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Use PDFpen in iOS

If you’ve read the rest of this book, you should have a pretty good idea of what PDFpen can do on a Mac. You’ll be pleased to know that PDFpen for iPad & iPhone provides most of the same PDF-manipulating capabilities as its Mac sibling. However, the first time you open PDFpen for iPad & iPhone, you’re likely to say, “Hmm…this looks…different!”

Of course it does. Any app rebuilt for a mobile device you control with your fingertips—instead of with a traditional pointing device and keyboard combination—can’t help but undergo a sea change into something rich and strange. Nonetheless, the rich and strange app you see really is PDFpen. After a few minutes with it you’ll recognize your old friend in its new guise.

Much of what I’ve said about PDFpen elsewhere also applies to PDFpen in iOS, and throughout this chapter I refer you to the relevant sections of this book for those details. This chapter addresses the two most common concerns that people have upon first diving into the strange richness of PDFpen for iPad & iPhone: where to find tools and commands (discussed just below) and the various ways you can Get PDFs in and out of PDFpen in iOS.

Find Tools and Commands

Because screen real estate is limited on iPads, and even more so on iPhones and iPod touches, you won’t see an ever-present toolbar or Editing Bar in PDFpen for iPad & iPhone. Instead, these both come and go depending on whether you need them or not.

Take the toolbar: although PDFpen for iPad & iPhone displays its toolbar (Figure 100) when you open a PDF, just tap the screen and it goes away. It remains hidden as you page through the PDF so you can see as much of the document as possible. To bring the toolbar back, tap the screen again.

Figure 100: The toolbar in PDFpen for iPad & iPhone hides when you don’t need it (top, the iPad toolbar; bottom, the more compact small-screen version for iPhone). — **Figure 100:** The toolbar in PDFpen for iPad & iPhone hides when you don’t need it (top, the iPad toolbar; bottom, the more compact small-screen version for iPhone).

Similarly, the Editing Bar, and, for that matter, all the other controls and options in PDFpen for iPad & iPhone, show up when you need them and go away when you don’t.

In addition, the multi-touch interface in PDFpen for iPad & iPhone provides some gestures that affect the way you interact with documents and objects:

Zooming: Instead of a View menu, you use the standard pinch and reverse pinch gestures to zoom in and out. Also, a quick double-tap on a zoomed-in page zooms out to show the whole page.
Selecting: Instead of clicking an object to select it, you tap it. To select text, you touch and hold a word briefly until it is selected, and then drag the selection controls to extend or reduce the selection.
Scrolling: Rather than use scroll bars or page-up and page-down keys to go from page to page, you swipe left to go to the next page in a document and right to go to the previous page.

With those general tips out of the way, read on to find out where PDFpen for iPad & iPhone has stashed its tools and commands.

Navigation Tools

You can find the navigation tools on the left side of the toolbar (see Figure 101).

Here’s a brief description of what these tools provide:

Back : Tap this icon to save the current document and return to the Document Manager screen. Read the next section, Get PDFs in and out of PDFpen in iOS, for more about accessing documents.
Undo : Use this icon to undo the most recently performed change. You can tap multiple times to undo a series of recent changes. Why is this classed as a navigation icon? It makes sense if you think of it as providing a way to travel back through time.
Show Sidebar and Hide Sidebar : These icons appear only on the iPad. Tap Show Sidebar to reveal The Sidebar, with its thumbnails that you can tap to move quickly through a document. Tap Hide Sidebar to dismiss it. Though you don’t have these icons on the iPhone, you do have a sidebar—swipe right from just beyond the left edge of the screen to show it and drag the sidebar to the left to hide it (these gestures also work on the iPad).
Thumbnails : Tap this to see thumbnails, with page numbers, of the pages that comprise your entire document. The Thumbnail view is powerful; I describe it next.

Thumbnail View

At its simplest, the Thumbnail view (Figure 102) is an easy way to get to any page in your PDF quickly: just tap the thumbnail of the page you want to view.

However, its power is revealed when you tap Edit to see its various editing options appear in the toolbar (Figure 103).

Figure 103: The Thumbnail view editing options give you control over the pages in your PDF. — **Figure 103:** The Thumbnail view editing options give you control over the pages in your PDF.

With the editing options visible, you can select one or more thumbnails by tapping them, and then drag selected pages to move them in the document. You can also do the following with selected thumbnails:

Delete pages: Tap the Delete icon to remove the pages corresponding to the selected thumbnails; then confirm the deletion.
Rotate pages: By tapping the appropriate icon you can flip selected pages 180 degrees (), 90 degrees clockwise (), or 90 degrees counterclockwise ().

You can add a page to your document—either blank, lined, with a graph-paper grid, or from a photo in your device’s Photos collection—by tapping the Add icon and then tapping an option in the popover that appears. New pages are added to the end of the PDF. You also have the option of duplicating the selected pages in the Thumbnail view, or creating a new document from them.

Tap Done to dismiss the thumbnail-editing toolbar and return to the main Thumbnail view. Then, to return to viewing and working on individual pages in your document, tap the thumbnail for the page you want to view or work on next.

The Sidebar

The sidebar in PDFpen for iPad & iPhone provides four different ways of navigating your PDF (Figure 104). Tap an icon at the sidebar’s top to change what it displays. Tap an item in the sidebar to navigate to that item in the PDF.

Here are the four sidebar views:

Thumbnails: Tap the Thumbnails icon to see numbered page thumbnails.
Search: Tap the Search icon to see a search field at the top of the sidebar. Type in the search field to see a list of hits.
Table of Contents: A tap of the Table of Contents icon displays the top-level headings of the PDF’s table of contents (if it has one). Tap the information icon to the right of a heading to see its subheadings.
Annotations: Tap the Annotations icon to list the annotations you have made in the PDF. An icon to the left of each entry tells you what kind of annotation it is (Figure 105).

Figure 105: The icon beside each annotation listed in the sidebar indicates the type of annotation; listed here is one highlighted phrase and one note. — **Figure 105:** The icon beside each annotation listed in the sidebar indicates the type of annotation; listed here is one highlighted phrase and one note.

Editing Tools and Other Commands

The editing tools—and many of the other commands you know from PDFpen on the Mac—can be found by tapping the buttons on the right side of the toolbar (Figure 106).

Figure 106: The right side of the toolbar is where many tools and commands live. — **Figure 106:** The right side of the toolbar is where many tools and commands live.

The toolsets, in left-to-right order, are the Highlight tools, the Drawing tools, and the Text tools. These are followed by the Library (see The iOS Library Popover), and the Tools icon; this last produces a popover containing an assortment of commands (see The iOS Tools Popovers).

Tap any of the first three icons to bring up the Editing Bar, which shows the tools in the currently selected toolset along with tool-specific options (see The iOS Tool Options). To close the Editing Bar, tap the Close icon that appears at its right.

The iOS Highlight Tools

The Highlight tools comprise a set of tools similar to the ones described in Highlight Text: a Highlight Text tool, an Underline tool, a Strikethrough tool, and a Squiggle tool.

Tap the Highlight tools icon to see the Editing Bar with the most recently used Highlight tool selected (Figure 107).

Figure 107: The Highlight tools appear on the Editing Bar with the most recently used tool selected (here, the Highlight Text tool is selected). — **Figure 107:** The Highlight tools appear on the Editing Bar with the most recently used tool selected (here, the Highlight Text tool is selected).

The iOS Drawing Tools

The Drawing tools (Figure 108) are made up of tools that correspond to those described in The Drawing Tools along with the Scribble tool described in The Markup Tools.

Figure 108: The Drawing tools offer similar capabilities to those offered by their Mac counterparts. — **Figure 108:** The Drawing tools offer similar capabilities to those offered by their Mac counterparts.

Like the Highlight tools, when you tap the Drawing tools icon, the Editing Bar shows the most recently used Drawing tool selected.

The iOS Text Tools

The Text tools (Figure 109) correspond to four of the tools described in The Markup Tools: a Text tool for creating imprints; a Comment tool for creating comment boxes; a Note tool for placing note icons, with their associated pop-up note windows, on the page; and an Audio tool for creating and placing audio annotations.

Figure 109: Use the Text tools to add text imprints, comments, notes, and audio annotations to your PDF. — **Figure 109:** Use the Text tools to add text imprints, comments, notes, and audio annotations to your PDF.

The iOS Tool Options

Each tool you select provides one or more tool options that appear as icons in the center of the Editing Bar (Figure 110). They are used for setting colors, fonts, line styles, and so on.

Figure 110: The tool options vary by tool. The first three sets of options shown above are provided by the Text tool and, starting from the left, allow you to choose a font, text color, and line spacing and text alignment. The rightmost popover shown above, provided by the Comment tool, sets border width and border line style. Not shown: the font size popover that appears when you tap the font size in the Editing Bar. — **Figure 110:** The tool options vary by tool. The first three sets of options shown above are provided by the Text tool and, starting from the left, allow you to choose a font, text color, and line spacing and text alignment. The rightmost popover shown above, provided by the Comment tool, sets border width and border line style. Not shown: the font size popover that appears when you tap the font size in the Editing Bar.

Several additional tool options can be found on the Editing Bar when you use any Highlight tool or the Scribble tool: the first is the PalmGuard tool. When you tap this tool, transparent overlays temporarily protect most of the screen against touches (Figure 111) that can occur when you draw with your finger and your palm accidentally brushes the screen.

Figure 111: The Palm guard is active: only screen touches in the unguarded area between the two overlays affect the document. — **Figure 111:** The Palm guard is active: only screen touches in the unguarded area between the two overlays affect the document.

To move the protection overlays, drag their up and down arrow icons.

A second tool option that appears when you use the Highlight and Scribble tools is a repositioning tool. Tap this to allow pinch zooming and dragging gestures to reposition the PDF on the screen when the Highlight and Scribble tools are active; tap it again to return to highlighting and scribbling.

If you have a stylus enabled in PDFpen, such as an Apple Pencil, you see a stylus tool instead of the Palm Guard tool. Tap the tool to enable or disable drawing with the stylus.

The iOS Library Popover

Like its Mac siblings, PDFpen for iPad & iPhone offers a Library with collections of objects that you can add to a PDF (Figure 112). To see the popover, tap the Library icon on the toolbar. The Library’s contents are similar to those described in The Library, though there are some differences.

Figure 112: The PDFpen Library popover in iOS offers features similar to those in the PDFpen Library on the Mac, but there are some differences, such as the Photos collection, shown here. — **Figure 112:** The PDFpen Library popover in iOS offers features similar to those in the PDFpen Library on the Mac, but there are some differences, such as the Photos collection, shown here.

Here’s what you can find in the PDFpen for iPad & iPhone Library:

Custom : As on the Mac, this collection contains objects that you might want to place on a page in the future: text imprints, graphic objects made with the drawing tools, comments, and images. To add an object to the Custom collection, select the object in the PDF and then tap the Custom collection’s Add icon. Tap Edit to rearrange the items in the collection or to delete items from it.
Photos : Tap this to browse the Photos library on your iOS device—select a photo to add it to a PDF. Tap the Camera icon to take a photo with your device’s camera and add that photo to the PDF. Tap the information icon in the Editing Bar when you add a picture to a PDF to adjust its transparency and its layer order among any other drawn objects and imprints (annotations like comments and notes always display above such objects).
Stamps : In this collection you’ll find the various types of business stamps and stickers as in PDFpen on the Mac.
Proofreading Marks : The proofreading marks in this collection mirror the ones available on the Mac; swipe left and right to view them all.

The iOS Tools Popovers

Yes, popovers, plural. There are two versions (Figure 113): one on the Documents screen’s toolbar, and the other on the document editing toolbar. Tap the Tools icon on each toolbar’s right side to see it.

Figure 113: The Tools popover offers different options on the Documents screen (left) and on the PDF editing screen (right). — **Figure 113:** The Tools popover offers different options on the Documents screen (left) and on the PDF editing screen (right).

The Tools popover on the Documents screen is where you go to configure PDFpen’s settings (described in The iOS Settings), to contact Smile for support, and to view help.

The Tools popover on a PDF editing screen provides access to PDFpen’s settings as well, but the rest of the popover’s offerings pertain to the currently open document:

Share: Here, “share” means to share a copy—tap Share to open a copy of the document in other apps; to email a copy; to send a copy to a location in iCloud Drive, or to Dropbox, Evernote, the file-sharing pane for your device in iTunes, and various other remote destinations. You can specify whether the copy has editable annotations, which some PDF viewers may not display.
Print: If your device has access to one or more printers, tap this to print the document. You can specify the range of pages to print and the number of copies.
Insert Page Numbers: Although the layout of the dialog is different, it provides the same capabilities as the Add Headers, Footers, and Page Numbers command on the Mac.
Encryption: Use this to encrypt your PDF using one of several encryption standards, ranging from relatively weak to very strong. When you choose to encrypt a PDF, you must specify a password, and you must enter that password each time you open the document. Keep in mind that some of the available encryption standards are incompatible with some PDF viewers; generally, the weaker the encryption used, the more compatible the document is with other PDF viewers.
Document Info: Tap this to see the same information provided by the Document Information tab described in The Inspector.

The iOS Settings

The Settings popover, accessed from either Tools popover described just above, provides configuration options for the PDFpen iOS app (Figure 114). It’s also a quick way to find out which version of the app is currently installed.

Figure 114: Use this to set app-wide configuration options. — **Figure 114:** Use this to set app-wide configuration options.

Here are the available Settings options:

Annotation Author: Tap this to enter the name with which your annotations are labeled.
Document Scrolling: This controls the direction in which you swipe to move from page to page in a multi-page PDF.
TextExpander: If you use Smile’s TextExpander + Keyboard app, enable this switch to use your TextExpander snippets with the standard iOS keyboard instead of having to switch to the custom TextExpander keyboard.
Update Snippets: If you use TextExpander and make changes to your snippets, tap this option to update the snippets available in PDFpen to include those changes.
Stylus: Use this option to set up a pressure-sensitive stylus to use with PDFpen. The app supports several such styli, including the Apple Pencil.
Sign Up for PDFpen Tips: Tap this and then enter your email address to have Smile send you occasional email messages containing PDFpen tips and related announcements. (Based upon my experience, Smile’s PDFpen Tips mailings really are occasional and don’t flood your email inbox.)

The iOS Edit Menu

When you select text or an object in your PDF, a contextual edit menu appears above or below the selection (Figure 115).

Figure 115: The edit menu appears when you select something in the PDF. — **Figure 115:** The edit menu appears when you select something in the PDF.

The commands available on the menu vary depending on the selected item. Typically, but not always, this is where you find commands like Copy and Paste.

Here are some of the other items that might appear on the menu:

Correct Text: You find this item on the edit menu when text is selected. Tap it and you can enter corrections in a new imprint that PDFpen creates for you as described in Use the Correct Text Command.
Definition: When you select a single word of text, you also get a Definition item that, when tapped, looks the word up in your device’s built-in dictionary.
Watermark: When you select a graphic that has been placed in the PDF, you get a Watermark item. Choose Watermark place a watermark on the pages of the PDF based on the selected graphic. You get a popover that provides various layout options for the watermark.
Delete: When you select any item placed in the PDF, you can choose this item to delete it.

Get PDFs in and out of PDFpen in iOS

Pundits and press have often referred to Apple’s iOS as a “walled garden” and the metaphor is apt, especially when it comes to apps and their documents. The iOS file management system certainly does have more walls than the Finder on a Mac, in which apps can access documents stored in almost any user folder and where users can arrange their documents howsoever they like. But with the advent of the iOS Files app and its features, which third-party apps like PDFpen can adopt, the walls are much lower than they used to be, with plenty of gates and openings in the hedges you can use.

When you open PDFpen in iOS, if you are not looking at a PDF you’re looking PDFpen’s gateway into the iOS file management system (which I shall henceforth call the Documents screen), and if you are looking at a PDF, a tap of the Back button takes you to that gateway.

The Documents screen gives you two main views: a Recents view and a Browse view. You can choose which view you see by tapping the appropriate icon at the bottom of the Documents screens. You can open existing PDF documents and create new ones in either view.

View Recents in iOS

Tap Recents at the Document screen’s bottom to see the Recents view, which lists documents you have worked on most recently, and then tap a document thumbnail to open it (Figure 116). The Recents view also shows you documents you have tagged (see Tag Documents in iOS) and you can open any of those as well. And, if you don’t see the document you want, it has a Search field you can employ to find it.

Figure 116: The Document screen’s Recents view shows you files you have recently worked on as well as tagged files. — **Figure 116:** The Document screen’s Recents view shows you files you have recently worked on as well as tagged files.

To create a new PDF in this view, tap the Add button on the view’s toolbar.

Between its lists of recently opened documents, its Search capability, and its lists of tagged documents, you may never need to leave the Recents view.

Browse Documents in iOS

You use the Browse view, which you see when you tap Browse at the Document screen’s bottom, to navigate among all the locations available to your iOS device in which you may have stored a document compatible with PDFpen (Figure 117).

Figure 117: Use the Browse view to navigate to all the locations on or connected to your device where you may have PDFs stored. — **Figure 117:** Use the Browse view to navigate to all the locations on or connected to your device where you may have PDFs stored.

The Browse view features a Locations sidebar that lists locations in which you can open and create documents, and a main pane that presents documents at the currently browsed location. That is, it looks this way on an iPad: on an iPhone or iPod touch, the main Browse pane occupies the whole screen in portrait mode, and you get to the Locations sidebar by tapping the Back button at the upper left of the screen until it appears, filling the screen. (I’ll keep calling it the “Locations sidebar” throughout the rest of this section, even though it occupies the entire screen on small-screen devices, and even though it shows more than just locations.)

The main pane you see when browsing shows you the documents stored at the currently selected location; the location’s name is displayed at the top of the pane. The gestures you make in this pane are familiar:

To work on a document, tap it.
To open a folder to see the documents inside, tap it.
To rename, move, delete, share, or tag an item, hold on its thumbnail briefly and then release to see the contextual menu I described earlier. (Note that you can simply drag an item to move it into a folder if the folder is visible on the same screen.)
To move, share, or delete multiple documents, first tap Select at the top right; the commands for handling selected items appear at the bottom of the pane.

Selecting a single document also gives you access to earlier versions of that document. Tap the Versions button that becomes active at the upper right of the pane to see a list of previous versions of that document. You can then tap an item in the list to view a preview of that version or to restore it to become the current version. When you preview an older version, you can also save a copy of that version as a separate document.

A Search field also appears at the top of the main pane. Type in there to see documents that match your search string, no matter where they’re located.

To change the currently selected location and view its contents, tap a location in the Locations sidebar. Although the location you’ll probably use most often is iCloud Drive, you can use On My iOS device to keep documents in the app’s local storage instead of in the cloud.

No matter what location you are viewing, the area at the top of the main Browse pane contains buttons you can tap to arrange the pane’s contents and a button at the right to change the display from a thumbnail grid to a more compact vertical list. If those buttons aren’t visible, pull down on the main pane to bring them into view.

And speaking of locations, you aren’t limited to iCloud Drive and local storage on your device: you also have other storage locations available to you. These locations can be supplied, often along with apps that support them, by third-party vendors, such as Dropbox, Box, or Google, or they can be provided by connected WebDAV servers. Tap the Edit button at the top of the Locations sidebar to show or hide any of them and to change their order.

There is one item in the Locations sidebar that you can’t move or hide: Recently Deleted. Tap it to see all the items you have deleted from the app over the last 30 days—that is, anything that Apple has a say about; third-party developers and server administrators may keep or discard items according to their own policies.

Tag Documents in iOS

As on the Mac, you can apply tags to any document, and you can make up new tags. To add a tag, follow these steps:

Touch and hold briefly on a document, and then release.
On the menu that appears, tap Tags (Figure 118). A popover that lists all of your available tags appears, as well as a button at the top of the list you can tap to create a new tag.

Figure 118: Tap Tags on this menu to apply existing tags to a PDF or to create new tags to apply.
Tap one or more tags in the popover’s list to assign them to your document.

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