Editing Tools within eDocuments

Learn how to use the editing tools within eDocuments

This article covers the icons used on the Edit page when sending eDocuments. Please Note: These options are the same for parents.

See: Frequently Asked Questions.

The built-in editing features are located on the document toolbar. There are 4 toolbars, each with different options. Click below to navigate to each section.

• View
• Annotate
• Shapes
• Insert

View Options

The options below are located on the "View" toolbar and will always display on the Edit screen.

Annotate Options

The following options are available on the "Annotate" toolbar. Please Note: Once you select an icon, if there are additional options, they will be available in the "No Presets" box (see screenshot below). Each toolbar option is listed below as displayed from left to right.

Highlight - use this option to highlight text within your PDF document.

• Click the highlight option, then choose your highlight color by clicking the arrow next to a color option.

• Click and drag your mouse over the area you wish to highlight. See example below:

Underline - Once this option is selected, drag your mouse over the text to underline. Use the presets box to choose your underline color.

Strikeout Text - Once this option is selected, you can choose your color and opacity.

Squiggly Line - Place a squiggly underline under text within the document You can choose color and opacity.

Comment - Add a comment within your document by selecting this option. Click the Comment icon, choose your color, then click anywhere within the document to add the comment.

Text - Add a text box anywhere within your document.

• Select the Text icon, then choose your color and font size.
• Click anywhere within your document to add additional text or a URL.
• Once your text box has been inserted, you can change the text to bold, italic, underlined, or strikeout by double clicking within the text box.

Rectangle - This option allows you to add a rectangle within your document. You can change the outline or fill color, outline shape, and even add a text box within the rectangle.

Freehand - Use this option to write or draw freehand. You can also change the font color and thickness.

Undo and Redo - Use this option to undo and redo edits made.

Eraser - This option allows you to erase previous editing options. Click the eraser icon, then click the editing option you wish to erase.

Shapes Options

The following options are available on the "Shapes" toolbar. Please Note: Once you select an icon, if there are additional options, they will be available in the "No Presets" box (see screenshot below). Each toolbar option is listed below as displayed from left to right.

Freehand - Use this option to write or draw freehand. You can also change the font color and thickness.

Shape Icons - All the shape icons allow you to add the selected shape within your document. Once selecting the shape, change the outline color, fill color, the opacity, and more! You can even add a Text Box inside of your shape.

Here is an example of adding a rectangle around important wording:

Insert Options

The following options are available on the "Insert" toolbar. Please Note: Once you select an icon, if there are additional options, they will be available in the "No Presets" box (see screenshot below). Each toolbar option is listed below as displayed from left to right.

Signature - The signature icon allows you to add a signature onto the document.

1. Click the Signature icon, then click Add New Signature

2. Choose the type of signature you wish to add.

a. Draw allows you to use your mouse to draw your signature and choose between red, blue or black ink.

b. Type will insert your name with a cursive font.

c. Upload allows you to upload your signature file.

3. Click Create. Then click where you want to place your signature. You can resize using the corner dots, change the font or delete.

4. Once a signature been created, it's easy to use multiple times by clicking the drop-down and selecting.

Rubber Stamp - The rubber stamp allows you to add electronic stamps into your document. Click the Rubber Stamp icon, then click the drop-down to select which stamp to insert. Once you choose a stamp, click within your document to insert.

Stamp - The Stamp icon allows you to upload your own stamp and insert within the document. Select the stamp icon, click within your document, then choose the file.

File Attachment - The Attachment icon allows you to upload an additional document or attachment within your document. Select the Attachment icon, click within your document, then choose the file to insert.

Once you selected your document, a paperclip icon will be placed into your document. Click the icon to add a comment, change the color, delete, link a URL, or download the attachment. To move the attachment icon, click the paperclip, drag and drop.

Callout - The Callout icon allows you to add a comment box pointing to a specific area within the document.

1. Click the Callout icon and choose the color of the line, box, and fill.
2. Click within the document where you want the arrow to point.

3.Then click where you want the end of your line.

4.Then click where you want the text box and enter your text.

Frequently Asked Questions

Q: How does a parent fill out a form?
A: Parents have the same tools listed above. They must insert a text box, then add their text.

Q: How does a parent add their signature into a document?
A: The parent will click the Signature icon, choose the type of signature, and insert it into the document. See above for more details.