You can edit documents in BindHQ by using the file editing tool in the Documents tab in an Application or Policy
- All users
This article explains how to edit documents inside BindHQ by using the file editing tool in the Documents tab in an Application or Policy
The file editing tool allows users to perform actions on documents such as:
- Adding text annotations
- White-out or highlight file content
- Apply image stamps
- Merging/extracting pages
Accessing the File Editor Tool
To access the file editor navigate to the Documents tab (for example on an application or policy), then click the Edit Files link that appears on the right hand side.
This will open the file editor listing all the documents on that application or policy that are available for editing.
Tour of Controls
The file editor has various components that you’ll interact with to access and edit documents. The first thing you’ll notice if accessing it from an existing application for example is the list of files on the left-hand side. This list contains all the files that are currently available to edit, scroll up and down to see them all if there are too many to fit on the page. When you have found a file you want to edit you can click it so it expands and all its pages become visible.
Each page is listed as a preview image showing you what it looks like, and a checkbox you can use to apply various actions (explained later).
Next, in the top right you have document based actions.
These actions allow you to save any changes you’ve made, download a version of the document you’re working on, preview your changes, and activate the editing tools which are explained in detail later.
Uploading New Documents
To add new documents click the plus icon in the top-left hand corner of the editor. You’ll be prompted to choose a file from your computer to upload.
After you have selected your file you will need to wait a few moments while BindHQ uploads the document, opens it, and creates images for all of its pages. When you see the pages starting to appear you can click them to begin editing.
The new file will now also be available from the Documents tab of the application or policy you opened the file editor from.
Next to the upload icon is the Merge Pages button. This button allows you to merge the selected pages into a new document. To select pages just click the checkboxes next to the desired pages. When you have all the pages for your new document selected click the Merge Pages button.
You’ll then be presented with a preview of the new document. Here, you can enter a name for the new file, then click Create Document to create it. The new document will appear in the left-hand files menu.
The editing tools are the bits that actually allow you to add or adjust content on documents, they’re located on the top right of the page. We’ll go through them one at a time.
The Pointer tool allows you to select things that you’ve added to the document (eg. text or images), and then do things like move, resize and delete them.
To use this tool first click it, you will then see any items you’ve added to the page become highlighted. You can then select these highlighted items for adjustment. You will need to use this tool whenever you want to perform these actions.
The next tool is the highlighter tool. This tool, as its name suggests, allows you to highlight parts of the document that you want to draw attention to. It can also be used to white-outsections of the document (that you may want to remove or replace with some updated information).
After you have selected it you will seen a colour picker palette appear in the top-right corner.
You can then use the mouse to click and drag out areas on the document to highlight. If you need to adjust these areas after you have created them then use the Pointer tool.
The Text tool allows adding text to the document. To use it first select it and then click the location on the document where you would like to add the text. You then see some controls appear in the top-right that allow you to change the size of the text, and to create the actual content.
If you need to change the content of the text after you have finished, click the Text tool again, and then click on the text you would like to edit. You will also be able to change the size.
The final tool is the image stamper. This tool allows you to access images that can be dragged and dropped onto the document. To use it click on the icon and a list of recently used images will appear in the top-right corner.
To use an image, just drag and drop it from the list onto the document. You’ll then be able to use the Pointer tool to move and resize it. If the image you’re looking for isn’t in the quick-select list, or if you want to add a new image, then click the View/Manage All button.
This will open a dialog where you can browse all the images available, and also use the Upload button to add new ones.