Edit PDFs in the browser
Switch between Adobe Acrobat and the in-application PDF editor
To switch between editing in Adobe Acrobat and the in-application PDF editor, follow these steps:
- Select the user profile button.
- SelectPreferences.
- Go to thePDF Optionstab.
- Mark theEdit PDF documents directly in Engagement Manager.
Edit PDFs in the browser
With the checkbox marked, you can now use one of the following methods to open the document for editing:
- Select theEditbutton in the actions column.
- SelectManage, thenEdit.
- Right-click and selectEdit.
- Double-click to open the document for editing.
The PDF file will open in another browser window, and additional PDF editing tools will be available:
- AnnotateLets you underline, highlight, add text, or comment on the PDF.
- ShapesLets you draw rectangles, arrows, lines, or circles among other options.
- InsertIncludes tools for adding stamps, signatures, pictures, or other file attachments.
- EditLets you crop or snip a part of the document.
- Fill and SignProvides various tools for filling out checklists, including stamps, free text, signatures, checkmarks, and dates.
- FormsLets you create form fields in your PDF to be filled out by others.
- PanelbuttonUsing thePanelbutton, you can rotate or delete pages. Using the more options ellipses, you can also insert, replace, extract, or reorder pages by dragging and dropping.
Save your changes
It's important that you select
Save
before closing the browser window. If you don’t select Save
, the changes will be lost.
