PDF Max Manual for PDF Max Android version 2.8

PDF Max 2.8 Manual

For Android version only

Part I Contents Part I Introduction ................................................................................................................................. 4 What is PDF Max? .............................................................................................................................. 4 Key features of PDF Max ................................................................................................................... 4 Library Screen Overview.................................................................................................................... 5 Part II File Management .........................................................................................................................7 Getting Started...................................................................................................................................7 Create new Document/ Folder ............................................................................................................7 Create new Document ....................................................................................................................7 Create new Folder...........................................................................................................................7 Import PDF File from Device.............................................................................................................. 8 Import PDF File from Dropbox........................................................................................................... 8 Manipulate Documents ..................................................................................................................... 9 Part III Working with Document ...........................................................................................................10 Annotate Documents & Take Notes .................................................................................................10 Markup Text ............................................................................................................................... 11 Make Sticky Notes ......................................................................................................................12 Use the Freehand Drawing/Handwriting Tool ............................................................................... 13 Use Eraser Tool ...........................................................................................................................14 Draw Shape ..................................................................................................................................15 Create Textbox (a.k.a Freetext or Typewriter) ........................................................................ 16 Insert Sound Annotation .......................................................................................................... 16 Insert Stamp/ Image ................................................................................................................... 17 Make In-Reply-To (Threaded) Comment................................................................................ 20 Manage Signature ......................................................................................................................21 Open Outline & Bookmark Section ......................................................................................... 22 Manage Annotation List ........................................................................................................... 24 Search PDF Text ........................................................................................................................ 24 Read Out Loud Text......................................................................................................................... 25 Fill in a PDF Form ..............................................................................................................................27 Fill in Text Field ..........................................................................................................................27 Fill in Check-box/Radio Field ....................................................................................................27

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Value-List Field ......................................................................................................................... 28 Advanced Form-Field Calculations & Validations ................................................................ 28 Edit PDF pages ................................................................................................................................ 29 Page Navigation & Management Section................................................................................ 29 Insert/Copy/Cut/Paste/Delete/Rearrange Document Pages .................................................. 29 Email/ Upload/ Extract Page(s) ................................................................................................. 31 Send/ Upload Document ..................................................................................................................32 Email Document/ Upload Document to Drive ........................................................................32 Upload Document to Dropbox.................................................................................................. 33 Quick Way to Email/Upload Document ................................................................................. 34 Part IV Application Setting & Support ..................................................................................................35 Configure PDF Max...........................................................................................................................35 Get Information & Support .............................................................................................................. 36 Rate PDF Max .................................................................................................................................. 36

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Part I Introduction What is PDF Max? PDF Max is not just a PDF reader, but also a full-fledged annotator, form-filler, and note-taker. Need to add a bit more instruction to the PDF? Simply add a note with realistic looking penmanship. You can fill out complex forms with field validations and calculations, giving you the ability to not have to worry about reading, filling, and then sending again. PDF Max is for those people who looking for a full-featured, professional PDF application to use daily without spending extra money for other apps. PDF Max is available for iPhone/ iPad, Mac & Android. Please note that this manual is for PDF Max for Android version 2.8 or later.

Key features of PDF Max  

 



Universal app, available for Android Mobiles & Tablets [Professional PDF Reader]  Text Reflow – Forget tedious pan & zoom steps  Text to Speech – superb TTS read documents for you (supported in many languages)  Fast Rendering – super-fast rendering engine worked smoothly with Android 2.2 or newer  Fast Scrolling – options of continuous vertical scroll through an entire document/ view one page at a time  Smart Zoom – double-tap on text blocks to zoom perfectly fit the screen  UI & Navigate – efficient Navigation Panel of bookmarks, annotations, outline and other common actions  Large PDF – work well with any large document [High-end Form Filler] – Support complex form field validations & calculations of AcroForm/ Static XFA forms among others [Full-Featured PDF Annotator]  Handwriting annotation tool with Zoom-In mode  Type on Your PDF or Draw with Your Finger  Markup Text (Highlight, Underline, Strikeout, Squiggly)  Draw any Shape (Line (+Arrow), Oval, Rectangle…)  Create Notes & Conversations (threaded comments), Stamp/Photo/Voice Annotations  Realistic signatures  Watermark PDF, Email & Print PDF  Manage PDF Pages & Bookmarks [Easy to Use & Powerful File Manager] – Manage your own PDF library on your device with the intuitive File Management Interface. Dropbox is supported (& more storages in the next updates)

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Library Screen Overview

(1) PDF Max (Left-Toolbar):  Page navigation & management section  Create-Cut-Copy-Paste-Delete-Arrange/ Email/ Extract page(s) (2) Recent  Recent viewed documents (3) Library  Documents are stored in the library (4) All files  All PDF files in the device (showed in corresponding folders) (5) Looking up file (6) Options for viewing (Icon/ List) (7) Utilities  Sort by… (Name/ Date)  Refresh  Add new… (the function is shown if you are viewing Library tab)  Import from Device… (the function is shown if you are viewing Library tab)  Import from Dropbox… (the function is shown if you are viewing Library tab)  Settings…  Rate PDF Max  About © 2012-2014 Mobeera

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PDF Workspace Overview

(1) To open Left-Toolbar  Page navigation & management section  Create-Cut-Copy-Paste-Delete-Arrange/ Email/ Extract page(s) (2) To select options of View  Original Pages/ Reflowed Text (3) To Bookmark the current page (4) To Lookup file (5) To access Utilities  Go to Page…  Read Aloud (TTS)  TTS Settings…  Delete  Share…  Upload to Dropbox…  File Info… (6) To open Right-Toolbar  Tools to annotate & take notes (7) To back to Library Screen © 2012-2014 Mobeera

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Part II File Management Getting Started Upon launching PDF Max, you are greeted with all your PDF files that are currently stored on your Android device. You can create new PDF documents and folders by tapping on the

button in the

top right-hand corner (then choose “Add new…”) and PDF Max also integrates with Dropbox, to help you grab all your PDF files and import them into the app.

Create new Document/ Folder 1. In the Library Screen, tap

. A list of functions will be shown

2. Tap “Add New…” You can choose to create a new document or new folder to keep files.

Create new Document 3. Tap “New Blank PDF” to create a new PDF file

Create new Folder 3. Tap “New Folder” to create a new PDF file

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Import PDF File from Device PDF Max provides function to import PDF files from the device to the app’s library simply by the following steps: 1. In the Library Screen, tap

. A list of functions will be shown

2. Tap “Import from Device…” 3. Select the folder then the file(s) 4. Tap “OK” to import the file(s)

Import PDF File from Dropbox PDF Max provides function to import PDF files from your Dropbox storage to the app’s library simply by the following steps: 1. In the Library Screen, tap

. A list of functions will be shown

2. Tap “Import from Dropbox…” then tap “Allow” to provide permission for the app to access your Dropbox account 3. Input your account name & password to connect. PDF Max will auto-remember your information to save time for the next times of importing files 4. Select the folder then the file(s) 5. Tap “OK” to import the file(s) 6. Wait for your file(s) to be downloaded

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Manipulate Documents PDF Max provides an excellent file management system. In the Library Screen, tap a document and hold for a while to enter the edit mode. You will notice the top bar transform into this:

(1) Delete files/folders

(4) Rename files/folders

(2) Move files/folders

(5) Upload/ Email files

(3) Duplicate (Copy) files/folders

1. Tap the file or folder icon(s) to select/deselect the file(s)/folder(s) you want to edit. 2. Choose one of above actions. 3. Once you finish, tap “Done” to return to the view mode.

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Part III Working with Document Annotate Documents & Take Notes When opening a PDF document, you will find plenty of tools that let you annotate & take notes in the Right-Toolbar. (1) Markup Text & Sticky Note Tools (2) Line & Shapes Tools (3) Freehand Drawing/ Handwriting (4) Free Text (5) Sticky Note (6) Eraser (Erase Freehand Drawing) (7) Sound Annotation (8) Stamp (9) Signature (10) Pin the right-toolbar

Note: As default, when you tap at the middle of the screen (document area), all toolbars are hidden until you tap again. Pin button (10) allows you to keep the right-toolbar visible to process annotations & take notes.

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Markup Text PDF Max provides two methods to markup text (highlight, underline, strikeout or squiggle).

Method 1 1. From the Right Toolbar tap to select one of 4 Markup Text tools: Name

Icon

Highlight Tool Underline Tool Strikeout Tool Squiggle Tool

2. Tap

&

to edit the markup’s properties (color & opacity):

3. Drag over text or tap any words to markup (highlight, underline, strikeout or squiggle) 4. Then tap

to finish the action. If you accidently markup any text, you can use the

button to

remove the unintended markup.

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Method 2 1. Touch a word and hold (long-press) with your finger, then drag the selection indicators to select the text to markup. 2. Release your finger, a menu will pop-up above the selected text. Select the applicable menu item to Highlight/Strike Out/Underline/Squiggle the selected text.

Make Sticky Notes 1. From the Right Toolbar tap to select Sticky Note tool 2. Tap

to choose Sticky Note’s color

3. Tap anywhere in the document to stick a note 4. A textbox will pop-up for you to type the note

5. Tap “Done” to finish or “Cancel” to cancel the process Note:  Tap the Sticky Note icon and then tap the Edit icon from the top toolbar to edit your note.

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Use the Freehand Drawing/Handwriting Tool PDF Max brings you the advanced Freehand Drawing/ Handwriting tool including Zoom-in mode. With Zoom-in Handwriting mode, you can use your fingers or stylus to take notes, annotate PDFs with flexible ink. The Zoom-In Handwriting mode allows you to handwrite at ease without zooming in your document to write words at suitable size. To use Freehand Drawing, open the Right-Toolbar, press

You are able to draw directly to the document or tab

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to open Zoom-in Writing mode.

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The Zoom-in Handwriting mode includes the following functions: (1) Focus-Box: Use your finger or stylus to drag the focus-box to the location on the page where you want to create handwritten notes. You may also long-press anywhere to move the focus-box quickly to that location. (2) Tools to Move the Focus-Box (Left, Right & Enter) (3) Undo & Redo action (4) Toggle on/off the Zoom-in writing mode (without closing Palm-rest area (8)) (5) Drawing Area (6) Customize drawing area size: Hold this button & drag your finger up/down to increase/decrease drawing area space. (7) Auto-advanced section: Auto-advanced section is the light-blue zone in the picture above. When you write into it, the Focus-Box will automatically move forward to help you continue the process easily. There is a small indicator that allows you to customize the size of the autoadvanced section. Note: the Focus-Box will automatically advance to the next line when your handwriting reaches the right side of the screen. (8) Open/ Close Palm-rest area (9) Collapse the Zoom-in writing mode (as well as closing Palm-rest area (8)) (10) Ink Properties: You are able to choose the Ink thickness, color and opacity. Note: Please select Ink properties before drawing

Use Eraser Tool If you want to correct your freehand writings, you can use Eraser/ tool: Method 1 (Eraser tool to erase handwriting)

1. Open the Right-Toolbar, select Eraser Tool 2. Draw the area of freehand writing that you want to erase. 3. Tap

to finish

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Draw Shape

PDF Max offers you several tools to draw shapes

 Draw Line 1. Open the Right-Toolbar, select Draw Line tool 2. Tap button on the top toolbar to edit the line’s properties: o Line Style o Thickness o Arrow Style o Line Color o Opacity 3. Drag your finger to create a new Line. 4. Tap

to finish or

to cancel the line

 Draw Rectangle/ Ellipse/ other shapes 1. Open the Right-Toolbar, select Draw Square

/ Circle

/ Polygon

/ PolyLine

2. Tap button on the top toolbar to edit the shape’s properties 3. Drag your finger to create a new Square /Circle/…

4. Tap

to finish or

to cancel the shape (with Square & Circle) /

to undo the action

(with other shapes)

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Create Textbox (a.k.a Freetext or Typewriter) Follow these steps to create a textbox: 1. Open the Right-Toolbar, select the Textbox Tool 2. Tap on the top toolbar to edit the textbox’s properties:  You can change text size, choose background color and adjust the opacity.  You can choose outline style & color. 3. Tap anywhere to start typing 4. Insert Text 5. Tap

to finish

Note: Tap an existing textbox to adjust its size or move the textbox.

Insert Sound Annotation You can insert a sound annotation by following the steps below: 1. Open the Right-Toolbar, select Sound-Annotation tool 2. Tap your finger anywhere you want to place your sound annotation

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3. The application automatically records sound and count the time

4. Tap

to finish recording

Note:  Tap an existing sound then tap

to hear it

 The volume setting is not controlled by PDF Max. Please adjust your device's volume before recording

Insert Stamp/ Image You can insert a Stamp/ Image with the following steps:

1.

Open the Right-Toolbar, select the Stamp Tool

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2.

For Android version only

The Stamp screen will appear. Tap to select the appropriate stamp in “Standard” or create a new one by tapping “Custom”  If you choose “Standard”, you can make a new stamp with pre-defined business stamps  If you choose “Custom”, you can make custom stamp (your logos, your graphics, etc.) from your Photo library or by taking a new photo:

o

Tap

at the top-toolbar to choose existing photo from your photo library

You are able to choose the application to access your photos on the device o 3.

Tap

at the top-toolbar to take new photo via device’s camera

Choose photo size to save to the stamp library

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4.

Tap anywhere within the document to place the selected/ customized stamp

5.

Tap

For Android version only

to finish

Note: If you want to remove an unwanted stamp/ image from the custom stamp list, please follow this instruction:  Tap “Custom” to see customized stamps  Tap and hold the stamp you want to remove until the box of confirmation is shown. Finish removal with “Delete”

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Make In-Reply-To (Threaded) Comment Every annotations in PDF Max can be associated with IRT comments to boost teamwork like never before. Simply select an annotation then tap Discuss button

in the Top toolbar to add comments.

All comments are displayed in a threaded conversation for easy management and tracking.

Note:  If the Discuss button doesn’t appear in the Top toolbar of the annotation, please tag

then

choose “Comment”  Your name which displayed in In-Reply-To Comments is set in “Author” of the “Annotating” section in Setting menu of the application

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Manage Signature Now in PDF Max, you can use the Signature tool to create and store your own signatures. You can use them to quickly sign PDF documents or forms. Besides, PDF Max provides a function to allow customer sign your document with simple steps.

Create Your Signature(s) You are able to create more than one signature and those signatures are stored in the application to be placed in any document.

1. From the Right-Toolbar, select the Signature Tool 2. Tap

to create a new Signature (or choose an existing one)

3. Choose the color & thickness of the signature 4. Draw signature with your finger

5. Tap

to finish signing. The signature is displayed in the signature list.

6. Tap

to back to the document

Note: You only need to create your signature one time as PDF Max stores it for quick signature insertion.

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Place Your Signature/ Customer’s Signature You are able to insert your signature or let customer to draw his signature on your document by tapping & holding finger on the signing area of the document until the following box displays: 

If you want to sign yourself: Tap “My Signature”

then choose one signature from your signature list 

If the customer signs: Tap “Customer’s

Signature” then ask the customer draw his signature – press “Done” to finish

Open Outline & Bookmark Section With PDF Max, you can easily manage your documents’ outline and bookmarks. From the bottom of the Left-Toolbar, choose Outline & Bookmark icon

.

(1)

View Outline/ Bookmarks

(2)

Create a new Bookmark

Create a new Bookmark You can bookmark pages by two ways:

Method 1 1. In Bookmark View Mode , select icon

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2. The Add bookmark dialog will pop-up. Type your bookmark title.

3. Tap “OK” to finish or “Cancel” to cancel the process Method 2 1. Tap the

icon at the top-toolbar

2. Type your bookmark title then tap “OK” to finish/ “Cancel” to cancel the process

Edit Bookmark You can edit bookmarks by following these steps: 1. In Outline/Bookmark View Mode, choose Bookmark Mode 2. You are able to:  Delete unwanted bookmark entry/ rename the bookmark by touching the bookmark for a while until the following toolbar displays:

 Choose

to delete/

to rename

3. Tap “Done” to finish the process

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Manage Annotation List PDF Max has a section to display all annotations of the current document. From the bottom of the Left-Toolbar, select

to open the Annotations List.

 The Annotations are sorted by the Page number  You are able to view & edit an annotation by tapping the annotation in the list

Search PDF Text

From the Top-Toolbar or Left-Toolbar, tap

to open Search Section:

1. Enter the keyword you want to search 2. Tap

on the soft keyboard

3. Tap the desired match to display the page.

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Read Out Loud Text Don’t keep your eyes on the screen all the time, Text to Speech (TTS) feature in PDF Max does the work: It read PDF documents for you using Google Text-to-speech Engine. The following steps describe how to use the feature: 1. Access Document Viewer screen, selecting the Utility button

at the top-right corner then

choose “Read Aloud (TTS)

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2. Choose the suitable language from the list:

3. Enjoy the reading

4. Press

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to stop

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Fill in a PDF Form PDF Max supports filling AcroForms & Static XFA Forms with complex (JavaScript based) form field validations & calculations.

Fill in Text Field

You can fill out a text-field by following these steps: 1. Tap a text-field on your PDF form 2. The soft keyboard will automatically pop-up for you to fill the field 3. Tap “Next” to move to the next field, “Previous” to move back, “Reset Field” to clear the field contents 4. Tap “Done” to finish the process

Fill in Check-box/Radio Field PDF Max supports Check-boxes & Radio fields in PDF forms. Simply tap the Check-box/Radio to fill it.

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Value-List Field These are two types of value-lists filled with PDF Max: dropped-list and list-box. Tap the value-list field to select the value you want.

Advanced Form-Field Calculations & Validations As mentioned in the overview, PDF Max supports advanced form-field validations & calculations. Some examples are provided below:



Some specific text-fields (e.g., date/time) can only be

filled in the correct format (e.g. mmmm d, yyyy). Otherwise, they will pop-up an error message.

 Some PDF forms contain calculations. By entering the item price and the item quantity, the PDF invoice will automatically calculate

the

total price (including tax & shipping)

for

you.

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Edit PDF pages Page Navigation & Management Section

From the bottom of Left-Toolbar, touch

icon to open Page

Navigation & Management section. By default, you will see it when opening the Left-Toolbar.

 Page thumbnail: PDF Max displays page thumbnails plus annotations. You can easily scroll down the page thumbnails and touch a thumbnail for quick access to the page you want. (1) Open Page Management Screen that allows you to add, insert, delete & rearrange pages.

Insert/Copy/Cut/Paste/Delete/Rearrange Document Pages By following these steps, you can insert/ copy/cut/paste/rearrange, & even delete unnecessary pages in your documents:  Tap

in the Page Navigation & Management section (Left-Toolbar) to display the Page

Management screen:

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There are many functionalities are provided:  To insert a new page, please tap

button on the Top toolbar, you are able to choose type of

the new page:

o Follow the instruction of the blue box to place the new page in correct order:

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 To delete page(s), tap the page(s) to delete then tap the delete icon

. PDF Max will ask you

to confirm the deletion.  To copy page(s), tap the page(s) to copy then tap the copy icon  To paste page(s), tap the position to paste then tap the paste icon  Tap

or

to rotate the page(s)

 Simply tap a page then hold & drag your finger to rearrange it  Tap

to select all the pages.

Email/ Upload/ Extract Page(s) By following these steps, you can email/ upload/ extract chosen page(s):  Tap in the Page Navigation & Management section (Left-Toolbar) to display the Page Management screen

You can:  Email/ upload taped page(s) by clicking Email icon

then

choose the suitable application to send your page(s) For example, you are able to: o upload page(s) to Drive (you may rename the title before uploading) o send email with the taped page(s) (you may attach picture & video as well) o send taped page(s) to other devices via Bluetooth o …

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 Extract taped page(s) by clicking Extract icon

For Android version only

then choose the suitable place in your device

to store extracted page(s)

Send/ Upload Document PDF Max allow users to email and upload their PDF files to Drive /Dropbox storage The detailed steps are listed as below: 1. From Library View, tap a document and hold for a while until the following bar displays:

2. Select one or more documents to send/ upload by tapping to select/deselect a document 3. Choose “Email”/ “Upload” 4. Complete the process as described in detail in the following sections. Note:  Folder(s) cannot be sent/uploaded  The file(s) is annotated before being sent/ uploaded

Email Document/ Upload Document to Drive You can send your documents via email/ Upload document to Drive by following these steps: 1. Tap “Email” (step 3. Above) 2. The File Format Export menu will pop-up, choose the format you want for your exported files (there is one option of “Annotated” in this version of PDF Max) 3. You are able to choose one of the following services: 4. If you send document via email, the composing screen will pop-up. Edit your email content, sender address, etc.

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5. Tap “Send” to finish the process, or

For Android version only

to cancel the process

Upload Document to Dropbox You can upload files to your Storage server by following these steps: 1. From Library View, tap a document and hold for a while until the following bar displays:

2. Select one or more documents to send/ upload by tapping to select/deselect a document 3. Choose “Upload” 4. The File Format Export menu will pop-up, choose the format you want for your exported files (there is one option of “Annotated” in this version of PDF Max) 5. Choose “Dropbox” 6. Choose the appropriate location. 7. Tap “OK” to start uploading, or “Cancel” to cancel the process Note: In order to upload files to Dropbox, you have to link your service account with PDF Max.

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Quick Way to Email/Upload Document You can also Email/Upload your document in the Document Viewer screen by selecting the Utility button

at the top-right corner then choose “Share…” to Email/ “Upload to Dropbox…”

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Part IV Application Setting & Support Configure PDF Max From Library Screen, tap

(at the right corner of the top bar) then tap “Setting…” to open PDF

Max settings. Viewing:  Page Turning - Choose your page turning type.  Page View - Choose the page view mode (fit to document’s width or screen’s width, affected only in Horizontal and Vertical page turning modes).  Highlight Form Fields - Turn this option on to highlight all the fields in a PDF form.  Keep screen on -Turn this option on to keep the screen from automatically dimming while reading  Night mode -Turn this option on for easy reading & processing document at night  Theme -Choose “Light” to use white background/ “Dark” to use dark grey background Annotating:  Author – The author of PDF annotations, if you leave this field empty, the device name will be used.  Outline Text Size – The Outline text size in the Left-Toolbar in the Workspace can be set to Large or Normal.  Right-to-Left Handwriting - Choose to use Zoom-in Writing mode: “Left to Right” or “Right to Left”. The default option is “Left to Right”.  Prompt backing up – There will be a confirmation pop-up of backing up the file when you start editing a document if this option is turned on.

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Get Information & Support From Library Screen, tap

(at the right corner of the top-toolbar) then tap “About” to open the

About PDF Max menu to have the chance to:  Know details about the current installed version of the application  Visit our website to get latest information about not only PDF Max but also all applications developed by Mobeera  Follow us on Twitter  Become our Valued Fan  Get Technical Support for your issues or questions  Contact us via email

Rate PDF Max If you like our application and want to rate it, please follow these simple steps:  From Library Screen, tap

(at the right corner of the top-toolbar) then tap “Rate PDF Max”

 Let tap “Yes, Rate PDF Max” – You will be redirected to the Play Store to rate our application 

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