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Part 1 : Getting Started
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Documents
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Import
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Use Open In...
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Import from within PDFpen
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iCloud
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Part 2 : Navigation
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Page view
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Reading
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The Sidebar
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The Toolbar
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Thumbnail view
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Part 3 : Markup
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Highlight, Underline, Squiggle, Strikethrough
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Scribble tool
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Polygon tool
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Delete
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Part 4 : Editing
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Objects
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Media
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Custom
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Proofing
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Delete
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Using the Context menu
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Correct Text
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Definition
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Highlight
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Copy/paste
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Part 5 : PDFpen tasks
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Create a new document
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Add a page to a document
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Fill out a form
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Add a signature
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Exporting
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Advanced: The Toolbar
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Using a Pressure-Sensitive Stylus
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How to Import Documents
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Open In…via Safari
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Open In…via Mail
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Dropbox, Evernote, Google, Alfresco, WebDAV, FTP
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iTunes (USB)
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iTunes (wireless)
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Wi-Fi
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How to Export Documents
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Open In...
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Dropbox, Evernote, Google, Alfresco, WebDAV, FTP
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Wi-Fi
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iTunes (USB)
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iTunes (wireless)
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Organizing Documents in Folders
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Create a Folder
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Navigating into and out of a Folder
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Moving a Document into a Folder
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Moving a Document in a Folder back to Documents
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Synchronized Folders with Dropbox and
Alfresco
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Add a Synchronized Folder
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The Sync Menu
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Navigating between a Synchronized Folder and Documents 19
Copying Documents between a Synchronized Folder and
Documents
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Limitations of Alfresco Sync Implementation
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Part 1 : Getting Started
Documents
When you open PDFpen for the first time, you will start in Documents. Scroll
through thumbnails of your documents with a swipe up or down. Tap to open a
document. Tap on the title of a document to rename it.
Tap the “+” in the upper left to import documents or create new documents.
Tap the “Edit” in the upper right to export, delete, or copy documents.
Import
There are a couple ways to open a PDF from another application in PDFpen.
Use Open In...
Web : In Safari, when viewing a PDF, tap it to see a menubar appear along the
top. Tap in the upper right. Tap “PDFpen” from the list of available apps.
Email : In Mail, tap and hold the icon for a PDF attachment. From the menu, tap
“Open In...”, then “PDFpen”.
(More details about Open In...)
Import from within PDFpen
Tap “+” in the upper left. Select from a list of sources and services. To
setup a transfer over your Wi-Fi network, tap "Tools"
then
"Settings” then “Wi-Fi transfer”. (More details about importing)
iCloud
To store your documents in the Cloud, tap “Tools”
then “Settings” to
turn on iCloud document storage. You will be able to reach your
documents, through your iCloud account, from multiple devices.
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Part 2 : Navigation
Page view
In Documents , tap on a document to open it. It will open to Page view. This is
the ideal mode for reading and editing.
Reading
Tap the document anywhere to enter fullscreen mode.
Page through your document using a one fingered swipe, left or right.
Use gestures to zoom in and out by pinching two fingers open and
closed. When zoomed in, drag the page around with a finger to pan.
Select a word tap and a short hold. A context menu appears. You can
look up its definition in the Dictionary using the context menu. From
the context menu, you can also access Copy, the Highlight markup tool,
and the Correct Text editing feature. (More Info)
The Sidebar
Drag your finger from the left edge of the screen toward the center to
reveal the navigation sidebar, or tap “Sidebar”
on the iPad.
Scroll up and down through a document’s pages with a swipe.
Tap to navigate to a page.
Note the page numbers in the corner of each thumbnail.
Drag the sidebar to the left to close it, or tap “Sidebar”
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on the iPad.
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The Toolbar
Edit your document using the toolbar.
The right side of the toolbar has the
editing tools.
The left side of the toolbar helps you
navigate.
Tap “Markup”
to get to tools like
the highlight, underline, and scribble
tools.
Tap “Documents”, shown as a left
arrow on the iPhone,to see all your
documents.
Tap “Library”
to add objects like
text, images, and saved scribbles.
Tap “Thumbnail” to see a tiled view
of the pages of your document in
Thumbnail view.
Tap
to search your document.
(More Info)
Thumbnail view
Arrange and delete pages of your document in this multi-page view. Enter
Thumbnail view by tapping “Thumbnail”
in Page view.
From Thumbnail view, tap “Edit” in the upper right in order to:
Arrange / Reorder pages : Tap one or more pages to select them.
Pages are selected when outlined. Drag and drop to reorder those
pages as a group. Tap “Done” to finish.
Add pages : Tap “+”. Select a type of page to add: blank, lined, graph,
or from photo.
Delete pages : Tap one or more pages. Tap “Trash”.
Rotate pages : Tap one or more pages. Tap “Rotate”.
Make a new document from selected pages : Tap one or more pages.
Tap “+”. Tap “Create document from pages”.
When done editing, tap any page to return to Page view.
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Part 3 : Markup
Highlight text and draw your own
annotations with the markup tools.
When you tap one of the markup
tools, you enter markup mode. That
tool operates continuously until you
tap “Done”.
Highlight, Underline, Squiggle,
Strikethrough
Drag your finger along the text of your
document to add a mark. Tap “Info” to
choose a color for your mark, or switch
between these markup styles while in
markup mode.
Use “Info” to change stroke color, thickness,
opacity, and pattern.
Scribble tool
Write on your document with a finger. Use it
to write a signature, make correction marks,
or draw any free-hand shape.
Polygon tool
Delete
Tap to place each corner of your multi-sided
shape. Double tap to close a polygon.
Highlight, underline, squiggle, and strikethrough : Tap and hold on the stroke.
The context menu will appear. Tap “Delete.”
Scribble and Polygon tool : Tap your scribble to select it. Tap and hold until the
context menu appears. Tap “Cut.”
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Part 4 : Editing
Add text, corrections, or images to a document using the Library.
Objects
• Use a Text box to create
text in a document.
• Adjust font, colors, and
paragraph style with “Info”
.
• Use a Comment like a
sticky note on a document.
• Make it stand out by adding
a background color. Tap
“Info”
for color
properties.
• Use a Note to add text that
is kept out of the way.
• The Note icon can by placed
anywhere on the document.
Double tap it to hide or
reveal the accompanying
text box.
Make simple diagrams or flow charts quickly by adding lines, arrows,
and other shapes.
Set default font formatting by navigating to Documents and tapping
“Tools”
then “Settings”. Locate the font under “Text Defaults”.
Media
Import images from available photos on your device. Tap ”Info”
to
adjust the opacity or move an image forward or behind other objects.
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Custom
Save commonly used images, text,
proofing marks, or scribbles for
quick retrieval.
1. Tap an object to select it.
2. Tap “Library”
then “Custom.”
3. Tap the “+” to add the selected
object.
Tap “Edit” to delete and reorder your objects. Tap the minus on the left
to delete, tap and drag the reorder grip on the right to reorder.
Proofing
PDFpen comes with a compilation of proofreading marks. Tap to add
one to a document. For more impact, add a color to your mark using the
Info menu.
Delete
To delete images, proofing marks (non-text objects) : Tap to select the
object. Tap and hold until the context menu appears. Tap “Cut.”
Note: You can edit and remove an image from the original document,
not just one you have added yourself. To select an image that was part
of the original document tap and hold for a short time to reveal
selection handles and the context menu.
To delete text objects : Double tap to enter into the text field, you will
see the keyboard appear. Tap to show the context menu. Tap “Cut.”
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Using the Context menu
To get to the context menu, tap and hold for a short time to select that word,
then you will see the menu appear. Arrow through the menu options: copy
text, use the Highlight markup tool, look up the Definition of the selected word
using the Dictionary, or use the Correct Text feature.
Correct Text
To change the inline text of a document, use Correct Text. Tap Correct
Text from the context menu and the line or paragraph you have
selected will become editable text.
Definition
Opens the built-in Dictionary to find the definition of the highlighted
word.
Highlight
You can enter highlight mode from the Markup menu, but you can also
highlight outside of that mode using the context menu.
Select as much text as you like, then tap “Highlight” in the context
menu. Change the color of the highlight by tapping “Info”
opening the context menu.
before
Copy/paste
To copy an item tap “Copy” in the context menu. To paste, tap and hold
at your destination until the context menu appears. Tap “Paste.”
If you are pasting text, tap in a text field to show the context menu and
tap “Paste.” If you are pasting an object, tap and hold in a blank space in
your document.
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Part 5 : PDFpen tasks
Create a new document
1. Tap on the “+” in the upper left of Documents.
2. Under “Create document:” select a type of document page to start
with: blank, lined, graph paper, or from a photo.
Add a page to a document
1. From Page view, tap “Thumbnail”
to get to Thumbnail view.
2. Tap “Edit”.
3. Tap “+”. Tap a type of page to add: blank, lined or graph paper style.
Add text and images to your page using the Library (see Editing).
Fill out a form
1. Open a form in PDFpen. If it is a web form use “Open In...”
2. Pinch and drag your fingers to zoom in / out and pan.
3. Tap on any field. The field outline will turn blue, indicating it is active.
4. Begin typing.
5. Tab through the fields using the “Next” key, or tab forward or
backward using the arrow keys along the top of the keyboard.
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Add a signature
Add your signature using the Scribble markup tool to hand write it (see
Annotating), or by importing a scanned image of your signature
through the Media tab of the Library (see Editing).
When using a scan of your signature, make it look more natural by
making the background transparent. Tap your signature image, tap
"Info", under "Image" tap "Make Transparent."
Exporting
PDFpen saves automatically as you go along. Remove recent changes
you don’t want by tapping Undo. You can tap Undo multiple times to
remove multiple changes. Once you are done with your document, you
can export it by tapping “Tools”
Documents.
from Page view, or tap “Edit” from
Tap “Share”
to : email your document, use “Open In…” to view it in
another app, or copy your document to a variety of web services
wirelessly.
Tap “Print” to print your document on a supported AirPrint printer.
Tap “Settings” to use Wi-Fi to transfer your document via your
computer’s browser.
(More details about exporting)
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Advanced: The Toolbar
Open a PDF document and look along the top of the screen to see the toolbar.
Tap in your document to make the toolbar disappear for more streamlined
viewing. Tap again to make it reappear.
Documents : Tap to enter Documents and navigate through your documents as
thumbnails. Import, export, copy and delete.
Note: Documents is shown as a left arrow on the iPhone.
Undo : Tap to reverse recent changes you have made to your document.
Show Sidebar : Tap to open the navigation sidebar in Page view. Quickly
navigate to another page of your document.
Note: this button does not appear on the iPhone. Drag from just off the
left side of the screen to the right to show the sidebar.
Thumbnail : Tap to enter into Thumbnail view and navigate through
pages of a document. Add, delete, and re-order pages.
Search: Tap to search a document.
Markup : Highlight, underline, strikethrough and more with a touch.
Tap on a markup tool to enter into markup mode. The selected tool will
function continuously until you tap “Done”.
Info : Edit the properties of a selected image or text objects. If nothing
is selected in your document, you will see the document’s Table of
Contents and Document Info.
Library : Add objects to your document, such as images and text. Apply
proofreading marks. Save commonly use objects to the Library for
quick access later.
Tools : Tap to find the menu to export, email or print a document. Find
Settings and Help.
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Using a Pressure-Sensitive
Stylus
PDFpen supports the following pressure-sensitive styluses:
• Jot Touch from Adonit,
• Pogo Connect from Ten One Design, and
• JaJa Stylus from HEX3
To configure PDFpen for working with your stylus, from “Tools” , tap
“Settings”, then tap “Stylus”. From there select the type of stylus you are using.
You’ll also need to have bluetooth turned on in iOS Settings if you are using a
Jot Touch or Pogo Connect. For the Jot Touch you’ll additionally need to pair
your stylus in iOS Settings.
In “Stylus” you can also select the handwriting posture you use. This is used by
PDFpen to filter out touches from the hand when using a pressure-sensitive
stylus. It’s not always perfect, and you may find yourself occasionally using
Undo.
Once configured, PDFpen will work with your pressure-sensitive stylus in the
Scribble markup tool. The pressure of the stylus varies the strokes drawn
providing a remarkable hand-crafted look to your drawing and writing.
When using the scribble tool with a stylus you’ll find an additional indicator in
the middle of the lower toolbar, shaped like a stylus. With a bluetooth stylus it
indicates whether your stylus is connected or not. If the stylus is disconnected,
for the Jot Touch you may need to hold down both buttons to turn the stylus
on and connect. Tapping the button will show additional settings for the stylus.
For the Pogo Connect, tap the stylus button, and you’ll see a pop-up that allows
you to connect your stylus, and set auto-connect settings. With auto-connect
turned on the Pogo Connect will reconnect on wake-up by pressing the stylus
button.
PDFpen does not yet make use of the stylus buttons. Do send email to support
to let us know how you’d like to see them operate.
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How to Import Documents
PDFpen can import several document formats: PDF, JPEG, PNG, TIFF (including
multi-page TIFF fax formats), and compressed ZIP files that contain PDFs.
To import, from Documents tap on the “+” in the upper left. Select from a list of
import methods, except for Safari and Mail, which use the “Open in...” method.
Open In…via Safari
1. View a PDF from Safari.
2. Tap on it. A menubar will appear along the top.
3. In the upper right locate “Open In…” and tap it.
4. From the menu which appears, tap “PDFpen”.
Open In…via Mail
1. Locate a PDF as an email attachment.
2. Tap on the PDF attachment. A popup menu will appear.
3. Tap “Open In…”
4. Tap “PDFpen”.
Dropbox, Evernote, Google, Alfresco, WebDAV, FTP
You will need an account with the given service to use any of these
methods.
1. Open PDFpen to Documents and tap “+”.
2. Tap Dropbox / Evernote / Google / Alfresco / WebDAV / FTP and you
will be taken to a login window. Your login will be saved for future
uses.
3. Use your account login name and password to sign in. For WebDAV
and FTP you will need a server address as well.
4. Navigate through your files and tap the document you wish to
import. It will appear with your other Documents in PDFpen.
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iTunes (USB)
1. Connect your iPhone or iPad via USB to your computer. Open iTunes
on your computer. You will see your device appear in the left-hand
column under “Devices”.
2. Select your device and, on the right, go to the “Apps” tab.
3. Scroll to the bottom, under “File Sharing” in the “Apps” list select
“PDFpen”.
4. Click “Add” and locate the document you want to import. Select that
file and click “Choose”.
5. Open PDFpen on your device.
6. From Documents, tap “+” and select “iTunes” from the list of input
methods. You will see a list of possible files.
7. Tap the document you want to import.
iTunes (wireless)
Set up an iPhone or iPad running iOS 5 or higher in order to connect to
iTunes wirelessly over your local Wi-Fi connection.
1. Plug your device into your computer via USB.
2. On your computer, in iTunes, click on your device in the left column.
3. In the main area to the right, under the “Summary” tab, scroll down
to the “Options” section.
4. Check “Sync with this iPad/iPhone over Wi-Fi”. Your device will now
be able to sync with this computer when both are on the same Wi-Fi
network.
5. Follow the steps 2 through 7 for iTunes (USB) export.
Wi-Fi
1. Open PDFpen to Documents. Tap “Tools”
then “Settings”.
2. Under “Document Transfer” tap “Wi-Fi Transfer”.
3. Set “Wi-Fi Transfer” to “On”. You will be given a URL.
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4. On your computer, type the given URL into your browser. From that
page click “Choose file”. Locate the PDF on your computer and click
“Choose”. Back in the main page click “Upload selected file”.
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How to Export Documents
From Documents: Tap “Edit” in the upper right. Tap a document. Tap “Share”
in the upper left.
From Page view: Tap “Tools”
in the upper right.
Open In...
1. From your document, tap “Tools”
2. Tap “Share”
in the upper right.
.
3. Tap “Open In…”
4. From the menu tap the app you wish to view your document in.
Dropbox, Evernote, Google, Alfresco, WebDAV, FTP
You will need an account with the given service to use any of these
methods.
1. From your document, tap “Tools”
2. Tap “Share”
in the upper right corner.
.
3. Tap Dropbox / Evernote / Google / Alfresco / WebDAV / FTP and you
will be taken to a login window.
4. If you used this method before, you will not need to sign in. If you
have not, you will need your account login name and password to
sign in. For WebDAV and FTP you will need a server address as well.
Wi-Fi
1. From your document, tap “Tools”
in the upper right corner.
2. Tap “Settings”.
3. Under “Document Transfer” tap “Wi-Fi Transfer”.
4. In the next screen set “Wi-Fi Transfer” to ON.
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iTunes (USB)
1. Connect you iPhone or iPad to your computer via USB.
2. From your document tap “Tools”
3. Tap “Share”
in the upper right corner.
.
4. Tap “iTunes”. A popup will appear ”Importing to iTunes”.
5. Locate this document on your computer by opening iTunes, and
navigating to your device under “Devices” in the right column of the
iTunes window.
6. Under the “Apps” tab, scroll to the bottom, in the “Apps” list, under
“File Sharing”, click on “PDFpen”. You will see all the files shared via
iTunes on your device.
iTunes (wireless)
You will need to set up your iPhone or iPad running iOS 5 to connect to
iTunes wirelessly over your local Wi-Fi connection.
1. Plug your device into your computer via USB.
2. On your computer, in iTunes, click on your device in the left column.
3. In the main area to the right, under the “Summary” tab, scroll down
to the “Options” section.
4. Check “Sync with this iPhone/iPad over Wi-Fi”. Your device will now
be able to sync with this computer when both are on the same Wi-Fi
network.
5. Follow steps 2 through 7 for iTunes (USB) export.
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Organizing Documents in
Folders
With PDFpen you can organize your documents using folders.
Create a Folder
From Documents: Tap “Edit” in the upper right. Tap a document you want to
place in a folder to select it. Tap down and drag that document on top of
another document you want to file it with. When you release, a new untitled
folder is created containing both documents. You can rename that folder by
tapping its name.
Navigating into and out of a Folder
To navigate into a folder tap that folder.
To navigate back to Documents, tap the folder name or icon in the toolbar. A
menu appears showing “Documents”. Tap “Documents”.
Moving a Document into a Folder
Tap “Edit” in the upper right. Tap the document you wish to move into an
existing folder to select it. Tap down and drag that document on top of the
folder you wish to move it to.
Tip: you can drag more than one document at a time by tapping and selecting
multiple documents prior to dragging.
Moving a Document in a Folder back to Documents
Tap “Edit” in the upper right. Tap the document you wish to move back to
Documents to select it. Tap down and drag that document into the folder name
or icon in the toolbar. A menu appears showing “Documents”. Drag the
document onto “Documents” in the menu.
Note: PDFpen does not allow empty folders, if you empty out a folder by
deleting documents, or moving them all into Documents, PDFpen will
automatically remove the folder, and display Documents.
Note: within Documents you can only create a folder at the top level; you
cannot create a folder within a folder.
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Synchronized Folders with
Dropbox and Alfresco
With PDFpen you can use your Dropbox or Alfresco account as a synchronized
service with documents stored in the cloud.
Add a Synchronized Folder
To add a synchronized folder, tap “Documents”, or the folder title or icon
presently displayed in the navigation bar. A menu appears. Tap “Edit Sync
Folders”. You are then prompted to choose a Sync service and login. After that
you will see a navigation dialog from which you can select a folder for
synchronizing. When you’ve found the folder you want, tap “+ Sync Folder”. The
folder is added to PDFpen’s synchronized folder list, and PDFpen begins to sync
the contents of the folder depending on your settings (see below).
Only PDF documents in a Sync folder show in PDFpen. Documents that are not
PDFs are not listed. A folder that contains no PDF documents will appear to be
empty.
By default none of the documents from the cloud actually download unless
you tap one to open it, which prompts a download, or enable the setting to
sync automatically (see below).
The Sync Menu
When a synchronized folder is showing, the sync icon appears as a double
rounded arrow in the upper right toolbar area. The icon animates while
transferring data. When it is tapped a menu appears with two options:
• “Synchronize changes”
Downloads or uploads any documents that have changed. This only applies
to documents you’ve already downloaded.
• “Download all”
Downloads all documents in the current folder and its subfolders that have
not already been downloaded. Documents that have been modified locally
are uploaded.
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Settings for Synchronization
Your Sync folders only sync automatically if Automatically Sync is turned on in
Settings: "Tools"
then "Settings” then “Dropbox” or “Alfresco”. When turned
on, all documents in an associated synchronized folder download to your
device automatically. The positive of this is that syncing is automatic and
seldom requires manual prompting. The negative is that if you have a lot of
data in the cloud, you’ll also take up the same amount of space on your iOS
device, and consume bandwidth transferring all the data. This is why
Automatically Sync is not the default setting. You may want to turn it on if you
always want a local copy of every document, and if you’re always connected via
Wi-Fi. Note that the Sync server is checked for changes every 5 minutes when
Automatically Sync is turned on. If you need to check sooner than that choose
Download All from the sync button menu in the toolbar.
With Automatically Sync turned off, you must manually start the download of a
document (or entire folder) that you want a copy of for offline work. This option
allows you to consume the least network bandwidth, and only transfer what
you need. A document that has not been downloaded appears with a
downward pointing arrow on the upper right of its thumbnail. A document
that has not yet been uploaded, or has changes that are not yet uploaded,
appears with an upward pointing arrow on the upper right of its thumbnail.
Navigating between a Synchronized Folder and Documents
To navigate between a synchronized folder and Documents, simply tap the
folder title or icon in the navigation bar, and a menu appears. At the top of the
menu you’ll see the folder tree to the current folder (when there is one), and
below it, Documents, and other Dropbox folders you’ve added. Just tap any of
the folders, or on Documents, to switch to displaying the documents from the
chosen location.
Copying Documents between a Synchronized Folder and Documents
Documents can be copied from one Synchronized folder to another, and also to
and from Documents.
Tap “Edit” in the upper right. Tap the document you wish to copy to select it.
Tap down and drag that document into the folder name or icon in the toolbar.
A menu appears showing parent folders, Documents, and any Synchronized
folder you have added. To copy, drop the document on the destination you
wish to copy it to.
Limitations of Alfresco Sync Implementation
An Alfresco Sync folder does not allow folder creation or moving of files
between Alfresco Sync folders from within PDFpen. You must need to do that
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on the Alfresco web site. PDFpen will recognize these file system changes made
via the web site and sync to match.
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