NOTE: The File Review Tools are only available for PDF files.
There are three types of File Review Tools available:
- Tools for selected text – copy, highlight, underline, strikeout, redact
- Tool pane tools – undo, redo, note, callout, highlight/underline/strikeout, redact, pen, rectangle/oval
- Pages tools – delete and export pages
Selected text tools
Tools are available for text that has been selected. These are only available for PDF files that have been OCR’d.
Tools include:
- Copy – selected text is copied
- Highlight – selected text is highlighted yellow
- Underline – selected text is underlined in blue
- Strikeout – selected text has a red strikeout applied
- Redact – selected text is covered in black
When you select text, the tools are shown. Choose a tool to apply the formatting to the selected text.
To change formatting color or remove the formatting, click on the formatted text. A rectangle is placed around the formatted text, and options to select a color or delete (trash can) the formatting are presented.
You can also remove formatting using the Undo option in the file tools in the header. This can only be used during the session in which the formatting is applied.
Tool pane tools
Tools in the tool pane in the header let you mark up the file.
Undo and Redo
Click Undo or Redo to undo or redo changes made during the current file session.
Note
Click Note to drop a sticky note anywhere in the file.
Enter your note, select a color using the color circle if desired, then click outside of the note to close it.
A note icon is shown where you dropped the note.
Click on the note icon to open the note. You can edit the text, change the note’s color (using the colored circle), or delete the note (click the trash can icon).
Callout
Call out a section of text by clicking Callout, then placing and dragging your cursor over the text you want to call out.
The callout remains until you remove it. To remove the callout, click it, then select the trash can icon.
Highlight/Underline/Strikeout
You will see either Highlight, Underline, or Strikeout in the tool pane, depending on which tool you used most recently.
Click on the tool in the tool pane and then select the tool and color you want to use.
Once you’ve selected a tool and color, select the text you would like to apply it to.
NOTE: The Underline and Strikeout tools can only be applied to text that can be selected, so they cannot be applied to non-OCR’d text. The Highlight tool can be used as a free-form tool on non-OCR’d text.
To change formatting color or remove the formatting, click on the formatted text. A rectangle is placed around the formatted text, and options to select a color or delete (trash can) the formatting are presented.
You can also remove formatting using the Undo option in the tool pane. This can only be used during the session in which the formatting is applied.
Redact
You can redact selected text or redact a selected area.
The Redact text tool can only be applied to text that can be selected, so it cannot be applied to non-OCR’d text.
Redact area can be used on OCR’d and non-OCR’d text.
Select Redact, then select Redact text or Redact area and a color.
Select the text or area that you want to redact.
Click on the redacted text or area to change the color or remove the formatting.
You can also remove formatting using the Undo option in the tool pane. This can only be used during the session in which the formatting is applied.
Pen
The Pen tool can be used on any PDF file.
Select Pen, then choose a color and a stroke size.
Draw or write on the file. This is a free-form tool.
Click on the pen marking to change the color or remove the formatting.
You can also remove formatting using the Undo option in the tool pane. This can only be used during the session in which the formatting is applied.
Rectangle/Oval
You will see either Rectangle or Oval in the tool pane, depending on which tool you used most recently.
Click on the tool in the tool pane and then select the tool, color, and border size you want to use.
Select the area you want to draw a rectangle or oval around.
To change formatting color or remove the formatting, click on the formatted area. Options to select a color or delete (trash can) the formatting are presented.
You can also remove formatting using the Undo option in the tool pane. This can only be used during the session in which the formatting is applied.
Pages Tools
These tools let you delete or export selected pages from the file.
Click Pages. Thumbnails of all pages of the file are displayed in the window.
Tools are available at the top of the window.
Click Normal to return to the single page view.
Select pages by clicking on them. Click again to unselect. You can select one or more pages at a time. Selected pages will have a blue check mark.
Click Select All to select all pages. Click Select None to unselect all selected pages.
Delete pages
Delete pages from the file by selecting them and clicking Delete. All selected pages will be deleted from the file.
Export pages
You can export selected pages to a new file, a file system, email, or to other application.
Select pages and click Export.
The Export selected pages window is displayed.
Select the target, enter a New file name if desired, and click Export:
- To new case file – The selected pages will be added to the case as a new file with the new file name. This file will appear in the case’s file list.
- To file systems – The selected pages will be added as a file with the new file name in the location you select.
- To email – The selected pages will be attached as a file with the new file name to an email. After you click Export, your mail service will be opened.
- To another application – The selected pages will be transferred as a file with the new file name to the application you select.