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Using the PDF Editor

Use the
PDF Editor
 or a third-party PDF editor

You can use the PDF Editor or other PDF applications, such as Adobe Acrobat.
To use your own application:
  1. Go to
    Setup
    ,
    Firm Information
    , then
    Firm
    .
  2. Select the
    Preferences
     tab.
  3. Mark the
    Open PDF workpapers in native PDF application
     checkbox.
note
  • PDFs won't return to the binder after you close them in a third-party PDF editor.
  • The
    Open PDF workpapers in native PDF application
     checkbox isn't available if you access the application through Virtual Office or as Software as a Service.

View the toolbars

  • Press
    F11
      if you no toolbars are visible.
  • Press
    F9
     if some toolbars are visible, but not the command menu bar containing File and Edit.
  • Press
    F8
     if the command menu bar is visible but there are no other toolbars.

Toolbar font settings

Use the following steps to change the typewriter font settings.
  1. Select
    Typewriter
     on the
    Comment and Markup
     toolbar.
  2. Select a place within the PDF workpaper where you want to begin entering text.
  3. Change the font settings in the
    Properties
     toolbar.
  4. If you want to use these settings every time, select
    Make Default
     on the
    Properties
     Toolbar.

Alternatives to the
Text Highlighter
 tool

The
Text highlighter
 tool only highlights text that exists on the original document. If there's handwritten information on the original PDF or if you use the
Typewriter
 tool to insert text, you can't use the
Text Highlighter
 for these.
The following are alternative methods of highlighting this type of text are:
  • Select
    Document
    , then
    OCR Pages
     or select ocr
    OCR
     on the toolbar.
    note
    This identifies text entered on the document. It doesn't send your documents to the Thomson Reuters data center for Source Document Processing.
  • Use the
    Rectangle Tool
     to insert a box, then change the border, fill, and opacity settings on the
    Properties
     toolbar to give it a yellow, partially transparent fill.

Use Workpapers CS calculator as a calculator tape tool

The PDF editor doesn't have a calculator tape tool. You can use the Workpapers CS calculator through the
Engagement Binder Tree
 portlet on the Workpapers Dashboard, or from the Workpapers CS toolbar in Microsoft Word or Excel. After performing a calculation, right-click the
Calculator
 toolbar and select
Copy tape to clipboard
. You can then paste the tape onto your PDF document.

Use the
PDF Editor
 to annotate and modify workpapers

The first time you use the PDF Editor it will open in a restored state.
You won't be able to change a workpaper if you're viewing it on the
Workpaper Preview portlet
, not within the PDF Editor. Select
Maximize
 to make the PDF Editor full-screen. You can now use the tools to annotate and modify your workpaper.
Sometimes the PDF Editor opens outside the visible area of your monitors.
  1. Hold
    Shift
     and right-click the
    Accounting CS
     or
    Workpapers CS
     icon. You may need to select from multiple icons to open the correct window.
  2. Select
    Move
    .
  3. Use arrow keys to move the window until it appears.
These steps may not work for your version of Microsoft Windows. If so, visit the Microsoft Windows Help website to get instructions.

Include PDF annotations when printing a binder

  1. In the Engagement Binder Tree portlet on the Workpapers Dashboard, select the binder.
  2. Right-click the binder, then select
    Print
    .
  3. In the
    Print
     window, select
    Options
    .
  4. Mark the
    Include PDF annotations
     checkbox.
  5. Select
    OK
     to close the
    Options
     window.

Organize windows in the
PDF Editor

  1. Select
    View
    , then
    Customize User interface
    .
  2. Right-click the binder, then select
    Print
    .
  3. Go to the General category and clear the
    Tabbed Documents
     checkbox in the Documents Layout section.
note
You can select
Cascade
,
Tile Horizontally
, and
Tile Vertically
 from the
Windows
 menu.

This article applies to:

  • Product: Accounting CS
  • Subject: Accounts Payable

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