Make Notes on a PDF in Salesforce

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DaDaDocs Salesforce integration
The DaDaDocs Salesforce integration is a complete online editor for typing, editing, erasing, blacking out and annotating text as well as signing documents. Work with Word and PDF files in your Salesforce account, and share documents with your partners making them available to anyone on any mobile device.

Make Notes on a PDF

Have you ever needed to make notes on sales contract or invoice stored in your Salesforce account?

With PDFfiller’s powerful editor you can not only edit your Word or PDF documents without leaving Salesforce account, but also make notes to hint and guide the recipients through a document’s content. Alternatively, notes are helpful in terms of your own revisions to a document.

To get started, select the Salesforce object and click the drop-down menu near the required Word or PDF document on the right. Click on Edit.

DaDaDocs integration with Salesforce

PDFfiller has two types of note tools:

  • Standard text boxes included in the document where it is convenient and suitable;
  • Sticky notes attached over the content of the document.

To comment using a text box, select Text Box in the toolbar and click where you'd like to place the box in the document. To resize the text box, drag its corners or edges. To change the color of its border, click the color icon that says Box in the formatting toolbar and select the color that you want. To change the color of the box itself click Background and choose the color.

DaDaDocs integration with Salesforce account

To enter text into the box, click inside and start typing. To change the font type, click the box with the current font name in the formatting toolbar and choose from the dropdown menu. You can change the font size by clicking the number next to the font and selecting from the dropdown list. To underline your text, to make it bold or italic, use the U, B, and I icons. To change the text color, click the color box on the right of the font tools and select the color you want.

To add comments in a sticky note, while in the editor, select Sticky. Click where you'd like to place the note. To resize the note, drag its corners or edges. To change its color, click the yellow icon that says Box and select the color you want. To enter your comment, click inside the note and start typing. You can format your text using the above-mentioned tools.

DaDaDocs for Salesforce

In addition, you can always easily remove a sticky note or a text box from the document. To do this, just click it and then click the trash icon.

When you have finished editing, click the Done button in the top right corner and save your document back to your Salesforce account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

Learn More with Guidebooks

Salesforce Guidebook
PDFfiller's DaDaDocs for Salesforce Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
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