Edit PDFs

General information

Some menu options aren't available in the Workpapers Dashboard PDF editor or for documents that are attached to AP transactions.
You can add sticky notes and callouts to the PDF but they won't show if you print it. We recommend that you use the robust Notes feature in the application to create, edit, view, and manage notes.
If you want to view inserted text, tick marks, stamps, or other markup in a printed PDF:
In the PDF editor, select
File
then
Print
.
Go to the Print Options section and select
Document or Markups
from the dropdown.
Select
Print
.
PDFs that have been scanned contain only image-based content. In the PDF editor, select
Document
then
OCR pages
to use the text tools to change the image as needed.
If you have a license for a PDF editing application (for example, Adobe Acrobat) and you want to use that instead, do the following:
In the application, go to
Setup
Firm Information
Firm
.
Select the
Preferences
tab, then go to the Workpapers section.
Mark the
Open PDF workpapers in native PDF application
checkbox.
Select
Enter
.
note
This firm preference isn't available for firms working in Accounting CS and Workpapers CS on the Virtual Office and Software as a Service platforms. In VO/SaaS, PDFs will always open with the PDF editor.
When you open a PDF from the Workpapers Dashboard, the PDF opens in a separate window. When you open multiple PDFs, they open in the same window but in separate tabs.

Open PDFs

Select
View
then
Workpapers Dashboard
.
Select your client then select
OK
.
Expand the folders to find the PDF you need then double-click it to open it.
Select
Actions
then
Enter Payables
.
Go to the Rapid tab and find the transaction with the PDF attached to it.
Double-click the attachment to open the PDF.

Toolbars in the PDF editor

Select
View
then
Toolbars
.
Mark the toolbars you want to show when you work in the PDF editor.

Customize the toolbars

Select the at the end of a toolbar.
Select
Customize Toolbars
from the dropdown.
Select the command you want from the list and drag it to the toolbar.

Toolbar commands

Icon	Description
	Save document
	Print document
	Attach the PDF to an email
	Scan an item and insert it
	Optical Character Recognition tool
	Move forward or back pages
	Undo or redo the action

Icon	Description
	Select and move an object
	Select objects or text
	Copy/paste

Icon	Description
	Rotate view counterclockwise
	Rotate view clockwise

Icon	Description
	Increase or decrease viewing size
	Display the document as actual size
	Display the document so it fits on 1 page
	Display the document so it fits the width of the view
	Adjust the size of the document by scale (or select a level from the dropdown)

Icon	Description
	Search for text in the PDF
	Search for the previous or next instance of the search term
	Search options

Icon	Description
	Attach a sticky note with comments (not printable)
	Enter text
	Insert textbox
	Insert callout (not printable)
	Highlight text
	Mark out text or images
	Underline text or images
	Drawing tools
	Insert external attachment
	Pencil tool
	Eraser (you can erase any marks made by the pencil)
	Insert stamp

Custom stamps

Select
Tools
,
Comment and Markup Tools
, then
Show Stamps Palette
.
Select on the toolbar then select
Show Stamps Palette
from the dropdown.

To add a new palette, select on the toolbar.
You can create multiple palettes and each palette can have multiple stamps.
To add a new stamp, use one of the following ways:
Select to upload a stamp from a file on your computer.
Select to upload a stamp from another PDF.
Select to upload a stamp from the system clipboard.

Typewriter tool

Select on the toolbar and then select the location in the PDF where you want to add text.
To format the text:
Highlight the text then right-click.
Select
Text Formatting
and then select your options.
You can also cut, copy, and paste text.
Use the Properties toolbar to change general information and the appearance of selected text.

note

If the Show/Hide Text Formatting Toolbar is enabled, the PDF editor displays the Properties toolbar when you select .

Other features

You can show the
Bookmarks
,
Attachments
, and
Pages
tabs in the left frame of the PDF editor.
Select
Options
then
View
.
Choose the tabs you want to show.
You can use
Flatten Comments
to merge selected edits and annotations into the PDF.
Select
Comments
then
Flatten Comments
.
note
You can't delete stamps that are “flattened.”
You can use
Insert/Extract pages
to add pages from another PDF or extract pages from the current PDF.
To insert a page, select
Document
then
Insert Pages
.
To extract a page, select
Document
then
Extract Pages
.
note
If you extract pages, you can choose to use them to create a new PDF, or you can delete them after extraction.