Red Marker provides you with functionality for to annotate (or mark up) the PDF document easily via our Tool Bar. All of these annotations will be saved in the platform, and will be in the document when downloaded from the platform.
You can find the Tool Bar in the the top of the Red Marker review page:
In this article we will go through what each of these icons mean and how to use them.
Pan Tool
By selecting the Hand Icon, this allows you to grab the document and scroll quickly by using your mouse to move up or down the page.
Select Tool
The Select tool, symbolised by the dotted square icon, allows you to choose text within the document to either copy or add emphasis to the selected text.
To use this tool, click on the select tool, and then click and drag over the relevant text, releasing the click when you have covered all the required text. A box will pop up with the copy and text tool options, click on your preferred action and it will apply this to the select text (i.e. by selecting copy, it will copy the selected text; or by selecting strike-through, it will apply a strike-through to the selected text.)
Zoom Options
You can use the plus and minus symbols to increase and decrease the zoom of the document respectively.
By using the drop down next to the zoom percentage, you can adjust the zoom of the document this way, including by selecting Fit to width or Fit to page.
Freehand Tools
The Freehand Tool allows your to freehand draw on the document. Freehand drawings do not create a comment box in the annotation pane on the left hand side.
Text Tools
Text tools allow you to annotate the document by applying highlight, straight underline, squiggle underline and strike-through to selected text. To do so, click on the symbol of the text tool you'd like to use. Then, using your cursor, select the text you want to apply the emphasis to - it will apply in real time as you move your cursor around. Once you have applied the emphasis to your selected text, this will create a comment in the review pane where you can provide your feedback or annotation.
Shape Tools
Rectangle Tool
By clicking on the rectangle icon and selecting the rectangle icon from the drop down menu, you can draw a rectangle shape on the document, drawing attention to the text or image within the shape.
By clicking on the lines of the box you can resize the box and you will be given the option to rotate the box by clicking on the rotate arrow icon, or you can use the trash can icon to delete the box you have drawn.
Arrow Tool
The Arrow Tool allows you to draw an arrow on the document to draw attention to a text or an image. You can use the rotate arrow icon to move the arrow around or the trash can icon to delete the arrow.
Callout Tool
The Callout Tool enables you to specifically place a box with an arrow attached to it to provide an instruction or annotation on the document.
Note how the callout box creates a comment in the feedback pane on the right hand side so you can easily reference it along with the font color options in the text box itself.
Free Text
The Free Text tool allows you to leave an editable comment on your document. The comment will then be added as an annotation as well.
This is a great way to provide feedback and add in large blocks of text, like disclaimers.
Note
The Note tool allows you to leave a note or comment on any part of the document. This option is particularly useful for annotating images or leaving comments that are relevant to the document as a whole.
To leave a comment, select the Note tool option, and click on the part of the document you want to annotate. This will add a note icon to this location and open a comment box in the right side pane for you to add your annotation to. Make sure you click Reply once you have finished writing your annotation.
Search
To search the document, click on the magnifying glass icon and enter a words or phrase into the search bar then press enter. Use the forward and back arrows to navigate to the next or previous occurrence of the word or phrase.
Please note that the search bar to the far right above the Document Summary is for searching through the identified risks and not for content within the document.
If you have any questions, please reach out to our Support Team by emailing support@redmarker.ai.