PDF Editor: Overview

Docs+ PDF is part of Filevine’s Docs+ Features, which also includes Docs+ Combiner and OCR and Indexing. If you are interested in Docs+, contact your Filevine rep to learn more.

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. 

This article does not discuss the options available in the center ribbon of the editor. To learn about these options, read Center Ribbon Options.

• Other Documents
• Open and Save
• Edit and Annotate
• Settings and View
• Print and Download
• Comment
• Search
• Versions

Other Documents

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 Editor: Center Ribbon Options article to learn more about in-line editing options like adding text, making comments, signing, or redacting. Read PDF Editor: 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 turn on dark mode, view keyboard shortcuts, compare documents side-by-side, and adjust the zoom and orientation. 

Settings

Open the settings menu by clicking on the three vertical lines in the top left corner of the PDF Editor. Then, select Settings from the dropdown. 

In the General section, you can change the language and select light or dark mode. 

You can also click Keyboard Shortcuts to view and edit a list of keyboard shortcuts available for the PDF Editor. 

Compare Pages

To see a side-by-side comparison between the document and a document on your device, click on the document icon on the left side of the top menu and select Compare pages from the dropdown. 

The PDF Editor adjusts to view two documents. Click Browse Files or drag a file from your device to upload a document for comparison. The two files are displayed side-by-side. 

Click Start Comparison. Any differences between the documents will be highlighted for you to view. 

Zoom and Orientation

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.

Note: The rotation options in this dropdown rotate only for your view, but do not save the document in its rotated form. To rotate and save the document, use the thumbnail view and click to rotate each page of the document.

Print and Download

Print or download the document by clicking on the print or download icons in the top right corner, above the ribbon bar. 

For PDFs, clicking the print icon gives you the option to print either with the annotations you’ve added to the document or without them. Click your desired option to print. 

Comment

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

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.

Versions

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.