Editing PDF documents

Prerequisite:

A licensed version of Advanced PDF (Advanced Editing license) must be available to your organization.
The Advanced PDF feature must be enabled in WorkZone Configurator > Global > Feature settings > Client > Advanced PDF > Annotations.
The Advanced PDF pane must be added to the preview pane.

You can use the Advanced PDF pane in the preview pane to manage page layouts and watermarks in the document.

Advanced PDF editing enables you to perform the following actions on the document:

Rotate, move or delete existing pages
Extract existing pages
Add a watermark

Pages

By default, a PDF document is created with the same page alignment and order as the original document, but you can use the Advanced PDF editor to change the page alignment for each page, changing the orientation from portrait to landscape or upside down. The order of the pages can also be changed by dragging a page to a new location. You can remove entire pages from the document and you can extract one or more pages from the PDF document. Extracted pages are downloaded as separate PDF documents, creating a new PDF document in the process. The new PDF document is not automatically added to WorkZone and must be added manually.

Watermarks

Watermarks are text snippets that are placed on all pages of the document, usually to indicate the origin, purpose, or define any special conditions of the document, for example confidential document could be watermarked "for internal use". Watermark text is usually semi-transparent in order not to impede reading and large.

You can use the Advanced PDF editor to add your own watermark to PDF document and define the opacity, font size and color of the watermark text. The watermark text will be displayed diagonally in the document.

Note: While you can add multiple watermarks, each watermark will be placed in the same diagonal location in the document and overlap each other. The resulting watermark may be nearly unreadable.

Existing watermarks, including watermarks you have added using the Advanced PDF editor, cannot be edited or removed.

Document review and multiple annotations

You can send the document to other users who can continue editing the document and can also review, edit or remove your some of your changes. Some changes (for example watermarks) cannot be removed. Multiple users can edit the same document, but not at the same time. When a PDF document is edited, it will be locked in WorkZone Explorer to prevent users simultaneously editing the same document. The document lock will be reset after 15 minutes of document inactivity.

Editing a PDF document

To manage pages in the PDF document

Open the preview pane for the PDF document you want to edit. The preview pane is typically opened from the Documents detail tab on the Case detail page or from document lists in WorkZone.
In the preview pane, select the Advanced PDF pane. If the Advanced PDF pane is not available, the preview pane must be configured to display the Advanced PDF pane.
In the Advanced PDF pane, click Panel to open the left panel and click Thumbnails to open the Thumbnails pane in the left panel.
In the Thumbnails pane:
- Click Counterclockwise to rotate the page 90 degrees counter clockwise.
- Click Delete to remove the page from the document.
- Click Clockwise to rotate the page 90 degrees clockwise.
- Drag a page to another location in the document to rearrange the page order.
- Click Extract at the bottom of the pane to extract the current page. Extracted pages are downloaded as separate PDF documents.
Click Save to save your changes or click Cancel to cancel all changes and close the pane.

Managing watermarks in a document

While you can add multiple watermarks, each watermark will be placed in the same diagonal location in the document and overlap each other. The resulting watermark may be nearly unreadable.