(light music) - [Instructor] Whether
you're using this app for your digital planner,
general note-taking, or PDF annotation, this tutorial will walk you through how to use GoodNotes 5 on the iPad. (light upbeat music) When you open the app for the first time, it will bring you to this
top-level Documents screen. After using the app a few times, it will open up to the most
recent location you were in. You have four main areas
in the bottom navigation, Documents, Search, Shared, and Favorites. The Documents area is
where you can navigate all your folders and documents and you have a few options
for viewing this area. You can view by thumbnail or list. You can also sort by Date, Name, or Type. The next area is Search where you can type the information you're looking for whether it's handwritten or text. Then we have Shared. In GoodNotes 5, you can
collaborate on a document with another person just
like in Google Docs. You just share the link with them and all your shared documents are easily accessible in this area. In Favorites, you can
quickly access any documents or pages within documents
that you have bookmarked or starred right from here. In the top right of both the
documents and the shared area, there is a dotted circle with a checkmark. Tapping that will give
you the option to export, duplicate, move, or
delete multiple documents and folders at a time. In all four of the
bottom navigation areas, you can find a Gear icon in the top right giving you access to
miscellaneous app options like Notebook Templates,
Settings, and the the trash bin, in case you accidentally delete something, and need to go back and restore it. Let's start with Settings. In this section, you can set
up your handwriting language so that the app can recognize
your handwriting for search. Under Document Editing you can
customize quite a few things. I suggest leaving the
default settings for now, and you can always go back
and play around with them once you're more comfortable in the app. The next setting is
Stylus & Palm Rejection where you can set up
what stylus you're using, and the palm rejection
sensitivity and writing posture. Writing posture is especially helpful if you're left handed or tend
to write at a unique angle. Make sure your notes
are synced in the cloud with the next setting the iCloud. This will give you easy
access across devices if you plan on getting the
desktop or the phone app. Email to GoodNotes is a cool idea where you can send or forward emails with PDF attachments
directly into GoodNotes. I haven't used it much,
but if you wanna try it out you can set that up here. The next two options are
for backing up your notes. You can use the Backup Data option to manually create backups or just toggle on the
Automatic Backup option. The automatic backup doesn't use iCloud, Apple's cloud storage
solution, which is what I use. So I like to do manual backups so that I can save them to iCloud. The search indexing I would keep on so that when you search for something it will look at text and
handwriting to give you accurate results regardless of the format. Okay, let's go back to Notebook
templates, above settings. This is where you can manage
your Notebook templates. There's another menu that
looks similar to this when you tap on New, but it's
just to use the templates, to manage them you go here. At the top of the Notebook
Templates pop-up menu you can select the default paper template and cover for new notebooks. If you don't like or care
about covers on your documents, you can just select No Cover and the first page of
that document will be what you see in the document thumbnail. GoodNotes comes with a
lot of free templates for covers and paper. And there are various size,
layout, and color options built directly into the app. To navigate your templates start with the two dropdown menus. Which I like to think of as filters, where you choose your parameters, and the results fitting
those parameters will show up in the space below. You can filter by template
size and color options in the left dropdown menu. choose from white, dark mode,
and yellow for the color, and then navigate by paper sizes like A5, A4, Letter, and so on. To filter by paper orientation, tap on the right dropdown menu. The Results section so to
speak, is organized by group. The default groups we have are Essentials, Writing
Papers, Planner, and Music. And in each group you can
scroll, and at the end there is an option to
import your own templates into that group. If these groups don't work for you and you want to organize
templates another way, you can tap on the plus
icon in the top right corner and create a new group. If you want to delete templates
you know you won't use, tap Edit, select the one you don't want, and tap the trash icon in the top left. Now that we're familiar with
the main screen navigation, the settings, and templates, let's look at the New Document menu. From the Documents area
you're going to tap New and this gives you all of the options for creating items in GoodNotes. You can use the templates
we looked at earlier by selecting Notebook. The default cover and
paper template we chose is what will show up
unless you select cover and choose a new one, and then you can do the
same thing with the paper. Once you've got the
cover and paper you want, write a title and click Create. The next option is folder
where you can create a folder to organize all of your files. You can drag and drop
files into your folders or use that select icon, the
dotted circle with a checkmark, to move many files at once. Something I love about GoodNotes is that you can have
folders within folders so that gives you a whole
other layer of organization. Next we have import images
for importing existing images in your Photos library, scan documents which allows you to scan a document directly into GoodNotes, take a photo that will automatically add that photo to GoodNotes, import an existing file which is where you will go to import anything you purchased from our shop or downloaded from our Freebie, or create a Quick Note which
quickly creates a notebook with your default paper
template that you set in the Gear icon Notebook templates menu. We're going to create a
Quick Note to test out some of the features. Your documents will open
in a new tab each time, and you'll see here that
I have other documents I was working in before this. But you can get rid of
a tab by selecting it, and tapping the x in
the top left of the tab. In the editor you have two main modes which are toggled on and
off with the pencil icon in the top right. One is writing mode,
which will give you access to the toolbar and one is read-only mode, which makes the toolbar disappear. If you are working in a
document with hyperlinks, you'll need to use the read-only mode to tap on the hyperlinks. They won't work in writing mode. Let's make sure this is in writing mode and look at the other
options in this top menu. On the far left is where
you can view the pages of your document in thee different ways, Thumbnails, Favorites, and Outlines. From the thumbnails view
you can drag and drop to reorder pages or tap on the down arrow in the bottom right of the
thumbnail to access another menu. Here you can add a page before
the one you've selected, add one after, duplicate that page, add it the the outline
that third view option in this pop-up, export that single page, open it in a new window, or delete it. There's also a select
menu here that functions like the one in the main screen. That will allow you to copy and paste, rotate, export, or delete
multiple pages at the same time. The favorites view is where any pages that you bookmarked will show up. You can bookmark a page by tapping on the little bookmark icon
in the thumbnails view. You can also add a page to
the favorites from the editor. It's in the top left and is the same icon as the thumbnails view. The Outline is where
the pages you have added to your outline from that
thumbnail view menu will appear. Some of these options are also available form the editor view. You can favorite a page in the top left, it's the same icon as
in the thumbnails view. And if you tap on the three
dot menu in the top right, you'll see an option to
Add the page to Outline, copy it, rotate, and delete it, all options you also had
in that thumbnails view. Jumping back to the menu in the top left of the editor we have our magnifying glass to search for any text or
handwriting in the document. And to the right of that favorites option, you'll see a share icon. From here you can share
the link to that document with someone you want to collaborate with, just like in Google Docs. You can also export the single page or whole document, print a
single page or whole document, and then you have a few
presentation options as well. In the middle of this top menu, you can rename your document or move it to a different folder. Some of these options are also available om the main screen. So if you go back to it in the top left and then tap on the
down arrow of the folder or document thumbnail, you'll see you have the option to rename, duplicate, move, open
in new window, export, share, or delete. Continuing with this top menu, these two arrows let you
undo and redo actions. The page with the plus icon
lets you add in new pages before or after your current page, or at the end of the whole document. You can add a page just
like the one you're on, basically duplicating it, by
choosing current template. And if you scroll, you'll see
some template suggestions, and then the View All Templates at the end and the More from Templates
just underneath this section will bring you to the same menu to access all the page templates that you've set up. The other options here
are similar to the ones in the New menu from that main screen. You have the option to
add an existing image, scan a document directly into
the document that you're in. Take a photo that is added to
the document or import pages. The next icon is the read-only, and writing mode that we went over, and then that three dot menu which has some similar options to the menu in the Thumbnails view. And also mixes in some new
options we haven't seen before, and options from the
settings menu we looked at under that gear icon on that main screen. The new options are Chang Template, which allows you to change the paper you're working on without
losing you're writing. Then, we have Go to Page. If you want to navigate to a specific page by typing in the page number instead of scrolling
in the Thumbnails view. And clear page which will erase anything that you've created on the page with the tools in the toolbar like shapes, text, or handwriting. The option from that gear icon menu are things like scrolling direction, so which way your page scrolls,
stylus and palm rejection, and the document editing options to play around with once you've gotten
comfortable with the app. At the very bottom of this three dot menu you have experimental features which right now is Study Flashcards, which you can use by adding
a flashcard paper template. So that's the main menu
here in the Document editor. Let's move on to the toolbar. The toolbar is broken up
into three different sections separated by this thin gray line. The first section only has one item there, and it's the zoom window. It gives you an option to
work zoomed into a document while seeing it zoomed
out at the same time. I find this option more
confusing to work in, and prefer just to zoom in and
pan around the page myself, but you may prefer this way
of working in your documents. The next section in our toolbar is where you'll find the main tool options. You have the pen, eraser, highlighter, shape tool, lasso, elements tool, images, text, and laser pointer. Before we look at the menu options for customizing each of those tools, I want to point out the
last toolbar section. That section functions more
like a secondary navigation menu meaning it changes depending
on the tool that is selected. So if I choose the pen tool, and then switch to the highlighter tool, you'll see that last section change. Same with the other tools. That section of the toolbar will adjust to show you additional
options for customizing which ever tool is selected. With that in mind, let's go back and take a look at all
the options you have for each tool in both their menu and that secondary
navigation on the right. The first tool is the Pen tool. And you have three different pen types, the Fountain pen, Ball pen, and Brush pen. You can adjust the pen tip sharpness and pressure sensitivity which
are both extremely helpful if you plan to do any
lettering in GoodNotes. And then at the bottom, there are two editing
options we're familiar with, the stylus and palm rejection, and the stylus disconnection option. And then there's a new
one called Draw and Hold. If you tap on that, it lets you toggle on
and off a few things. You can choose to have a
perfect shape created out of your drawing if you
hold your stylus down at the end of drawing. So if I went back and drew a circle and held down at the end of it, it will snap my drawing
into a perfect circle. And back in the options
you can also choose whether or not it fills in that shape when you draw and hold. The other option is Snap to Other Shapes, which I would leave on, because it makes it easier to move around and organize shapes. In the Pen tool secondary navigation, you can have three
colors readily available and can change those
colors by tapping on it. You can use the presets colors or add your own by tapping
edit in the top right and choosing from this set of swatches, using the color wheel, or
adding by color HEX code. The Custom option in the bottom right gives you the same
options as the edit mode which can be a little confusing. I played around with
both parts of this menu and almost everything is the same. You can create a new color and edit an existing color in both places. The only difference is that
you can only delete a color from the Edit menu. So, there's that. And if you go a little too
far with creating colors and just want to reset to the defaults, you can choose Restore color set. Moving on to pen thickness. Just like colors, you have
three readily available and can customize what
those thicknesses are. If you changed thickness too much and decide you liked the
GoodNotes defaults better than the ones you created, you can always go back to
them with the sliders icon in the top left of that
pen thickness menu. Moving on to the Eraser tool. When you select it in
the secondary navigation, there are only three size options. Tapping on the Erase tool
again will bring up its menu of additional settings. Here you can choose
erase the entire stroke making it easy to erase
large amounts of handwriting. You can also choose to only
erase highlighter marks, erase an entire page with Clear Page, and the last option is auto-deselect which will automatically switch back to a pen or highlighter
tool after erasing. A note about auto-deselect, it can either be a huge
time saver or a nuisance, so that's an option to play around with to see what fits you best. For the highlighter tool, you'll see three color options you can set in the secondary navigation. It's the same setup as the pen tool, and you also have three sizes
that you can choose from and customize or reset to default by choosing Restore Stroke. The highlighter menu only
has one additional option which is draw in a straight line, giving you the option to draw and hold, which will straighten
itself out if toggled on. The shape tool is next and
if I'm completely honest, I feel like there are
a lot of overlapping, connected settings here with the pen tool which can be confusing. So in the pen tool, you
can toggle on Draw and Hold to create shapes and if
you choose the shape tool you just don't have to hold. When you draw a shape, it
will automatically create a perfect shape for you and just like under the Pen tool, you can also set whether or
not the shapes are filled, and if they snap to other shapes. If you change one of these settings like Fill from the Shapes tool, you'll notice it also changes
that setting in the Pen tool. So they're connected and in both places. Maybe that's to help
people find the setting whether they associate
it with the Shape tool or with the Pen tool, but I find it more confusing
to have the same thing in too many places, which I'm noticing more
and more in GoodNotes, but it might just be me. Let's look at Lasso tool. The Lasso tool allows
you to precisely select different elements on
the page to move or edit. If you tap on your selection, you'll see a menu to cut,
copy, delete, resize, change the color, and take a screenshot. The Add Element options, we'll cover in the next tool. But looking at the Convert option, this is where you can convert
any handwriting into text. You can do this by tapping Convert, edit their conversion if
it's incorrect or add to it, tap on the share icon in the top right, and if you want to keep this on the page choose copy, press and
hold, and choose paste. If you only want to Lasso tool to work on certain types of elements like images, handwriting, or text boxes, you can toggle those on or
off in the Lasso menu here. The Elements tool is up next. This is a tool I'm more excited about than I thought I would be. This tool allows you to save, frequently used objects to
easily insert next time. You can save everything
from stickers, stamps, and images, to handwriting, like formulas and calligraphy and diagrams, like graphs, shapes, and equations. Elements are organized into Collections and it comes with some default
ones to get you started. Collections are located at the
bottom of this pop-up menu. The first one on the left is recents. The plus icon at the end allows
you to add a new collection. To edit a collection tap on the name at the top of this menu. Here you can delete any of your elements, change the collection title, in the bottom left you
can import new items from your photos and in the bottom right you can import from your files or another location like
Google Drive or Dropbox. To delete an entire collection, tap the three dot menu in the top right and Delete Collection. Back to the Lasso tool, that Add Element option is how you can add anything you've selected with the Lasso to one of your collections, so that you can reuse it over and over. This is especially
helpful for saving charts, diagrams, or equations that you've drawn. The last thing I want to point out about the Elements tool is the icon in the top right of the menu. This opens up the tool in another window. It's another workflow
option for those that prefer to have their elements easily
accessible at all times. Next to the Elements tool is
the Images or Picture tool. The secondary navigation for
this gives you the option to take a photo which will
then be added to that page. You'll also notice your most recent photos from your photos app available here to tap and drag onto the page. To quickly add an image
from any of your albums or folders on your device
just select the tool and tap on the page to bring up that menu. Once you've placed an image on a page, you can write on it which can be helpful for customizing digital planners and notebooks. To edit an image, make sure
to have the tool selected or else those options won't show up. Editing options include
moving, resizing, and cropping. You can also save an image
with the Share option and add it to one of
your Element Collections. To add a text box to your document, select our next tool, the text tool. Then, tap on the document
and start typing. In the text tool secondary navigation, you can customize the font, text size, paragraph style, and text box style. If you find a combination of settings that you want to use over and over again, the last icon here allows you
to save those as a Text Style. All right, our very last
tool is the laser pointer which functions in a similar way to a physical laser pointer. But it has two options which you can see in the
secondary navigation. The first is a dot and that will only appear with your stylus or finger and will disappear
whenever you lift them. The other option lets you
draw with a laser pointer, and will also disappear a little bit after you lift your stylus. If you made it all the way to the end, thank you so much for watching. And if this thorough guide was helpful, make sure to like this video, and hopefully, I'll see
you in the next one. (light upbeat music)
