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Online Editing of PDF Documents


PDF documents can also be edited directly using local PDF programs. For more information, see the following article: Editing PDF Documents with Local Programs.


Open Online Editing

Select Edit Online on the PDF you want to edit, or click Edit Online in the open PDF.




Display Options



  1. Page Navigation & Layers

The following views are available in the page navigation:
1. Thumbnails: Display of all pages in the PDF document
2. Outline: Outline of the Existing Elements
3. Layers: Display of the individual layers of the document (layers can be shown or hidden)



  1. Display Options

The display options include various settings for viewing the document:



  1. Zoom Options



Machining Tools



  1. Moving the Plan / Selecting and Editing Elements

When an item is selected, the following options are available:
Create comments on this item / Edit the item's style / Delete the item
Move or resize the element using the handles.



Under "Style," there are various options for editing the appearance of the selected element (e.g., color, thickness, opacity, symbols, text size, etc.).



Tip: When you change an element's style, the settings are saved and applied when you draw the next element.


  1. Comments



  1. Text



  1. Markings / Highlighting (Freehand)



  1. Rectangles and Circles



  1. Freehand Drawing



  1. Lines and Arrows



  1. Measuring Distances and Areas

First, you can set the scale of the plan.



Here, you can use a preset scale or create a new one.
After adjusting the accuracy, you can save the new scale by clicking Create.



With the correct scale, measurements of distances and areas can then be created.



  1. Forward / Back / Erase



  1. Create a plan section

The topic of plan sections is described in more detail in the following article: Create Plan Sections


Notes and Comments

You can open the notes/comments column by clicking the note icon.
All elements of the PDF document are displayed here.
The items can be commented on, edited, and deleted here.


Using the Filter function, you can sort and filter the items based on various criteria.




Text Search

You can search for text in the PDF document using the Search function.



You can copy the link to a page and to annotations (e.g., comments, highlights, rectangles, etc.) in a PDF document and use it in tasks, topics, journal entries, and comments. This eliminates the need to spend a long time searching for the relevant section in large documents. For PDF documents, you can access this role by right-clicking on the desired page.



To add a comment, you can copy the link after selecting the comment.



Troubleshooting


If the following troubleshooting steps do not resolve the issue, please feel free to contact Support.



Troubleshooting Issues When Saving PDFs in Online Editor

If, when saving a PDF in the online editor after adding annotations, the message "The changes could not be saved. Please try again." appears, this may be due to one of the following reasons:



There are likely unsaved comments in the document. Comments must be saved separately before the entire PDF can be saved. It is not immediately apparent that there are still unsaved comments. You should click on all comments to verify that they have been saved correctly.


Troubleshooting Issues with Saving Annotations

If multiple people are working on a PDF document at the same time, conflicts may arise when saving. The PDF format does not support simultaneous editing by multiple users. If changes are made and saved simultaneously, comments, annotations, or elements added using the editing tools may be lost or overwritten by the other person’s changes. In such cases, the PDF should be edited using a local program so that it can be checked out and locked to prevent others from editing it. For more information, see the following article: Editing PDF Documents with Local Programs.

Updated on: 16/07/2026