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Annotate PDFs on Your iPad with iAnnotate PDF

Annotate PDFs on Your iPad with iAnnotate PDF


    Back in the day, we all reviewed and edited documents with a red pen, highlighter, and sticky notes. Then came track changes and comments in MS Word or maybe you used the Review tools in Adobe Acrobat to annotate comments and edits on a PDF while sitting at your PC or Mac. Now we can use an iPad and iAnnotate PDF, a powerful alternative to GoodReader. The document reviewing process has gone from paper to PC and now to iPad without missing a beat.

    A recent update to iAnnotate PDF brings with it Retina Display support for the new iPad plus some new features making it an even more attractive documentation reviewing and annotation app.

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    iAnnotate PDF has been my tool of choice for annotating PDFs for a while now. I like reviewing documents on an iPad more than I do on a PC (My day job makes it feel like I live in MS Word track changes sometimes) because it brings together the best of reviewing PDFs and the mobility of an iPad.

    Getting PDFs into iAnnotate PDF

    I keep things simple when getting PDFs into iAnnotate PDF. Typically, PDFs I review and need to annotate come in via email where I open it in iAnnotate PDF (see Opening a PDF).

    While iAnnotate PDF does allow you to transfer files into the app using iTunes file syncing though I’ve yet to see iTunes do anything that well outside of music and videos so I am not even going to go there. I primarily review PDFs on my iPad that are mailed to me, from a web site, or that I post in my Dropbox account.

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    Tap on the PDF you want to open either in your email or in Safari. The PDF opens on your iPad screen. Tap the Arrow button on the top right side of the screen. Tap the Open In… button. From the Open In… list, tap iAnnotate PDF. Your PDF opens in iAnnotate PDF.

       

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      Opening a PDF from Dropbox in iAnnotate PDF works very similar to this process after you navigate to the file using the Dropbox app on your iPad.

      The iAnnotate PDF user interface includes an toolbar on the right side of the screen. PDFs appear in tabbed windows making it easy to access other PDFs on your iPad.

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        Annotating a PDF

        You have a full range of annotation tools which to choose from in iAnnotate PDF. Perform one of the following options to annotate a PDF:

        • Note: Tap Note. An options bar launches from the right with an option for you to change the color of the notes. Tap on the PDF where you want the note to appear. A note box appears. Type your note in the note box
        • Pencil: Tap the Pencil and the place your finger on the screen where you want to start freeform drawing. Drag your finger across the iPad screen to draw lines and circles.
        • Ruler: Tap Ruler. An options bar extends from the right side of the screen offering up options to change the color of the line; Undo the color change; Redo the color change; Erase to erase the line, and Scroll to scroll through the document.
        • Highlighter: Tap the Highlighter. An options bar extends with an option to change the highlighter color and scroll through the document. Drag your finger across the text you want to highlight.
        • Selectable Text: Tap Selectable Text. An options bar extends with options to change the color of the underlining or scroll through the document. Drag your finger across the text you want to underline.
        • Selectable Text: Tap Selectable Text. An options bar extends with options to change the color of the underlining or scroll through the document. Drag your finger across the text you want to underline.
        • Bookmark: Tap Bookmark. A bookmark appears on the current PDF page you are reading. An options bar extends with options to add a note, change color, and delete notes.

        Getting PDFs out of iAnnotate PDF

        Once you’ve completed annotating a PDF in iAnnotate PDF, you are going to want to send it on its way to the next stop in the workflow. Tap the toolbox icon on the toolbar. A new dialog box appears. Tap on Document in the top toolbar to open the Document commands. Tap E-mail PDF and Summary. A Sharing Options dialog box appears. Tap Annotated under Choose the File format to E-mail. Your iPad email opens with a blank email that has the PDF attached to it. An important item to know that a reported bug is that large PDFs (over 8 MB) may crash the app so be forewarned.

          If you don’t want to use email, you always have the option to send the annotated file back to Dropbox or a WebDAV server

          Conclusion

          iAnnotate PDF is a powerful PDF reader with annotation tools that has only gotten better with its latest release. I highly recommend iAnnotate PDF for any iPad user that has to review and comment on PDFs with any great frequency.

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          Last Updated on October 16, 2019

          11 Meeting Scheduler Apps to Boost Your Productivity

          11 Meeting Scheduler Apps to Boost Your Productivity

          Automations are key to improving efficiency. Set the system up right from the beginning and you’ll reduce the amount of no-shows and cancellations.

          Whatever your business is, with automations, meeting scheduler apps do more than just streamline appointment setting. They prime your workflow for maximum results.

          Meeting scheduler apps are awesome if you use them right. Use them wrong and you can look like an arrogant elitist.

          In this article, I will share with you 11 great meeting scheduler apps you can start using today to boost your productivity.

          1. ScheduleOnce

            ScheduleOnce is an industry leader and robust solution. Whether you work alone or have a large team, ScheduleOnce can support you.

            ScheduleOnce allows you to create multiple users and multiple calendars. I use one calendar for booking podcast guests with automations set up to prep my guests for our interview. I use another calendar for strategy sessions and coaching calls.

            ScheduleOnce also has embeddable widgets so you can keep the scheduler inside your own website.

            Starting at $7 a month and a 14 day free trial, ScheduleOnce can fit a variety of needs in business.

            Available on Web

            2. Calendly

              Calendly stands out for its clean, easy to use interface. If you like clean design, Calendly might be your choice. It too has robust automations and integrations for individuals and teams alike.

              You can try Calendly free for 14 days. Their basic plan is free while their most robust plan is only $12 a month.

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              Available on Web | Google Chrome Extension

              3. Assistant.to

                For those who use gmail, Assistant.to is a super simple solution.

                From inside an email, you click on the Assistant.to icon and pick times your free. Assistant.to embeds the times directly into the email so the recipient can quickly pick a time that works for them.

                While it doesn’t have all the bells and whistles of apps like Calendly or ScheduleOnce, Assistant.to is completely free.

                Available on Web

                4. Acuityscheduling

                  Acuity is a robust meeting scheduler very similar to ScheduleOnce. It integrates with CRMs, Email Marketing platforms, Analytics tools and accounting software.

                  It comes with a 14 day free trial. They have a free solo account but if you want the benefit of the integrations, you’ll start as low as $15 a month and can cost up to $50 a month.

                  Available on Web | iOS | Android

                  5. Pick

                    Built for simplicity, Pick is direct and easy to use. You can create your own url extension like pick.co/yournamehere and it integrates with Google calendar and Office 365.

                    At $3 a month, this is a great tool for quick scheduling.

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                    Available on Web

                    6. X.ai

                      For those who are early adopters of AI, this may be the solution for you. X.ai created two AI assistants they call Amy and Andrew Ingram. After setting up your account you simply CC them on your emails with the person you’re wanting to schedule and the AI assistants will email your guests from there until your appointment is set.

                      This type of scheduler feels more personal because of the dialogue. There are stories on their site of people thinking Amy and Andrew are real people. X.ai integrates with Google, Office 365 and Outlook.

                      Starting at $29 a month for an Individual account and $39 a month per user for a Team account, Amy and Andrew are ready to schedule meetings for you. Want to try it out first? They do have a free trial.

                      Available on Web

                      7. YouCanBook.me

                        is another competitive solution for scheduling meetings online. You can manage the calendars of your entire team, configure booking forms, and integrate with your calendar.

                        They have a free account branded with their company name or you can have some control over your branding and appearance at $10 a month for all their features. Either way, this company is worth a look.

                        Available on Web

                        8. Doodle

                          Doodle is unique in the space of meeting schedulers because it helps groups of people find a time to meet that works for everyone.

                          It integrates with your calendar and allows you to send a poll to all invited. Once people vote on the poll you can see which time works best for everyone.

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                          You can also run polls for food preferences if you’re scheduling a lunch meeting or a section of town if people are coming from all over.

                          While there is a free account, you’ll unlock it’s potential starting at $39 per year.

                          Available on Web | iOS | Android

                          9. WhenAvailable

                            WhenAvailable is another scheduler that works for groups of people. You can use it to schedule a pickup game of basketball, decide on your next book club or book your family reunion.

                            Their free account allows up to 20 guests, unlimited events and one contact group. For $15 a year you unlock all the goodies including reminders and chat messages.

                            Available on Web

                            10. Rally

                              Like Doodle and WhenAvailable, Rallly is helpful for scheduling meetings and events with multiple people involved. You create a poll and everyone votes. It’s quick and easy.

                              Unlike Doodle, it doesn’t have as many features, but it’s entirely free.

                              Available on Web

                              11. NeedtoMeet

                                Finishing strong, NeedtoMeet is our last app that allows you to schedule meetings or events for multiple people. It has mobile apps, custom urls, easy polling, notifications and commenting.

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                                NeedtoMeet also allows 1:1 Meetings for things like performance reviews for your whole team. You send out the your calendar slots to your team and they can only pick 1 slot, minimizing the amount of emails and scheduling you have to coordinate.

                                While they have a free account, you can unlock all features for only $19 a year.

                                Available on Web

                                Bonus: Don’t Make These Common Mistakes When Using Meeting Schedulers

                                In the excitement of streamlining your scheduling process, it can be easy to forget the feelings of those you’re inviting to meet. I know. I’ve done this.

                                To say “Hey, schedule time on my calendar” feels colder than “Hey, here’s my calendar. To avoid all the back and forth, pick a time that works best for you.”

                                Always make sure to frame your invite with your scheduler app with the benefit to them and why we’re doing it this way rather than the old fashioned, personal way.

                                A little finesse goes a long way. Without it, you risk seeming transactional and cold.

                                Some meeting scheduler widgets you can embed in your site can take a couple seconds to load. If you go this route, make sure there’s text just above the widget that lets your guest know the calendar will appear below and to wait for it to load.

                                If you use an online meeting tool like Zoom, it’s also important to explicitly let them know the meeting will take place on Zoom and include the Zoom link in the email reminder. Many make the mistake of not clarifying where the meeting will actually take place which can create last minute chaos at the time of the meeting.

                                Should you require special settings, like ethernet, external mics or lighting, let your guests know that on your thank you page and reminder emails so they are prepared for the meeting and you end up with the best meeting possible.

                                With clear communication in your automation, your meeting scheduler tools can almost perform like a virtual assistant for a fraction of the cost, or free, depending on the app you choose.

                                The Bottom Line

                                Meeting scheduler apps are diverse in features and unique in design. Before committing to one and realizing it’s not a fit, I recommend exploring which 3 might best fit you and then doing a trial with each of them at the same time so that you can see how they feel as you use them side by side.

                                Scheduling meetings the old fashioned way can be tedious. Conversely, finding a scheduling app that works seamlessly in the background is heavenly.

                                Like cell phones, meeting scheduler apps are moving from a nice-to-have luxury to must-have necessity in the lives of productive people. As you explore your options, stay true to your brand and the tools that have worked well for you to this point and simply find a meeting scheduler app that plays well with what you have created.

                                Featured photo credit: rawpixel via unsplash.com

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