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Digital FAQs

We get it – digital planning can be a little overwhelming if you’re just getting started. That’s why we’ve compiled a list of your most asked questions to help you make the switch.

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Digital Planning Basics

Digital planners mimic the experience of using a paper planner but on an iPad or other tablet-like device. When you purchase a digital planner, you will be able to download a PDF file that you can use in a PDF markup app.
If you want to try out digital planning before committing to it fully, you can download a free digital planner by signing up for our 4-Day Digital Planning Bootcamp here so you can get a feel for the experience!
To use our digital products, you’ll need:
– A tablet device
– A stylus
– PDF annotation app (GoodNotes 5 is our favorite -- other options: Notability, Noteshelf, Xodo)
No. Our planners mimic the experience of using a paper planner but on an iPad or other tablet-like device so you have to manually input your entries either by hand writing them or typing them in.
Digital planners mimic the experience of using a paper planner so no alerts or pop up reminders occur when using one.
The beauty of undated digital planners/notebooks/journals is you only have to purchase one and you can use it over and over again. You can either wipe the PDF clean (using an erase tool in your app of choice) or another option is to make a copy of your planner after you download it but before you write in it, that way you always have a clean copy.

If you purchase a dated planner, it cannot be reused once the time span of the planner has expired since the dates will not match from year to year.
No.
No. You can add as many pages as you would like. However, your device’s amount of memory could affect the number of pages you add.
No.
If the app or program that you are using allows you to type then yes.
As of right now, GoodNotes 5 does not support the use of fonts within in the app. However, I have heard of an app called ZoomNotes that has this functionality. This is a question to look up on the website of the app you are using. My digital products support the use of any fonts, but you have to make sure the program you are using to edit the products supports use of fonts.
Step 01. Click the download link that was emailed to you from our store.
Step 02. Save the file(s) to where you like to save your documents -- Dropbox, Google Drive, iCloud Files, etc. You want to save a blank copy of the document so you always have access to it.
Step 03. Open your PDF markup app of choice and import the file. Now you can get to planning (or journaling)!
Our FAQ page (good job, you’re here!)
Our video tutorial library 
Our 4-Day Digital Planning Bootcamp Email Series 

COMPATIBLE APPS + DEVICES

You have 2 options.

OPTION 1:
01. Open the zipped file on a desktop to unzip it.
02. Save the file(s) to where you like to save your documents -- Dropbox, Google Drive, iCloud Files, etc. You want to save a blank copy of the document so you always have access to it.
03. On your tablet, open your PDF markup app of choice and import the file. Now you can get to planning (or journaling)!

OPTION 2:
Use an app (like iZip) to unzip the files directly on your tablet.

I personally use GoodNotes 5 on an iPad but you can use any app that allows you to annotate/markup PDFs.

Other popular options:
iPad Users: Zoom Notes, Notability
Android Users: Noteshelf, Xodo
Windows Surface Users: Drawboard Pro* 

*The Pro version of Drawboard is required to duplicate pages
I personally have only ever used the digital products on an iPad Pro. But they are PDF documents so they can be opened on any device that is compatible with opening PDFs. In order to edit them, you will need an application that allows you to annotate PDFs as well as a device that supports the use of a stylus. I have also heard of people using the products on their laptops by installing an application that allows you to annotate PDFs (more info below).

To make sure that our planners are compatible with your device, download one of our free digital notebooks here before purchasing your planner.
Technically yes, if your app of choice is available as a phone or desktop app you can use your planner/journal on your phone or computer.

I personally view my digital planners from my phone sometimes, but I do not edit them from anywhere other than my iPad because it is a tedious experience. Our products are created to be primarily edited on a tablet-like device.

TROUBLESHOOTING

If you find that your hyperlinks aren’t working (buttons + tabs) you could be in the wrong mode within your markup app. Lemme explain. Most PDF markup apps have 2 modes:

READING ➡️ In reading mode, editing tools (adding images, text boxes, or handwritten notes) are hidden and the hyperlinks are active.


EDITING ➡️ In editing mode, you’re able to access editing tools to do things like add images, text boxes, and handwritten notes. The hyperlinks are not active when you are editing, meaning you can’t click the tabs and buttons in your planner to change pages.

If you’re using my favorite app, GoodNotes 5, all you have to do is tap the pencil icon in the top right corner of the screen to switch between reading and editing mode. If you're using another app, try Googling tutorials.
Unfortunately once the planners/notebooks/journals are edited or pages are added/deleted we can no longer give advice on the functionality since it is different for everyone. Make sure you follow my tutorial on copying/pasting pages to add them and make sure not to delete the tabbed sections. If your tabs are not working properly, my suggestions would be to restart your GoodNotes app or re-download a fresh version of the planner. I suggest downloading a clean copy of the planner from Etsy and using the video tutorial library to help you transfer information over from the old version to the new one.

NOTE: it may look like nothing is happening when you click your tabs but the tabs are all blank pages so I recommend labeling your tab pages and then clicking through them to see a difference in the tabbed pages.
The planner is a PDF file so it's not "loading" slowly but your experience of use may be lagging if your device needs to be restarted, if the app you're using needs to be restarted, or if the memory of your device is almost at capacity.