Here is a "how to" step by step of the way in which IAnnotate will change your world:
Someone emails to you a pdf...assistant, another broker, a client. In this case a client of mine sent me a lease. I have highlighted the email and the pdf appears in the reading pane.
Once I hold on the pdf, I am asked where I would like to open the pdf. I use the "Open In" button
I have asked that the pdf be opened in IAnnotate PDF
The pdf is then opened in IAnnotate and ready for manipulation or saving. I this case I want to save the pdf for future use. You can see the pdf I opened in the lower right.
I have clicked the button at the top right which allows me to create a new file and name it. In this case I have named the file Allied Exhaust Idaho.
You can now see the new file that was created directly above the lease. I now have the ability to drag the pdf into the file for future access.
The lease is now safely "filed" and available for future access.
Now I get a request for a file that I have saved in a folder. This frequently occurs with listing brochures and I will demonstrate how to use the app for this purpose.
I have used the previous steps to save my brochure pdfs into their own folder entitled "Imported Documents. I simply touch the folder and the contents are opened.
I now have a screen of my saved brochure pdfs. I can touch and hold the one that I want to forward...in this case 500 S. State College
When I touch and hold the brochure that I want to forward, a task bar is revealed which gives me the option to e-mail. I tap the e-mail button and the next screen appears
I choose the original format button since I have not annotated the pdf (added comments). The pdf is attached to the screen below. I can then use the screen below and start typing the e-mail recipient which brings up my Outlook contacts. If I receive a request from someone not in my contacts, I need to save the contact in my address book before proceeding. Once the recipient is entered, the e-mail is ready to send.
Voila...start to finish, this takes about two minutes!
Great article, Allen. I can see where this would have a multitude of productive uses. Thanks for sharing & explaining!
ReplyDeleteYou are welcome! Anything to boost productivity.
Delete