iAnnotate User Guide.pdf

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Crafting what’s next

ajidev.com

Crafting what’s next

Welcome to iAnnotate v 1.5!

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Contents

1: Getting Started 1

1.1: QuickStart Guide 1

1.2: Using the iAnnotate Interface 2

2: In-app help 5

2.1: Tips 5

2.2: Interactive Help 5

2.3: Further Resources 5

3: Transferring Documents into and out of iAnnotate 6

3.1: E-mail 6

3.2: Using iTunes USB ﬁle transfer 6

3.3: Downloading documents from the Web 7

3.4: Working with other applications 9

3.5: Working with Dropbox and WebDAV 9

3.6: Using the Aji PDF Service 10

3.7: Transferring documents using APS 15

3.8: Printing Documents 16

4: The Document Manager 17

4.1: Finding Documents 18

4.2: Changing the Document Browser View 19

4.3: Selecting Documents 19

5: Reading Documents 21

5.1: The PDF Display 21

5.2: Document Navigation 24

5.3: Tabbed Reading 27

5.4: Single Page Mode 30

6: Annotation 31

6.1: Creating new Annotations 31

6.2: The Annotation Editor 31

6.3: Managing popup behavior 32

6.4: Working with Color Annotations and the Color Chooser 33

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6.5: Annotation Types 34

7: Sharing Your Annotated Documents 39

7.1: Mailing Annotated Documents 39

7.2: Mail Summary 40

7.3: Copy to Clipboard 40

7.4: Uploading Using iTunes USB File Transfer 40

7.5: Sending Documents to Other Applications 40

7.6: Printing Documents 40

7.7: Uploading Using the Aji PDF Service 41

8: Customizing the iAnnotate Interface 42

8.1: Managing Toolbars 42

8.2: Editing Toolbars 43

9: Settings 44

9.1: Reading Settings 44

9.2: Display Settings 45

9.4: Notiﬁcation Settings 45

9.5: Annotation Settings 46

9.6: Sharing Settings 47

9.7: Security Settings 47

9.8: Advanced Settings 48

10: Other Topics 50

10.1: Using VGA Output 50

11: Understanding PDF Processing 50

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iAnnotate v1.5

Welcome to iAnnotate! This section will introduce you to the interface and features of iAnnotate.

In addition to this User Guide, iAnnotate includes an integrated help system, including Tips that will help

guide you through all of the features of iAnnotate. For more detailed information, see the rest of this User

Guide; or, for troubleshooting tips or support requests, visit the Aji Support Site.

1: Getting Started

1.1: QuickStart Guide

New to iAnnotate? Use the following steps to get started working with your PDF documents; or see

the rest of this User Guide for more detailed information.

1. Get Documents: Get PDF documents onto your iPad from E-mail by tapping on attachments, from

the web using our integrated web downloader, from yourDropbox or WebDav account, or from your

computer using the Aji PDF Service or iTunes USB ﬁle sharing.

2. Find your Documents: Whether you have one or thousands of PDFs, iAnnotate makes it easy to

ﬁnd exactly what you’re looking for with the Document Manager. The Document Manager allows

you to locate and organize your documents. Use Document Search to search the full-text of all

your documents instantly. Or search by the document names and tags that you have added to your

documents. You can also organize PDFs into favorites, recently read documents, new documents,

and more.

3. Read: Use the tabbed reading interface to open and quickly switch between multiple documents.

Use the many navigation options to ﬁnd your way around documents.

4. Annotate: Use the toolbar commands, or tap-and-hold on the PDF to bring up the popup context

menu for adding annotations. Once annotations are created, use the popup annotation editor to

read, modify, or delete your markup.

5. Share your Notes: When your notes are ﬁnished, tap the Mail button on the left-hand top toolbar.

From here you can e-mail your annotated PDF, view or e-mail a text-only annotation summary, or

upload your annotations to the Aji PDF Service on your computer.

6. Customize: Once you’ve gotten the hang of iAnnotate, you may wish to customize it for the tasks

you do most! Use the toolbar customization interface to edit the number of toolbars, their size,

transparency, location, and command buttons. Also, there are many Settings to ﬁne-tune the

behavior of iAnnotate.

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iAnnotate v1.5

1.2: Using the iAnnotate Interface

1.2.1: Top Toolbar

The Top Toolbar of iAnnotate allows you to work with your on-device document library, and also

control the iAnnotate interface and settings.

The Library icon in the upper-left gives you access to your document library -- use this to ﬁnd and

open new document tabs. Next over is the Download icon, where you can get documents from your

computer using the Aji PDF Service, the web, or a Dropbox or WebDav account. The Upload icon allows

you to upload all annotated documents to your computer using the Aji PDF Service, or to prepare your

documents for upload if you’re using iTunes ﬁle sharing.

The E-mail icon allows you to send out the currently viewed document via e-mail. You can also use this

to mail out the annotation summary.

In the upper-right corner of the screen are icons for controlling iAnnotate behavior. Use the wrench

icon to manage your toolbars, and the gear icon to access and change Settings. The ? icon gives you

access to iAnnotate’s interactive help system, and links for more information about iAnnotate.

Left top toolbar

Right top toolbar

1.2.2: Document Toolbars

Most of the tasks you will use in your daily work in iAnnotate can be done with the Document

Toolbars. For example, to create a Note annotation in an open document, tap the Note icon

on the annotation toolbar on the right-hand side, and then tap the location of the document

at which you’d like your Note to appear. After creating the Note, you can edit it using the

popup annotation editor. Most annotation tools work in a similar manner, and there are tips

to guide you along the way.

iAnnotate also allows you to customize your toolbars by tapping the wrench in the top

toolbar. Now you can use the grabbers on either side of the toolbar to drag them to a

diﬀerent edge of the screen. Or, use the Edit (gear) icon on the edge of the toolbar to change

its appearance and the buttons that it uses. You can choose from a variety of

diﬀerent commands, and set up the toolbars so that they have exactly the tools

you want to have ready at your ﬁngertips.

You may access infrequently used commands with the Master button on your

toolbar, which brings up a selection of all currently-available commands.

When editing toolbars, you can also tap the Add button in the lower-right corner to add

another toolbar. iAnnotate comes with several useful pre-deﬁned toolbars, or you can

create your own custom toolbars from scratch.

Document Toolbar

Note

Master icon

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iAnnotate v1.5

1.2.3: The Navigation Panel

Navigation Panel

toolbar button

The Navigation Panel allows you to quickly move throughout your document and locate

content by thumbnails, bookmarks, PDF outline, annotations, or with full-

document search. To access the Navigation Panel, tap the Navigation Panel

mini icon to the left of the tab buttons. See 5.2: Document Navigation for

more information about using the Navigation Panel.

To navigate with Thumbnails, choose the Thumbnail view option from the view selector

buttons. Tap any thumbnail to move directly to that page in the document, or use the scroller

on the left to move to a diﬀerent part of the document.

Tap PDF Outline to navigate with the embedded PDF outline of a document as well as any

Bookmarks that have been created.

Select the Annotations view option to display a list of any Annotations that you’ve added to

the document. Each annotation will be listed with the annotation type, color, page, and

descriptive text.

Tap Search to Search the full-text of the document.

1.2.4: Opening Documents

Library button

Use the Library button in the upper-left corner to open the Document Manager, where

you can locate and open documents in your on-device library. Tap any document to read

it. Or, use a two-ﬁnger-tap on any document to preview. To exit the Document Manager,

tap the Done button at the bottom of the screen. Tap the ? for in-app help with any item

on screen.

(See 3: Transferring Documents into and out of iAnnotate for more details on obtaining new

documents.)

The Document Manager

Nav Panel mini icon

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iAnnotate v1.5

1.2.5: Using Context Menus

Many actions in iAnnotate can be performed using context menus. For document-level actions, tap

the tab of the currently open document to access the Document Context Menu. (You can also tap-

and-hold the tab of an inactive document to bring up the context menu without switching to it.) This

will give you options for navigating and sharing the document, getting more info, closing the tab, or

deleting the document.

Document Context Menu

You can also access common annotation actions from the Annotation Context Menu on the PDF display

itself, by doing a tap-and-hold anywhere on the document display.

Annotation Context Menu

When using the Navigation Panel in Thumbnail view, tap and hold on any thumbnail to bring up the

Thumbnail Context Menu. The Thumbnail Context Menu includes options for altering the structure of

your PDF document.

Thumbnail Context Menu

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2.1: Tips

First, iAnnotate uses Tips to help guide you through the process of learning the interface and features

of iAnnotate. Tips drop-down over an area of the screen and describe some aspect of the iAnnotate

functionality as you encounter it.

Tap the tip in order to hide it, but to be reminded later. If you wish to never see the tip again, tap the X

button in the upper-right corner of the tip.

You can disable Tips completely under Notiﬁcation Settings. Also, if you wish to reset the list of

tips, you can do so by turning oﬀ the Show Tips setting then turning it back on.

2.2: Interactive Help

iAnnotate also includes interactive help. Tap the ? icon in the upper-right corner, then

choose Interactive Help. This puts iAnnotate in Help Mode -- you can now tap anything on

the screen to get help on how to use it and what it does.

You can also access help in various other areas by tapping the ? button, including the PDF

Information screen, the Settings menu, and while customizing your toolbars,

2.3: Further Resources

For further help, troubleshooting tips, or support requests, please visit the Aji Support Site.

Help button

2: In-app help

Sample Tip

iAnnotate includes several ways to help you become familiarized with the features and interface.

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iAnnotate v1.5

3.1: E-mail

You can download PDF attachments from the Mail application into iAnnotate. In Mail, tap-and-hold

the icon for the PDF attachment, and then choose Open In... iAnnotate – or, if you have other PDF

applications installed, you may have to choose the Open In... option and then select iAnnotate from the

list.

You can also tap the PDF to preview the document directly in the Mail app, and then tap the Open in

iAnnotate or Open In... button in the upper-right corner to open the document in iAnnotate.

In either case, this will launch the iAnnotate app, and then open the attached PDF in a new tab.

If your attached PDF is one-page only, tap-and-hold in order to use Open In... to open it in iAnnotate.

PC users can now read and annotate their Microsoft Word (.doc) and Microsoft PowerPoint (.ppt)

documents with iAnnotate! Tap-and-hold the attachment to use Open In..., iAnnotate will convert the

.doc or .ppt document into PDF format, and add it to your Document Library.

To e-mail your annotated documents, use the Mail icon in

the top toolbar. These actions can also be accessed through the Document Context Menu or the PDF

Information screen. See 7.1: Mailing Annotated Documents for more details

3.2: Using iTunes USB ﬁle transfer

You can use the iTunes ﬁle sharing feature to transfer documents into and out of iAnnotate.

This is convenient for quickly transferring a few ﬁles, but if you are transferring a lot of documents, we

highly recommend using the Aji PDF Service. This free companion application allows you to preserve

your existing document folder structure, easily download new documents only, upload your annotated

documents back to their original locations, and also performs a lot of the processing required so that

iAnnotate doesn’t have to.

In order to transfer using USB, you must have your iPad

connected to your computer using iTunes. In iTunes, click on

your device in the Devices section, and then click on the Apps

tab. Under the Apps tab, ﬁnd the File Sharing section (you may

have to scroll down to the bottom of the page), and then click on

the iAnnotate PDF entry in the list.

To move a PDF document from your computer to iAnnotate, drag it into the iAnnotate PDF Documents

Upload button

3: Transferring Documents into and out of iAnnotate

Opening a .doc ﬁle in iAnnotate

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iAnnotate v1.5

area on the right, or use the Add... button to locate a document on your computer. Due to the

limitations in iTunes ﬁle sharing at this time, it is not possible to transfer folders -- only individual PDF

documents. (You can multi-select and drag many PDF documents in at once, but no folders will be

preserved.)

You can transfer Microsoft Word (.doc) and Microsoft PowerPoint (.ppt) documents as well as

PDF documents. Add the ﬁle following the steps above, and iAnnotate will convert it into PDF

format. You can then read and annotate the ﬁle as usual.

Transferring a document back out from iAnnotate is a two-

stage process. First, if you want to be able to see your annotations, you need to let iAnnotate know that

you wish to transfer the documents out, so that it can embed your annotations back into the PDF. To

do this, simply choose the Prepare for iTunes Upload option from the Upload button in the top toolbar.

This will make sure all of your documents are ready for transfer and write all the annotations you have

added into the PDF ﬁles. (You can also prepare a single document at a time, using the Prep For iTunes

button in the PDF information screen.)

After your documents are prepared, you drag documents or folders out of the iTunes File Sharing area,

or use the Save to... button to select the location to save on your computer.

3.3: Downloading documents from the Web

3.3.1: Using the Integrated Web Downloader

Web Downlad

button

To use the integrated Web Downloader, tap the Web

Download option under the Download Menu in the

top toolbar or use the Web Download toolbar

button. This will bring up a web browser, which you

can use like Safari. Enter a URL or search terms to

ﬁnd a page with the PDF document(s) you’d like to

download.

The integrated browser will automatically detect when you

navigate to a PDF link, and then download the linked ﬁle into your document library. If the browser is

having trouble detecting PDF links on a particular website, turn on Compatibility Mode.

Download documents from the web

Transferring documents via iTunes

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iAnnotate v1.5

Compatibility Mode can be found on the Action Button Menu. In Compatibility Mode, browse until

you have loaded a PDF in the integrated browser. Then, tap the Action button and choose Download

PDF.

Once downloaded, you can use the arrow button in the lower

left to open and read the document; or, you can continue

browsing and downloading new documents.

If you are downloading a particularly large PDF, you can close the

Browser screen (X in the upper-right) and go back to iAnnotate,

and the download will continue. You will be notiﬁed when the

download is complete.

You cannot leave the iAnnotate application, or else the

download will be cancelled.

Another option you have is to convert a webpage itself to PDF

format. Tap the Action button and then choose Save Page as

PDF. iAnnotate will then copy the contents of the webpage

and convert it into PDF format. The PDF will be saved to your

Document Manager, and you may read and annotate it as usual.

3.3.2: Using Safari

You can open PDF documents in iAnnotate directly from Safari by using iAnnotate’s built-in URL

handlers. Once you’ve accessed a PDF document in Safari (or any web page), tap on the URL bar to

edit the URL. Scroll all the way to left (you may need to tap-and-hold to bring up the cursor, then

move left to scroll), and then add an “a” to the front of the URL – so that, for example, it reads “ahttp://

myurl/...”, or “ahttps://myurl/...”. Then tap the Go button – this will launch iAnnotate and open the PDF

or web page that you were viewing in iAnnotate.

If you are browsing to an authenticated site, you may be required to log in again from the iAnnotate

integrated browser before being allowed to download the requested ﬁles.

Launch iAnnotate from Safari

Arrow button

Action Menu

Action button

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3.4: Working with other applications

iAnnotate allows you to transfer PDF documents from other applications that support the Open In...

feature, and also allows you to transfer documents out of iAnnotate to other apps that support the

Open In... feature.

To open a PDF in iAnnotate from another app, you’ll need to consult that application’s instructions.

Usually there will be an Open In... command or a way to access it similar to the Mail app. Choose

iAnnotate from the list, then iAnnotate will launch and display the requested document.

If you have another PDF application on your device that supports App Sharing, you can transfer your

documents from iAnnotate using the Open In.. functionality. Tap on the tab for your document, choose

Share.., then Open In.., and then select the desired application from the list. (Choosing iAnnotate here

will not do anything -- it is displayed there by default by the device operating system.)

Most iPad PDF applications do not have the ability to display PDF annotations, so your annotations

may not display in other iPad apps. They are present in the PDF document, however, and will be

visible if they are viewed in any standard PDF viewer such as Adobe Reader or Mac Preview.

3.5: Working with Dropbox and WebDAV

iAnnotate oﬀers easy access to documents stored in online ﬁle sharing accounts such as Dropbox

and WebDAV. To begin, tap the Download button in the top toolbar and choose the Create Account

option. You may also create new account by tapping the + button in the upper-right of the Download

menu. Select the desired account type, either Dropbox or WebDAV, and enter the account information,

including a name to be used within iAnnotate. You can optionally specify a password or leave it blank

to be prompted each time you access the account.

Once your account is created, it will appear on the download menu. Tap the account to log in and

browse your ﬁles. You can navigate and download individual PDFs; or tap the orange Download arrow

on a folder to download an entire folder.

After you’ve created an account, you may

edit the account information, or delete it

entirely, by tapping the Edit button on the

upper-left of the download menu.

Add Dropbox account

Edit account

Download button

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3.5.1 Uploading to Accounts

There are two ways to transfer PDFs to your Dropbox or WebDAV accounts.

The ﬁrst way to upload an individual PDF to an account is with the Document

Context Menu. Tap-and-hold the tab of the PDF you’d like to transfer to

open the Document Context Menu. Then, select Share... followed by

Upload... At this point, if you have more than one account conﬁgured,

select the speciﬁc account to which you would like to upload the PDF.

If you choose the account from where you got the PDF originally, it will

be uploaded into the folder from which it was originally downloaded

into iAnnotate. However, if you choose a new account for the PDF, it will

be uploaded into the default uploads folder for that account, which for WebDAV and Dropbox

accounts is called “iAnnotate PDF”.

The second way to upload PDFs to an account is via the Upload icon on the top toolbar. In the Upload

popup menu, tap Upload To Account. When you choose this option, you can select among your

conﬁgured accounts (including APS). This will upload all modiﬁed PDFs that you originally downloaded

from the selected account back into that account -- and only PDFs originally from that account.

NOTE: The PDFs that you currently have open for reading are irrelevant when using this button;

this button is for “syncing” all new annotations back into an account whether the annotated PDFs

are open or not.

3.6: Using the Aji PDF Service

iAnnotate allows you to transfer your entire PDF Library to your iPad using the free Aji PDF Service

(APS).

The Aji PDF Service provides a fast and convenient way to transfer PDF documents between your

computer and your iPad. It also processes PDF ﬁles for iAnnotate and provides the information

required to support some of the advanced features of iAnnotate, such as Document Search, Library

Search, and accessing PDF annotations and PDF Outlines. For more details on this process, see the

PDF processing section.

The Aji PDF Service is available as a free download for the Mac and Windows platforms.

3.6.1: Installation

Install on Mac

To install the Aji PDF Service, download the Aji PDF Service for Mac, and double-click to mount the

Disk Image. Then drag the Aji PDF Service icon to your Applications folder.

That’s it! To launch the Aji PDF Service, go to your Applications folder and double-click Aji PDF Service.

For more details on using the service to share documents, see the Sharing section below.

Select account

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iAnnotate v1.5

Install on Windows

To install, download the Aji PDF Service for Windows, double-click, and follow on-screen instructions.

Note that you may have to grant the installer permission to install ﬁles. As part of the installation, the

installer will set up Bonjour for Windows, which is required to facilitate communication between

iAnnotate and the Aji PDF Service. The installer will launch the Aji PDF Service when complete.

That’s it! You can ﬁnd the Aji PDF Service in your Start Menu, under the Aji Programs group.

The Aji PDF Service uses a network connection to communicate with the iAnnotate, so you may

have to approve the Aji PDF Service with any ﬁrewall software you have set up. Please contact our

Support Team at any time if you are have any troubles with your security or ﬁrewall setup, or if

you are having troubles getting the iAnnotate app and Aji PDF Service to communicate.

For more details on using the service to share documents, see the Sharing section below.

3.6.2: Sharing Documents

The Aji PDF Service works by sharing folders on your computer that contain PDF documents. You

can choose any number of folders to share, and any PDF documents in the shared folders (or any

subfolders) will be available for download by the iAnnotate application.

The Aji PDF Service displays the list of shared folders in the white box in the middle of the application

window. Use the Add button to choose a new folder to add:

Mac:

The Aji PDF Service works with folders only, and not individual PDF ﬁles. If you wish to share an

individual PDF ﬁle, simply share the folder in which it resides. Then, when accessing your shared

folders, you can choose to download only an individual PDF document, as described in the

Transferring Documents from the Aji PDF Service section below.

Windows:

Adding a new Shared Folder Adding a new Shared Folder

Add folders

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iAnnotate v1.5

You can add as many diﬀerent folders to the list as you like. iAnnotate will synchronize all your PDF

documents in those folders as well as in any subfolders.

You can also use the Remove button to remove folders from the shared list after highlighting the folder

to be removed.

Mac

On the Mac, you can also use the Browse button to locate the folder on your computer. Use the Explore button

in Windows.

When you have ﬁnished transferring documents to iAnnotate, you may quit the Aji PDF Service; the

service is only required when fetching new documents from your computer.

Browsing for a folder

Windows:

Browse folders

Browsing for a folder

Mac:

Browse folders

Windows:

Removing a Shared Folder Removing a Shared Folder

Remove folders

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iAnnotate v1.5

3.6.3: Settings

The Aji PDF Service includes a few settings to ﬁne-tune its behavior. These are accessed from the Settings

button on the right side of the Aji PDF Service main screen:

Changing the Service Name

The Service Name controls how your server appears from iAnnotate; usually the default is acceptable, but

you may wish to change this setting here.

Conﬁguring the Uploads Folder

When PDF documents are obtained via some method other than Aji PDF Service, they will be placed in the

Uploads folder when transferred to your computer by Aji PDF Service. If you wish to change the location of

the Uploads folder, you may do so by clicking on Choose New Folder and then browsing for the preferred

location. This is especially useful if you frequently wish to access PDF documents on your computer that

were downloaded from the web or e-mail with iAnnotate. Otherwise, you may leave the Uploads folder at

the default location.

Device Authorization

By default, the Aji PDF Service allows any device on your local network to connect and download PDF

documents from your computer. This is the easiest approach for most users, and is safe in home network

environments.

Some users, however, will wish to control access to their shared documents and ensure that only authorized

devices are allowed to connect. If you wish to do this, uncheck the Allow all devices to connect check box.

Also, you will probably want to use the button to reset the list of authorized devices just in case an unknown

device had been previously authorized.

When your device ﬁrst connects and authorization is required, the Aji PDF Service will request conﬁrmation

before sending any data to the device:

Windows:

Mac:

Changing the service name

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iAnnotate v1.5

Mac:

Windows:

A device only needs to be authorized once; after initial authorization, the device is always allowed

to make subsequent connections. If you wish to de-authorize a device, use the Reset Authorized

Devices button under Settings.

Authorize Device

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3.6.4: Troubleshooting

If you are having trouble locating your computer under Get Documents or transferring documents to

iAnnotate, we have several resources to help you get running.

First, please see our FAQ which includes troubleshooting tips for getting iAnnotate connected to the

Aji PDF Service.

Finally, Aji support is also available to help -- you can e-mail us directly.

3.7: Transferring documents using APS

The Download Menu

Once you have your computer set up with Aji PDF Service, you can

transfer documents from your computer using the Aji PDF Service

option from the download menu in the top toolbar.

Choose your computer from the list, and then you navigate your

ﬁles and folders and download by tapping ﬁles or using the orange

download button on folders. You can also download all new ﬁles

on your computer at once using the orange download button on

the computer name in the top level of the APS section.

Downloading all of the ﬁles on the computer or in a folder will only download new ﬁles, so you can

use this to sync your iAnnotate library with your desktop computer.

You can upload all of your annotated documents back to APS using the Upload to APS option in

the upload menu -- this will upload only documents with new annotations that have not yet been

transferred to your computer using APS. You can also upload one speciﬁc PDF using the Tab context

menu or the PDF Information screen.

If you wish to use APS while you are not on a local

network, you can set up custom APS host and port

settings in iAnnotate under Advanced settings. The

port will need to match the custom port speciﬁed

in your APS settings, and the hostname will need to

be a valid network-reachable address of the

computer running APS.

Selecting Documents or Folders to download

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3.8: Printing Documents

Print &

Print Current

Page buttons

iAnnotate allows you to print in-app with the iPad iOS 4 AirPrint feature. AirPrint allows

your iPad to wirelessly connect to any AirPrint-enabled printers on your wireless network.

For more information about AirPrint as well as a list of HP AirPrint-enabled printers, go to

http://support.apple.com/kb/HT4356.

You must have iPad iOS 4 or higher installed on your iPad as well as an AirPrint-

enabled printer in order to print via AirPrint.

To print a document, select Print from the Sharing menu, the Document Context Menu,

or tap the Print toolbar button. This opens the Sharing Options dialog box where you can

adjust the print options. There are two format options for printing: Flattened or Original PDF. Select

Flattened to print the document with all of your annotations embedded. Embedded annotations can

be viewed but not altered in any PDF reader. If there are Note annotations, the text of those notes will

be summarized in extra pages at the end of the document. If you’d like to only print those pages of your

document that have been annotated, switch the Annotated Pages Only selector to ON. Annotated

Pages Only applies to Flattened documents. Choose Original PDF to print the original PDF document

without any annotations added to it.

Sample of ﬂattened annotations

Sample of Note summary page

Once you’ve selected a document format, the Printer Options dialog box opens. Tap Select Printer

for a list of AirPrint-enabled printers and choose the printer you’d like to use. To print speciﬁc pages,

tap Page Range. You can also adjust the number of copies to be printed by tapping the + and - buttons

above the print button.

If you’ve chosen to print Annotated Pages Only, the Page Range will only

display the number of pages that have been annotated plus the extra

pages that contain text Notes. For example, if you’ve annotated pages

2, 5, and 6 in your 10-page document, and Note annotations have been

summarized for you on page 11 (see above), the provided Page Range will

be 1 - 4. To print only page 2 (the ﬁrst page of the given range), select 1 -

1; to print page 5 only, choose 2 - 2 on the Page Range selector. To print

only the text of the Note annotations, select 4 - 4.

To quickly print a single page, use the Print Current Page toolbar

button.

When you’re ready, tap the Print button to start printing. You can now go back to working with your

document while your printer gets to work in the background.

Selecting the page range

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4: The Document Manager

The Document Manager allows you to locate and organize your documents. To access the Document

Manager, tap the Library button in the upper left corner. Once you’ve opened the Document Manager,

tap any document to read it. Or, use a two-ﬁnger-tap on any document to preview. To exit the Document

Manager, tap the Done button at the bottom of the screen. Tap the ? for in-app help with any item on

screen.

Folder

Document

The Document Manager

Document Library

Panel

Selection Panel

Sort & View

options

Breadcrumbs

Done

Help

New Folder

Document

Actions

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4.1: Finding Documents

By default, the Document Manger opens in Browse mode with the ﬁles and folders in the home

directory displayed in the Document Browser area. From here, navigate through your folders by

tapping them, or use the Breadcrumbs on the top of the browser window .

Another way to ﬁnd documents is to take advantage of the sorting options:

Tap Favorites to display all documents in the library that have been marked as Favorite.

Mark a document as Favorite on the Document Information screen, which can be

accessed in the Document Manager by two-ﬁnger tapping any document thumbnail.

New displays the documents in the order that they were added to the Library, newest

documents ﬁrst.

Use Recents to ﬁnd recently read documents. The documents will be sorted with the

most recently read document ﬁrst.

Annotated documents displays all documents that have been previously marked up in

iAnnotate.

Tap Unread to display all documents in the library that have not yet been opened in

iAnnotate.

4.1.1: Library Search

For a more focused search, tap the Search icon to open the Library Search panel.

Here you can enter search keywords in the text box.

Documents matching the search terms will be displayed

in the Browser area.

Use the selector below the text box to change the scope of the search.

Search using the Full-Text of documents, or tap Tags to search the

notes/tags you have applied to documents. Names will search only

the titles of the documents.

Narrow the search by switching from All Files (the

contents of the entire library) to one of the other sort

options:

Tap Unread to search all documents in the library that have not yet been opened in

iAnnotate.

Tap Favorites to search all documents in the library have been marked as Favorite.

Annotated documents searches all documents that have been previously marked up in

iAnnotate.

To return to Browse Mode, tap the blue back arrow on the top right of the Library Search Panel.

Search icon

Library Search panel

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4.2: Changing the Document Browser View

Use the selector to change the order in which documents are

displayed. Choose Alpha to list by document names, view by Date

Added (the date the documents were added to the library), or display

in the order when documents were Last Read.

The Split View button will toggle the split view display, which shows

the normal document browser on top and a folder-only browser on

the bottom. This is especially useful if you wish to move ﬁles from

one folder into another. Simply drag your ﬁles from the top area of the Document Browser to the

target folder you’d like to use in the bottom area.

Tap the List button to switch the documents from a thumbnail display to a list display. This may be

preferable when working with many documents or documents with long ﬁle names.

4.2.1: Organizing Files

It’s easy to rearrange and organize your ﬁles by using the Breadcrumb Display. The Breadcrumb

display indicates which folder’s contents you are viewing. Tap on any folder icon to view the contents

of that folder. You can also move ﬁles (including selected ﬁles) by dragging them into folder icons in

the breadcrumb view.

To the right of the breadcrumb display is the New Folder icon, tap it to create a new folder. After you

enter a name for the folder, you may drag ﬁles into it and move it around like any other folder.

4.3: Selecting Documents

Expedite your organizing by using the Selection panel! To select a

document , drag it into the Selection box. The selection box displays

and controls the currently selected documents. Tap the Selection box

to view and modify the current collection of selected documents.

As an alternative to dragging them into the selection box, add or

remove ﬁles from the selection by tapping the Selection Mode button.

Exit Selection Mode by tapping the green check mark icon. Select All

will add all documents currently displayed in the document browser to

the selection. Remove all documents in the selection

by tapping the Clear Selection button.

Breadcrumbs

New Folder

Selection

Mode

Select All

Clear

Selection

Selection box

Sort and View Options

Exit Selection Mode

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iAnnotate v1.5

Once ﬁles have been selected, drag the contents of the selection box to a folder in order to move them.

Or, drag them to one of the action buttons below the Sort and View panel.

Tag will apply tags/notes to the ﬁles in the selection.

Mail opens an e-mail window with the selected documents attached. For more

information about mailing documents, please see section 7: Sharing your Annotated

Documents.

Drag the selection to Duplicate to make copies of the documents. The copies will be

located in the same folder as the original.

To delete the ﬁles, drag the selection to the Delete button. You may also drag folders

to this button to delete them.

Use of the Selection panel is not required to perform these actions. You may drag single ﬁles

directly from the Document Browser to Tag, Mail, Duplicate, and Delete them.

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5: Reading Documents

iAnnotate is a powerful, fast, easy-to-use PDF reader. This section will detail the PDF reading features.

5.1: The PDF Display

When you open a document in a new tab, iAnnotate presents the document so that the page content

takes up the majority of the screen. You can use the standard gestures to navigate the document: drag

and ﬂick to scroll, pinch to zoom in and out.

At any time, you can tap on the PDF display to hide the iAnnotate user interface, and read your

documents in full-screen mode. Simply tap again when you need access to the interface.

If you prefer, you can turn on the Overlay Toolbars on PDF setting (under Display Settings in the Main

Menu) to shrink the PDF display so that the toolbars are shown outside of the PDF display and not on

top of it. Even when this mode is turned on, you can still tap to hide all interface elements and read in

full-screen mode.

To automatically ﬁll the display with your document, use the Fit Document to

Height and Fit Document to Width commands. The Fit Document to Height

button will update the document scale so that the height of the page matches the

height of the display. Fit Document to Width scales the document to match the

width of the display.

Use Scroll Lock to keep the document from moving horizontally while you scroll vertically.

If you turn on Scroll Lock, you may also want to engage Elastic Scroll Lock in the Settings

menu. Elastic Scroll Lock allows some horizontal movement when you tap-and-drag; lift

your ﬁnger and the document automatically reverts back to original position.

If you’d rather read documents one page at a time, instead of using a continuous scrolling view,

turn on Single Page Mode in the Display Settings menu. See 5.4: Single Page Mode for more details

5.1.1: Modifying the Document

Sometimes PDFs that were created using a scanner have pages with that were scanned in sideways or

upside-down. To correct for this, use the Rotate Page or Rotate Document commands.

It is important to understand that these commands modify the PDF ﬁle itsself (as opposed to

merely rotating the display of it).

Rotate Document 180 Degrees

Rotate Document Clockwise

Rotate Document Counter-Clockwise

To rotate the all the pages in a document at once, use the Rotate

Document Clockwise (90 degrees - a quarter turn), Rotate

Document Counter-clockwise (90 degrees in a counter-clockwise

direction), or Rotate Document 180 Degrees toolbar commands.

Fit Document to Height

Fit Document to Width

Scroll Lock

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iAnnotate v1.5

iAnnotate allows you to rotate single pages with the Rotate Page

Clockwise, Rotate Page Counter-clockwise, and Rotate Page 180

Degrees toolbar commands. Rotating a single page requires iAnnotate

to re-process your entire document - not just the page being rotated. If

you’re working with a large document or doing multiple rotations, you

may experience some delays. For more information about document

processing, please see 11: Understanding PDF Processing.

All existing markup annotations in the document will NOT be rotated when any of the Rotate Page

or Rotate Document commands are used.

To add blank pages to your document, use the Add Page Before and Add Page

After toolbar commands. Add Page Before will insert a blank page before the

current page, Add Page After will insert the page after the current page.

Remove Page

To remove any page, use the Remove Page command.

If you’d like to delete all the annotations on a particular page, use the Delete

Annotations on Page toolbar command. To delete all the annotations in the

document, use Delete All Annotations.

Delete Annotations on Page and Delete All Annotations will permanently remove your annotations.

Use with care!

5.1.1: The Page Locator

By default, iAnnotate shows the Page Locator view in the bottom-right corner of the PDF

display area. The red border indicates the area of page that is currently being displayed

on-screen.

The display of the Page Locator (and the Page Number display above it) can be turned oﬀ

in the Settings menu, under Display.

5.1.2: Select Text

Select Text

iAnnotate allows you to select and copy text from PDF documents onto the iPad clipboard

with the Select Text command. The copied text can then be pasted in any text view (such

as a Note annotation) or in other applications. You may also use Select Text to look up the

dictionary entry for single words. Or, you can explore the meaning of words and phrases

with Google and Wikipedia.

Rotate Page 180 Degrees

Rotate Page Clockwise

Rotate Page Counter-Clockwise

Add Page Before

Add Page After

Delete Annotations on Page

Delete All Annotations

Page Locator

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To enter Select Text Mode, tap the Select Text toolbar button (looks like a clipboard), or choose Select

from the annotation context menu.

When you enter Select Text Mode, the interface is hidden, allowing you to use the full

screen area for selecting. To alter the areas of text that have been selected, drag the blue

Handlebars on either end of the selection. If you’d like to exit Select Text Mode before

you’ve selected anything, tap the End Select Text icon in the upper left-hand corner.

Once you’ve selected a word or phrase, release your ﬁnger and the Select Text Context

Menu will appear. From here, you can Copy your text, or choose to open Google Dictionary,

Wikipedia, or Google Search in the integrated web browser and examine the selected text in further

detail.

You must have a single word selected in order to use Google Dictionary. Wikipedia and Google

Search also work best with single words or short phrases. If you’ve selected a long passage of text,

the only option available to you will be Copy.

Select Text Context Menu

Selecting Text

Handlebar

Not all PDF ﬁles support text selection, and not all text in all PDF ﬁles can be selected. If you are

having problems selecting text from your document, please verify that you can select text using a

desktop application such as Adobe Reader or Mac Preview.

5.1.3: Select Image

Select Image

The Select Image command allows you to select and copy an area of your PDF as a PNG

image ﬁle. To enter Copy Image mode, tap the Copy Image toolbar button. When Select

Image mode is active, manipulate the red Draggers on the corners and

edges of the selection box to chose the area of the document you’d like

to save as an image.

When you’re satisﬁed with the selection, choose from

options on the pop-up menu: Copy to Clipboard will save

your selected image to the iPad Clipboard, which can then

be pasted in other applications. E-mail will open a new

e-mail message with the image as an attachment. Add to

Saved Photos saves the image to your iPad photo library.

Use Open In... to view or use the image in another iPad app.

Once you’ve saved an image to the Clipboard or your Saved Photos library, you can then attach the

image to your document as a Photo annotation or use it to create a custom Stamp annotation.

End Select Text

Select Image options

Selecting an image

Dragger

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5.2: Document Navigation

Navigation Panel

toolbar button

One of the most eﬃcient ways to navigate through your document is to use the Navigation

Panel. The Navigation Panel allows you to quickly move throughout your document and

locate content by thumbnails, bookmarks, PDF outline, annotations, or with full-document

search. To access the Navigation Panel, tap the Navigation Panel mini icon to the left of

the Tab buttons, use the Navigation Panel toolbar button, or select the Navigator option

from the Document Context Menu.

To navigate with Thumbnails, choose the Thumbnail view option

from the view selector buttons. You will see a scrollable list of

thumbnail images for each page in your document, with the

corresponding number for each page overlaid on top. The current

page is indicated by a blue outline and blue page number. Tap any

thumbnail to move directly to that page in the document, or use

the scroller on the left to move to a diﬀerent part of the document.

Tap PDF Outline to navigate with the embedded PDF outline of a

document as well as any Aji Bookmarks that may have been created.

Top level outline entries will be displayed initially. If an outline entry

is a group node, you can tap the grey arrow button on the right to

view the child outline elements. To return to the parent outline

element, tap the blue arrow icon at the top of the list. Tap the Aji

Bookmarks link above the outline entries to view a list of existing

bookmarks.

Select the Annotations view option to display a list of any

Annotations that you’ve added to the document. Each annotation

will be listed with the annotation type, color, page, and descriptive

text.

Tap Search to Search the full-text of the document.

You can use the Thumbnails, PDF Outlines, Navigate Bookmarks,

Navigate Annotations, and Search toolbar button commands to access

their corresponding Navigation Panel view options.

Thumbnail

Navigation Panel

showing Thumbnail view

Sample PDF Outline Sample Annotation list

Sample Search result

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5.2.1: Page Navigation

Go To Page icon

Choose Go To Page in order to specify a particular page number to jump to. Note that

there is an absolute number of actual pages in a document. Page numbers, as they relate

to a table of contents, may not correspond to actual document pages. Example using this

guide: actual pages 1 and 2 of this guide (title & table of contents) are pages i and ii;

numbered page 1 begins on actual page 3.

Back & Forward

The Back and Forward buttons enable you to navigate through pages and links in

the same way you would with a web browser. For example, if you start at the Table

of Contents of a document and tap one of the Contents entries, iAnnotate will

navigate to the page associated with that entry. To navigate back to the Table of

Contents page without scrolling through all of the previous pages, tap the Back

button.

If you are zoomed in while reading, the Move Screen Left and Move Screen

Right button commands will shift the document to the right or left, revealing the

parts of the document that had zoomed oﬀ the document display.

Move Screen Up

Move Screen Down

To move up or down one screen height, use the Move Screen

Up and Move Screen Down buttons.

You can use the Next Page, Previous

Page, First Page, and Last Page buttons

or menu commands to navigate by pages.

5.2.2: Using Bookmarks

Bookmark icon

iAnnotate also allows you to create and navigate using bookmarks. Tap the Add

Bookmark button to create a new bookmark -- bookmarks are automatically given a

default name based on the document and page. Tap the name area in the popup editor to

change the name.

You can change the color associated with bookmarks, in case you’d like to organize

your bookmarks by color.

To go to a bookmark, use the Aji Bookmarks button or menu command (it looks like a stack of

bookmark icons). This will open the Navigation Panel in PDF Outline view. Tap the Aji Bookmarks entry

on the top of the outline list to see all bookmarks in the current document -- tap an entry to navigate to

that bookmark.

Use the Previous Bookmark and Next Bookmark commands to

navigate directly to the next or previous Bookmark in your document.

Move Screen Left

Move Screen Right

First Page, Previous Page, Next Page, Last Page icons

Aji Bookmarks, Previous Bookmark,

Next Bookmark icons

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5.2.3: Navigate Outline and Bookmarks

Outline icon

Many PDF documents include information about the document’s structure in a table of

contents or outline format. iAnnotate processes this information, if it is available, and

allows navigation with the Navigation Panel using the PDF Outline and Bookmarks

button or Document Context Menu command.

To jump to an outline location, simply tap the corresponding outline entry. If the outline

element is a group node, you can tap the grey arrow button on the right to view the child outline

elements. To return to the parent outline element, tap the blue arrow icon at the

top of the list. Tap the Aji Bookmarks link above the outline entries to view a list of

existing bookmarks.

Use Previous Outline Entry and Next Outline Entry move between outline

entries without opening the Outline Menu and choosing an entry.

5.2.4: Annotation Navigation

Navigate

Annotations icon

If you have created annotations on your document, you can use the Navigate Annotations

button or Annotation Context Menu command to display a list of any existing annotations

in the Navigation Panel. The annotations list indicates the annotation type, color, and page

number of the annotation, along with the text that is associated with it.

To navigate to an annotation without picking from the annotations list, use the Previous

Annotation and Next Annotation commands.

5.2.5 Document Search

Search icon

Search, one of the most powerful functions of iAnnotate, gives you the ability to search the

full-text of a document. Use the Search button to open the search interface in the

Navigation Panel. In the search interface, tap inside the text box to enter search terms and

hit the Search button on the keyboard popup to start the search.

Search results will be displayed below the text box, with the

corresponding page number for the result to the right of a short

excerpt of context text with the search terms shown in bold. Tap any result to

navigate to it on the PDF. Each search result will be indicated on the document with a

yellow box.

Search includes all document text as well as annotations and

text within annotations.

Previous & Next

Outline Entry

text box

result list

Navigation Panel Search view

Search Result

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5.2.6: Set Mark

Set Mark, Return to Mark

To set a temporary mark or “quick bookmark” at your current location, use the

Set Mark toolbar button. Use the Return to Mark toolbar button to return to

the last set mark.

The last set mark may be in another open tab. If this is the case, the current document will be

switched to display the document with the mark in it.

5.2.7 PDF Thumbnails

Thumbnails

Use the Thumbnails toolbar command to open the Navigation Panel and show the PDF

thumbnails of each page the document you’re currently reading. A thumbnail is an image

that displays a scaled down version of the contents of a particular page. Tap and hold any

thumbnail to open the Thumbnail Context Menu.

5.3: Tabbed Reading

iAnnotate allows you to open several documents at once using a familiar tabbed interface. When you

open a new document, a tab is added in the upper display bar.

Next Tab, Previous Tab

You can switch between tabs by simply tapping the corresponding tab button, or

by using the Next Tab and Previous Tab toolbar commands.

Use the Duplicate Tab toolbar command to open another copy of the document you are

currently working with in a new tab. This is useful for quickly switching between reading

and important places in the document such as ﬁgures, references, and footnotes.

Tap the X button on the tab area to close the active tab. Your most recent position and zoom level will

be remembered by iAnnotate, even if you close the tab.

Each open document requires additional resources from the device, so opening many tabs may

decrease performance. When reading very large or complex documents, it’s recommended to

keep the number of open tabs to a minimum.

Tabs

Duplicate Tab

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5.3.1: The Document Context Menu

The Document Context Menu provides options that enable you to navigate and share your document,

access PDF information, close the tab, or delete the document. To open the Document Context Menu,

tap-and-hold the tab of the document you are currently working with.

If you’re ﬁnished working with a document, tap Close to remove the document and tab from the PDF

display.

Tap Navigator to open the Navigation Panel with navigation actions available for the PDF.

The Share... button opens a sub-menu with options for sharing your documents. To E-mail your

PDF, tap the E-mail button. Note Summary... oﬀers options for sharing the notes summary if

your document (E-mail, E-mail with Document, and Copy to Clipboard). Use Open In... to open the

document in another app that supports the Open in... feature (such as iBooks). Tap Copy to copy

your PDF to the clipboard.

Upload allows you to transfer the PDF to a remote account, either via Dropbox, WebDAV or Aji PDF

Service.

Note that for WebDAV and Dropbox, if you choose the account from where you got the PDF

originally, it will be uploaded into the folder from which it was originally downloaded into iAnnotate.

However, if you choose Aji PDF Service or a new account for the PDF, it will be uploaded into the

default uploads folder for that account, which for WebDAV and Dropbox accounts is called

“iAnnotate PDF” and for Aji PDF Service is conﬁgurable in the settings (see 7.7.2: Viewing Uploaded

Documents on Your Computer).

Select Print to Print the document. Tap Info to access the Document Information window. Use

Duplicate Tab to open the current document in another tab. Delete... allows you to either delete the

entire document or delete all of the annotations in the document.

If you choose Delete All Annotations, be aware that all annotations and bookmarks will be

permanently removed from the document.

Active tab Document Context Menu

Tap-and-hold any inactive tab to bring up a Context Menu without opening that document. Tap

Close to close the document. Use Share... to access sharing options. Select Info to edit Document

Information. Tap Delete... to delete the document or all of the annotations in the document.

inactive tab Context Menu

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5.3.2: The Annotation Context Menu

The Annotation Context Menu provides options for annotating your document. To open the

Annotation Context Menu, tap the tab and hold any portion of the document you are currently working

with.

Select Note... to create a Note or Typewriter annotation. Markup... will allow you to Highlight,

Underline, or Strike Out text. Tap Drawing... to make a Finger or Line annotation. Tap Media to

include a Stamp, Photo, or Sound Clip annotation. Select Mark to add a Bookmark, to set a Mark, or to

return to a Mark. The Select... option will enable the Select Text orSelect Image mode.

Annotation Context Menu

5.3.3: The Thumbnail Context Menu

The Thumbnail Context Menu provides options for altering the structure of your document. When

using the Navigation Panel in Thumbnail view, tap and hold on any thumbnail to open up the Thumbnail

Context Menu.

Select Add Blank Page... to use the Add Page Before/Add Page After toolbar commands on the

current page. Tap Rotate... to see options for rotating the current page or document. Remove Page

will delete the current page. Delete Annotations will permanently remove all annotations from the

current page.

Thumbnail Context Menu

5.3.4: Document Information

Tap Info on the Document Context Menu to access and edit the information associated with your

PDF. To change the document title, tap inside the title text box. Use the text area below the title box

to enter notes or tags that describe your document. Once you enter tags, you may use them while

searching for documents in the Document Manager with the Tags selector in Library Search. Use the

star icon at the bottom to mark the document as a Favorite. To change the thumbnail image displayed

for the document in the Document Manager, ﬁrst navigate to the page you’d like to use, then open the

Document Information window and tap the thumbnail image. The thumbnail image will be updated to

display the current page.

Tap the i button to see details about your document, such as: title, number of pages, date added, last

time viewed, and last time annotated.

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iAnnotate v1.5

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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iAnnotate v1.5

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

6: Annotation

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iAnnotate v1.5

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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iAnnotate v1.5

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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iAnnotate v1.5

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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iAnnotate v1.5

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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iAnnotate v1.5

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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iAnnotate v1.5

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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iAnnotate v1.5

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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iAnnotate v1.5

7: Sharing Your Annotated Documents

7.1: Mailing Annotated Documents

Share icon

If you would like to e-mail an annotated document, simply tap the Share button on the left-

hand top toolbar. Tapping the Share icon causes a popup menu to appear with ﬁve options:

Mail Document, Mail Summary, Mail with Summary, Print, and Open in.... (You may also e-mail

documents by tapping Share... in the Document Context Menu .) Select the desired Mail

option, and the Sharing Options dialog box will open.

There are three format options for your PDF available: Annotated, Flattened, and Original PDF.

To include editable annotations in your document that can be viewed and edited in compatible PDF

readers such as Adobe Acrobat and Preview, tap Annotated. Select Flattened to print the document

with all of your annotations embedded. Embedded annotations can be viewed but not altered in any

PDF reader. If there are Note annotations, the text of those notes will be summarized in extra pages

at the end of the document. If you’d like to only print those pages of your document that have been

annotated, switch the Annotated Pages Only selector to ON. Annotated Pages Only applies to

Annotated and Flattened documents,but not Original PDF . Choose Original PDF to print the original

PDF document without any annotations added to it.

Sample of ﬂattened annotations

Sample of Note summary page

Sample of editable annotations

After you decide on the Sharing options, the e-mail

composition window opens. Here you may

compose and send your e-mail just like you would

in Mail without leaving iAnnotate. In addition to

attaching the document, iAnnotate auto-ﬁlls the

e-mail subject line with the title of the document,

as well as your e-mail address in: Cc/Bcc/From.

Feel free to replace the auto-ﬁlled text with

whatever you wish. When you are ready to send

the e-mail, simply tap the Send button; the window

will close while the e-mail is sent and you can

resume working with iAnnotate.

In addition to the Share top toolbar button, you may also use the E-mail

Current Page and Mail Document toolbar buttons to access the Sharing

Options and e-mail composition window.

E-mail Current Page,

Mail Document

E-mail composition window

Send

button

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iAnnotate v1.5

7.2: Mail Summary

E-mail Annotation

Summary

Mail Summary allows you to e-mail a text summary of all your annotations without

mailing the PDF itself. Access this function by tapping the Share icon and selecting the

Mail Summary option or by using the E-mail Annotation Summary toolbar button.

Once selected, an e-mail composition window will open, and the e-mail body will contain

a text list summarizing all the annotations you have made so far. They’ll be sorted in the

order that they appear in the document, with the page number at the beginning of each

annotation, followed by the type of annotation (Note, Highlight, Underline, etc.), the

color of the annotation, and ﬁnally the content.

E-mail PDF

& Summary

Mail with Summary allows you to e-mail a text summary

of your annotations, along with the PDF document itself.

Tap the Share icon and select the Mail with Summary

option or use the E-mail PDF and Summary toolbar

button. The e-mail popup menu will open the mail

window. The list summary of your annotations will be in

the e-mail body and the PDF document will be attached.

7.3: Copy to Clipboard

iAnnotate allows you to select and copy text and images from PDF documents onto the iPad clipboard.

From the Context Menu, select Share... and then Copy to copy your PDF Document to the clipboard.

You may also copy blocks of text to the clipboard with the Select Text tool. The copied text can then be

pasted in any text view or in other applications.

To copy an image from the document to the clipboard, use the Select Image toolbar command. Images

copied to the clipboard can then be attached to a PDF by creating a Photo annotation.

7.4: Uploading Using iTunes USB File Transfer

See 3.2: Using iTunes USB ﬁle transfer for information about uploading your documents to iTunes.

7.5: Sending Documents to Other Applications

If you’d like to open your document in another application, see 3.4: Working with other applications.

7.6: Printing Documents

To print your document, please see 3.8: Printing Documents.

Sample Annotation Summary

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iAnnotate v1.5

7.7: Uploading Using the Aji PDF Service

7.7.1: Uploading Documents

Upload icon

To upload a document (to Dropbox, WebDAV, or the Aji PDF Service), tap Share... followed

by Upload... on the Document Context Menu. If you have multiple servers set up, you can

choose which account you’d like to upload the ﬁle to.

You can also upload back all of your annotations from

downloaded documents using the Upload icon on the top

toolbar. In the Upload popup menu, select the account which

you wish to upload to, or select Aji PDF Service. Once you do this, messages

will appear at the top of the screen, listing the titles of each newly annotated

document. iAnnotate will upload any PDF in your library with new annotations,

whether it is currently open in the app or not.

7.7.2: Viewing Uploaded Documents on Your Computer

Once you’ve uploaded the documents in iAnnotate, you can switch to your computer in order to view

them. Click the Browse Uploaded... button to open the document directly from Aji PDF Service. If the

original document was uploaded from your computer into iAnnotate using Aji PDF Service, you can

ﬁnd the annotated version in the folder that housed the original with “-Annotated” added to the end

of the ﬁle name.

By default, Aji PDF Service will save documents downloaded from the internet in the Uploads folder

on your computer. Clicking the Browse Uploads Folder button will open a path to that folder for you.

Change the destination of the Uploads folder by clicking on Settings in Aji PDF Service and choosing a

new folder in the settings window.

Changing the Folder

Choose new folder

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iAnnotate v1.5

8: Customizing the iAnnotate Interface

One of the most powerful features of iAnnotate is the ability to customize the user interface, and tailor it to

exactly the kinds of actions you perform most. Primarily, this is done by creating and managing Toolbars.

8.1: Managing Toolbars

Wrench icon

Tap the wrench icon in the upper-right to enter Toolbar Editing Mode. In this mode,

additional editing controls are added to the toolbars, and you have the ability to create new

toolbars.

To add a new toolbar, tap the Add Toolbar button in the bottom-right corner of

the screen. You can choose from a selection of pre-deﬁned toolbars, or you can

choose to create a new empty toolbar for customization. Even if you choose a pre-deﬁned

toolbar, you can later edit the particular commands.

When editing toolbars, each toolbar will display two grabbers, one on either end of the command

buttons. Use these grabbers to pick up and drag the toolbars to another location on the screen.

Toolbars can be docked on any of the four edges of the display. Note that multiple toolbars can be

docked on a given edge of the screen.

Toolbar grabbers

Use the Edit Toolbar (gear-shaped) button on one end of the toolbar to enter the editing mode. See

Editing Toolbars for more information about editing a toolbar.

Use the Remove Toolbar button (X-shaped) on the other end of the toolbar to remove it from display.

At this time, removed toolbars are permanently deleted -- although you can, of course, re-create the

toolbar later using the toolbar editor.

Edit

Toolbar

Remove

Toolbar

By default, the toolbars are displayed on top of the PDF content area. You can use the Overlay Toolbars

on PDF setting (under Display Settings) to adjust the PDF view so that the toolbars remain completely

outside of the reading area. This reduces the size of the reading area, but also ensures

that none of the reading area is blocked by the toolbars.

The Master Button allows one-tap access to all toolbar buttons, providing an easy

shortcut to infrequently used buttons without taking up space with extra toolbars.

Add Toolbar

Master icon

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iAnnotate v1.5

8.2: Editing Toolbars

The toolbar editor allows you to conﬁgure the command buttons on your toolbar, and also the size and

transparency of your toolbar.

Use the Transparency slider to control the transparency of toolbars, allowing you to read the

content behind the toolbars.

The button size will be limited if there are many buttons in your toolbar.

The central area of the toolbar editor contains the library of commands that are available for your

toolbars. Toolbar commands are grouped according to their functions: Annotation commands

include options for adding annotations to a document. Navigation commands oﬀer ways to help

you move around eﬃciently within a document. Reading commands like Add Bookmark, Set Mark,

and Next/Previous Tab are useful while reading a PDF. Document commands allow you to alter the

document itself - such as Add Page Before/Add Page After, Remove Page, and Rotate Page Clockwise.

Commands grouped under Utilities oﬀer other options such as Print, Present, and Edit Toolbars. To

see all the commands in the library at once, select the All option.

To add a command to your toolbar, simply drag the command icon from the command library into your

toolbar at the bottom of the screen. The existing buttons will adjust their location based on where you

place the new command.

Some commands can only be added once to a toolbar, but many make sense to be added multiple

times. If a command is already in your toolbar and cannot be added again, it will be grayed out in

the command library.

You can also reorder the command buttons in your toolbar by dragging them into their new position,

and remove commands by simply dragging them outside of the toolbar.

Toolbar Editor

Toolbar

Size slider

Transparency

slider

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iAnnotate v1.5

9: Settings

iAnnotate includes several settings for customizing app behavior and interface. These settings are accessible

from Settings in the Main Menu. For in-app help, tap the ? icon next to any

setting.

9.1: Reading Settings

Brightness

Use the Brightness slider to control the brightness of the application

display. This is especially useful for night reading.

Elastic Scroll Lock

Turn on this setting to use a soft lock when Scroll Lock is turned on. This

allows you to tap-and-drag the document over horizontally (to look at

something in the margin, for example), but it will always return to the

locked position when let go.

Single-Page Mode

When Single-Page Mode is switched on, iAnnotate will display only one page at a time, instead of a

continuous vertical scrolling view.

In order to change pages, you can:

a) use the Next Page / Previous Page toolbar buttons,

b) use left / right swipe gestures, if the page is zoomed-out enough, or

c) drag the page oﬀ edge of the screen, if the page is zoomed-in enough.

Tap-to-Advance

When Tap-to-Advance is on, tap the right edge of the display to advance one screenful; tap the left

edge to go back one screenful. In Single Page Mode, a tap will move the document forward and back

full pages. Turn oﬀ to disable.

Tap-Advances-Full-Page

Turning Tap-Advances-Full-Page on while using Tap-to-Advance enables taps to move the document

forward and backward a full page, instead of a screenful. When oﬀ, Tap-to-Advance works as normal.

Slide-to-Advance

This setting is only relevant in Single Page Mode. When set to on, slide the page over the edge of the

screen, to the right or left to advance the page as appropriate. Note that the page must be zoomed

in far enough to allow horizontal scrolling. The default for this setting is on, to disable this behavior

switch it to oﬀ. See Swipe-to-Advance below for changing pages in Single-Page Mode when the page is

zoomed out.

Swipe-to-Advance

This setting is only relevant in Single Page Mode. When on and the page is zoomed out far enough,

swipe your ﬁnger to the left or right to change the page as appropriate. The default is on, so turn this

setting oﬀ to disable the behavior.

The Settings menu

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iAnnotate v1.5

9.2: Display Settings

Show Links

If this option is enabled (turned on), iAnnotate will display translucent blue boxes over links in your

documents; this can help with visibility of links on some documents.

Show Page Number

Turn this setting on and iAnnotate will display the number of the page you are currently viewing, as well

as how many pagers there are in total, in the bottom right-hand corner.

Show Page Locator

When switched on, Show Page Locator will show the Page Locator in the lower right-hand corner of

the screen to help with orientation. It is a small red box representing the current page dimensions.

With this, you can tell how much of the page, and which part of it, you are currently viewing.

Overlay Toolbars on PDF

Use this setting to control whether or not the PDF reading view is re-sized to ﬁt within the area inside

your toolbars, or if it is ﬁt to the whole screen with the toolbars displayed on top of the reading area.

Show Toolbars in Full-Screen Mode

Full-screen mode removes the menus and tab bars at the top of the screen so that you can see more of

your document while reading. The Show Toolbars in Full-Screen Mode option controls whether or not

the toolbars are visible in full-screen mode.

Display Context Menu

Use Display Context Menu to disable the context HUD menu on the PDF display that is normally

presented when you do a long-tap on the display.

9.4: Notiﬁcation Settings

Show Informational Alerts

iAnnotate occasionally displays status alerts in the upper-right corner of the screen when various

actions are completed, such as downloading new documents or connecting to the Aji PDF Service. You

can turn oﬀ the Show Informational Alerts setting if you wish to suppress informational messages:

warning and error messages will still be displayed.

Show Tips

iAnnotate uses Tips to help guide you through the process of learning the interface and features of

iAnnotate. You can turn the Show Tips setting oﬀ to disable the display of tips.

Anytime you tap OK for a tip, that tip will no longer be displayed.

If you wish to reset the tips so that all tips are displayed again, turn this option oﬀ and then on again.

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iAnnotate v1.5

Show Processing Status

iAnnotate must process documents in your library before many operations (like Search and Highlight)

are possible. iAnnotate takes care of this automatically, but if you’d like to monitor the status of

a document while it’s processing, turn Show Processing Status on. If turned on, a spinner will be

displayed in the top right corner of the screen when a document is being processed. Tapping on the

spinner will reveal information about what page is currently being processed.

9.5: Annotation Settings

Hide Interface when Annotating

By default, the Hide Interface when Annotating setting is on. In this case, iAnnotate goes into full-

screen mode whenever you are creating a new annotation. Turn this oﬀ to leave the interface visible

when making new annotations.

Auto-Popup Annotations

This setting is on by default; use this to disable this option. See Managing popup behavior for more

information about auto-popup behavior.

Annotation User Name

The Annotation User Name setting controls the name used when adding annotations to the PDF. This

is only visible when viewing annotations in an external program such as Adobe Reader or Mac Preview.

Conﬁrm Annotation Deletion

Turn this setting oﬀ to disable conﬁrmation when deleting annotations.

Auto-Add Markup to Annotations

Turn Auto-Add Markup to Annotations on to have iAnnotate automatically add the marked-up text for

Markup annotations to the annotation’s pop-up note content.

Wrist Detection

The Wrist Detection setting allows you to control wrist detection when creating Drawing annotations.

This allows you to rest your palm or wrist on the display while using a stylus, in the same way you would

with a pen and paper.

Right-Handed / Left-Handed

Right and Left-Handed settings are eﬀective for most right or left-handed users. If you write with a

hook style, with your hand above the written text (common with left-handers), try the Hook setting.

Some users may get the best performance using the Knuckle Only setting - in this case, only rest the

knuckle of your pinky ﬁnger on the display while keeping your palm and wrist raised.

You can disable all wrist-detection heuristics by selecting None.

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iAnnotate v1.5

9.6: Sharing Settings

Default E-mail Subject

Use Default E-mail Subject to set the subject line of any e-mail message sent via iAnntoate. Leave this

setting blank to use a default subject based on the name of the PDF you’re working with.

Default E-mail Body

This setting controls the default text that is included along with mails sent out using iAnnotate.

Include Bookmarks in Summary

The Include Bookmarks in Summary option controls whether or not bookmarks are included when

e-mailing a text annotation summary.

9.7: Security Settings

Save PDF Passwords

Turn this option on if you wish to have iAnnotate save the passwords for your password-protected

documents. If you turn this option oﬀ, all your saved passwords will be erased.

Application Lock

Turn this option on to enable an application lock for iAnnotate. When locked, iAnnotate will require

the speciﬁed password before starting up.

It is not possible to recover a lost or forgotten password.

Lockdown Mode

Turn this option on to put iAnnotate into ‘Lockdown’ mode. When locked down, iAnnotate will disable

all network-based document import and export options. (It is not possible at this time to disable

iTunes ﬁle sharing.)

When turned on, you will be prompted for a password. The only way to disable lockdown mode will be

to supply the same password. It is not possible to recover a lost or forgotten password.

Warn on Bad WebDAV Certiﬁcate

Turn on Warn on Bad WebDAV Certiﬁcate to have iAnnotate alert you to a possible problem with a

credentials certiﬁcate whenever you try to connect to a remote site using WebDAV. When the warning

appears, there is some risk that the site may be an imposter.

You must quit and restart iAnnotate if you ever turn this from On to Oﬀ. (Double-tap the home

button to make sure iAnnotate is not still running in the background.) Although iAnnotate will

aﬀect certiﬁcates and/or associated permissions that are stored in your keychain, even if this

setting is on, connection information is sometimes cached and so must be reset.

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iAnnotate v1.5

9.8: Advanced Settings

Aji PDF Service Host

Aji PDF Service Host allows you to specify the hostname or IP address of a ﬁxed Aji PDF Service (APS)

server to use here. By default, iAnnotate will automatically discover any APS service on your local

network, so usually you do not need to conﬁgure this option.

Aji PDF Service Port

The TCP/IP port to use when connecting to ﬁxed Aji PDF Service (APS) server. By default, iAnnotate will

automatically discover any APS service on your local network, so usually you do not need to conﬁgure

this option. If you have conﬁgured iAnnotate to use a speciﬁc APS host, then you need to have that

host use a speciﬁc port (in APS settings) and then set this value to match.

Disable Thumbnails

Turn this on to disable thumbnail generation. This can improve the performance of the ﬁle manager

for large libraries.

Regular Expression Search

Turn this on to allow in-document search using regular expression. For advanced users. See http://

userguide.icu-project.org/strings/regexp for the regular expression syntax.

Open Links in Integrated Browser

By default, links from PDF ﬁles are opened in the integrated web browser. Turn this option oﬀ if you

wish to have them loaded in Safari.

From the integrated browser, you can use the Open in Safari button on the toolbar to open the

URL in Safari.

Browser Compatibility Mode

Turn this option on to use Compatibility Mode when using the integrated Web Browser. This is useful

for downloading PDFs from websites which don’t work properly within the integrated iAnnotate

browser. For most sites, you won’t have to use this; but if a site is not working properly, or if the PDF

downloads in the browser (instead of your Library), try using Compatibility Mode to ﬁx the issue.

To use Compatibility Mode, browse until you have loaded a PDF in the integrated browser. Then, tap

the Action button, located to the left of the URL bar, and choose Download PDF.

Auto-Process Documents

When a PDF is brought onto the iPad via any means other than through Aji PDF Service, it needs to be

processed by iAnnotate before you can do certain things with it, such as search or highlight it. When

the Auto-Process Documents setting is On, this will happen automatically when iAnnotate sees a new

document arrive.

However, if you often transfer big documents, you may wish to process the documents manually when

you have time to wait for it to ﬁnish. This can be done here. It can take some time when this is done on

the iPad because of processing memory limitations inherent in the device.

If you turn oﬀ processing, certain functionality (like search and highlighting) will not be available.

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iAnnotate v1.5

If you have a large library of ﬁles to transfer, we highly recommend using the Aji PDF Service, so that

this time-consuming on-device processing can be skipped (it is done on your computer instead, where

it is much faster).

See also the Process Documents when Opened option.

Process Documents when Opened

When a PDF is brought onto the iPad via any means other than through Aji PDF Service, it needs to be

processed by iAnnotate before you can do certain things with it, such as search or highlight it. When

this setting is On, this will happen automatically when you open such a document for the ﬁrst time in

iAnnotate.

If you often transfer big documents, you may wish to switch this Oﬀ and process the documents

manually when you have time to wait for it to ﬁnish. This can be done via the Advanced sub-menu of

the document’s Information menu. It can take some time when this is done on the iPad because of

processing and memory limitations inherent in the device.

If you have a large library of ﬁles to transfer, we highly recommend using Aji PDF Service, so this time

consuming on-device processing can be skipped (it is done on your computer instead, where it is much

faster). See also the Auto-Process Documents option.

Auto-Add to Full Library Search

When this setting is oﬀ, the text from a new document will not be added to the full-library index by

default. This will prevent the document from showing up in full-library searches, even if it contains the

search terms.

You can add a document to a full-library search later, if it didn’t happen upon its arrival, via the Advanced

section of the document information screen. This process can take some time due to processing and

memory limitations inherent in the device.

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iAnnotate v1.5

10: Other Topics

10.1: Using VGA Output

Present toolbar

icon

iAnnotate includes the ability to present your documents using the iPad Dock Connector

to VGA Adapter. When the dock connector is connected to your iPad and a valid

external display (monitor or projector), iAnnotate will allow you to present one of your

document tabs on the external display.

When a valid display is connected, you can begin the presentation in one of two ways.

First, you can use the Present option from the tab context menu. Also, you can use the

Present toolbar icon, if you have added it to one of your toolbars.

This option is only available when the Dock Connector is properly connected.

When presenting, the external display will mirror your iPad as you scroll and zoom. All annotations will

also be mirrored, including popups as you display and hide them. When you create or edit annotations,

these will also be reﬂected on the VGA display.

You can switch between document tabs on your device without aﬀecting the VGA display; a green

indicator will ﬂash on the tab that is being presented. This is especially useful if you have one

document that you’d like to present, and notes in another document.

To end presentation mode, use the End Presentation option from the tab context menu, or tap the End

Presentation toolbar icon.

11: Understanding PDF Processing

iAnnotate uses built-in support (the Quartz rendering engine) to display and navigate PDF documents.

However, this engine is limited to displaying the document on-screen only and is not able to perform the

processing required to access detailed information about the document. This is why iAnnotate has to process

documents in order to get this information into a format that is more readily usable.

This information includes data about the textual content of the document, including the locations of words

on pages -- information which, perhaps surprisingly, is not readily available from PDF documents. This also

includes standard PDF information such as the PDF Outline and existing annotations (including PDF links,

which are a form of annotation).

iAnnotate includes built-in support for processing documents on the device. In many cases, this will be

suﬃcient and the use of APS will not be required. However, it is often faster and more convenient to use the

Aji PDF Service on your computer for this task, especially for very long or complex/unusual documents. The

Aji PDF Service takes advantage of the superior processing power of standard computers to do all of this

hard processing work and provide the information to iAnnotate in a way that is more suited to the device

capabilities.