DocHub Support

What PDF edits can I make to a document?

Last Updated: Oct 18, 2017 05:22PM CDT

DocHub completely simplifies the process of editing and signing your PDF documents and other files and helps automate the task of requesting e-signatures from anyone using our very easy-to-follow Sign Request workflow which is the quickest and easiest way to ask signers to complete, sign, and finalize your PDF documents and make them just as legally binding as paper document signatures.  

DocHub also includes tools for you to quickly create PDF forms with our Fields Manager that lets you add a variety of form fields to any PDF. Once you are done editing your PDF, you can choose from several sharing and collaboration options. DocHub's long list of useful document management tools makes it an essential app for anyone who works with PDFs for personal or business use, and best of all, most of these features and tools are free for anyone to use.

If you need to use DocHub more often on a regular basis
 for business, academic, or for any other organizational or professional use, we offer the choice to upgrade to DocHub Pro which is a monthly or annual subscription plan that is cheaper than most of our competitors without compromising performance or functionality. You can learn more about DocHub Pro at https://dochub.com/pricing.

The Tool Bar at the top of an open document in DocHub has a button for most of the PDF editing or annotation tools which are listed below unless noted as being in the Page Controls
 or Manage Fields  panels which can be toggled open or closed by clicking either icons on the left side of the Tool Bar, or if it's a Template, just click on the  Edit Template  button in the upper right corner to display the Tool Bar and open the Fields Manager. You'll also find some of these annotation tools in the File menu  in the upper right corner, and for many of these tools, you'll see some fine tuning controls to the right of the main Tool Bar when selected.

To find out how to upload a document or open files from within your Google Drive or Gmail or create a blank white document, click HEREThen, to begin to annotate your PDF in DocHub, simply select the tool you want to use on the Tool Bar and click anywhere on your document to add that type of annotation. You can add as many as you'd like and can always edit, move, or delete any of your annotations after they're on your PDF document.  


TEXT - Insert your own text anywhere on your document and choose from a variety of fonts, sizes, and colors including styles such as bold or italics for emphasis. All Text Tool windows have Snap-To-Grid assistance turned on by default for lining your text up perfectly with horizontal and vertical lines or the baselines of any embedded aka digital text on your document that was on it before uploading to DocHub. Use 'G' on your keyboard to toggle the auto-alignment on or off. You can press Return or Enter on your keyboard while adding text to make a line break anywhere. To pre-determine how wide you want the text window to be and to force a line break at a certain width, you could frame a window instead of a regular click anywhere on your document and hold the left-click or primary button down while dragging the cursor to the desired width and then release the button. You can also line break anywhere within a framed Text Tool annotation window by pressing Enter or Return and make it wider by hovering your cursor over the right edge of the box and click and drag to the right.

On the right side of the Tool Bar, you'll also see settings to justify your text to the left, right, or center of the Text Tool window and a drop-down menu to adjust the line spacing (increase or decrease the vertical space between rows of text).

DRAW - Use the free-form pen tool to draw lines, shapes, dots, and anything else you'd like in a variety of colors and brush sizes. You can click or tap the down arrow menu next to the Draw Tool button for assisted drawing and to change it from free-form drawing to perfect circles, rectangles, or straight lines. 

HIGHLIGHT - Choose from 6 different colors with yellow as default to frame a highlight box or to highlight only text on your document. You can use the down arrow menu next to the Highlight Tool on the Tool Bar to choose which one. The box shape (default) is for framing a highlight box window, and the one with A is for highlighting text that was already embedded on the PDF. 

WHITEOUT or REDACT - Frame a box to cover up any content of your PDF that you'd like to whiteout or redact. You'll see two toggle switches to the right of the toolbar when this tool is active to choose between box or text and to change the color from white to black (redact). The redact (black) option does require DocHub Pro. By default  this tool is set to white box annotations though if you want to just fill in rows of embedded text and have DocHub automatically apply the whiteout or redact boxes to the rows of text in the area that you frame, click on the Selection Mode toggle to switch from box to text. 

Once whiteout or redact annotations have been added to your PDF, you can then add your own text or other annotations on top of the whited out area. To find out more about using this tool, see our article for How do I add whiteout to my PDF?.  

COMMENT - Add your own comments in the form of a yellow sticky paper icon that you can insert anywhere on a PDF with a UI option to expand the comment into a mini pop-up window that displays your feedback for others to read (as long as they have permission to access the document). These Comments can be very useful for any type of collaboration on a document for internal use or for contesting and negotiating specific terms of a contract, or an ideal way for teachers to provide helpful, articulated feedback when grading a student's PDF assignment from Google Classroom

STAMPS To choose and apply a stamp other than the default checkmark, click on the drop-down arrow to the right of the Stamp Tool and select a different shape. Then, click anywhere on your document to add it to your PDF. You can even change the color and size of the stamps by using the drop-down menus for Fill Color and Stroke Color that appear to the right of the Tool Bar when this tool is active. You'll notice it also includes Snap-To-Grid assistance by default for lining them up perfectly with any horizontal or vertical lines to make your job easier.

If you need to apply an X or checkmark to a PDF, this is the ideal tool to use. With the same Snap-To-Grid assistance that some of our other PDF annotation tools include, it will insert your stamps perfectly in place with a professional and clean look due to DocHub's ability to scan and map out the existing content and format of your document and automatically guide your cursor for the most precise placement possible which saves you from having to painstakingly pinpoint the exact spot to insert the stamp. You can always resize a stamp after its been applied by hovering your cursor over it and dragging on the small square in the lower right corner of the floating annotation window when its active. Or simply click on it to make it the active one to edit.

If you upgrade to DocHub Pro, you can unlock access to hundreds of shapes or icons to insert anywhere on your document. With Pro, the Stamp Tool also becomes a fully customizable menu for quick access to your favorite stamps. ​We recently added over 600 new shapes or icons to the Stamp Tool menu from Awesome Font, and to adjust which ones appear in your main drop-down menu (your Favorites), just click on the downward arrow and click on "Customize...". Then, select any of the stamps in the long list of icons to add any to your convenient Stamps drop-down menu. Green highlight means the icon's been added, and you can click again on the stamp in that same Customize menu to remove it from your Favorites. 

INSERT IMAGEUpload your own photo files (i.e. JPEG, PNG, GIF, BMP, etc.) and place them anywhere on your PDF. You can also move the images around or resize them, the same as any annotation windows, after they've been added by dragging the blue bar at the top of the image window or resize them by dragging the lower right corner in or out (aspect ratio will be unlocked).

SIGN or INITIAL - Add your signature or initials to any PDF via drag/drop from the Sign menu or click/tap on one in the menu and then click/tap anywhere on your document to insert it. You can then move it around the document after inserting it, the same as all annotations you add to your PDFs in DocHub. To create an e-signature and save it to your private DocHub account, just click on Create Signature at the top of the Sign menu, and you'll see 4 tabs, one for each of the styles and choices listed below. You'll also see a toggle for creating a Signature or Initials to the right of these 4 tabs. Another place to do this is to go to https://dochub.com/settings/signatures and click on New for Signature or Initials.  
 
  • Phone - send an SMS text message to a smart phone with a link to draw a signature on its touchscreen without needing to login to DocHub. You'll also have the option to draw and save your Initials. To send one, just enter your phone number or your client's number and choose your country from the drop-down menu next to it (if not the USA) for the formatting and click Send. 
  • Draw - use your mouse, finger, or stylus to draw an e-signature.
  • Upload Image - upload a photo file of your handwritten signature or initials.
  • Type - choose from several fancy fonts that resemble a handwritten signature or S-Signatures that have your full name within forward slashes which are widely accepted as legally binding e-signatures (e.g. /s/John Hancock/).


DocHub saves copies of your signatures and initials where they are easily accessible for you to apply one from the Sign menu so you can sign PDFs or initial them very quickly and easily without needing to recreate your signature for every new document you need to sign. If you ever want to remove a signature or initials from the Sign menu and delete it from your DocHub account, just click on Manage Signatures near the top of the Sign menu or go to https://dochub.com/settings/signatures and hover your cursor over the one you want to delete and click on the trash can icon to the right of it and confirm the action by choosing Delete. The Sign menu also includes an annotation option for today's date which you can drag/drop anywhere onto your document to include a date stamp that's always accurate.

If you need to request an e-signature from anyone, including multiple signers for a single PDF, DocHub offers an extremely easy way to do so which we call a Sign Request. To find out how to send a Sign Request, you can view our help article about How do I send my PDF as a Sign Request? where it walks you through how to add signature field(s) using our Fields Manager, how to assign the fields to certain people which we call Roles, how to make the most important fields required, and explains where to enter their email(s) and more. Once a Sign Request is setup and sent, DocHub sends the signer(s) an email notification that has your name and email as the Reply-To address with a clear Subject about ACTION REQUIRED followed by the name of your document and instructions in the email body about how to access the document at DocHub.com and add their signature (though you can also customize the wording of the Subject and Body of the email if you'd like to in the window before sending a Sign Request). Your signers don't even need to create a DocHub account to review, complete, and sign your PDFs in DocHub since the link in the email notification of a Sign Request will have a unique, very long authentication token at the end of the URL which will give them access to the document without signing in to DocHub. Our Sign Request workflow totally simplifies and streamlines the process for all parties involved with a document that requires an electronic signature.  


REORDER, ROTATE, DELETE, and ADD PAGES - Click on  on the left side of the Tool Bar to display or hide the Page Controls area which shows a thumbnail for every page of your PDF in a numbered, vertical column. You can delete or rotate single pages or multiple pages at once (hold Control or Command to select more than one) and click on the trash can  icon at the bottom of the column to delete the page(s) or click on  to rotate the page(s) 90 degrees clockwise (as many times as needed). ​To rotate all pages at once, click on the File menu  button in the upper right corner and hover your cursor over Actions > Rotate Pages and choose an option (90 degrees CW or CCW or 180 degrees). To reorder pages, you can simply click on any page and drag it up or down in the order. To add a new, empty page to the end of your PDF, use File menu > Actions > Append Pages and choose Append Blank Page. Or, you can click on the  icon at the bottom of the Page Controls column. 

MERGE OR COMBINE FILES - DocHub is also a PDF file merger app which lets you combine or merge or multiple PDFs into one or append a PDF or blank page to the bottom of an open document in DocHub. To do this with an open file, just click on the File menu  button in the upper right corner and hover your cursor over Actions > Append Pages and click on Merge and Append File, and it'll bring up a window to choose a file from your Computer (select or drag/drop), Google Drive, Dropbox, OneDrive, or from a URL. Or, you can click on the Page Controls button and use the action buttons at the bottom of the layout of pages for your document. The Append option has a paper icon with a plus sign in the middle. You can combine and merge as many files as you'd like, and you can also rearrange, rotate, and delete any pages after the files have been combined (see the section above this one for more information on how to do those). 

FILL OUT FORMS - For applications, contracts, leases, or any other type of form, DocHub lets you fill out any text fields, tick checkboxes or radio buttons, select drop-down menu options, and add your signature or initials to any fillable PDF form. Just leave it on the default Pointer Tool (arrow) to fill in any pre-made forms. You can also fill out non-fillable forms (flattened with no active fields) by using the Text Tool or other Tool Bar items by clicking anywhere on your document while the tool is selected. Once the PDF form or non-fillable PDF form is completed, you can either download to computer, save it to Google Drive or Dropbox or OneDrive, share the URL, or email it as attachment. For true PDF forms with active fields, you can download or email it as-is with the fields still active and editable, or if you have a DocHub Pro account, you have the option to download or email a "flattened" version with the text and other form choices permanently embedded and finalized (where the annotations you added with DocHub are no longer editable). Please see our article for how to share or download your edited PDF for more details about each one of these sharing or saving options. 

CREATE FORMS (ADD FIELDS) - Use our Template Editor / Manage Fields interface to add every kinds of form field you need. This includes text boxes (one line or paragraphs), checkboxes, and drop-down menus as well as signature, initials, and auto-date fields to your template or document. For more information on how to do this, please see our articles for how to add fields to a PDF document and how to send a PDF as a sign request

POINTER TOOL (arrow) - The Pointer is the default and initially selected tool in DocHub and is a general use type of selection tool which is responsive to your document and the types of edits or form fields or checkboxes in the file. If you only need to adjust DocHub annotation windows that were added previously or add a signature or fill out a PDF form, then you can keep it on the Pointer Tool and do all of those things. This includes editing your text, moving around edit windows by dragging the blue bar at the top of each one, resizing edit windows by dragging the lower right corner, deleting edit windows by clicking on the X, adding a signature from the Sign menu, and typing in form fields or checking boxes. The Pointer tool will also let you copy any pre-existing text on your document. 

PRINT DOCUMENTS
To print a document or template while viewing it, just click on the Print icon near the left side of the Tool Bar or click on the File menu  button in the upper right corner and choose Print...

OTHER USEFUL EDITING TOOLS
You can also Zoom In  or Zoom Out  by clicking on those buttons on left side of your document below the tool bar.

Make an editing mistake? Or, would like to A-B a new edit and show before and after? DocHub also has Undo  and  
Redo options on the tool bar with the keyboard shortcuts Control-Z and Control-Y on a PC or -Z and -Y on a Mac (Z = Undo and Y = Redo). 

To view an Activity log for your PDF document while viewing it, just press A on your keyboard to toggle open the Activity panel or click on File menu > Actions > Toggle Activity Panel (A). This displays or hides a panel to the left of your document showing a log for each and every action taken on your document including the date and time of the activity by you or any other users you've granted sharing permissions to the collaborate on the same file or if you emailed it as a Sign Request (requested an e-signature and/or a form to be filled). 


If there are any other PDF editing tools that you would like to see added to DocHub or have any feedback about the ones above, we'd love to hear your thoughts! You can do so by Emailing Us or Posting a Public Question.
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