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Salesforce / Guides / Edit Text

Content edit

WebViewer 8.3 adds support for a content editing (text edit and image edit) feature which allows you to edit text and images directly on PDF files.

Content editing is a new add-on that isn't part of existing license keys. To test it out you can comment out your license key and try in demo mode.
This feature only works with PDF files. If you want to edit content on a different type of file you can call the loadDocument function with the loadAsPDF: true option. For example documentViewer.loadDocument('myfile.docx', { loadAsPDF: true })

Enable content editing feature with the WebViewer UI

To use the content editing feature with the WebViewer UI you need to enable the content edit feature in the UI.

// Enable the tools to edit the PDF content
instance.UI.enableFeatures([instance.UI.Feature.ContentEdit]);

You will see the "Edit Text" toolbar group with the tool buttons "Add Paragraph" and "Add Image".

Content Editing Header

After you press the "Edit Text" toolbar group button a warning modal will appear with some information about content editing mode. After proceeding, the editable text and images in the document will be displayed with a dashed box around them and a side panel will be open with the text editing tools.

Editable boxes

Editing content from the UI

Editing text and images

To edit the text you can either:

  1. Double click on the box

or

  1. Single click on the box to select it
  2. Click the edit button in the annotation popup menu

After this the text will become editable and once you've finished making changes you can click outside the box to have the text updated on the page.

Both text and images can be moved, resized and deleted. You can do this by selecting a box and then moving or resizing it like a normal annotation. You can also press the delete button to delete the content.

Adding Paragraphs

To add a new paragraph, you can select the Add Paragraph tool button and then click and drag to create a rectangle that your new text will go inside. You can then start typing to add text and use the available tools in the right panel to adjust properties of the text.

Adding Paragraph

Adding Images

To add a new image, you can select the Add Image tool button and click on the document to choose where to place the image. The system file picker will open and you can select an image. After this, you can resize it, change its location or delete it.

Switching to content edit mode programmatically

instance.setToolbarGroup(instance.UI.ToolbarGroup.EDIT_TEXT);

Preloading content edit worker

By default the relevant WebAssembly files will only be loaded once you switch into the content editing tool mode. They may take some time to download, so if your users will often be using this feature you may want to preload those files.

You can use the preloadWorker constructor option to do this. For example:

WebViewer({
  preloadWorker: WebViewer.WorkerTypes.CONTENT_EDIT,
  // other options
}, viewerElement)
.then((instance) => {

});

Using content editing with the WebViewer Core

If you use the WebViewer Core directly then there are some APIs provided to interact with content editing. As an example you can check out the WebViewer Custom UI Github repo which makes use of these APIs.

To begin editing content you'll have to call the method startContentEditMode.

const contentEditManager = myDocumentViewer.getContentEditManager();
contentEditManager.startContentEditMode();

To add new paragraphs, there is a tool called AddParagraphTool that you can switch into. For example:

const addParagraphTool = myDocumentViewer.getTool(Core.Tools.ToolNames.ADD_PARAGRAPH);
myDocumentViewer.setToolMode(addParagraphTool);

You can also add images switching to the AddImageContentTool.

const addImageContentTool = myDocumentViewer.getTool(Core.Tools.ToolNames.ADD_IMAGE_CONTENT);
myDocumentViewer.setToolMode(addImageContentTool);

If you need to finalize the editing content mode, you can call the endContentEditMode method.

const contentEditManager = myDocumentViewer.getContentEditManager();
contentEditManager.endContentEditMode();

The first time the tool mode is switched into the content edit mode WebAssembly files will be loaded. If you'd like to do this earlier you can Core.ContentEdit.preloadWorker.

Core.ContentEdit.preloadWorker(myDocumentViewer);

Working with content edit placeholder annotations

You can tell if an annotation is a content edit placeholder annotation by using the annotation.isContentEditPlaceHolder API. With those annotations you can use the getDocumentContent and updateDocumentContent APIs. For example:

// is the currently selected annotation a placeholder
const selectedAnnotation = annotationManager.getSelectedAnnotations()[0];
if (selectedAnnotation && selectedAnnotation.isContentEditPlaceholder()) {
  const content = await Core.ContentEdit.getDocumentContent(selectedAnnotation);

  // pass content to library that can display rich text, for example Quill
}


// later after the content has been updated this will update it on the page
await Core.ContentEdit.updateDocumentContent(annotation, newContent);

If you want to check whether the annotation is for text or an image then you can use getContentEditType. For example:

if (annotation.getContentEditType() === Core.ContentEditTypes.TEXT) {
  // this has text that can be updated
} else if (annotation.getContentEditType() === Core.ContentEditTypes.OBJECT) {
  // this has the image that can be updated
}

Moving and deleting content

When the annotations representing the content are moved or deleted in the DocumentViewer then the content will automatically be updated on the page. You can also use the normal annotation APIs.

annotationManager.deleteAnnotation(myContentEditAnnotation);

myOtherContentEditAnnotation.X = 50;
annotationManager.trigger(Core.AnnotationManager.Events.ANNOTATION_CHANGED, ['modify', [myOtherContentEditAnnotation], {}]);

Setting the text style programatically

You have the ability to programmatically set the editor to apply a specific font style to the next characters. This style will remain active until it is updated by a subsequent selection or another call to the API.

const fontStyle = {
    "bold": false,
    "italic": false,
    "underline": true,
    "fontName": "Cousine",
    "fontSize": "12",
}
Core.ContentEdit.setTextAttributes(fontStyle);

By using the provided code snippet, you can effortlessly define the desired font style, such as bold, italic, and underline, along with the font name and size. The changes will be applied to the text within the editor, maintaining the style until further modifications are made through subsequent selections or API calls.

Undo / Redo changes programmatically

You have the capability to programmatically undo or redo changes made during PDF text edits. This functionality encompasses actions such as character additions/deletions, style modifications, and adjustments to content boxes. These changes are managed through the Content Edit History Manager.

// to undo a change
await core.getDocumentViewer().getContentEditHistoryManager().undo();
// to redo a change
await core.getDocumentViewer().getContentEditHistoryManager().redo();
// to check if there is an available change to undo
const canUndo = core.getDocumentViewer().getContentEditHistoryManager().canUndo();
// to check if there is an availabe change to redo
const canRedo = core.getDocumentViewer().getContentEditHistoryManager().canRedo();

Using the provided code snippet, you can easily initiate undo and redo operations programmatically. The undo() function allows you to reverse the most recent change, while the redo() function re-applies a previously undone change. Additionally, you can utilize the canUndo() and canRedo() functions to check if there are available changes to be undone or redone, respectively. This grants you control over the revision history and enables a seamless editing experience.

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