Using the PDF Editor

The built-in PDF Editor allows you to mark up, customize, and finalize important project documents directly inside the home design software. Whether you’re working with floor plans, contracts, schedules, or invoices, the editor keeps everything centralized so you don’t need external tools to collaborate, annotate, or prepare documents for clients and contractors.

This guide walks you through how to access the editor and use its tools to edit PDFs efficiently.

What the PDF Editor Is Used For

The PDF Editor helps you:

• Mark up floor plans with symbols and notes
• Add text to project documents
• Annotate invoices and schedules
• Insert images and stamps
• Draw shapes and highlights
• Collect signatures
• Save, download, and share finalized files

It turns static PDFs into interactive project assets.

Step 1: Open the PDF Editor

1. Go to the Documents section in the left navigation.
2. Select a file such as a floor plan, invoice, or document.
3. Click Edit PDF in the toolbar.

This launches the document inside the full-screen PDF Editor workspace.

Step 2: Navigate the Workspace

Once open, you’ll see a powerful editing toolbar at the top and symbol libraries on the side.

Key navigation tools include:

• Back / Forward arrows – move between pages
• Hand tool – pan around the document
• Zoom controls – zoom in and out for precision
• Rotate tools – adjust page orientation

These make it easy to work on detailed plans and layouts.

Step 3: Add Text to Documents

Click Add Text to insert editable text anywhere on the PDF.

You can customize:

• Font family
• Font size
• Bold, italic, underline
• Text color
• Text box background
• Border style and color
• Alignment

This is ideal for adding notes to floor plans, updating invoice fields, or labeling rooms and materials.

Step 4: Insert Images

Use Add Image to upload and place images directly onto the PDF.

This is useful for:

• Adding product photos to plans
• Inserting logos
• Placing reference images
• Adding stamps or visual notes

Images can be resized and repositioned for precise placement.

Step 5: Draw Shapes and Highlights

With Shapes, you can visually mark up documents using:

• Rectangles
• Circles
• Lines
• Arrows

Customize shape color, border style, and fill to highlight areas, call out changes, or map electrical and lighting layouts.

This is especially helpful when reviewing floor plans with clients or contractors.

Step 6: Use Tools for Markups

The Tools menu allows for freehand drawing and markup.

You can:

• Sketch adjustments directly on plans
• Circle areas of concern
• Draw installation notes

These annotations keep communication visual and clear.

Step 7: Add Signatures

Click Sign to insert a signature onto contracts, approvals, or invoices.

You can place and resize the signature anywhere on the page, making it easy to finalize documents without exporting them.

Step 8: Use Built-In Symbols for Floor Plans

For floor plans, the left panel provides libraries such as:

• Light track
• Under cabinet lights
• Receptacle symbols
• Switch symbols
• TV outlets
• Thermostats

Simply click a symbol and place it onto the drawing. This makes it easy to communicate electrical, lighting, and layout intent directly on the plan.

Step 9: Save or Download Your Work

When finished:

• Click Save to store the edited version in your project.
• Click Download to export a copy for sharing.
• Use Cancel if you want to discard changes.

Saved documents stay attached to your project for ongoing collaboration.

Why Use the Built-In PDF Editor?

Using the PDF Editor inside the software means:

• No external apps required
• All markups stay inside the project
• Faster collaboration
• Clear communication with contractors and clients
• Professional documentation output

From early design markups to final invoices, the PDF Editor keeps your workflow efficient and centralized.

The PDF Editor transforms simple PDFs into working design documents. Whether you’re labeling floor plans, adjusting invoices, collecting signatures, or adding visual notes, the editor ensures every document stays connected to your project and easy to update as designs evolve.