1. What's New

Introducing PDF Editing and Document Signing updates

We've introduced a PDF Editor and several signing enhancements for Super Suite customers

Please note:  This update is being rolled out in phases to Super Suite customers over the next week (from 2nd August 2021). You'll see an in-app notification as soon as this feature is available in your SuiteFiles site.  

👀 Want to see the PDF Editor and Signing updates in action? Register for our upcoming webinar here.

 

In this article

Editing a PDF

Deleting Annotations

Document Signing updates

 

Editing a PDF

To mark up a PDF in the SuiteFiles Web App

  1. Open the PDF file and click Edit
  2. Select an option from the editing toolbar
  3. Use the Drawing tool to access the Pen tool, Freeform or Text Highlighter and Eraser
  4. Click the Note icon, then click the document to place the note, giving you the flexibility of adding longer comments to your documents



    You can select a different colour for your note from the options on the toolbar on the left
    Note Formatting
  5. Add a Text Box, and customise the colour, size and font selection of the text from the toolbar
  6. Add Shapes including Lines, Arrows and Rectangles 
    Shapes

    Customise the shape colour, fill, opacity, line thickness and more using the toolbar options
    Shape Formatting
  7. Select any text in your document to bring up quick editing options such as Text HighlightStrikethroughUnderline and Squiggle
  8. Once you have completed editing your PDF, save your changes:
    1. Save will save your changes and allow you to keep editing
    2. Save & close will save your changes and take you back to the PDF preview  

Deleting Annotations

To delete any annotations from your PDF

  1. Select the annotation you'd like to delete
  2. Click the Trash icon in the top right corner
    Delete-1

  3. Confirm your deletion by clicking the Delete button on the resulting message

Quick tip: Select the item and press Delete on your keyboard for an easier way to remove annotations from your file

Signing updates

This latest update includes changes to SuiteFiles Document Signing including:

  • Quick Sign and Advanced Sign have been merged to create the new Multi Sign option. Use this when preparing a document for signing by you and others.
  • After selecting Multi Sign, you'll be taken to the Add Recipients screen.
    • Look up your Signees’ name by typing into the Full name field and selecting the contact from XPM or WFM
  • When preparing your document for signing, you can now easily adjust the height and width of your signing fields
  • You can also include an empty check box that your clients can check when signing your documents
    • To add a checkbox to your document for your client, select their name from the Signer drop-down, and click the Checkbox field. Place the field on the document.
      Add checkbox
    • At the client's end, they'll be able to click the box once to add a check: 


Please note: Checkboxes are required fields. The client cannot complete the document for signing if any checkboxes are left un-checked. 

 

Be sure to join us for our webinar on Thursday 19th August, to learn more about the PDF annotation & signing changes. Please register here, even if you cannot make it to the live webinar, as we'll send through a recording to all registrants.