Pages and document tools

Put a drawing set's pages in order, label and number them, and run the tools that work on a whole document: headers and footers, bookmarks, links, layers, OCR, file size, repair and archiving.

Intermediate·13 minute read

You'll learn
How to rearrange, insert, split and label pages, and when to reach for OCR, Reduce File Size, Repair PDF and PDF/A.
Start here
Document ▸ Organize Pages Alt+T opens Thumbnails. Right-click a page for its tools.
Signed or secured?
Signed files refuse page changes, and so do files whose security limits them. Hover over a grayed command to see why.

Thumbnails: see and arrange pages

The Thumbnails panel shows every page as a small picture, with its page label, its page number in brackets and its drawing scale. Most page work starts here: select pages, then right-click them.

The Thumbnails panel with three sheets, M-101 (1), M-102 (2) and P-201 (3), each marked Scale Not Set. Page M-102 is selected and its right-click menu is open, from Set Scale… down to Markup Summary, with Email and Flatten grayed. 1 2 3 4 5
The MEP sample set in Thumbnails, with a page's right-click menu open.
  1. Size. Drag to make the thumbnails larger or smaller.
  2. Label and scale. M-101 (1) is page 1, labeled M-101. Under it is the page's scale, or Scale Not Set.
  3. Selected page. Selected pages are tinted; the page on screen has a blue frame.
  4. Page menu. The page tools, applied to every selected page.
  5. Grayed items. Flatten needs markups on the document. Email isn't available in this version.

Every page change is a single Undo step Ctrl+Z.

To rename page labels in one pass

  1. Click the first page and press F2, or double-click its label.

    The label becomes a text box.

  2. Type the sheet number, for example M-101.
  3. Press Tab.

    The label is saved and the next page's label opens. Shift+Tab goes back one.

  4. After the last page, press Enter. Esc cancels the label you're typing.

Insert pages

The Document menu holds every page tool. Its Insert submenu adds pages:

The Document menu, from Document Properties down to Unflatten, with the Insert submenu open: Insert Blank Page, Insert Pages from File… and Duplicate Pages.
The Document menu with Insert open. Menus show macOS key symbols; the shortcuts in this guide follow your platform.

To insert pages from another file

  1. Choose Document ▸ Insert ▸ Insert Pages from File…
  2. Choose Add... and open the PDF.

    It joins the list with its Name, Pages and Path.

  3. In Pages, type the pages you want, such as 1-3. Leave it empty for all of them.
  4. Under Position, choose After Page and type 5.
  5. Choose OK.

    The pages appear after page 5.

Extract, split, replace and delete

CommandWhat it does
Extract Pages…
Ctrl+Shift+X
Copies pages into a new PDF, named like M-101 (pages 2-4).pdf. It can also Delete Pages After Extracting, or Extract Pages as Separate Files named by their page labels.
Split Document…Breaks the file into several: by Page Count (1 gives one file per page), by File Size in MB, or at Top Level Bookmarks, with a prefix, a suffix or the bookmark names.
Replace Pages…
Ctrl+Shift+Y
Swaps pages for pages of another PDF. With Replace page content only on (the default), the counts must match, and the old pages' markups, links and bookmarks stay: the way to drop a revised sheet under existing comments.
Delete Pages…
Ctrl+Shift+D
Deletes the current page, the selected pages or a range. A document always keeps at least one page.
New files lose signatures and security

Extract and Split work on a signed file, but the new files won't carry its signatures. Extracting pages from a secured file, or splitting it, gives files with no passwords or permissions.

Rotate, crop and straighten

To straighten a scanned sheet

  1. Go to the crooked page and choose Document ▸ Deskew…
  2. Draw a line along something that should be level or plumb, such as the sheet border.

    The Deskew dialog opens and the page turns to preview the correction.

  3. Adjust the Angle if needed (up to 45°), or choose Get Line to draw again. Then choose OK.

    The page is straight. Markups don't turn with it, so deskew before you mark up.

Page labels and numbering

A page label is the name a page shows instead of its number: M-101 rather than 1. Type a label in the navigation bar's page box to jump to that sheet; Batch Compare can pair sheets by label, and headers can print it.

The Number Pages dialog: Style 1, 2, 3; an empty Prefix; Start 1; Pages All Pages; Preview: 1, 2, 3, …; OK and Cancel.
Number Pages previews the labels before you apply them.

To label sheets A-101 to A-110

  1. Choose Document ▸ Number Pages…
  2. Keep the Style 1, 2, 3. Type A- in Prefix and 101 in Start.

    The preview reads A-101, A-102, A-103, …

  3. Leave Pages at All Pages, or choose Custom and type 1-10.
  4. Choose OK.

    The thumbnails read A-101 (1), A-102 (2) and so on.

Headers and footers

Document ▸ Headers & Footers ▸ Add… prints text on the pages you choose: a project name, page numbers, the date, a Bates number or details of the file. Headers & Footers ▸ Edit… changes them later.

The Header and Footer dialog: Save Settings with New Custom, Save… and Delete; Fit content inside margins; Font Helvetica, 8.0 pt, black, with bold, italic and underline; Margins in inches, 0.50 top and bottom and 1.00 left and right; six empty boxes for the header and footer; Insert buttons Page Number, Date, Bates Number and File Data; Pages All Pages; a preview of M-101 with dashed margin lines, page 1 of 3; OK and Cancel. 1 2 3 4 5 6
The Header and Footer dialog, previewing sheet M-101.
  1. Save Settings. Keep a layout to use again.
  2. Font and margins. 8 pt Helvetica at first; margins in inches.
  3. Six boxes. Left, center and right, for header and footer. Click one before inserting a code.
  4. Insert. Page Number, Date (18 formats), Bates Number and File Data, such as FileName or PageLabel.
  5. Pages. Which pages get them.
  6. Preview. Step through the pages to check placement.

To add "Page 1 of n" to every page

  1. Choose Document ▸ Headers & Footers ▸ Add…
  2. Click in the footer box under Right.
  3. Choose Page Number, pick Page 1 of n and choose OK.

    The box shows the code <<Page 1 of n>>.

  4. Check the Preview, then choose OK.

    Each page reads Page 1 of 3, Page 2 of 3 and so on at its bottom right. Save to keep them.

The master header and footer

The first header and footer you add is the master: Edit… changes it, and it reaches pages added later. Ones added after it are secondary and can't be edited; editing the master replaces them, after a warning. Delete All, in Edit…, removes every header and footer, including ones MarkupRight can't edit.

Bookmarks

Bookmarks are a clickable table of contents, in the Bookmarks panel Alt+B. Document ▸ New Bookmark Ctrl+B bookmarks the view on screen.

A sheet index in one click

Label the pages first, then choose Create Bookmarks: every sheet gets a bookmark named by its sheet number.

The Links panel Alt+N has two tabs: Places, named views you can jump to, and Hyperlinks, every link in the document. To make a link, choose Tools ▸ Hyperlink Shift+H, drag an area, then pick its action:

ActionGoes to
Jump to PageA page of this document, at Fit Page, Actual Size, Fit Width or Inherit Zoom.
Jump to Place, Jump to SpaceA named place, or a Space such as a room.
Snapshot ViewAn area you draw, in this or another open document.
HyperlinkA web or email address: https, http and mailto only.
Open FileAnother file. Use Relative Paths keeps the link working when the folder moves.

New links are invisible; to show one, turn on Visible in its properties and pick a color and style. Create from URLs…, on the Hyperlinks tab, turns web addresses written in the drawing into links. MarkupRight asks before opening a web link; the Preferences setting Window ▸ WebTab ▸ Open Hyperlinks in WebTab opens them inside MarkupRight. Ctrl-click a link to another PDF to open it in the background.

Link a whole set at once

Batch ▸ Link turns every sheet callout, such as M-101, into a link to that sheet, across many files. See Batch processing.

Layers

Layers are named groups of content you can show or hide. Drawings exported from CAD often keep each discipline, or each issue, on its own layer. Open the Layers panel with Alt+L.

The Layers panel for layered.pdf: Add, Delete Layer, Layer Properties, Set Markup Layer, Show All and a more menu; the Default configuration with Save, New and Delete; layers issue1 and issue2, both ticked. On the page, the notes of the two issues print over each other. 1 2 3 4
A layered PDF with each issue of a sheet on its own layer.
  1. Toolbar. Add, Delete Layer, Layer Properties, Set Markup Layer, Show All, and ⋯ for more.
  2. Configuration. A saved pattern of shown and hidden layers. Default can't be deleted.
  3. Layers. Tick or untick to show or hide.
  4. The page. With both layers shown, the notes that changed overprint.

OCR: make scans searchable

A scanned sheet is a picture, so you can't search it or select its words. OCR (optical character recognition) lays invisible text over the words it reads, and then Find, copying, links and redaction work. Choose Document ▸ OCR… Ctrl+Shift+O, also on the File toolbar.

The OCR dialog: scan.pdf (open) with All Pages; Add, Remove, Up, Down, Load… and Save…; Language English; Document Type Text Document or CAD Drawing; Optimize For Accuracy or Speed; Correct Skew, Detect Orientation, Skip Vector Pages and Page Chunk Size 1 ticked; Detect Vertical Text and Detect Text in Pictures and Drawings unticked; Max Vector Size 1000; OK and Cancel.
The OCR dialog with its default options. Add closed files to read them too.
OptionWhat it does
LanguageEnglish, or one of 15 other languages written in the Latin alphabet.
Document TypeText Document reads words into lines. CAD Drawing keeps words one by one, which suits sheets of scattered notes and tags.
Optimize ForAccuracy reads at 300 dpi; Speed at 150 dpi.
Correct Skew, Detect OrientationLevel the scan and turn it upright before reading. On at first.
Detect Vertical TextA second pass for text running up the sheet.
Detect Text in Pictures and DrawingsAlso reads pages that already have text, adding only the words that aren't there. Off, those pages are skipped.
Skip Vector Pages, Max Vector SizeLeave out pages drawn with more than this many paths (1000): sheets exported from CAD, whose text is already real.
Page Chunk SizeReads each page in this many bands. Raise it for very large sheets.

To make a scan searchable

  1. Open the scanned PDF and choose Document ▸ OCR…
  2. Choose the Language. For drawings, choose CAD Drawing.
  3. Choose OK.

    A progress notice counts the pages, then reports how many words it found.

  4. Press Ctrl+F and search for a word you can see on the scan.

    Find highlights it. Save to keep the text.

Check what OCR read

OCR is only as good as the scan: check dimensions and other key numbers by eye. Closed files you add are saved in place, so keep copies. OCR is refused on signed, certified and read-only files.

Reduce File Size

Scanned and photo-heavy sets can be very large. Document ▸ Reduce File Size… shrinks them, mainly by resampling images.

The Reduce File Size dialog: issue1.pdf (open) with All Pages; Quality/Compression chosen, its slider at Medium; Custom Preset grayed; File Size 3931 Bytes, Estimated 2134 Bytes, 46% reduction in size; File name Overwrite, Prefix or Suffix; a note that open documents are changed and left unsaved and closed files are written when they get smaller; OK and Cancel.
Reduce File Size estimates the saving before you commit.

The Quality/Compression slider's five steps, Maximum Quality to Maximum Compression, resample images to 300, 225, 150, 150 and 96 dpi; Medium is the default. A Custom Preset (Edit...) holds your own settings. Closed files you add are overwritten, or written with a prefix or suffix, and only if they shrink by at least 1%.

An open document changes in memory and stays unsaved: use Save As to keep the full-quality original. Signed and locked files are refused, and pages with flattened markups can't be unflattened afterwards.

Repair PDF

MarkupRight repairs damaged files as it opens them, and Document Properties lists what it fixed. For files that open but draw slowly or wrongly, choose Document ▸ Repair PDF… and pick the passes: Process Wipeouts, Text Masks and OLE objects (on at first), Combine Adjacent Images, Optimize Solid Color Image, Remove Text Clipping, Simplify Clipping Paths and Repair Fonts, which replaces a damaged or missing font with the installed font of the same name. Fix Striped Image is grayed out while the Preferences setting Advanced ▸ 2D Rendering ▸ Blend Modes is on, as it is at first.

A report shows each file's size before and after. Open documents change and stay unsaved; closed files are rewritten. Signed and locked files are refused.

PDF/A archiving

PDF/A is the ISO standard for archiving: fonts embedded, and no transparency, layers, attachments or scripts. MarkupRight makes and checks PDF/A-1b.

Report entryMeans
ConvertedFixed without changing how the document looks.
ChangedFixed, but the document changed in a way to know about, such as markups drawn into the page.
UnresolvedCan't be made compliant. If any entry is Unresolved, nothing is changed or written.

Converting a large file can pause the window for a while.

Color Processing

Document ▸ Color Processing… recolors the page content, never the markups: for example, to gray out a background drawing so markups stand out.

Process Images changes pictures too. Before and After previews show the result, for All Pages, the Current Page or a range. Processed pages can't be unflattened afterwards.

Stitching

Large plans are often split across sheets at matchlines. Stitching joins them into one page, turning and moving each sheet so its matchlines meet; it never scales them. It works on the pages of one document, so combine separate files first (see Create, save and export).

To stitch two sheets

  1. Choose Document ▸ Stitching…

    The Stitching panel opens.

  2. On the first sheet, choose Add Region and drag around the part of the drawing to keep.
  3. Choose Add Matchline and click the two ends of the matchline.
  4. On the second sheet, add its region and matchline the same way.
  5. In the panel, under the second sheet's matchline, choose the first sheet's line in Match to:
  6. Choose Stitch.

    A new document, <name> (stitched).pdf, opens with the joined drawing. Save it.

Include markups in stitching result (on at first) carries markups across, flattened. Erase All removes every region and matchline, after asking.

Flatten markups

Document ▸ Flatten… Ctrl+Shift+M burns markups into the page content, so they look the same in any program. With Allow Markup Recovery on, as it is at first, Document ▸ Unflatten Ctrl+Shift+U brings them back, unless the page has changed since: content editing, Color Processing, Reduce File Size, Repair PDF and redaction all prevent it. See Edit and style markups.

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