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How to Use

Last updated:July 8, 2026

Use the WPS Task Pane with 5 how-to topics, 0 free topics, and 5 membership-related topics; choose a topic from the index and follow the entry point and steps.

How-to Index

No.TopicMembership Requirement
11. Understand the Task PaneWPS Premium required
22. Switch Task Pane toolsWPS Premium required
33. Use bookmark toolsWPS Premium required
44. Use thumbnails and attachmentsWPS Premium required
55. Review and manage commentsWPS Premium required

How-to Guide

1. Understand the Task Pane

Entry point: The Task Pane area on the left side of the PDF editing window

  1. Open a PDF file in WPS and enter the editing view.
  2. Look at the left side of the editing window.
  3. Confirm that the Task Pane appears as a collapsible sidebar.
  4. Check the title at the top to see the active tool name.
  5. Review the content area and available controls.
  6. Click the × button at the top to close the pane.

Success Criteria

  • Interface result: The Task Pane appears on the left side and shows the active tool name at the top.
  • Next action available: You can continue to Bookmarks, Thumbnails, Attachments, or Comments.

Tips While Using

  • Permissions or membership: Editing PDF files requires the relevant membership permission.
  • Common mistake: If you close the pane, you need to show the sidebar again before continuing.

2. Switch Task Pane tools

Entry point: The icon area on the left side of the Task Pane

  1. Find the tool icons on the left side of the Task Pane.
  2. Click different icons to switch between tools.
  3. Switch to Bookmarks to manage document bookmarks.
  4. Switch to Thumbnails to preview all pages.
  5. Switch to Attachments to manage embedded files in the document.
  6. Switch to Comments to review all comments in the file.

Success Criteria

  • Interface result: The title and content area update when you click a different icon.
  • Next action available: You can continue working inside the selected tool.

Tips While Using

  • Common mistake: Clicking only inside the content area does not switch tools; click the left-side icon instead.
  • Permissions or membership: Related PDF editing features depend on your membership status.

3. Use bookmark tools

Entry point: The Bookmarks tool in the Task Pane

  1. Click the Bookmarks icon to open bookmark tools.
  2. Enter keywords in the search box to find bookmarks quickly.
  3. Click Add Bookmark to add a bookmark for the current page.
  4. Click Generate Bookmark to create bookmarks from detected headings.
  5. Click an existing bookmark to jump to the related page.

Success Criteria

  • Interface result: The bookmark list shows search results or newly added bookmark items.
  • Next action available: You can jump to the related page by clicking a bookmark.

Tips While Using

  • Common mistake: Before you generate bookmarks, make sure the document heading structure is clear enough for recognition.
  • Permissions or membership: Bookmark actions are membership-related.

4. Use thumbnails and attachments

Entry point: The Thumbnails or Attachments tool in the Task Pane

  1. Click the Thumbnails icon to view page previews.
  2. Browse the thumbnail list to locate the target page.
  3. Click the Attachments icon to switch to attachment tools.
  4. Review the list of embedded files in the document.
  5. Use the available controls in the current interface to manage attachments.

Success Criteria

  • Interface result: The Thumbnails view shows page previews, and the Attachments view shows the attachment list.
  • Next action available: You can continue locating pages or handling attached files.

Tips While Using

  • Common mistake: Thumbnails and Attachments are separate tools, so switch to each one directly.
  • Permissions or membership: Attachment management is membership-related.

5. Review and manage comments

Entry point: The Comments tool in the Task Pane

  1. Click the Comments icon to open the comment list.
  2. Review all comment content in the document.
  3. Use the list to locate the comment you want to handle.
  4. Continue reviewing or managing comments with the controls available in the current interface.

Success Criteria

  • Interface result: The Task Pane shows the document comment list.
  • Next action available: You can continue reviewing the document around the selected comment.

Tips While Using

  • Common mistake: If the document has no comments, the list may appear empty.
  • Permissions or membership: Comment management is membership-related.