How to Highlight a PDF Efficiently for Review

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You open a PDF packed with critical information, start scrolling, and BAM! It immediately feels like you’re drowning in text. The key points are in there, somewhere. But finding them feels like a chore. Does this sound familiar?

That’s where efficient PDF highlighting comes in handy. It’s a powerful way to organize your text—making notes, investigating research papers, or reviewing professional documents.

In fact, a long-standing study shows that specific colors can boost attention and memory. Warm colors like red, orange, and yellow are particularly effective in capturing attention and encouraging active participation in learning activities.

In this post, we’ll explore creative ways to step up your document review process with the art of effective PDF highlighting. Get ready to highlight like a pro!

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⏰ 60-Second Summary

  • Open your PDF in Adobe Acrobat, Preview for Mac, or any other online PDF tool
  • Select the highlight icon and choose the text you wish to emphasize
  • Add a highlight by selecting the text first as an alternate method
  • Add your PDF to your mobile app and tap on a sentence to add your highlight
  • Note that traditional PDF highlighting lacks real-time collaboration and organization, leading to disorganized workflows
  • Choose a tool like ClickUp that improves PDF management by allowing real-time collaboration, centralizing documents, and organizing tasks in one platform
  • Upload, annotate, comment, and assign tasks directly on PDFs with ClickUp Docs to improve team communication
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Methods to Highlight a PDF

Highlighting a PDF isn’t just about marking text—it’s about finding the correct method to match your workflow. Whether you’re on a desktop, using online tools, or on your mobile device, there’s a solution tailored for you. 

Let’s simplify things and walk you through a few easy steps to start.

Using built-in PDF readers

There are over three trillion PDF documents estimated to exist globally. 

Unsurprisingly, built-in PDF readers have become essential tools for millions of users, from searching in PDFs to highlighting text.

Whether you’re using a desktop app, an online tool, or a mobile PDF reader, these features make it easy to highlight important text, add notes, and stay organized without extra software. Here’s how to highlight a PDF:

  1. Open the PDF in your reader: Launch your default software like Adobe Acrobat Reader (or Preview on your Mac)
  2. Activate the highlight tool: Find the highlighter icon, typically located in the toolbar or under the “Comment” menu
  3. Select and highlight: Click and drag your mouse cursor over the text you want to emphasize. Most PDF readers also let you customize the highlight color for better organization
Customizing color: How to Highlight a PDF
via Adobe

An alternate way to mark a line in Adobe Acrobat is to drag your cursor through it and then select the highlight option.

Mark a line in Adobe Acrobat

👀 Did You Know? The U.S. Library of Congress, the world’s most extensive library, preserves treasures like 32 million books, 61 million manuscripts, and a perfect Gutenberg Bible. Among its digital preservation efforts, PDFs play a crucial role in managing over 100 million files and counting.

Highlighting PDFs with online tools

PDF editing software’s popularity surged after Adobe opened the PDF format in 2008. Now, anyone can create, view, edit, and highlight PDFs. 

This move sparked the rise of online PDF text editors that offered features like highlighting and editing. They also allowed for sharing and cloud storage, making it easier for teams to edit PDF documents online.

Here’s how to use them:

  1. Find an online PDF editor: Choose from options like Adobe Acrobat Online or SmallPDF for your document
  2. Upload files: Attach your document to the site and allow it to load
  3. Choose the highlight tool: Select the highlight button, often found under annotation tools
  4. Highlight and change colors: Drag across your text to accentuate it. While most tools have the default yellow to highlight your text, you can choose the tool icon and change it
  5. Download your file: Save the file with the highlighted text to your device or the cloud

🧠 Fun Fact: Adobe Acrobat also has a custom stamp option for leaving a unique mark on your PDFs.

Highlighting PDFs on mobile devices

Mobile apps for reading and managing PDFs have become increasingly popular, as PDFs remain a preferred format for accessing documents and e-books on mobile devices. 

The ability to edit these PDFs directly on your phone or tablet adds even more convenience, especially for professionals and students who need to make quick edits or review documents while on the move. 

These tools make highlighting easy and allow you to annotate, add comments, and organize documents with just a few taps. Here’s how to get started:

  1. Install a PDF app: Download an app like Adobe Acrobat Reader, Xodo, or PDFGear on your phone or tablet
  2. Open the file: Upload your PDF from local storage. You can also add your file from a cloud service like Google Drive or iCloud
  3. Highlight with a tap: Use the text highlight tool to tap and drag over text, adjusting colors or adding notes as needed
Highlight PDF on mobile Device

👀Did You Know? Highlighting began with Dr. Frank Honn, who created the “Hi-Liter” at Carter’s Ink Company. Yellow was chosen for its ability to emphasize text without obscuring it, even in photocopies.

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Tips for Effective Highlighting

Highlighting is a great way to organize information, but doing it effectively can make all the difference. Here are five key tips to elevate your highlighting game:

1. Highlight with purpose

It’s easy to fall into the trap of highlighting pretty much everything when reviewing PDFs. But overmarking defeats the whole purpose of pointing out sentences.

Focus on key phrases, headings, or sentences summarizing the main idea instead of entire paragraphs.

2. Annotate your PDFs

Highlighting alone may not always clarify why something is important. Pair these with brief notes or comments on your PDFs to help contextualize the highlighted text when you revisit it later.

Most software and apps allow you to annotate your PDF for that extra context when required.

3. Choose the right color palette

Using multiple colors can help you categorize information. For instance:

  • Yellow: Key points or definitions.
  • Green: Examples or supporting data.
  • Pink: Actionable steps or tasks.
    Stick to a consistent system to avoid confusion and improve recall.

4. Use digital tools for precision

If you’re working on PDFs or e-books, use PDF editors and online highlighter tools. Features like adjustable highlight colors, sticky notes, and text comments make reviewing and organizing your work easier. 

Many tools also allow you to sync all the highlights across devices or share annotated documents with others to collaborate truly.

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Limitations of Traditional PDF Highlighting Methods

While traditional PDF highlighting methods are convenient, they come with several limitations that can hinder productivity and collaboration:

  • Static content: Highlights are often static and cannot be integrated with document management workflows or further actions, leaving insights disconnected from the bigger picture
  • Limited collaboration options: Traditional methods often lack real-time collaboration features, making it essential for teams to implement document collaboration software
  • Disorganized file management: Managing multiple highlighted PDFs can cause clutter and version control issues, particularly when documents aren’t integrated into a broader task and project management system
  • Device dependency: Many PDF editing tools are tied to specific devices or platforms, limiting flexibility and accessibility for users who need cross-platform functionality
  • No revision tracking: Without task linkage to annotations, users lack updates or reminders, increasing the risk of missing follow-ups or refinements during document reviews
  • Insufficient proofing tools: Most traditional PDF editors lack advanced proofing capabilities, making it harder to ensure accuracy and completeness in reviewed documents

These challenges underscore the need for more robust, collaborative, and dynamic PDF management solutions to improve efficiency and teamwork.

🧠 Fun fact: Medieval monks used colored inks, gold leaf, and intricate illumination to highlight important text in manuscripts—the ancient version of modern highlighters!

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Streamline PDF Management with ClickUp

Fortunately, there’s a tool designed to enhance your PDF management strategies—ClickUp, the everything app for work.

It goes beyond simply annotating or highlighting PDFs. ClickUp has versatile project management and collaboration capabilities, layered with the ability to customize your work. ClickUp simplifies managing and collaborating on PDFs to suit your needs.

How does it do that?

Say hello to ClickUp Docs! It’s the perfect tool for managing and collaborating on documents within your team. Unlike traditional PDF workflows that often operate in silos, ClickUp Docs brings together real-time collaboration and organizational features. Work smarter, not harder.

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Create stunning docs, wikis, and more, then integrate them into workflows to bring your team’s ideas to life with ClickUp Docs

This is what our customer, Kaylee Hatch, Brand Manager, Home Care Pulse, has to say about ClickUp:

Beyond just task management, ClickUp serves as a one-stop shop for all process and project documentation. It’s a vital tool for keeping everyone on the same page.

Kaylee HatchBrand Manager, Home Care Pulse

Here’s how ClickUp Docs optimizes your document management process: 

Sharing for teams

Have you received yet another email with a PDF attachment? Good luck hunting for Final copy (3) on your device.

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Effortlessly secure and share your ClickUp Docs with privacy settings, shareable links, and customizable permissions for team, guest, or public access

Download it to your device or share a live link with external collaborators, and keep them all on the same page—all without leaving the platform.

Instead, with ClickUp, you can upload the latest PDFs directly into Docs and tasks and view them with your colleagues in real time.

📮ClickUp Insight: 92% of knowledge workers risk losing important decisions scattered across chat, email, and spreadsheets. Without a unified system for capturing and tracking decisions, critical business insights get lost in the digital noise. With ClickUp’s Task Management capabilities, you never have to worry about this. Create tasks from chat, task comments, docs, and emails with a single click!

Annotate and tag for actionable feedback

Unlike static PDF viewers, ClickUp lets you do more than highlight important bits. Add comments and annotate your uploaded PDFs with ClickUp Proofing directly on the platform. Tag team members with @mention to draw attention and notify them about important pointers.

ClickUp Docs
Link docs and tasks together in one place, add widgets to update workflows, assign tasks, and more—all within ClickUp Docs

The best part? Your PDF attachments actually line up with ClickUp Tasks. While you annotate, you can turn your critical comments into tasks with just a click. Assign it to the right people and never switch tabs to ensure actionable items are implemented.

What’s more, you can add widgets to update workflows, adjust project statuses, assign tasks, and more—all within your editor. 

Centralize your projects and documents

No more hunting for files scattered across different tools. ClickUp Docs centralizes and organizes all your documents, tasks, and PDFs in one workspace, so everything is just a click away.

Integrate PDFs alongside ongoing projects, ensuring your workflow remains cohesive and efficient.

ClickUp Docs for document creation

Even better, you can switch to ClickUp Docs and still enjoy all the benefits of the PDF format but with added flexibility and collaboration features.

Here’s why you should make the move and improve your workflow:

  • Create, format, and collaborate in real-time: Work on documents together and track changes with version history, ensuring everyone stays aligned
  • Efficient document search: Save time with ClickUp’s Connected Search and locate the correct file in a moment
  • Simplify review process: Speed up feedback cycles using pre-built templates for process documentation and reviews, ensuring smoother progress
  • Customize and integrate: Tailor your document comparisons and workflows using the ClickUp API and integrate with over 1000 other tools
  • Automate document workflows: Automate tasks like assigning team members, sending notifications, or updating statuses. ClickUp doubles up as a document automation software to help you focus on what truly matters

💡Pro Tip: ClickUp Brain is the sidekick you need! Leverage its AI for documentation to write, summarize, and analyze your documents quickly. It’s perfect for speeding up content creation and offering insights to elevate the quality of your work.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
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Transform Your PDF Game with ClickUp’s Smart Tools

Did you know that 80 percent of our sensory impressions come from our visual system? Research suggests color is vital in stimulating the brain, making it a powerful tool for improving readability and organization when you highlight text in a PDF.

However, traditional online PDF highlighters often fall short of meeting the needs of modern, collaborative workflows. 

This is where tools like ClickUp Docs shine. With features like real-time annotation, easy sharing, and automation for repetitive tasks, ClickUp can improve how you manage and review PDFs.

It’s time to bring collaboration into your document workflow. Ready for the future? Try ClickUp for Free today!

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