Help: Notes, Comments, Links, Bookmarks and Attachments

Adding a Note

1. Click the Markup item in the editing bar to reveal the markup tools. Click on the Notes tool .
2. Click in the page location where you'd like to place a note. The note is inserted as a small icon with an attached collapsible text window.
3. You can leave the text window open or closed depending on how you want it to appear when you open your document. Using either the Edit Tool or the Select Text Tool you can double-click on the note icon to open or close its text window. Alternately, close the text window using the Escape key. Set the name along the bottom of the note in Preferences > Editing > Name. (See Preferences)

A note can be selected by clicking on it with the Edit Tool (arrow) . Once selected, you can reposition it by dragging.

Delete a note by selecting it and choosing Edit > Delete, or press the delete key.

Adding a Comment

1. Click the Markup item in the editing bar to reveal the markup tools. Click on the Comments tool .
2. Click in the page location where you'd like to place a comment. You can also click and drag initially in order to size the comment when you place it.
3. Once your comment is placed, just type over the text that appears.
4. With either the Edit Tool or the Select Text Tool as the current tool, you can double-click a comment to edit it.

Tip on Adding Notes and Comments

• You can double-click a tool to lock it on and use it continuously. This is helpful when adding multiple notes and/or comments. Click the Edit (arrow) tool to unlock your tool (Command+2). To turn the automatic continuous use feature on or off, see General Preferences for details.
• Use the Object Properties menu to adjust the color and styling of your comment text box. (See Object Properties).

Printing Notes and Comments

Comment boxes will print where they appear within the PDF. Notes will print below the bottom margin of each page like a footnote; the text of the page will be reduced to allow this.

1. Choose File > Print.
2. In the Print dialog box open the expanded dialog box by clicking Show Details. Check Print Comments and/or Print Notes.

Print Imprints Only: When checked, this print option will not print any of the original document text, it will only print information added to the document, like Text, Comments, Notes, and Scribbles. With this feature you can position Text to fill in a pre-printed form, because only the answer fields will print.

For more information on imprints, see Imprints.

Append Annotations Summary: When checked, this print option will cause an additional annotations summary section to be printed after the end of the document itself. This annotations summary section lists all the annotations (notes, comments, highlights and others) that are present in the document, sorted by page order.

While the annotation summary is added to your printed document, it is not added to the original document, and is discarded once the Print Dialog has been closed. If you would like to view or save a copy of this summary, you can use the Print Dialog options PDF > Open PDF in Preview or PDF > Save as PDF…

Print Annotations List Only: Found under Append Annotations Summary in the print dialog. When checked, this print option will not print any of the original document, it will only print a list of annotations added to the document, similar to the Annotations view in the sidebar. Included items are Text, Notes, Comments, Links, Highlights, Attachments, and Sound attachments.

Adding Links

Adding a Link to a URL

1. Click the Markup item in the editing bar to reveal the markup tools. Click on the Link tool .
2. Click URL, then click and drag to place the link.
3. Once a link is placed, the Set Link window appears. Enter the destination URL.

Adding a Link to an Email

1. Click the Markup item in the editing bar to reveal the markup tools. Click on the Link tool .
2. Click URL, then click and drag to place the link.
3. Once a link is placed, the Set Link window appears. Enter "mailto:" followed by the email address in the URL destination field:

mailto:[email]

Example: mailto:support@domain.com

Adding a Link to Another Page

1. Click the Markup item in the editing bar to reveal the markup tools. Click on the Link tool .
2. Click Page, then click and drag to place the link.
3. Once a link is placed, the Set Link window appears. Enter the destination page number.

Adding a Link to Another PDF

1. Click the Markup item in the editing bar to reveal the markup tools. Click on the Link tool .
2. Click File, then click and drag to place the link.
3. Once a link is placed, the Set Link window appears. Browse your hard drive for a file to link to.

Editing Links

• Select a link by clicking on it with the Edit (arrow) tool (Command+2). Once selected, you can then drag a link around the page to reposition it.
• Delete a link by choosing Edit > Delete, or press the delete key to remove a selected link.
• Resize a link via the selection handles at its corners.
• Change a link’s properties i.e. where it links to, by double-clicking on it with the Edit (arrow) tool.
• Follow a link, or test it‘s link location, by clicking on it with the Select Text tool (Command+1).

Creating Links Automatically (PDFpenPro only)

1. Open a document which has one or more URLs in the text. Some examples of acceptable URLs are:
   
   • www.apple.com
   • support@domain.com
2. Next, choose Edit > Create Links from URLs. All URLs will be converted to hyperlinks. Edit using the Editing Links steps listed above.

Bookmarks

Bookmark pages in a PDF for fast navigation. View bookmarks at the top of the Table of Contents in the Sidebar .

Add a Bookmark

1. Select a page.
2. From the menu bar choose Edit > Bookmarks > Add Bookmark, or click on the Add Bookmark button in the Toolbar. (See Toolbar). In PDFpenPro only, edit the name of the entry just as you would any Table of Contents entry.

Remove a Bookmark

1. Select the entry in the sidebar.
2. Choose Edit > Bookmark > Remove Entry, or Control+click on the entry for the context menu, then choose Remove Entry. Alternatively, click on the Cog button at the bottom of the sidebar and select Remove Entry.

Attachments

Attach files to your document. To link to an other document see Adding Links.

Read and Extract Attachments

View a list of all the document's attachments by clicking on the Sidebar and choosing Attachments .

View an attached file by double-clicking on it in the sidebar.

Right-click on the file to extract it and save it or to preview the contents.

Adding File Attachments

(PDFpenPro only)

1. In the Markup tools palette click Attachment .
2. Click anywhere on a page in your document. A menu will appear where you can search and select the file you want to attach.

If you plan to add several attachments, consider adding a text box (Command+5) or comment (Command+8) next to them to note the name of the file.

This method will result in both the attachment and a paperclip annotation on the page which you can position next to the relevant text.

To create an attachment without an annotation:

1. Right-click, or control-click, in the sidebar area while in Attachment view. Alternately, click on the Cog button at the bottom of the sidebar.
2. Choose Attach Files…

Delete File Attachment (PDFpenPro only)

1. Right-click, or control-click, on the file listing in the sidebar. View attachments in the sidebar by choosing Attachments after clicking Sidebar .
2. Choose Delete Attachment from the menu.

Adding Audio Attachments

1. In the Markup tools palette click Audio annotation .
2. Click on the page of your document. In the menu which appears either record a note or annotation by clicking the red record button, or select a file on your computer which you have previously recorded.

Once added, click on the audio annotation icon on the page to listed to the recording.

Note: not all PDF apps support attachments and audio annotations, and a PDF re-saved in an app without support for this feature will erase the annotations. This includes Preview in El Capitan and earlier.