Docs (Advanced): The PDF Editor

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Work on files with team members, draw a client’s attention to a particular section of a document, complete fillable PDF forms and ask your clients to do that, and add and delete notes and other annotations by using our free Web-based PDF editing tool. It has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account.

Covered here:

• PDF Editor, Explained
• Adjusting PDF Views
• Revising Documents
• Filling Out PDF Forms and Asking Your Clients to Do That
• Document Editor: Delete & Add Pages, Add Documents, Change Orientation
• Adding Notes
• Adding Stamps
• Adding Text
• Inserting Images
• Highlighting Text
• Undo & Reviewing Annotations

PDF Editor, Explained

Attention! Files that have the 'Signed' or 'Pending Signature X/Y' status cannot be edited by the PDF editor, they can only be viewed.

To work on a PDF in our built-in editor, you don’t need to download software. First, make sure the document is uploaded to TaxDome. If it isn’t, upload it from your device to the client’s account. Next, locate it inside the account, then click on its name to open it. The editing tools are at the top.

Things to remember:

• Your changes are not saved until you click Save.
• Once you make any changes to the document and click Save, the previous version is replaced by the new one.
• You and your team members can delete any annotation or element added with the PDF editor. Your clients can delete your highlights or add their own to documents located in the top-level folders with Client can view and edit access level, but they can only view the annotations or elements added to files in the top-level folders with Client can view access level.
• The document’s audit trail shows who has modified the document along with its new size.
  

Adjusting PDF Views

The tools on the left side of the toolbar help you change the magnification of a PDF and navigate it.

• The hand tool allows you to drag a page to move it.
• The magnifying-glass tools help you zoom in and out.
• The fit-page-width tool lets you adjust the magnification so that the PDF fills the pane vertically or horizontally.
• The thumbnail tool shows all the pages of a document in the left margin, allowing you to quickly scroll through them.

Revising Documents

To revise a document prepared by a team member, mark it up by double-clicking a word or selecting the text you want to draw attention to. Use one of the tools in the floating panel next: highlight, strikeout, underline, squiggle, or redact.

Filling Out PDF Forms and Asking Your Clients to Do That

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

To fill out a PDF form in our PDF viewer, click inside the form, then enter the information once the field is highlighted yellow. Click on checkboxes to select them.

Attention! If you want your clients to fill out forms, make sure PDF is in a folder with the Client can view and edit permission level.

Document Editor: Delete & Add Pages, Add Documents, Change Orientation

In the document editor, there are loads of options: You can delete pages, combine documents, split a document into several, change the page order, add blank pages, and more.

Tip! If you want to merge several files uploaded to TaxDome, refer to the article.

Click the Document Editor icon, then select the option you want from the menu bar. To access more options, click on the three-dots icon.

By clicking on these icons, you can perform any of these actions:

Icon	Name	Description
	Add	Add a new page at the beginning of the document or after the selected page.
	Remove	Remove the currently selected pages from the document.
	Duplicate	Create copies of the currently selected pages.
	Rotate left	Rotate the selected page 90 degrees counterclockwise.
	Rotate right	Rotate the selected page 90 degrees clockwise.
	Move left	Move the selected page before the previous page.
	Move right	Move the selected page after the next page.
	Import document	Show the open file dialog box and merge the selected document into the current one.
	Undo	Undo the last document editing action.
	Redo	Redo the last undone document editing action.
	Select all	Select all pages.
	Select none	Deselect all pages.

Once you’re done making changes, click Save. To export the document, click Save As.

Adding Notes

Use notes to add comments:

1. Click the pencil icon, click the note icon, then click where you want to place the note.

2. Give the note a subject line, then click inside the note to add text to it.

3. Change the note’s appearance by clicking the color icon, then selecting a color. Choose the icon you want to see displayed in the document to click on to open the note.

Adding Stamps

Our PDF editor comes with a number of predesigned stamps, but you can also create your own.

1. Click the pencil icon, then click the arrow next to the image icon, then click Stamp.

2. Click one of the available stamps or click Custom Stamp to create your own.

3. Move the stamp to the desired spot and change its size if needed. Click Save.

Adding Text

Use text annotations to add comments:

1. Click the pencil icon, then the text icon. Select a color, opacity, and font, then click where you want to place the text.

2. Type the text.

Inserting Images

Insert images (JPG, PNG, and more) anywhere:

1. Click the pencil icon, then the Image icon. Locate the image on your computer.

2. Move the image to the desired spot and change its size.

Highlighting Text

There are various ways to highlight text:

Click the pencil icon, then select one of the available tools.

Add lines, arrows, rectangles, and other shapes anywhere in the document.

Undo & Reviewing Annotations

All changes to PDFs made by team members or clients are easily tracked by clicking the arrow next to Thumbnails, then selecting Annotations from the menu. Here, you can see the list of changes made to the document, along with who has made them and when.

• Select any annotation on the page by clicking on its icon on the Annotation panel.
• Delete any annotation by clicking on the trash icon on the Annotation panel, then clicking Save.

Team members can delete annotations or elements added by other users. Clients can delete your highlights or add their own to documents located in the top-level folders with Client can view and edit access level, but they can only view the annotations or elements added to files in the top-level folders with Client can view access level.