How to use
From PDF to annotated patent figures
Follow the workflow from importing a drawing to placing reference callouts and exporting an annotated PDF. Review the finished figures and applicable requirements before filing.
For a concrete example, follow our two-figure reference-number exercise from the reference list through the final PDF checks.
Watch a three-view helmet drawing become an annotated PDF
This Annotra screen recording follows a helmet figure set through reference callouts, figure labels, adjustments, and an exported PDF opened for inspection. Watch how the drawing views and their reference numbers carry through to the output.
About 1 minute 43 seconds · Edited product demonstration; video length is not a measured task-completion time. Controls may differ from the current app.
Try it with the helmet drawings
Download the three-page source PDF with the helmet views shown in the recording, then import it into Annotra. The drawings have no reference callouts; the front view already includes a FIG. 2 label. Check existing labels before adding your own.
Import the accompanying reference list to follow along. Its eight numbers and descriptions, from 100 (Helmet Assembly) to 114 (Rear Pad), were recreated from the list visible in the recording.
Compare the source with the annotated helmet export: all three views include reference callouts, figure labels, and sheet numbers. Open the exported PDF to inspect the finished drawings.
What to look for
- 1. Source views. The editor displays three views of the same helmet, with a reference list alongside the drawing.
- 2. Annotation. Reference callouts and figure labels are placed on the drawings. The recording shows adjustments to a callout in the side view.
- 3. Output inspection. Near the end, the exported PDF opens in a PDF viewer. Compare the annotated views with the editor rather than stopping at the export button.
For a written practice exercise, follow the two-figure numbering example. That exercise uses a separate fictional assembly; it is not a transcript of this recording.
The short version
- 1
Import a drawing
Drag a PDF onto the editor, or use Import. Multi-page files are supported; each page keeps its own annotations.
- 2
Pick a shape and end
Choose a straight, curved or S-curved leader line, then the endpoint style: arrow, dot or none.
- 3
Place your callouts
Click where the number should sit, then click the component it points to. The leader line is drawn for you.
- 4
Refine
Adjust curvature, endpoints and text from the callout list, and set font sizes to meet USPTO minimums.
- 5
Export
Export a flattened PDF for filing, or an editable one if the figures still need work elsewhere.
Creating reference callouts
A callout is a numbered reference and the leader line that connects it to a component.
Select a line shape from the toolbar: straight, curved or S-curved.
Click where you want the reference number to sit.
Click again on the component it refers to. The line is created with your chosen endpoint.
Repeat. Each callout is suggested the next number up from the highest in the document, and you can set your own.
Tip. Working from a reference list? Import it as a CSV and drag numbers straight onto the drawing instead of typing them.
Moving and editing
Move an endpoint. Left-click an endpoint and hold, drag it where you want it, then let go to drop it. Escape cancels and restores the original position.
Change a callout. Click any entry in the callout list to expand it, then adjust line shape, curvature, endpoint and text.
Flip a curve. Reverse the direction of a curved leader line in one click, without redrawing it.
Delete. Select a callout and press Delete, or use the trash icon in the callout list.
Duplicating callouts across pages
The same component often appears on several figures. Duplicate rather than redraw, and the reference numeral stays identical everywhere it appears.
To one page. Use the duplicate icon on a callout and choose the destination page. Annotra takes you there with the copy selected.
To every page. Choose All other pages to place a copy on every page at once, skipping the page it is already on.
Numbering. Copies keep their number. Callout 100 stays 100 on every figure, which is what makes reference numerals worth having.
Undo. A duplication is a single undo, however many pages it touched.
Reference templates from CSV
Import the reference list you already have instead of retyping it.
Import a CSV of reference numbers and descriptions into the left panel.
Search the list to find a number quickly on long templates.
Drag a number from the panel onto the drawing to place it.
Every row says where its reference is in words: On this page, the page number it sits on, or Not placed. Hover a row for the full list when one reference appears on several pages.
Figure numbers
Add figure labels such as FIG. 1 or FIG. 2A from the reference panel.
Choose sentence case or all caps to match the rest of your filing.
Placed figure numbers default to a position above the bottom margin, and can be dragged anywhere on the page.
Figure numbers carry their own font size, kept larger than annotation text by default.
Positioning the artwork
Imported drawings do not always sit where the margins need them. Move the artwork rather than every callout on top of it.
Shift and drag. Reposition the drawing itself. Callouts and figure numbers stay where they are.
Ctrl or Cmd and drag. Drag up or down to scale the artwork, between 50% and 150%.
Saved per page. Each page remembers its own position and scale, and the export reflects both.
Managing pages
The page bar along the bottom of the editor handles everything page-level.
Add or delete. Insert a blank page after the current one, or remove a page you no longer need.
Move. Reorder a page within the document without re-importing.
Replace. Swap in a new PDF for the current page, keeping the annotations you have already placed.
Guides. Toggle margin guides, page numbers and cross hairs. Guides are for you on screen and never appear in the export.
Drawing flowcharts and schematics
Some figures are not photographs of a mechanism. The diagram editor is for the ones you draw.
Open it on any page. Use Diagram in the page bar. The current page sits behind the canvas as a reference while you work.
Draw. Shapes, arrows, connectors, text and freehand, with the usual selection and alignment tools.
Apply. What you draw is written into the page itself, so it exports with everything else and needs no separate step.
Come back to it. The drawing is stored with the project per page, so it reopens for editing rather than having to be redrawn.
Text-size warnings and filing review
Annotra provides text-size warnings, not a complete filing-compliance check. Review the exported drawing at its final size.
12pt app warning. Annotra flags text below its 12pt threshold. The USPTO rule specifies actual character height of at least 0.32 cm, not a universal font point size; check the rendered characters in the exported PDF.
Relative sizes. Annotra flags figure and page numbers less than 2pt larger than annotation text. This is an app guideline, not a quoted USPTO point-size rule.
Three separate controls. Annotation, figure number and page number sizes are set independently from the toolbar.
Text rotation
Rotate the text on a page in 90 degree steps, for landscape figures or sideways drawings.
Rotation applies to the page you are on, and the export matches what you see.
Saving and projects
Auto-save. On by default and saving in the background, every minute and whenever you leave the tab. There is nothing to switch on.
Manual save. The Save button in the toolbar commits immediately.
Dashboard. Every project lives on the dashboard, where you can rename, duplicate or delete it.
Exporting
Shift-click Export to choose the format.
Flattened. Annotations are baked into the PDF. Smaller, final, and the right choice for filing.
Editable. Annotations stay as separate layers so they can be adjusted in other PDF software later.
What you see. The export reflects artwork position, scale and rotation. Margin guides and cross hairs never appear in it.
Keyboard shortcuts
Navigating
- Scroll wheel
- Zoom in and out over the drawing
- Middle-click + drag
- Pan the view
- Space + drag
- Pan the view
Editing
- Left-click + drag
- Pick up and drop a line endpoint
- Delete
- Remove the selected callout
- Escape
- Cancel the current action
- Shift + drag
- Move the artwork
- Ctrl / Cmd + drag
- Scale the artwork
Number fields
- Up / Down
- Adjust by 1
- Shift + Up / Down
- Adjust by 5
- Page Up / Down
- Adjust by 10
- Type a value
- Enter to confirm, Escape to cancel
