DOCUMENTS

Opening a Document:

To open a document, tap the appropriate document folder in the Document List Pane. A view of the document will be rendered in the Document Pane

Tap the “OPEN DOCUMENT” button to open the document editor

Annotating a Document:

Tap the “Pencil” button to open the document annotation pane

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Drawing:

Selecting the “Drawing” button allows the selection of a markup color, line thickness, and line opacity.

To draw on the document, tap and drag anywhere with either a finger or a stylus

Signing:

The Signature feature allows for the addition of a signature to the document. Tap the “Signature” button then tap anwyhere on the document to open the “Add Signature” modal. After signing tap either the “Cancel” button to discard changes, the “Trash Can” icon to delete the signature, the “Color” circle to change signature color or the “Done” button to insert the signature

The signature can be relocated or resized after its addition to the document by tapping the signature field and dragging the constraints or dragging from the center of the signature field to relocate

Adding Notes:

To add a Note annotation, tap on the “Notes” button, then tap anywhere on the document

In the “Note” modal type the note then either tap the “Trash Can” icon to delete the note, the “Paint Brush” icon to change the note color or the “Done” button to add the note annotation

Measuring Tool:

To use the measuring tool tap the “Measuring Tool” icon then tap anywhere on the screen to start the initial measure point. After the initial point is set, tap the location to stop the measurement on the screen to add the ruler

Saving Annotations:

Once all document annotations are completed, tap the “SAVE & CLOSE” button on the device. On the “SAVE DOCUMENT” modal type the document save name and either tap “DISCARD EDITS” button to discard all changes or the “SAVE” button to save a new edit of the document

Filling Document Form Fields:

To complete a document with fillable form fields, tap on each form field highlighted in blue and complete the data point

Once every required field is completed, tap the “SAVE & CLOSE” button on the device. On the “SAVE DOCUMENT” modal type the document save name and either tap “DISCARD EDITS” button to discard all changes or the “SAVE” button to save a new edit of the document

Ending a Multi-Day Document:

To end a multi-day document, tap on the “I” icon to the right of the chosen document.

Tap the green slider to the right of “Carry these edits over to the next day” to turn it off.

Sharing a Document

To share a document directly from the app, tap on the information symbol to the right of the document that needs to be shared.

If the document contains multiple pages, a prompt will appear, allowing the selection of either the entire document or specific range of pages. Choose the preferred sharing option, then tap “Share”.