Saving Markups in the Tool Chest

Before saving your markup to the Tool Chest, you will want to customize it to suit your needs. See the tutorial on Customizing Markups for more information on that process. If you are saving a markup that has already been customized to your liking, you can skip this part.

The Tool Chest comes with a number of tool sets (the exact tool sets in your Tool Chest is determined by your Profile), but you can add custom tool sets to your Tool Chest if you'd like. This makes organizing tools that are specific to your workflow simple. Custom tool sets can also take advantage of using tools in either Properties Mode or Drawing Mode as described below. If one of your current tool sets suits your needs, skip this part.  Otherwise, to create a custom tool set:

1. Go to View >  Tabs > Tool Chest or press ALT+X to show the Tool Chest tab.

2. Click Manage Tool Sets. The Manage Tool Sets dialog box appears.

   

3. Click Add. The Add Tool Set dialog box appears.

   

4. Select New and enter the Title of the tool set.
5. To show the new tool set in the Tool Chest, select Display.
6. To show the new tool set in all Profiles, select Show In All Profiles.
7. To store the location to this tool set relative to the location of the current Profile, select Relative Path. Uncheck this option to save the full folder path to the tool set instead. For more information about Relative vs Full Paths, see Understanding Relative vs Full Paths.
8. Click OK. You will be prompted to choose a location to save the new tool set. Choose an appropriate location and then click Save.

Once you have the markup configured the way you want it, there are a couple ways to save it to a tool set in the Tool Chest. Be aware that tools saved to either the My Tools tool set or a custom tool set can take advantage of the ability to use them in either Properties Mode or Drawing Mode; if that's something that would be useful to you, be sure to save the markup to one of those tool sets.

Saving a Markup from the Recent Tools Tool Set

Markups that you have recently created or customized are automatically stored in the Recent Tools tool set in your Tool Chest and moving them out of there and into a permanent tool set is simple.

Check your Recent Tools tool set for the markup you want to save. If it's there, use one of the following methods to move it to another tool set:

• Click and drag the tool's icon from Recent Tools into another tool set.
• Right-click the tool's icon in Recent Tools and select Add Item to My Tools. Be aware that this method automatically saves the tool to the My Tools tool set. Use the click-and-drag method described above to save the tool to a different tool set.

Saving a Markup from the PDF

You can also save markups to the Tool Chest directly from the PDF. You will need to use this method if you're saving a markup that you haven't created or customized (for example, saving a markup off a document that was sent to you), though this method works just as well on markups that you created or customized yourself.

To save a markup on the document as a reusable tool, right-click the desired markup, then go to Add to Tool Chest and select the tool set to which you wish to save it.

If you saved your tool to either My Tools or a custom tool set, you can take advantage of the ability to use the tool in either Properties Mode or Drawing Mode. You can switch back and forth between these modes, as desired.

Drawing Mode	Properties Mode

Properties mode adds a new markup with the same appearance properties of the saved markup. In this mode the Properties (as shown on the Properties tab) are retained but the exact dimensions, text, and so on are not. In the example above, using the tool in Properties mode would create a new yellow text box with black border and red text color, but no text would be inside the box yet, nor would the box have a fixed size.

Drawing mode adds a new markup that is an exact duplicate of the saved markup, as if you'd copied and pasted the original markup rather than made a new one of a similar type.

To change the mode of a tool in any of these tool sets, double-click on the tool's icon or select it and click / Toggle Mode (which icon is shown depends on which mode is currently active) in the Tool Chest toolbar. All information of the original markup is always retained when switching modes. Only the icon and the way that the markup is added to the file changes when the mode is changed. By default, most tools are saved in Properties Mode, though there are some markups that always remain in Drawing Mode; Stamps and Grouped markups are two examples.