PDF Expert
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    Contents
    • Using PDF Expert
      • Getting Started with PDF Expert
      • Text comments, shapes, and pop-up notes
      • Insert stamps to PDFs
      • Customize text and annotation colors
      • Draw on a PDF file
      • Use stickers in PDF Expert for iOS
      • View, search, and remove annotations
      • Export Annotation Summary
      • Content Selection Tool
      • Edit text in PDF files
      • Work with images in PDFs
      • Work with to-page and to-web links
      • Remove sensitive content
      • Supported forms and fields
      • Fill out PDF forms
      • Sign PDF documents
      • Enhance and adjust your scans
      • Convert scanned documents into text (OCR)
      • Scale and measure drawings
      • Polygon and polyline shapes
      • Redline tools
      • Convert images, MS Office and iWork files to PDF
      • Export PDFs to other formats on Mac
      • Convert PDFs to images, Word, Excel, PowerPoint, Text files on iOS
      • Reading mode
      • Select your way to scroll pages
      • Enable the two-page view
      • Zooming modes in PDF Expert
      • Jump to a specific page
      • Bookmark pages
      • Create a table of contents in a PDF file
      • Turn on the Night or Sepia theme
      • Read PDF text out loud
      • Keep your device awake while reading
      • View two PDFs side by side
      • Add page numbers, bates numbers, and text
      • Use Smart Search
      • Use AI with PDF Copilot
      • Page number indicator
      • Translation Tool
      • Highlight, underline, and strikethrough text
      • Create a new PDF file
      • Add, delete, and rearrange PDF pages
      • Rename files and folders
      • Recents and Favorites
      • Sort files and folders by name, date, and size
      • Password protect PDFs
      • Save the file as flatten
      • Reduce the PDF file size
      • Merge PDFs
      • Manage annotated pages
      • Move files and folders
      • Switch between the Grid and List views
      • Mark files and folders with color tags
      • Open a file in PDF Expert
      • Organize your files with Inbox
      • Page Resize
      • Access your device files via the Files app folder
      • Sync your PDF files through web clouds
      • Sync a folder from cloud storage
      • Connect to Mac or PC via SMB
      • Set up sync with Mac via SFTP
      • Time Capsule setup
      • Share files via the Share button
      • Transfer files between iOS device and desktop using Wi-Fi
      • Transfer files from Safari to PDF Expert for iOS
      • Transfer files between iPad and iPhone using WebDAV
      • Share text with other apps
      • Share files from cloud via a link
      • Transfer files between PDF Expert and your Mac using a USB cable
      • PDF Expert Widgets
      • Turn on the Dark Mode
      • Work with tabs on your iPad
      • Customize the toolbar in PDF Expert for iOS
      • Create your own toolset in PDF Expert for iOS
      • Use and customize your Home Tab
      • Enhance your reading experience on iOS
      • Make PDF Expert your default PDF viewer on Mac
      • Open email attachments in PDF Expert
      • Keyboard Shortcuts
      • Make presentations with PDF Expert and FaceTime
      • Full Screen Mode on Mac
      • Getting Started with Tools tab on Mac
      • Presentation Mode
      • Improve your workflow with Sidecar and Camera Continuity
      • Change the app's language on iOS
      • Convert PDF to black and white on Mac
      • Supported Scripting in AcroForms (Adobe Acrobat forms)
      • Supported Scripting in XFA (LiveCycle Designer forms)
      • URL schemes
    • Troubleshooting
      • PDF Expert quits or doesn't open
      • All files in the app look blank
      • Annotation tools do not work
      • Printing issues on Mac
      • Corrupted files
      • Sync issues
      • Restore accidentally deleted files
      • File can't be opened
      • Annotations made in PDF Expert are not displayed correctly in a third-party app on iOS
      • File loads slowly
      • Garbled text
      • PDF Copilot issues
      • Connection issues on iOS
      • iCloud files don't stay downloaded
      • PDF Expert freezes
    • Billing & Subscription
      • How to get PDF Expert
      • Set up an account for cross-platform app usage
      • How to get PDF Expert Premium
      • Check and manage your subscription
      • How to cancel the free trial
      • The PDF Expert License FAQ
      • The “trial expired” message appears after a purchase
      • Is PDF Expert available on Windows?
      • The PDF Expert Billing FAQ
      • The difference between PDF Expert 2 and PDF Expert 3
      • Refund processes in PDF Expert
    • PDF Expert for Business
      • Getting Started with PDF Expert Business Manager
      • Setting up your company as a Super Admin
      • Joining your team as a Member
      • PDF Expert for Business FAQ

    Getting Started with PDF Expert Business Manager

    PDF Expert Business Manager lets a company buy, assign, and manage PDF Expert Premium licenses for an entire team from one self-serve Admin Panel, instead of everyone subscribing individually. This article explains what PDF Expert Business Manager is, how roles and licenses work, how to set up a company or join one, and answers the most common billing questions.

    What is PDF Expert Business Manager? 

    PDF Expert Business Manager is a self-serve Admin Panel where a company can purchase PDF Expert Premium licenses, invite team members, and manage everything from renewals to permissions in one place.

    Here are some existing prerequisites: 

    • Currently, only an annual subscription is offered, with cross-platform support for iOS and macOS under one license
    • You can purchase anywhere from 1 to 50 licenses directly in the Admin Panel. If your team needs more than 50 seats, use the Talk to Sales option instead
    • PDF Copilot and other AI features aren't included in this initial release. They're on our roadmap and will roll out to business customers in the future

    Roles: Members, Admins, and Super Admins

    PDF Expert Business Manager has three roles, each with different access:

    • Member: uses PDF Expert with a company-assigned license. Members don't have access to the Business Manager Admin Panel itself. Learn more about how to join as a member here. 
    • Administrator: can invite, edit, or remove Members. Admins only see the Members page and their own account settings - they can't access Billing, the Admins tab, or Team Settings
    • Super Administrator: has full access. Super Admins manage Members, Admins, and other Super Admins, and are responsible for company settings, billing, and the subscription itself. Get more details on how to set up a company as a Super Admin here. 

    You can also learn all the details on features, billing, licensing, and more in our FAQ. 

    Read next: Setting up your company as a Super Admin
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