Annotate, comment, sign, and more in .pdf documents within Filevine. This article gives an overview of how to navigate view, search, and save in the Docs+ PDF Editor, as well as how different versions of edited PDFs will appear.
The Docs+ Editor allows users to edit .pdf documents, but users can also edit docs and image files from within Filevine and save them as PDFs. When saving, they will be prompted to save the file as a PDF document, which will be saved in the same folder as the original file.
Open and Save
To edit a .pdf, select a file and click on the document’s properties menu. Select “Edit Doc.” You can also open document editing from the preview screen by clicking on the “Edit Doc” icon in the top right corner. Selecting “Edit Doc” will open the Docs+ PDF tool.
Once you’ve made the desired changes, click the “Save” icon in the top right corner to save all edits to the document. All changes made to the document must be saved before closing the editor. Make sure to wait until the document has finished saving before closing. Learn more about saving and making copies of documents.
If you are adding edits to a docs or image file, you will be prompted to save the file as a .pdf upon saving, which will be saved in the same folder as the original file.
Edit and Annotate
A wide variety of edits can be made to pdf documents, from highlighting text and signing to crop and extracting the document.
Read the PDF In-Line Edits article to learn more about in-line editing options like adding text, making comments, signing, or redacting. Read PDF Advanced Options to learn more about maneuvering options like reordering, cropping, and extracting.
Settings and View
By using the settings and view menus, you can adjust the document zoom level and interaction, turn on dark mode, and print or download.
Click on the cog icon in the top ribbon to see options for fullscreening, downloading, printing, and dark mode.
Turning on dark mode will make the screen dark, better for low light environments. Turn dark mode off by selecting the cog icon again and clicking “Light Mode.”
Adjust the zoom level for the document by pressing the plus and minus icons in the ribbon, or by clicking on the dropdown next to these icons and changing the percentage.
Change interaction with the document by switching the mouse between the hand, which can grab and scroll the document, and the arrow, which can highlight text.
Change the view of the document—viewing multiple pages at a time, for instance—or rotate the document by clicking on the cog icon and selecting the desired option.
Click on the speech bubble icon in the ribbon to open the comment and annotations panel, where you can see and search a log of all edits and comments, including edits made in prior versions.
Search the document text by clicking on the magnifying glass icon in the ribbon. Enter the desired text, use the case sensitive and whole word option to refine your search, and click on the arrows to navigate back and forth between multiple occurrences.
Any time the document is saved in the editor, it will be saved as a version of that document. All old versions can be viewed in the document’s properties under the “Versions” tab. Previous versions can be downloaded or previewed by clicking on the version name.
Documents can be restored to prior versions by hovering above the document name and then clicking on the refresh icon to the right.