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Preview or Acrobat). To open a PDF in your default PDF application, click on the
attachment name at the top of the attachment view and select Open from the menu
that will appear. This will enable you to read the PDF document in your default
application, but any annotations you make on the document will not be saved within
Sente and will not be propagated to any synchronized copies of the library.
To open a PDF in another application outside of Sente, click on the attachment name (PDF in this image) and
select Open from the menu.
Annotating PDFs and Taking Notes
Annotating PDFs (e.g., highlighting and taking notes) begins with making a selection
in the PDF with the mouse. Once you have made a selection, a popover window will
appear from which you can select one of the annotation commands. The options in
this popover will depend on the type of selection you have made.
You can make two types of selections within a PDF:
•Text. A text selection selects words, phrases and sentences within a PDF,
without regard to how the text appears on the page.
•Image. An image selection selects a rectangular region of the page, exactly as it
appears. Even if the region contains words or sentences, an image selection
makes no effort to extract the words.
To toggle between these two types of selection, click one of the two icons located
on the top right side of the bar above the attachment. The icon with the “A” in the
blue box is the text selection tool and the empty rectangle icon is the image-select
tool used to select rectangular areas on a page.
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The controls for switching between text-select and image-select modes are the “A” in the blue box and the
empty rectangle.
To make a text selection, click on the blue icon with the “A” in the top bar and then
click and drag the mouse within the PDF. There are some PDFs (notably PDFs that
have been scanned as images and not OCRed) where this will not select any text. In
this case, you will have to use the image-select mode.
To make an image selection, click on the empty rectangle icon in the top bar and
then click and drag a rectangular selection in your document.
In either case, an annotation popover will appear from which you can select the
annotation commands you need.
Highlighting Text Passages
To highlight a text passage in a PDF document, simply select the text as described
above. When you release the left mouse button, the text annotation popover will
appear.
The text annotation popover.
Select a color from the palette and then click Highlight and your text will be
highlighted in the color you chose.
Note that if you choose the “color” on the far right side that is grey with a line
through it, no highlight color will appear over the text.
To change the highlight color of a highlighted portion of text, left-click once over
the highlighted text, select another color, and click Highlight again.
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To remove the highlight from a section of text, left-click once over the highlighted
text, select the “color” on the far right (the grey box with the line through it), then
click Highlight and the text will no longer be highlighted.
Create a Note from a Text Selection
In addition to highlighting text passages in PDFs, you can also ask Sente to
automatically add notes on these passages to your library. Such notes can include
that highlighted passage as a quotation, along with your own comments, a note title
and the page number from the PDF where the note was created.
To create a note from a passage of text:
•select the desired text, as described above;
•in the text annotation popover that appears, select the highlighting color (if you
want the passage to be highlighted when you are done);
•if you want just to create a note without quoting the selected text passage, click
on Comment;
•if you want to quote the selected text in your notes, click on Quote.
A note will be created in your library (including the quoted text if that option was
selected) and it will be displayed in the Notes tab in the reference editor, with the
cursor placed in the comment field for the note.
In addition, a note icon will be automatically placed next to the passage in the PDF
to indicate that you have a note on this passage in your library. There are two
versions of this icon:
•
the grey version indicates that there is a note without comments;
•
the yellow version indicates that there is a note with comments.
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The Note icon appears next to the commented text and the comment appears in the Notes View.
The first words of the selected text will be used as the title of the new note. When
you select a region using Image select mode, the title of the new note will indicate
that it is a snapshot. You can, of course, edit the title to be whatever you choose.
Highlighting Images, or Regions
You can also highlight arbitrary rectangular regions in a PDF using the Image
selection mode. To highlight a region:
•select the Image selection mode in the top bar (the empty rectangle icon);
•click and drag the mouse to outline the region of interest in the PDF;
•in the image annotation popover that appears, select the desired highlighting
color and line weight; and
•click Highlight.
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Preparing to highlight a region with a heavy, purple box.
After applying the highlighting.
Creating a Note from an Image Selection
You can also create notes based on image, or region, selections in your PDFs. This
lets you, for example, create a note that includes a graph or other figure from your
reference.
To create a note from a region of a page in a PDF:
•select the desired region, as described above;
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•select the highlighting color and line weight from the region annotation popover,
if you want the region to be highlighted when you are done;
•click on Comment if you want to create a note without capturing the selected
image as the quotation; or
•click on Snapshot if you want to create a note that includes the selected region
as the quotation.
The image, or region, annotation popover just prior to creating a note with the snapshot.
In either case, a note will be created and the cursor will be placed in the comment
field. The note icons will also appear in the document itself, following the same
rules as for text notes.
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The PDF after highlighting a region and creating a note including a snapshot of that region.
Changing Highlighting Color
You can change the color used to highlight text or a region of a PDF by clicking on
the highlighting (or the note icon, if present), selecting the new color in the
annotation popover, and then clicking Highlight.
Deleting Notes and PDF Annotations
To delete the note from within the PDF view, click on either the highlighting or the
note icon (depending on what was created; either of these may not be present). A
popover will appear containing a Delete button. Click that button and then confirm
your intentions in the sheet that will appear.
Deleting note alone, or deleting note and highlighting together.
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Copying Text and Images
Whenever you have one of the annotation popovers on the screen, you can place the
selected text or image on the system pasteboard by clicking on the Copy button.
When the selection is an image, you will be able to paste it into many, but not all,
applications, depending on whether the application is designed to accept images
from the pasteboard.
Exporting Annotated PDFs
You can save a copy of an annotated PDF document while in the Attachment View by
exporting it. Simply click on the arrow next to the name of the document in the
middle of the header bar (which may just say “PDF” or “File reference”), go to the
Export submenu, and select With Sente Annotations, then select the file name and
location for saving.
Exporting a copy of the PDF with or without annotations.
Printing Annotated PDFs
To print the PDF document either with or without annotations, you can use the File >
Print command or use the Print button command on the toolbar. (If the Print
button is not on your toolbar, please see the chapter on Customizing the Toolbar
.)
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Documents you may be interested
Documents you may be interested
