May 01, 2020

Sync your PDF files between iPhone and Mac

PDF Expert allows for keeping your files up-to-date between your iOS and macOS devices. All you need is PDF Expert installed on both platforms, access to the Internet, and any cloud storage (e.g. iCloud Drive, Dropbox, Google Drive etc.).  Files you edit on the iOS device will sync to your Mac and vice versa if you connect to the same cloud storage account on both platforms.

  • Connect your device to the cloud storage
  • Sync PDF files through your cloud storage
  • Access, annotate and edit synced PDF files

Connect your device to the cloud storage

To connect your Mac to iCloud:

  1. Choose Apple menu > System Preferences, then click Apple ID. If you’re using macOS Mojave or earlier, click iCloud.
  2. Enter your Apple ID. When you sign in, iCloud is turned on automatically.

To connect to another cloud storage:

  1. Install the needed cloud storage app.
  2. Follow the onscreen instructions to log in.

To connect your iOS device to iCloud:

  1. Go to the system settings of your device.
  2. Tap your name and select iCloud.
  3. Enable the PDF Expert toggle.

To connect to another cloud storage:

  1. Launch PDF Expert and select ‘Connections’ at the bottom.
  2. Tap Add Connection or select it from the list.
  3. Follow the onscreen instructions to log in.

Note: To sync files between devices, you should connect to the same cloud storage on each of them.

Sync PDF files through your cloud storage

To sync files between devices, you need to upload them to your cloud storage first. There is no need to do it twice - PDF Expert will automatically catch and sync all further annotations.

Upload a PDF file from Mac:

  1. Open the file you want to synchronize.
  2. Click ‘Save As’ or ‘Save as Flatten’ in the File menu.
  3. In the ‘Where’ field, select the folder of your cloud.

Upload multiple files at once:

  1. Open the Finder app and press and hold the Command key, then click the files needed.
  2. To move the files, drag & drop them to the cloud storage section on the sidebar, or copy and paste the items there to store the original files locally and edit their copies in the cloud.

Upload files from your iOS device with iCloud storage:

  1. Open PDF Expert and tap ‘Select’ at the top right.
  2. Select the files you want to synchronize.
  3. On the toolbar at the bottom, tap ‘Copy’ to both keep the file original locally on your device and edit its copy on the cloud. Tap ‘Move’ if you want your file to be stored and edited on the cloud only.
  4. Tick the folder of your cloud storage and tap the blue button at the top right.

Tip: Copy files to the cloud by simply drag&dropping them to your cloud folder.

Upload files from your iOS device using another cloud:

  1. Open PDF Expert and tap ‘Select’ at the top right.
  2. Select the files you want to synchronize.
  3. Tap ‘More’ on the toolbar at the bottom.
  4. Select ‘Upload’ > your cloud storage for sync.
  5. Tap ‘Upload’ at the top right.

Access, annotate and edit synced PDF files

On your Mac:

To access files, open the Finder app and click your cloud storage for sync on the sidebar. If PDF Expert is your default PDF viewer, double-click the needed file to open it in PDF Expert. If not, right click the file > ‘Open with’ > PDF Expert.

Synced files cannot be accessed directly from PDF Expert due to the specifics of Apple File System and it’s necessary to open the file through Finder > your cloud storage every time after you made changes in the file using another device. Meanwhile, when you annotate or edit the file on Mac while it is connected to the Internet, all the changes are saved to the cloud automatically.

On iOS device:

If you use iCloud, it's possible to access iCloud files both in PDF Expert – iCloud and Files folders.

If you use another cloud, launch PDF Expert and select ‘Connections’ at the bottom. Tap at your cloud storage to access synced files. From here, you can edit files- all the changes will be automatically saved to the cloud (if your device is connected to the Internet). If you want to annotate files offline but upload them to your cloud later, you can sync folders from web storage.

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