PDF document inside the browser with the various view and edit controls. The View controls were discussed in the Easyfile Web Interface section. Here will only discuss the Edit controls.

In the middle of the screen are the Edit, Destination and Signature controls. The Edit controls allow for

Highlighting - Choose color
Text
Create Rectangles around portions of the document - Choose Stroke and Fill
Free Hand Text
Lines
Arrows
Stamps - Choose from drop down list

The Edit controls also include Undo and Redo and an eraser.

The Signature control allows for a free-hand, keyed or signature image to be used.

Click on the Signature choice and click Add New Signature.

Either Free-hand the signature in the Draw box or key in a signature in the Type box.

If you have a signature image, click the Upload tab.

Drag a file into the box or click Choose a signature to search for the image file. Whatever method you choose, click Create when ready. The signature will be ready to be placed in the document. The signature is also placed in the signature area above the document for future use. The signature will be available each time the user logs in to Easyfile Web.

The Destination tab allows for the document to be emailed, downloaded or printed.

On the right side of the screen are the Save Changes/Check In button and the Cancel Changes button. When you click Save, a comments box appears where you can enter an optional comment. When ready, click Continue Save Changes.

Version History

Once the changes have been saved, the updated version of the document is available for viewing. But what happens to the original. Is it overwritten or discarded. When PDF documents are edited, a tab named Version History is created.

Version History lists all of the versions of the document so you can rollback the document to any version in the past. Clicking the Version History tab brings up the listing of all versions of this document.

The current version is so marked and any other version has a Rollback to this Version button. If you had 5 revisions to a document, you would have the original and 5 changes listed. Any of the documents can be rolled back at any time to become the current active version.