Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Engagement CS enables you to add annotations, notes, and stamps directly to PDF workpapers launched from within the engagement workspace. You can use this PDF editor regardless of whether you have other PDF editing software installed (for example, Adobe Acrobat).

First open the PDF inside the engagement workspace. Choose View > Toolbars from the command menu in the PDF editor, and mark the toolbars that you want to display while working in the currently selected PDF.

Special information

• When a PDF is opened either outside or inside the engagement workspace, it will display as (Open) in the tree view regardless of whether multi-staff functionality has been enabled.
• Only one PDF can be opened inside the engagement workspace at a time. You can right-click the PDF in the tree view and choose Open with PDF viewer to view/edit the PDF in Adobe Acrobat or Adobe Reader.
• Multiple documents can be opened outside of the engagement by engagement staff. However, Workpaper Properties can only be edited by a staff member who has opened the document inside the engagement workspace.
• A PDF document remains open in the engagement workspace until another PDF is opened or the original one has been closed manually.
• PDF documents do not appear as tabbed documents in the engagement workspace even when the user preference Use Tabbed Window View is marked in the Setup > Engagement CS User Preferences dialog.
• PDF documents that have been scanned contain only image-based content. Therefore, there is no actual text within the PDF that can be searched or modified with the available text tools in the PDF editor.

PDF editor toolbar

Button	Action
	Save the active document.
	Print the active document.
	Attach the active document to an email message.
	Move back through previously visited pages and/or zoom levels in the PDF.
	Move forward through previously visited pages and/or zoom levels in the PDF.
	Undo the previous action.
	Redo the previously undone action.
	Rotate the view counterclockwise.
	Rotate the view clockwise.
	Select and move the object in the viewing frame of the PDF editor.
	Copy/paste the selected image.
	Increase/decrease the viewing size of the document and select the loupe or pan and zoom tools from the pull-down menu.
	Display the document in the PDF viewer as actual size.
	Display the document in the PDF viewer so that a single page fits in the view.
	Display the document in the PDF viewer so that the document fits the width of the viewer window.
	Adjust the size of the document in the PDF viewer by using the sliding scale or by selecting a zoom level from the drop-down list.
	Search for text within the PDF; use the back/forward buttons to return to a specific instance of the text.
	Attach a sticky note with comments. (Sticky notes are not printable.)
	Enter text in the PDF. Note: Use the right-click context menu to format the properties of the text, or use the Properties toolbar that displays automatically when you click the text area.(For example, bold, underline, strikethrough, and so forth. Inserted text is printable.)
	Insert a textbox. Note: Use the right-click context menu to format the properties of the text box. (For example, border style, width, color, and so forth. Text boxes are printable.)
	Insert a callout. Note: Use the right-click context menu to format the properties of the callout. (For example, border style, width, color, and so forth. Callouts are printable.)
	Highlight text. Note: Use the right-click context menu to format the properties of the highlight. (For example, fill color, opacity, and blend mode. Highlighted text is printable)
	Insert a line through selected text or images in the PDF. (Strikethrough lines are printable.)
	Insert a line under selected text or images in the PDF. (Underlines are printable.)
	Mark up selected areas of the PDF using the available drawing tools. (Marked up areas are printable.)
	Attach the push pin to a selected area of the PDF to insert an external attachment. Click the push pin to launch the attachment in its native application outside the engagement workspace. Notes Use the right-click context menu to change the appearance of the attachment icon (push pin, paper clip, graph, or tag) and format its properties. You can view and click the attachment link listed in the Attachments tab next to the main PDF viewer window.
	Mark up selected areas of the PDF with the pencil tool. (Pencil marks are printable.)
	Erase any items created by the pencil tool.
	Insert a predefined stamp or one created from an image file or PDF or one copied from the clipboard. (Stamps are printable.)

Custom stamps

In the PDF workspace, choose Tools > Comment and Markup Tools > Show Stamps Palette from the command menu, or select Show Stamps Palette from pull-down menu on the toolbar. In the Stamps Palette window, you can choose a stamp from the default collection provided with the PDF viewer or create new palettes of stamp images inserted from various sources.

Inserting stamp images into a PDF

• Click the button in the Stamps Palette dialog to open and choose a file name and type of file from Open dialog. (Some of the image types that are available include GIF, JPG, BMP, ICO, PCX, and more.)
• Click the button in the Stamps Palette dialog to select a source file (PDF) and enter the stamp information.
• Click the button in the Stamps Palette dialog to insert an image from the system clipboard into the Stamps Palette.

Typewriter tool

1. To enter text in a selected area of the document window, click the Typewriter button on the PDF viewer toolbar.
2. To format the text, select it, right-click, and choose cut, copy, paste, or format.

   Note: If the Show/Hide Text Formatting option is toggled ON from the right-click context menu, the Properties toolbar is displayed when you click the Typewriter button.

3. To modify the general information and appearance of the selected text, use the Properties toolbar or choose Properties from the right-click context menu.

Other features

Bookmarks and attachments. The Bookmarks, Attachments, and Pages tabs display in a frame to the left of the main PDF-viewer window when you open a PDF in the engagement workspace.

Flatten comments. Choose this option from the Comments command menu in the PDF viewer to enable you to merge selected edits/annotations into the PDF permanently.

Stamps that are "flattened" into the PDF are permanent and cannot be deleted.

Insert/Extract pages. Choose these options from the Document command menu in the PDF viewer to enable you to insert blank pages or pages from an external PDF into the current document. You can also extract pages from the current document to create a separate PDF or just delete them after extraction.

Was this article helpful?

Yes No

Submit