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The Gear button to the right of the Favorite icon will
open a menu with options for Sharing your document 113.
From here you may also access advanced settings for the
document. One of the advanced options is to re-process
the PDF; for more information about PDF processing, see
section 11: Understanding PDF Processing. If iAnnotate
experienced problems processing the PDF, there will be
a Report button that allows you to e-mail error logs to Aji
support, along with the problematic PDF.
Please take caution when working with advanced
settings – they should only be used as directed by
the Aji support team. If you’re experiencing problems
with a PDF, please visit the Aji Support Site.
If you’d like to completely remove the document and any annotations it may have from iAnnotate, tap
the Delete button.
5.4: Single Page Mode
To read documents one page at a time, instead of using the continuous scrolling view, turn on Single
Page Mode in the Display Settings menu. In single-page mode, iAnnotate will display only one page at
a time, and then you can swipe, tap, or slide the pages to change.
The page-changing behavior in Single-Page Mode depends on how you are reading. If you zoom out
so that you can see the full page-width at once and no scrolling is possible -- for example, using fit-to-
width-- then you can use swipe gestures, to the left and to the right, to change between pages.
You can also use swipes if you have Scroll Lock turned on.
However, if you are zoomed in enough to allow horizontal scrolling, then swipes won’t work, since they
are used to control horizontal scrolling. In this case, you can drag the pages off the edge in order to
navigate.
For example, to move to the next page, scroll all the way to the right edge of the page, then drag the
page even further to the left (so the background shows). After you do this, iAnnotate will change to the
next page.
In either case, you may prefer to use taps on the right or left edges to change pages. If the Tap-to-
Advance setting is On (the default), you can tap to move vertically down the page; then, once you
have hit the bottom of the page, iAnnotate will proceed to the next page on the next tap (and likewise,
going backwards). To always change pages with taps, turn on the Tap Advances Full Page setting in
the Reading options.
Finally, another option is to use the Next Page / Previous Page buttons in your toolbars to change pages.
For use with fullscreen reading, you may wish to try the Show Toolbars in Fullscreen Mode option
under Display settings.
Title box
Tag box
Favorite
Thumbnail
Document Information window
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The core functionality of iAnnotate is, of course, the ability to annotate your documents. iAnnotate provides
an easy-to-use and efficient interface for working with PDF standard annotations, allowing you to easily make
notes and mark up your documents, as well as share them with others.
6.1: Creating new Annotations
Highlighter
in Annotation Mode
When creating annotations, iAnnotate will enter Annotation Mode. This is indicated
by an icon in the upper-left corner of the screen. The icon serves as a reminder of the
kind of annotation you are in the process of creating, and also allows you to cancel the
annotation -- simply tap the icon to end Annotation Mode.
For Drawing annotations, Note annotations, Bookmarks and Stamp annotations, tap
on the document where you’d like your annotation to appear. This will end Annotation
Mode, create your new annotation, and opens the popup Annotation Editor which
allows you to modify the text or color of the annotation, if desired.
For Markup annotations, Annotation Mode remains in effect until you end it. So, for example, if you
wish to create a highlight, first tap the Highlight button. Then, drag your finger over the areas of text
that you’d like to highlight; this means you can include multiple non-
contiguous areas as part of the annotation. To alter the areas of text
that have been highlighted, drag the blue Handlebars on either end.
When all desired areas are highlighted, tap the End Annotation Mode
icon to finish and create your annotation.
Bookmark, Note, and Drawing annotations can be repositioned by
simply dragging them: hold your finger on the annotation and then drag it to the new location.
6.2: The Annotation Editor
The popup Annotation Editor allows you to modify the text contents and/or color of your annotations.
The editor displays directly on the PDF view, allowing you to work with your annotations without
having to leave the main PDF display.
If the annotation editor is not already visible, simply tap on any existing annotation to display the
annotation editor.
Edit
Change
Color
Delete
Sticky
Popup Annotation Editor
Hide
Handlebar
Handlebar
6: Annotation
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The right most button on the toolbar is the Hide or Done button -- it looks like a minus sign. You can
use this at any time to hide the annotation popup editor.
Use the X button on the left side of the toolbar to delete the annotation. You will be asked to confirm
before the annotation is permanently deleted.
The middle two buttons allow you to edit the annotation. The Edit button (looks like a pencil) allows
you to edit the text contents of the annotation (if applicable). Note that markup annotations (such as
highlight and underline) allow you the option of adding a text comment to the annotation, if desired.
The Change Color button brings up the Color Chooser, allowing you to change the color of the
annotation you’re working with.
The pushpin button can be used to control whether or not the popup view is Sticky -- see the next
section for more details about managing popup view behavior.
For Stamp annotations and Typewriter annotations, there will be a Transform button on the
toolbar, which allows you to move, rotate or resize the stamp image or text.
The Font Chooser button appears for Typewriter annotations. The Font Chooser includes
options for editing the font size, color, family, style and alignment.
If you have a Photo or Sound Clip annotation, you have the option of sharing it with the Share
button. Choose E-mail to send the annotation as an attachment in an e-mail. Use Open In... to
work with the annotation in another iPad application.
6.3: Managing popup behavior
By default, iAnnotate presents at most one annotation editor at a time. When Auto-Popup mode is
turned on, iAnnotate automatically displays the editor for the annotation that is nearest the center
of the screen. Other editors are hidden if a new annotation is closer. This behavior allows you to
automatically see the contents of text annotations without having to perform any action to display
them.
If you wish to see the editor for a different annotation than the one selected for auto-popup, simply
tap the annotation. This will hide the current auto-popped annotation editor and display the one for
the tapped annotation. You can also tap the Hide button on the annotation editor to prevent it from
auto-popping.
This Auto-Popup behavior is on by default, but can be turned off in the Settings Menu, under
Annotation Settings. If Auto-Popup is disabled, then the annotation editor will only be displayed when
an annotation is tapped.
In addition to normal popup behavior, iAnnotate also includes the ability to make selected
annotation editors Sticky, using the pushpin icon on the toolbar. When the pin is in, the
annotation editor is Sticky -- this means it will never be hidden automatically. You can use this
to ensure that the note is always visible whenever the annotation is visible.
You can have multiple annotation editors Sticky at the same time. Tap the pushpin again, or use the
Hide button, to make an annotation non-sticky.
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6.4: Working with Color Annotations and the Color Chooser
Note & Note with Color icon
The annotation toolbar commands come in two types: the basic version simply
adds the annotation with the default color, for example yellow for Note
annotations.
The second version allows you to associate a particular color with your toolbar
command: these are labelled with a rainbow swatch in the command library.
These commands are useful if you wish to organize your annotations by color. Using this, you can set
up, for example: one button for yellow highlighting; one for red highlighting; one for green highlighting;
and one for pink highlighting. Then, when reading your document, choosing between your highlight
colors is a matter of a simple tap on a toolbar button.
Sample Highlighter buttons with specific colors
When you choose one of these commands and add it to your toolbar, iAnnotate will display the Color
Chooser, allowing you to select the default color for your button command. iAnnotate uses a standard
HSB color map, similar to the one used in Mac OS. Tap or drag over the color map to adjust the hue of
your color. RGB and hex values for your color are displayed in the upper area of the Color Chooser.
These are editable, so you can also specify RGB or hex codes to choose your preferred color.
The Color Chooser supports up to 16 saved custom
colors, displayed at the bottom of the chooser. If you
wish use one of these colors, simply tap a custom color
to select it.
To set up a new custom color, first pick your color using
the normal methods as described above. Then, drag
the swatch in the upper-right corner down into the
custom colors area, over the cell that you’d like to adjust.
The cell will update, and now your custom color will
remembered for future use.
When working with Drawing annotations, the Color
Chooser will have slider controls for Pen Transparency
and Pen Thickness in addition to the color options.
While you’re using your toolbars, you can tap-and-
hold the button to change the default color for your
command. This allows you to adjust the toolbar button
colors without having to go back to the toolbar editor.
You can always change the color of any annotation
you make after you’ve created it, using the
annotation popup editor.
Color Chooser
Color Map
Pen
Thickness
Saturation
Custom color palette
Color
Swatch
Pen Transparency
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6.5: Annotation Types
iAnnotate includes several different standard annotation types for marking up documents.
6.5.1: Drawing Annotations
Finger & Line
annotation icons
Drawing annotations allow you to use your finger to draw freehand or straight-line
annotations, which are overlaid upon the document content. Create a freehand drawing
with the Finger annotation tool. The Straight-Line annotation tool will only make
straight lines. Start your line by tapping the spot on the document where you would like
the line to begin, drag the line to the spot where you’d like it to end and release to
complete the line.
Tap the Color Chooser button on the Annotation
Popup Editor to adjust the color of your drawing.
Use the Pen Transparency slider in the Color
Chooser to control the translucency of your
annotations. The Pen Thickness slider allows you to adjust the
thickness of your line or drawing. Edit the text contents of the
annotation with the Edit button.
It is possible to edit your Finger and Straight-Line annotations
while in Annotation Mode. Options for editing appear as
buttons at the top of the display. To delete a part of your drawing, tap the Erase button. Tap a section
of your Finger annotation or a line segment of a Straight-Line annotation to remove it. If you use Erase
with the Straight-Line Tool, the entire line segment you tap will be deleted. To change any drawing or
erasing you’ve done, tap Undo and Redo buttons.
Edit buttons
Finger tool in
Annotation Mode
Want to reuse a Drawing or Line annotation? Turn your
annotation into a custom Stamp. To do this, tap the Stamp
button on the Annotation Popup Editor. Then, name your
stamp and tap the arrow button to add it to the Stamp Library.
To cancel this process, tap anywhere outside of the Enter
Stamp Name window. See 6.5.4: Stamp Annotations for more
information on Stamp Annotations.
Sample Finger annotation
The Stamp button
Stamp
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6.5.2: Markup Annotations
Highlight, Underline, Strikeout
annotation icons
Markup annotations include Highlight, Underline, and Strikeout
annotations. These annotations track the text in your document.
When creating markup annotations, drag your finger over the text
which you’d like include. You can include multiple non-contiguous
chunks of text in your annotation. Use two fingers to scroll through
your document without leaving the annotation mode.
You can optionally include a text comment with your markup annotation and adjust the color using
the popup annotation editor.
Sample Highlight annotation
Sample Underline annotation
Sample Strikeout annotation
6.5.3: Note Annotations
Note
annotation icon
Note annotations allow you to associate a text note with a
specific location in your document. Enter the text in the
annotation editor -- you can scroll inside the annotation
editor if you have a lot of text in your annotation. Note
annotations also have a color associated with them, in case
you wish to color-code your notes.
6.5.4: Photo Annotations
Photo
annotation icon
Use the Photo Annotation toolbar command to attach an image or photo annotation to
the document. You can select an image from your iPad Photo Library, use the Camera to
take a picture (iPad2 or later), or use an image that is on the iPad Clipboard (to copy images
from a PDF to the clipboard see 5.1.3: Image Copy).
Once you’ve selected an image to attach, the Photo
annotation will be indicated on the document with the photo
attachment icon. Tap the icon to open the Popup Editor for
the annotation. From here you will see a scaled-down
version of your image - to view a fullscreen version, tap the
enlarge image button.
Sample Note annotation
Photo attachment popup editor
Photo
attachment icon
Enlarge
Image
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6.5.5: Stamp Annotations
Stamp with
Specific Image
Stamp
Stamp annotations allow you to overlay an image on your document. To
add a stamp annotation, first tap the Stamp icon to enter annotation mode.
Once in annotation mode, simply tap the area on your document where
you want to locate the stamp. Unless you have previously picked a stamp
with a specific image, the Stamp Library will open after you tap – scroll
through the stamp options and tap to select. Search the Stamp Library by
typing in the search box. To leave Stamp annotation mode, hit the cancel
button in the upper left-hand corner.
To transform stamps, tap the Transform button on the Annotation
Popup Editor. Now your stamp will be in transformation mode
(indicated by a flashing blue outline). Tap and drag to reposition the
stamp. Resize the stamp by using pinch gestures inside the box. Rotate
it by using 2 fingers and twisting.
You can’t resize and rotate at the same time; you must tap the Transform button again to switch
modes. When you’re finished, tap inside the box to exit transformation mode.
You may also add a text annotation to any stamp by tapping the Edit button.
Customize your Stamp Library by importing images from
your iPad Photo Library. To browse your Photo Library, tap
the + button at the top right of the Stamp Library window.
Select the image you want, and tap the arrow button to
finish. Your new image stamp will be added to the Stamp
Library.
Another way to create a custom stamp is to use
a Drawing or Line annotation you’ve previously
created. Find the annotation you’d like to use
and tap the Stamp button on the Annotation
Popup Editor. Then name your stamp and tap
the arrow button to add it to the Stamp Library.
To cancel this process, tap outside of the Enter
Stamp Name window.
Once a custom stamp is added to the Stamp
Library, you may select and use it like any of the
other stamps.
Tap and hold any stamp in the library to
permanenty remove it.
Sample Stamp annotation
Transform
Stamp Library
Tap to add
custom stamp
Search your
Stamp Library
Creating a custom stamp from a Drawing annotation
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6.5.6: Sound Clip Annotation
Sound Clip
annotation icon
Use the Sound Clip toolbar command to record a short audio or sound recording and
attach it as an annotation to the document. To begin, tap the Sound Clip annotation
button to enter into annotation mode, and then tap the area on your document where
you want to attach the annotation.
Once you tap, the recording interface will appear at the top of the display and you will
hear a tone signaling the start of recording. Now you may use your iPad microphone to
record a short sound clip. To end the recording, tap the Stop button. To restart the recording, tap the
Restart button.
Sound Clip recording interface
Pause button
Restart button
Stop button
The duration of the recording will be limited to one minute due to file size considerations.
Photo
attachment icon
When you’ve finished a recording, the new sound clip
will be indicated on the document with the sound clip
attachment icon. Tap this icon to open the pop-up
editor for the annotation. Tap the play button to
listen to the recording, and use the scrubber to move
to a specific spot. To pause, hit the Pause button. Tap
Restart to rewind to the beginning of the clip.
6.5.7 Typewriter Annotations
Typewriter
Typewriter w/Font
Typewriter w/ Date
To add a free-text annotation directly onto a page of your PDF, use the Typewriter
command button. Tap the document where you’d like your annotation to appear, and
use the keyboard to type inside the text box. To change the dimensions of the text box,
tap-and-drag the red Draggers. If you’d like to adjust the appearance of your text, tap
the Font Chooser button on the Annotation Popup Editor menu bar.
Sample Typewriter with Date annotation
Text box
Dragger
Font Chooser
Text box
Dragger
Sound Clip recording pop-up editor
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The Font Chooser has options for changing the appearance of your text.
Use the top two buttons on the Font Chooser to change the
font family (Helvetica, Arial, etc.) and font style (bold, italic).
Adjust the font size by using the Font Size slider in the middle.
To change the alignment of your text, tap the button below the
Font Size slider. Tap the Color button on the bottom to open
the Color Chooser and change the color and transparency of
your text.
Customize the Typewriter command by using the Typewriter
with Font and Typewriter with Date buttons. Drag these
buttons onto your toolbar from the Toolbar Editor. When
you chose Typewriter with Font, you will be prompted to set
the font family, style, size, alignment and color with the Font
Chooser. Typewriter with Date works in the same way, except
that any annotation you make with it will have today’s date
added to the text. To change the font settings of either of
these buttons without switching to the Toolbar Editor, tap-
and-hold the toolbar button.
Typewriter annotations differ from Note annotations - the Typewriter text is always displayed
on the PDF while text entered into a Note is contained within the Popup Editor box, and is not
visible when the Popup Editor box is minimized.
The Font Chooser
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