Annotra

How to use

From PDF to USPTO-ready figures

Annotra does one job: getting reference callouts onto patent drawings quickly and consistently. Here is the whole workflow, from importing a drawing to exporting a filing-ready PDF.

The short version

  1. 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. 2

    Pick a shape and end

    Choose a straight, curved or S-curved leader line, then the endpoint style: arrow, dot or none.

  3. 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. 4

    Refine

    Adjust curvature, endpoints and text from the callout list, and set font sizes to meet USPTO minimums.

  5. 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.

Font sizes and USPTO compliance

Annotra warns before you go below the sizes the USPTO expects, rather than after your drawings come back.

  • 12pt minimum. 37 CFR 1.84(p)(3) requires reference characters to be at least 0.32 cm, roughly 12pt. Going below it raises a warning.

  • Relative sizes. Figure and page numbers should sit at least 2pt above annotation text. Annotra flags it when they do not.

  • 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.

Working with someone else

Bring an illustrator, an attorney or a colleague onto a project and work on the same figures.

  • Invite by email. Open a project from the dashboard, choose Share, and send an invitation to their email address.

  • They do not need a subscription. Your collaborator accepts the invitation and works on the project with you. The collaboration add-on is on your account, not theirs.

  • Needs the collaboration add-on. Sharing is enabled by the $5/mo add-on on your account. Without it the invite is refused.

  • Three collaborators. The add-on covers three collaborators across your projects, on one project or spread over several. An invitation holds a seat until it is accepted, declined or revoked.

  • Invitations expire. An invitation that is not accepted lapses after seven days. Resend it from the same dialog.

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
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