Digital Planner Support
Welcome to Digital Planner 101!
On this page you will learn the basics of using our planners. Everything from importing to adding stickers and copying templates. We are constantly adding information and videos to this page, but if you still need more help or don't see a similar question in the FAQ sections below, please feel free to contact us!
Getting Started with Your New Digital Planner
1. Downloading and Importing
Downloading and importing your planner into GoodNotes 5 is different depending on the OS that is currently installed on your device. To determine which version of OS is installed, go to the Settings app > General > About > Software Version. The software version will appear as a number–for example, iOS 13.3 will appear simply as "13.3." After you have determined the version of OS your device has installed, continue with the respective instructions below.
Getting Started with GoodNotes 5
GoodNotes is a note-taking app that lets you write, draw, doodle, color, highlight, and more…
You can add all sorts of information to each planner page and create rich, multimedia notes: Handwriting, typed text, images, sketches, photos, screenshots, and more. At the same time, using the app is as simple and straightforward as writing on paper. Just pick up a stylus and start writing.
Taking notes and writing in your digital planner is super simple. Just like writing with a pen on paper. When you open your digital planner in GoodNotes 5, you’ll see two bars at the top of the screen.
The upper one in dark color is the nav bar. The navbar, as indicated by its name, lets you perform navigation actions or actions that affect the document as a whole. You also notice the Read-Only Mode is now located at the nav bar.
The lower one is the toolbar. You can select the tools or colors by tapping on the icon once. The selected tool will be represented in color, whereas inactive tools are colorless. Tapping on the icon of a selected tool a second time will reveal additional options or tool-settings.
Here are all the tools in the toolbar listed as they appear from left to right in the image above.
Zoom Window Tool:
Magnify a part of the page to write neatly and precisely.
Write on the page with your finger or a stylus. Other pen styles can be selected in the pen options.
- Fountain pen: Pressure-sensitive pen style
- Ball pen: no pressure sensitivity
- Brush pen: create artistic ink and notes with this highly pressure-sensitive pen style (works best with a high thickness)
Erase ink strokes or highlighting on the page.
Highlight notes or texts.
Draw perfect geometric shapes or straight lines.
Select objects on the page to reorder, resize, or edit them further.
Insert images from your photo library and edit them.
Take photos with your iPad camera to add them to the page or create a whole page from a photo.
Create a text box by tapping anywhere on the page to type with your keyboard.
On the right side of the toolbar, you’ll see the “Contextual Area”. Each tool has its own quick actions that appear in this area. The pen, the highlighter, and the shapes tool show a set of shortcuts for adapting the color and thickness. You can select more colors or change the thickness of the strokes by tapping on these icons again. Other tools, like the Image tool, have different quick actions in the contextual area.
Section 1: Device, Stylus and App Recommendations
Your digital planner will work with any PDF annotation app, but it may work differently than intended depending on the app. We suggest doing some research about what app is right for you. But our planners were designed specifically for an iPad with an Apple Pencil. Therefore this is the setup that we recommend for using our digital planners.
We recommend using the GoodNotes 5 app. GoodNotes 5 is an amazing app that not only allows you to write on and navigate our planners, but it also allows you to create custom pen colors, sync your planner between iPad and iPhone, and add images to your planner! GoodNotes 5 is by far the best app for digital planners.
The short answer is yes, you can use our planners on your iPhone. The drawback is, of course, the screen size. Zooming in is always an option, but it is preferable to plan on a larger screen. You will also want to use either an active or passive stylus to make it easier to write out your plans. I recommend using an active stylus to aid in palm rejection while writing on the iPhone.
Yes you can! Our digital planners are in PDF format. Which means that all you need is a PDF annotation app!
We recommend using the Xodo PDF Reader & Editer app from the Google Play Store. Unfortunately there are not a lot of options for PDF annotation apps for Android devices, but Xodo is definitely the best. GoodNotes does plan on offering the App cross platform for Android and MS Tablet devices, but have not announced an eta at this time.
Our digital planner will work on most pdf annotation apps. However, we highly recommend GoodNotes 5 as it is feature packed with the best digital planning tools. Also, we don’t provide support or instructions for use on any other app than GoodNotes 5.
Section 2: General Usage
No, the planner will not import/export or sync with other calendars. Whilst digital planners may look and act somewhat like an app, they’re at their core just hyperlinked PDF documents.
You can navigate to specific tabbed pages with a tap, and/or swipe to flip through the planner pages. Just remember for the hyperlinked tabs to work, you have to be in Read-Only Mode. You can watch our overview video below to see how to navigate our planners.
It does not have built in notification or reminder functionality. (We recommend using it in conjunction with Siri and the Reminders App on your iPad)
You can write, draw, doodle, color, type, scale, highlight, undo, redo, erase, insert, copy, paste and more. (Designed for use with a stylus)
With GoodNotes 5 you can sync your digital planner to any iOS device (iOS 12+ required) using the same Apple ID or with a shared Family iCloud account.