How to use the editor
Automation gets a document most of the way; the editor is how you make the judgment calls. This guide walks the full loop — open, edit, verify, apply. Ten minutes here saves your first hour in the tool.
1 · Open a document
From the Tag editor page you have two ways in: drop any PDF on the upload panel (it opens in the editor immediately — we run a free compliance check in the background so you have a baseline), or open a document you've already processed from the list below it.
Already-tagged files ask whether to keep the existing tags and refine them, or discard and re-draft from the text layer. Untagged files are auto-drafted: the editor reads the text layer column-by-column, guesses headings from font size, and builds a starter structure — expect to review every role and fix reading order; it's a draft, not a verdict.
Your work saves automatically — to this browser on every edit, and to your workspace in the cloud (watch for “✓ saved to cloud” in the status bar). Reopen the document later on any machine and you'll be offered to resume exactly where you left off.
2 · The three panels
- Left — Tag structure: the tree a screen reader walks, in reading order. Everything you do ends up here.
- Center — the live page: click any content to select its tag; click a tag to highlight its content (pink). Right-click either side for the full menu.
- Right — Properties / Issues / Reader / Rules guide tabs: edit the selected tag's details, see validation failures, preview what a screen reader will say, and look up the rules.
3 · Edit the structure
Change what something is
Select a tag and pick a new type in Properties, or right-click for quick chips (P, H1, H2, Figure, Caption, Artifact and the full set). Fastest: keyboard — 1–6 retypes to H1–H6; P, F, A, C, S, T retype to Paragraph, Figure, Artifact, Caption, Sect, Table.
Reorder & re-nest
The tree order IS the reading order. Move tags with ↑/↓ (or Alt+↑/↓), promote/demote with ⇤/⇥, or drag a tag and drop it before, after, or into another — the drop zone highlights as you hover. Multi-select with Shift (range) or Ctrl (toggle) to move whole groups.
Split & merge
Right-click a paragraph → “Split into N lines” or “Split at this line”, or use the ✂ tool and click exactly where it should break. Merge by selecting several tags (Ctrl-click) and pressing Ctrl+M, or drag across them with the ⧉ merge tool.
Undo
Ctrl+Z, 60 levels. Every destructive bulk action is undoable.
4 · Figures, artifacts & regions
Untagged images get a purple “+ Figure” chip on the page — click it to tag the image, then write the alt text (describe the meaning, not the appearance; if it's decorative, make it an Artifact instead).
Any region can be tagged by dragging on the page: the 🖼 tool makes the region a Figure instantly, the 🅐 tool marks it decorative (Artifact — screen readers skip it entirely). With the select tool, a drag opens a menu asking which.
The 🧹 sweeper finds repeated headers, footers, and page numbers across pages and artifacts them all in one confirmable step — usually the fastest first cleanup on a long document.
5 · Tables, lists & properties
Data tables need Table → TR → TH/TD structure, and every TH needs a Scope (Column/Row/Both) — set it in Properties. Dropping stray tags into a Table or List with auto-fix on wraps them into proper TR/TD or LI structure automatically; “Conform children” in the right-click menu does the same for a whole container.
In Properties you can also set Actual Text (what's read aloud when it differs from the visual text), a per-element Language override, and cell row/column spans. Don't skip the two fields in the header bar: document Title and Language are the two most common instant-fail checks.
6 · Check your work
Run checks validates against PDF/UA & PAC-style rules (~25 checks: heading order, missing alt, table headers, list structure, empty tags…). Click any issue to jump straight to the offending tag.
The Reader tab is a screen-reader simulation: a linear preview of exactly what assistive tech will announce, with real speech (▶ Read aloud) and NVDA-style navigation — ↓/↑ move, H next heading, 1–6 heading by level, G graphic, T table, L list, K link. Artifacts are skipped, just like real AT. If it reads wrong here, it reads wrong for your users.
7 · Apply to PDF
When the structure is right, hit Apply to PDF. We rebuild the document's tag structure server-side from your edits — creating the underlying marked content where the original never had any — re-run full validation, and give you a fresh download named yourfile.edited.pdf on the job page.
Apply runs are included in your subscription — no per-page charges. Iterate as much as you like: each new apply supersedes the previous version automatically (old iterations are cleaned up; your document list shows the original and the latest, not every attempt).
Final word of craft: a passing checker is necessary, not sufficient. Before certifying a document, do one pass in the Reader tab and, ideally, a real screen reader like NVDA.