Step 1 — Select the Pan tool
Tap Pan in the drawing toolbar on the left — the icon is four arrows pointing in the cardinal directions. The button highlights to show it's the active tool.
Pan is positioned near the bottom of the toolbar, grouped with the zoom and fit-to-view controls, because it belongs to the same family of navigation actions rather than the shape and editing tools above.
Screenshot coming soonMac — Selecting the Pan tool in the toolbar/screenshots/support-running-an-appointment-pan-tool-01-mac.png
Screenshot coming sooniPad — Selecting the Pan tool in the toolbar/screenshots/support-running-an-appointment-pan-tool-01-ipad.png
Step 2 — Drag to move the canvas view
With Pan active, drag anywhere on the canvas. The canvas moves with your finger; the shapes themselves don't move — they stay where they are in the drawing's coordinate space, and you're moving the camera.
There's no inertia or fling: drag and release, and the canvas stops where you stopped. There's also no edge limit — you can pan past the visible drawing and come back. If you lose track of where the drawing is, use Fit to View (described below) to snap back.
Screenshot coming soonMac — Dragging to pan the canvas view/screenshots/support-running-an-appointment-pan-tool-02-mac.png
Screenshot coming sooniPad — Dragging to pan the canvas view/screenshots/support-running-an-appointment-pan-tool-02-ipad.png
Step 3 — Pinch to zoom
Pinch with two fingers anywhere on the canvas to zoom in or out. Pinch works with Pan active and also with most other tools — the canvas treats pinch as a navigation gesture independent of the current tool — but Pan is the tool where you can also drag without unintended side effects.
The toolbar's Zoom In (magnifying-glass-plus) and Zoom Out (magnifying-glass-minus) buttons step the zoom level up or down by a fixed amount per tap. They're the right control when you need a precise zoom step or you don't have two fingers free.
Screenshot coming soonMac — Pinch-to-zoom on the canvas/screenshots/support-running-an-appointment-pan-tool-03-mac.png
Screenshot coming sooniPad — Pinch-to-zoom on the canvas/screenshots/support-running-an-appointment-pan-tool-03-ipad.png
Step 4 — Fit to View
The toolbar's Fit to View button (the icon shows arrows converging to a square) re-centres the canvas on the drawing and adjusts the zoom so the whole drawing is visible. It's the "I'm lost, take me back" button.
Fit to View is the right reset after a long appointment where you've zoomed in tight to detail several shapes and lost the overall layout. It's also useful before you generate the contract PDF — the PDF crops to the drawing, so confirming Fit to View shows what you expect is a quick sanity check that the PDF will show the same.
Screenshot coming soonMac — Fit to View centring the drawing/screenshots/support-running-an-appointment-pan-tool-04-mac.png
Screenshot coming sooniPad — Fit to View centring the drawing/screenshots/support-running-an-appointment-pan-tool-04-ipad.png
Step 5 — When to use Pan vs. just pinch-to-zoom on another tool
You can pinch-to-zoom and (on most tools) drag-to-pan without switching to Pan; the canvas treats those navigation gestures as separate from the shape gestures. So why select Pan explicitly?
- To prevent accidents. With a shape tool active, a stray drag on the canvas draws a stray shape. With Selection active, a stray drag on a handle reshapes a shape. Pan turns those into no-ops.
- On a long stretch of navigation. When you're hunting around the drawing rather than editing it, Pan keeps your taps safe while you scroll.
- When handing the device to a customer. If you want to show a customer the drawing without risking they tap-edit it, switching to Pan first is a one-second insurance policy.
For a quick zoom-and-back, you don't have to switch tools. For anything more involved, Pan is the safer mode.
Screenshot coming soonMac — Pan as a safe-mode for navigation/screenshots/support-running-an-appointment-pan-tool-05-mac.png
Screenshot coming sooniPad — Pan as a safe-mode for navigation/screenshots/support-running-an-appointment-pan-tool-05-ipad.png
Step 6 — Pan and the rest of the canvas
Pan is read-only — it doesn't create, modify, or delete shapes — so it has no interaction with the layer-inclusion gate, with product layers, or with the drawing-edit policy. Pan works the same way on a sold appointment, a draft appointment, a product layer, or a general layer; nothing in the canvas state affects it.
The drawing's contents and what ends up on the contract are unaffected by panning or zooming. The PDF renders the drawing at a fixed zoom regardless of where you happened to be panned to when you exported it.