RenderDraw Documentation
  • About RenderDraw
    • What is RenderDraw?
    • RenderDraw Philosophy
    • Key features and benefits
  • Introduction
  • Getting Started with RenderDraw
    • Installation
    • Adding a RenderDraw License to a user's account
    • RenderDraw Permission Sets
      • Using user access policies for automated permission set & License Assignment
    • Relating Drawings to a Salesforce Record
    • CAD Conversion
      • Setup of CAD Conversion
      • UI CAD Conversion for Salesforce for Salesforce Admins
      • Version 1
        • CAD Conversion API (Direct Use)
          • Example input for Conversion
      • Version 2 (proposal)
        • Purpose
        • Sample File Input Conversion
  • Diving deeper
    • RenderDraw Architecture
      • RenderDraw Components
      • Storage of your Drawings
        • Connecting to your drawings
      • Supported Formats
    • Relationships
      • Why Metadata Matters
        • Advanced Metadata Relationships
          • Child Lookup
          • Parent-Child Relationships
      • Record Management
        • Scene Settings
    • Performance Considerations
    • Development Resources
    • Using Components on LWR Digital Experiences
    • Utilizing Interactions within Lightning Flow
    • Fixing Common Issues
  • Usage Scenarios
    • Use Cases
      • 2D
        • Part Finder
          • Data Setup for B2B
            • Choose where you want to display your Product Catalogs
            • Setup Field on Catalog Object
            • Setup Group and Files
          • Parse PDF Catalogs to attach images
          • Base setup for initial catalog page
            • Sharing of Files
            • Clone Pages
          • Create Callouts for Parts
          • Utilize OCR to highlight callouts
          • Optionally show inventory or availability based on data
          • Create Interactions for hover and click actions
          • Create a reusable, connected Datatable
        • Custom 2D App Development using Salesforce
        • 2D Admin Guide (Clicks, not Code)
          • Setting your object up for 2D visuals
          • Setup 2D Scene Settings for a record
          • Add a background image to your scene
          • Adding Droppable Areas and Drop Zones to a Scene
          • Adding Draggable Items to a Scene
          • Relating Components to Salesforce Data
          • Add a DataSource to a 2D scene to bind data
          • Adding Layout Drawing menu to your component (Floorplan & Spatial Drawing)
          • Linking your clicks to Actions / Flows
          • Visual Rules engine
          • Hover Actions and Popovers
          • Change your Layout Drawing visuals based on Salesforce Data in a DataSource query
          • Enable users to take snapshots
          • Show additional Drawings with your 2D Canvas
          • Use Color Selection to add clickable regions to your 2D Scene
          • Use OCR to add Clickable regions to your 2D scenes.
            • Enable Azure OCR in your Remote Site settings & Metadata
            • Add Layout Areas using OCR
        • Data interaction within a Flow
          • Modifying Canvas with APEX
        • 2D User Guide
          • Take a snapshot
      • 3D
        • Admin
          • Adding Components to your Lightning Pages
          • Examples
            • Asset Management
            • Product Visualization
            • Setup for 3D Visual Configuration Scenarios
              • Salesforce CPQ
              • Conga CPQ
              • Custom Configuration Scenarios
            • 3D Product Photography
          • Setup 3D Scene
            • Visual Scene Setup
              • Interaction Events
              • Grouping
              • Labeling
              • Actions
              • Attributes (Look & Feel)
            • Configuration
              • Interaction Events
                • Action Items
                • Conditions
                • Steps
        • Developer
          • Custom 3D App Development using Salesforce
        • End-User Usage
          • View Related 3D Converted files on a record
          • 3D Annotations & Comments
      • CAD Conversion
        • CAD Conversion using Admin UI
          • Prior to getting started...
          • CAD Conversion UI within Salesforce
        • Automatic Conversion in Salesforce
          • Integration User
          • Remote Site Setting
          • Setup Connected App
          • Setup Custom Settings for Triggering Conversion
          • Test your Files
          • Extending the integration using Platform Events
      • RenderDraw Interactive Maps
        • Admin Setup
        • End User Usage
      • Other Apps
        • RenderDraw Data Utilities
          • Essentials
            • Swiper
            • Flow Image display
            • QR Code Generator
            • QR Code Scanner
          • Standard
            • 360º Virtual Tours
              • Administration
              • Usage
            • AnnotateIt! Images
              • Admin's Guide to AnnotateIt! components
              • Permissions / Authorization
            • Standalone Datatable
          • Advanced
            • AnnotateIt! PDF Editor
            • Parsing PDFs
            • CSV Importer
        • RenderDraw for Propel
          • Initial Setup
            • Common Issues
          • CAD Conversion & Visual Viewing
          • Annotate Item Attachments
        • MeasurePro (iOS App)
          • Creating a Deep Link to Launch with Parameters
      • Interacting with RenderDraw using Lightning Messaging Service (LMS)
        • Canvas Element Hovered
        • Canvas Element Selected
        • Canvas Initialized
        • Canvas Interaction
        • Record Selected
        • Code Example of Listening to LMS Events
  • API Documentation
    • 3D Components API
      • Events (Aura)
        • EVT_Renderer_Context_Details_Closed
        • EVT_Renderer_Element_Added
        • EVT_Renderer_Get_CameraPositionandTarget
        • EVT_Renderer_Get_Hierarchy
        • EVT_Renderer_Loaded
        • EVT_Renderer_Mesh_Selected
        • EVT_Renderer_Mesh_Selection_Cleared
        • EVT_Renderer_Select_Component
        • EVT_Renderer_Screenshot_Taken
      • Components (Aura/LWC)
        • 3D Interaction Canvas (LWC)
        • 3D Advanced Renderer (Aura)
        • 3D Scene Director (Aura)
        • 3D Simple Renderer (Aura)
        • 3D File Attachment Viewer (Aura)
    • 2D Components API
      • 2D Interaction Canvas
      • 2D Scene Director
    • Universal Components Used throughout the Suite
      • dynamicContentComponent_treeGrid
    • Data Objects used throughout the Suite
      • Canvas
      • BaseCanvasItem
      • LayoutWall
      • DropZone
      • DroppableArea
  • 👬Digital Twin
    • Digital Twin App
      • Setup
        • Steps to Setup Digital Twin Capabilities
        • RenderDraw Relationship Settings
        • Visualization
      • Asset Search
      • Digital Twin LWC Component
        • Custom Component Interaction with Renderer
        • Digital Experience Tips and Tricks
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  1. Usage Scenarios
  2. Use Cases
  3. Other Apps
  4. RenderDraw Data Utilities
  5. Advanced

AnnotateIt! PDF Editor

PreviousAdvancedNextParsing PDFs

Last updated 1 year ago

AnnotateIt - PDF Editor is a Salesforce Lightning Web Component (LWC) that provides functionality for users to select, edit, and save PDF files. The component can be used on lightning homepages, record pages, and within flow screens. It allows users to annotate and save PDFs natively within the Salesforce platform.

Key Features

  1. PDF Selection and Editing: Users can select a PDF file and edit it directly within Salesforce. This file can either be one already stored in Salesforce, or an external PDF file.

  2. Saving and Downloading PDFs: Once a PDF has been edited, it can be saved within Salesforce or downloaded for external use.

  3. Toast Messages: Provides users with success or error messages after saving or downloading a PDF.

  4. Flow Navigation: Within a Lightning Flow, you can use the PDF Editor to navigate between different flow screens.

Configuration

The AnnotateIt - PDF Editor module can be configured with the following properties:

  • pdfDocId: Enter the Document Id of the PDF to be annotated.

  • showSaveAs: If you enable this option (set to true), it will show the 'Save As' dialog, allowing the user to save the image as a new ContentDocument.

  • recordId: Optionally, you can set the record Id to relate the edit/annotation. This is used when the 'Save As' dialog is shown.

  • callFlowNextOnProceed: If a file is saved as a new ContentDocument, the pdfDocId will be updated with the newly saved document. If you enable this (set to true), it will trigger the 'Next' or 'Finish' within a Lightning Flow when 'Save' is clicked.

To set these properties, navigate to the configuration section of the LWC where you're deploying the AnnotateIt - PDF Editor. This could be the Lightning App Builder for a homepage or record page, or the Flow Builder for a flow screen.

This tool provides a powerful way for users to interact with PDFs directly within Salesforce, adding a new layer of flexibility and interactivity to your Salesforce environment.