WELCOME TO THE WORLD OF
DIGITAL PLANNING!
This guide will walk you through everything you need to get
started with using and navigating your new digital planner.
START HERE
New to digital planning? Welcome to a whole new world of
productivity. But, what exactly is a digital planner?
A digital planner is essentially a PDF file with hyperlinks that
help you easily and intuitively navigate the file. They are
meant to be used on a tablet with a stylus. Much like a
traditional paper planner, you can flip through pages, jump
to sections using tabs, and keep track of all of your life's
plans and projects in one easy-to-use digital space.
You will need to use a PDF annotation app in order to fully
access all of the features and functionality of the planner.
We highly recommend the app called Goodnotes.
You can also use other apps such as: Notability, Kilonotes,
Noteshelf, and Flexcil to name a few.
Please note, some of our digital planners are quite
extensive (over 600 pages!) so the PDFs will be larger
than your average files. We recommend using the latest
operating system on your tablet and most updated
version of your PDF annotation app.
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WELCOME
What is a digital planner?
A digital planner is an electronic planner,
usually a PDF file, that is designed to be
used in a note-taking app like Goodnotes,
Noteshelf, Xodo, or Notability.
You can use these apps on your iPad or
Android tablet and then write on your
planner using a stylus like the Apple Pencil.
A digital planner has hyperlinked tabs on the
side so that when you tap on a tab, your planner
flips to that spot instantly so you don’t have to
manually flip through.
WHAT IS A HYPERLINK PLANNER?
Digital planners are basically hyperlinked
pdfs. Hyperlinks will redirect you to another
location within pdf by tapping on certain
word or image.
For example, tapping on date in monthly
calendar will redirect you to the weekly/ daily
page of that month.
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PLANNER BASICS - HOW TO USE
All pages are undated & can be re-used
year after year.
All tabs are hyperlinked.
Use the Index Page to easily access all
the planner pages
Copy & paste any page design to
create your custom tab sections.
Monthly Tabs are color coded by
quarter for easy reference.
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THE BENEFITS OF USING
GOODNOTES
Whether you're a student, professional, or
creative individual, GoodNotes templates make
it easy to customize your digital planner to
match your style and preferences.
With just a few taps, you can have a beautifully
organized planner at your fingertips
GoodNotes includes features like Annotations,
Drag & Drop, Recognition profiles and
Template
DIGITAL PLANNING IN
GOODNOTES
It saves you time. Using a digital planner, you can
be more efficient by coping tasks and
appointments, dragging and dropping items,
duplicate pages or erasing items with a click of a
button.
You can also write freely and later go back to edit
color and position of the information written in the
page
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DOWNLOAD
When purchasing your digital planner, you will
receive a direct download to a PDF deliverable
file immediately after checkout. You will also
receive a link via email. This PDF file will include
download links to the digital planner and all of its
related files (stickers, etc.), video tutorials, and
more. You can save the original planner files to
your desktop for future use, and then transfer a
copy to your tablet via your preferred method.
How to import the planner to Goodnotes app:
Airdrop the PDF planner file to your iPad (this may
take a minute depending on your wifi connection).
When prompted on your iPad, select to open with
Goodnotes. Tap on "Import as New Document"
button.
If the PDF planner file is already saved to your tablet
(ie, in your icloud or Files app), you can also import
it directly from the Goodnotes app. In Goodnotes,
go to your "Documents" section, and tap on the "New
+" button. Then tap "Import" and select the PDF
planner file from your device.
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HOW-TO PLANNER BASICS
While using your planner in any given app, you will need to
get used to toggling between viewing mode and editing
mode. Viewing mode will allow you to click the hyperlinks and
navigate through the planner. Editing mode will allow you to
write, erase, and use other tools like shapes, photos, etc.
In Goodnotes,
Y ou'll see an icon in the top right hand corner that looks
like a pencil with a circle around it. This is "viewing mode"
where you'll be able to click on hyperlinks. In order to
write in your planner, you'll need to tap on that icon so it
looks like a pencil with a line through it. This is called
"editing mode" and the toolbar will appear. Most apps will
have a similar editing/viewing mode icon.
When taking notes or filling in your planner, you can write
by hand using a stylus pen, like an Apple pencil. Tip: to
further mimic the feel of traditional pen-to-paper
planning, we highly recommend using a matte screen
protector on your tablet. You can also opt to use text
boxes to type with your desired font and easily copy and
paste text throughout your planner.
Feel free to copy and paste any page design to any section
or area that suits your needs. In Goodnotes, simply
navigate to the page you'd like to copy, tap on the 3 dots
in the top right hand corner, then tap Copy Page. Next,
navitage to the area of the planner you'd like to paste the
page behind (for example, a custom tab), tap on the Add
Page icon in the top right hand corner, and then tap Paste
Page.
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WHY GOODNOTES
A popular application for annotating PDF. Works with planner
templates downloaded from the Internet.
Supports adding stickers, covers, and various graphic
elements, but they will have to be purchased separately and
imported into the program base. It is almost as easy to work in
it as in Digital Planner
One of the main benefits of the app is its advanced functions
for working with text. Handwriting with Apple Pencil looks
pretty well
How to import PDF files to Go odNotesF
How to click on link s
Other questions
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