Your Digital Planner

A warm welcome INDEX

Hi there! My name is Kieran and let me take this opportunity to thank you for your purchase and Getting your planner into Goodnotes Page 2
support of my small business. Firstly, let’s begin by talking how to get your planner set up for you to
use. I have created this digital planner to be used in conjunction with most PDF annotation apps and Navigating and writing on your planner Page 4
software out there. To that end you should be able to use this planner across a wide range of devices
and platforms, but through my first hand experience, I have found that you get the best results when Panning across and zooming in and out Page 4
you use this planner on a iPad or similar tablet and an Apple pencil or stylus.
Using the pen tool Page 5

Goodnotes Using the eraser tool Page 6

In my opinion and with countless hours of first hand research, I have found that Goodnotes is the best Using the highlighter tool Page 7
app that you can run your planner on. I have put together this guide to help you get the best from your
planner and to become an expert at navigating the Goodnotes app. The index on the right points you Using the type tool Page 8
towards answers to some of the most common questions that you may have in regards to using your
brand new planner. If there is something else you want answered that is not listed in this manual, please Using the Goodnotes sticker book Page 10
get in touch with me via the chat option in my Etsy shop I aim to get your query answered in the space
of a few hours but can take up to 24 hours in busy periods. Using the individual stickers Page 12

Adding images Page 13

A final note Bookmarking pages Page 14

I put a lot of time, energy and love into my digital planners and productivity products and I enjoy
creating it for people like yourself. If you enjoyed the planner as much as I enjoyed creating it for you, I Using your planner templates Page 15
would be very appreciative if you share your feedback with me and leave me a good rating and review
on my Etsy page. Deleting pages Page 17

Accessing your monthly, weekly and daily planner pages Page 18

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 Getting your planner into Goodnotes
You have been provided with a download sheet that contains various options for your planner. You can A menu will then pop up, which offers you a few options. From this menu you can choose to open your
go through those options, select your planner and then download it to your device. planner in the Goodnotes app.

Once you have downloaded the planner, head on over to where you saved it (use the files app on your
iPad to do this). Click on the downloaded planner and it should open up and look something similar to
the picture below.

Once you have clicked on the share

button, click on the option that allows
you to open your planner in the
Goodnotes app. You can possibly find this
option in two locations as highlighted
here

At this point you will get a prompt inviting you to add your planner to the goodnotes app. Make sure
you choose to add the planner as a NEW DOCUMENT

At this point you cannot use the planner yet. You will need to click on the SHARE button in the top right
as shown below.

Click on the share button

located in the top right of the In the menu that then pops
screen up, choose to import as a
NEW DOCUMENT. This is
quite an important step.

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 Sometimes whilst your file is uploading, Goodnotes can crash. This is not your fault and is something
that I have personally experienced a few times with the app. If this happens to you, don’t panic. What
you can do instead is manually import your file by clicking the ‘+’ button shown below. Then select
‘import’ and manually locate your file and then choose it, this will load your planner straight into
Goodnotes.

Click on the ‘Import’ button to

manually import your planner
into Goodnotes

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 Navigating and writing on your planner
The Goodnotes app has 2 main modes, the navigation mode and write mode. The read mode allows
you to navigate your planner and use the buttons, the tabs and the hyperlinks. You cannot write or
annotate anything in this mode. You will need to switch to the write mode to be able to enter info into
your planner. This is a CRUCIAL step and one that many new users stumble on.
Navigation mode
Panning across and zooming in and out
You might be wondering how you can possibly write small enough to fit into the tiny areas on your
planner, but the solution is as simple as a snap of your fingers or in this case a pinch! Like you would on
a mobile phone you use your index finger and thumb to ‘pinch’ on your screen to zoom out and you
place and move those 2 fingers apart from each other to zoom in. It comes naturally to those of us that
often use devices with touchscreens but for those of you that don’t, it will become quite habitual as you
go on.

Once you are zoomed into your planner you can use a single figure to pan across your planner to
access various areas of the planner page.

When you see this icon it

means that you are in
‘Navigation Only’ mode.
Which is the mode you need
You can zoom into a page by
to be in in order to utilise the
placing your index finger and
hyperlinks on the document
thumb on the screen and
spreading them apart as
shown in the picture

Write mode

To switch to a mode that allows you to write, type, add stickers etc, you need to click on the same icon
that is highlighted in the picture above, when you do this the icon will change and a toolbar shall appear
in the Goodnotes window.

You can zoom out again by

The icon will change
pinching your index finger and
appearance when you click
thumb together. You can
on it. This icon will tell you
control the amount you want
that you are now in write
to zoom out by controlling the
mode
distance between thumb and
index

When you are zoomed into a

planner page, you can use a
Another indication that you single finger to pan across to
are in write mode will be the different areas of your planner
appearance of this toolbar. If page, whilst still being
you do not see this, it means zoomed in
that you have failed to switch
into writing mode

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 Using the pen tool
So now that you have switched into writing mode and have access to the various tools, you should be
Similar to the color options, you can
ready to enter info into your planner. The main tool in the write mode is the PEN TOOL. You can find it
also store upto 3 pen stroke
in the toolbar as shown in the picture below. thicknesses. You can change them to
your liking by clicking on any one of
them and using the slider to meet
your preference

The pen tool is located here in

the Goodnotes toolbar and
you will know when yolu have
selected it because it will light
up as shown in in the picture.

Goodnotes is a great app in helping you to personlise your writing within your planner. If you would like
to alter either the thickness of the pen stroke or the stroke color, have a look at the options presented to
you to the right of the Goodnotes toolbar. Please note, these options can only be seen when you have
the pen tool selected.

You can have up to 3

preselected colors in the
toolbar, this allows for quick
journalling. You can change
the color as you please by
clicking on the colored circle.

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 Using the eraser tool
If you make a mistake in your entry, there are two ways to erase it. You can click on the undo button or
you can use the eraser tool. Me personally, I like the natural feel of using an eraser type tool, but you
may have a different preference.

You can select the eraser tool

by clicking on the highlighted
icon. Once selected the
Eraser tool will light up, as
shown here

As in the pen tool, one you have the eraser tool selected you can vary the thickness of the eraser
stroke. You get a choice of thin, medium and thick eraser strokes. The one difference is that you cannot
vary the thickness of the stroke as you can in the pen tool option.

You can vary the thickness of

the eraser stroke to the right
of the Goodnotes toolbar. You
have a choice of 3 different
options

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 Using the highlighter tool
The highlighter tool is a great one for bringing your attention to some importance piece of information or
Similar to the color options, you can
even just for decorative purposes. You can access this particular tool by clicking on the highlighter icon
also store upto 3 various highlighter
in the Goodnotes toolbar. stroke thicknesses. You can change
them to your liking by clicking on any
one of them and using the slider to
meet your preference

The highlighter tool is located

here in the Goodnotes toolbar
and you will know when you
have selected it because it
will light up as shown in in the
picture.

As with the pen tool, if you would like to alter either the thickness of the highlighter stroke or the stroke
color, have a look at the options presented to you to the right of the Goodnotes toolbar. Please note,
these options can only be seen when you have the highlighter tool selected.

You can have up to 3

preselected colors in the
toolbar, this allows for quick
highlighting. You can change
the color as you please by
clicking on the colored circle.

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 Using the type tool
Some people prefer to type out their information rather than use handwritten notes. This is an awesome Change font size
feature especially if you have a bluetooth keyboard and if you don’t, there are many beautiful
inexpensive options available in the market. You can also alter the size of the font you use, making it quite versatile when using the font for either
titles, sub headings or general paragraphs.

You can alter the size of your

chosen font by clicking on the
number to the right of the font
type and then using the slider
Clicking on this icon will to alter the size
select the typing tool and
bring up a host of typing
options to customize your
typing experience

Change font type

You are not limited to one font type, you get a whole load of free font types that you can choose for
your typing style
Change font color and font background color

You can change either the color of the font itself or the background color that the font sits on, this can
Once the pen tool has been help in bringing attention to a certain piece of text.
selected you can alter the
font you want to type with by
clicking on it. In this example
I have used Helvetica

You can also change the font

color and the background
color to the text-box. You can
do this by clicking on the
You get a HUGE load of circle or the rectangle as
various fonts to play around shown in the pictures to the
with. left

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 Using the type tool (continued)

Change text alignment and line spacing

You can even change the

alignment of your text to
either the left, right or center
and also manipulate the line
spacing. This gives you an
amazing level of control over
your type.

Save your favorite combination

The last thing you want to be doing is having to set up your typing preferences every single time when
you use your planner. Luckily for us, there is a save button that allows you to save your favorite text
combinations.

Click on this icon and then

‘Save as default’. Once you
have saved a few
combinations, they will
appear in the text styling box,
allowing you to effortlessly
switch between styles

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 Using the Goodnotes sticker book
Your planner comes with a great range of digital stickers in the form of a Goodnotes sticker book. You
will need to add this sticker book as a SEPARATE DOCUMENT into your Goodnotes app. Once you
have done this, please go ahead and enter writing mode (see how to do this on this page)

Once you are in writing mode, please select the ‘Lasso Tool’ as shown in the picture below.

Next, use your Apple pencil or

The first step in being able to stylus to draw a small circle
use the stickers in the within the sticker you want to
Goodnotes sticker book is select
going into writing mode and
then selecting the lasso tool
as shown in the picture

Once you have drawn this

small circle, lift your Apple
pencil away from the screen
and tap on the circle you have
drawn. A small menu pops up
and you select copy from the
menu
Tap on the lasso tool again
(once it has already been
selected) to bring up a mini
menu. Make sure that all the
options mirror the one shown
in the picture to the left

Go over to your planner and

long press on the area of your
planner where you want to
place the sticker. Hold it long
enough for a small menu to
pop up. Choose the paste
option from this menu

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 Using the Goodnotes sticker book (continued)

When you resize the sticker it

may look blurred as in the
picture. Don’t worry, the
sticker has not rendered
properly yet and is very
normal

Using your Apple pencil, tap

anywhere else other than the
sticker and it will render and
the resolution of the sticker
increases to what it should be

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 Using the individual stickers
If you want to use the individual stickers instead, you can make use of a great feature on Goodnotes
called ‘Elements’. You can find the elements icon on the toolbar as shown in the picture below. Before
you use this feature, make sure that you have saved the individual stickers to your actual device and in When you have scrolled far
a location that you are familiar with. enough, you will see a small
addition sign. Click on it

You can access the elements

tool by clicking on the icon
with a star in it. The icon will
light up, meaning that it has
been selected.

Once the element icon has

been selected, tap on it again
to bring up a menu as shown
in the picture to the left.

You will be then prompted to

create a new sticker
collection and then you can
click on “import From’ and
choose the location where
you have saved your stickers.

Swipe to the left on the small

toolbar located at the bottom
of the elements menu.

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 Adding images
Adding photos to your planner is quite simple in Goodnotes. You click on the image icon and then you Once you added the image (s) you wanted to your planner you can resize them by dragging the small
tap anywhere on your planner and you should be prompted to insert an image from your device’s arrow on the bottom right of the image.
camera roll.

To add an image to your

planner, you begin by first
selecting the image like icon
in the toolbar

Once you have placed your

chosen image in you planner,
you can resize the image by
dragging the small arrow in
the bottom right of the image

Once the image icon has been selected, tap on

the area of the planner that you want to add the
image to and you should be prompted to then add
an image fro your device’s camera roll

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 Bookmarking pages
There may be certain pages that you want to access regularly and the bookmarking feature on When you click on the thumbnail icon it brings up another menu. By default the tab within the menu will
Goodnotes is a greater tool in helping you access your favorite pages effortlessly. be on ‘Thumbnails’ but you need to click on ‘Favorites’ to access your bookmarked pages.

If you want to bookmark a

page, look for the little
bookmark icon in the top left
of the Goodnotes page

Once you tap on the icon, it

fills up with a red color
meaning that the current page Click on the ‘Favorites’ tab to
has been added to your list of access your bookmarked
favorites pages

If you want to quickly access your saved favorite pages, click the thumbnail icon which can also be
found in the top right of the Goodnotes app

Access your bookmarked

pages by clicking on the
thumbnail icon as highlighted
in the image

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 Using your planner templates
Your planner has a wide range of templates that you can use to supercharge your planner and help you Now you have chosen and have copied the template. Next you need to go in to the thumbnail view and
to achieve balance between productivity and harmony. You begin by first navigating over to a template navigate to the area of the planner that you want to place the copied template. You can access the
that you want to copy. For this example I have chosen one of my finance templates. thumbnail view by clicking on the thumbnail icon, located in the top left of the Goodnotes app.

Click on the thumbnail icon to

When you are on the template get an overview of your entire
you want to copy, click on the planner and choose where
menu button in the top right you want to place the copied
of the Goodnotes app template

Navigate to where you want

to place the copied template.
In this example I want to
place it after my monthly
overview page

Click on the small dropdown

icon at the bottom right of the
chosen page and click it. In
the menu that appears click
on ‘Add Page After’
Once you have clicked on the menu icon, you are
presented with a sidebar as shown in the picture
above. Click on the ‘Copy Page’ option to copy
the template

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 Using your planner templates (continued)

After you click on ‘Add Page After’, another mini

menu pops up and then you choose the ‘Paste’
option from the list. This will paste the template
that you copied

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 Deleting pages
There may be some pages that you dont want on your planner, you can delete them without affecting
any of the hyperlinks on your planner.

Click on the thumbnail icon to

get an overview of your entire
planner and choose what
pages you want to delete

Once you have selected the pages to delete,

please click on the trash button and they will be
deleted. THIS CANNOT BE UNDONE so please
choose carefully!

Click on the select button and

then choose all the pages that
you want to delete

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 Monthly, weekly and daily planner pages

You can access your

weeks by clicking on
the weekly numbers
located to the left of Access the different
the monthly page months of your
planner by clicking
on the tabs to the
right of your planner

You can access your

daily page by clicking
on the daily numbers
located to the
monthly grid

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