![]() Prompts you to save changes (When in Workpapers CS closes the workpaper, but leaves the PDF editor open. Shortcut keysįind (unhides the Find toolbar when it is hidden)įind the next instance of the current search wordįind the previous instance of the current search word The following table lists the keyboard shortcuts in that are available when you have the PDF editor open Accounting CS. These keyboard shortcuts enable you to access various types of help and execute certain menu commands. Keyboard shortcuts are special keys (such as F1 and ESC) that you use either alone or in combination with SHIFT, CTRL, or CTRL+SHIFT. You can use this PDF editor even if you do not have other PDF editing applications installed (for example, Adobe Acrobat). Previous versions can be downloaded or previewed by clicking on the version name.ĭocuments can be restored to prior versions by hovering above the document name and then clicking on the refresh icon to the right.Accounting CS enables you to add annotations, notes, and stamps directly to PDF workpapers that are saved in your engagement binder and to PDF documents that are attached to AP transactions. All old versions can be viewed in the document’s properties under the “Versions” tab. Enter the desired text, use the case sensitive and whole word option to refine your search, and click on the arrows to navigate back and forth between multiple occurrences.Īny time the document is saved in the editor, it will be saved as a version of that document. Search the document text by clicking on the magnifying glass icon in the ribbon. Click your desired option to print.Ĭlick on the speech bubble icon in the ribbon to open the comment and annotations panel, where you can see and search a log of all edits and comments, including edits made in prior versions. Print or download the document by clicking on the print or download icons in the top right corner, above the ribbon bar.įor PDFs, clicking the print icon gives you the option to print either with the annotations you’ve added to the document or without them. Turn dark mode off by selecting the cog icon again and clicking “Light Mode.”Īdjust the zoom level for the document by pressing the plus and minus icons in the ribbon, or by clicking on the dropdown next to these icons and changing the percentage.Ĭhange interaction with the document by switching the mouse between the hand, which can grab and scroll the document, and the arrow, which can highlight text.Ĭhange the view of the document-viewing multiple pages at a time, for instance-or rotate the document by clicking on the cog icon and selecting the desired option. ![]() Turning on dark mode will make the screen dark, better for low-light environments. Settings and Viewīy using the settings and view menus, you can adjust the document zoom level and interaction and turn on dark mode.Ĭlick on the cog icon in the top ribbon to fullscreen the document or to switch to dark mode. Read PDF Advanced Options to learn more about maneuvering options like reordering, cropping, and extracting. Read the PDF In-Line Edits article to learn more about in-line editing options like adding text, making comments, signing, or redacting. Edit and AnnotateĪ wide variety of edits can be made to pdf documents, from highlighting text and signing to crop and extracting the document. ![]() pdf upon saving, which will be saved in the same folder as the original file. If you are adding edits to a docs or image file, you will be prompted to save the file as a. Learn more about saving and making copies of documents. Make sure to wait until the document has finished saving before closing. All changes made to the document must be saved before closing the editor. ![]() Once you’ve made the desired changes, click the “Save” icon in the top right corner to save all edits to the document. Selecting “Edit Doc” will open the Docs+ PDF tool. Select “Edit Doc.” You can also open document editing from the preview screen by clicking on the “Edit Doc” icon in the top right corner. pdf, select a file and click on the document’s properties menu. When saving, they will be prompted to save the file as a PDF document, which will be saved in the same folder as the original file. pdf documents, but users can also edit docs and image files from within Filevine and save them as PDFs. This article gives an overview of how to navigate view, search, and save in the Docs+ PDF Editor, as well as how different versions of edited PDFs will appear. If you are interested in Docs+, contact your Filevine rep to learn more.Īnnotate, comment, sign, and more in.
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