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Evaluation Guide
PDF Converter Enterprise 8
PDF Converter Professional 8
March 2013
The experience speaks for itself
TM
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Nuance Evaluation GuidePDFConverter Enterprise 8andPDFConverterProfessional8
Welcome! ............................................................................................................................................... 5
Better PDF For Business ...............................................................................................................................5
Terms You May See In This Guide......................................................................................................................6
Popular Uses Of PDF.....................................................................................................................................6
Evaluating PDF Converter Enterprise 8...............................................................................................................7
What Makes PDF Converter Enterprise 8 Different Than PDF Converter Professional 8 ....................................7
PDF File Creation............................................................................................................................................... 8
Questions To Ask When Considering A PDF Solution: Creation............................................................................... 8
Creating PDF Files From Other Formats................................................................................................................... 8
Print to PDF................................................................................................................................................................ 8
Creation By Opening A Document Within PDF Converter Enterprise 8 .................................................................... 9
Create PDFDocument From Within PDF Converter Enterprise 8............................................................................. 9
One-Click PDFCreation Icons FromWithinMicrosoftWord, Excel, Powerpoint and Outlook ....................................... 9
One-Click PDFCreation Icons FromWithinInternet Explorer....................................................................................... 10
Batch Create Using PDF Create Assistant................................................................................................................ 10
Batch Create Using PDF File Creation Profiles......................................................................................................... 11
PDF Packages............................................................................................................................................................ 12
Questions To Ask When Considering A PDF Solution – Packages & Portfolios....................................................... 12
PDF Package Creation............................................................................................................................................... 12
PDF Portfolios............................................................................................................................................................. 14
Creating A PDF Portfolio ........................................................................................................................................... 14
PDF Conversion........................................................................................................................................................ 16
Converting PDF Files Into Other Formats.................................................................................................................. 16
Questions To Ask When Considering A PDF Solution - Conversion......................................................................... 16
PDF To Microsoft Word and PDF To Microsoft Excel................................................................................................. 16
PDF To Searchable PDF............................................................................................................................................ 17
Batch Convert PDF files using the PDF Converter Assistant..................................................................................... 17
The Auto-Detect Image-Only Feature – From Scanned To Editable PDF Files........................................................ 18
Convert An Area......................................................................................................................................................... 19
Document Assembly / Document Splitting............................................................................................................ 20
Document Assembly................................................................................................................................................... 20
Document Splitting...................................................................................................................................................... 21
Basic PDF Editing.............................................................................................................................................. 22
Document Editing – Touchup..................................................................................................................................... 22
Questions To Ask When Considering A PDF Solution - Editing ................................................................................ 22
Touchup Text.............................................................................................................................................................. 22
Touchup Objects - Resizing Objects.......................................................................................................................... 23
Touchup Objects - Moving And Rotating Objects ...................................................................................................... 24
Advanced PDF Editing....................................................................................................................................... 25
PDF View vs. Advanced Edit view ............................................................................................................................. 25
Steps to use Advanced Edit features ......................................................................................................................... 25
Comments And Annotations .................................................................................................................................. 27
Comment Features..................................................................................................................................................... 27
Sticky Notes................................................................................................................................................................ 27
Dragon Notes by Voice............................................................................................................................................... 28
Text Boxes And Callouts............................................................................................................................................ 30
Drawing Tools............................................................................................................................................................. 30
Active Markup Tool..................................................................................................................................................... 30
Comments .................................................................................................................................................................. 31
Printing Comments..................................................................................................................................................... 31
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DotNetNuke), SharePoint. All text content of target PDF document can be copied and pasted to .txt files by keeping original layout. C#.NET
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Migrating Comments .................................................................................................................................................. 32
Managing Comments – Reply, Accept Or Reject....................................................................................................... 32
Collaboration............................................................................................................................................................. 33
Launch And Setup Of Account................................................................................................................................... 33
Gaaiho Collaboration Starting window, Chat Window and Toolbar........................................................................... 34
Using PDF Collaboration............................................................................................................................................ 36
Gaaiho Collaboration Meetings.................................................................................................................................. 38
Document Comparison.............................................................................................................................................41
Document Comparison – PDF To PDF.......................................................................................................................41
Forms.........................................................................................................................................................................42
Turning Static/Scanned Forms Into Fillable Forms Using Formtyper..........................................................................42
Adding Form Fields / Form Controls............................................................................................................................42
Submit A Form.............................................................................................................................................................42
Combo Box ..................................................................................................................................................................43
Extract Data from Single or Multiple Forms.................................................................................................................43
Security......................................................................................................................................................................45
Questions To Ask When Considering A PDF Solution - Security................................................................................45
Redaction ....................................................................................................................................................................45
Digital Signatures.........................................................................................................................................................45
Document Inspection ...................................................................................................................................................45
PDF/A CREATION......................................................................................................................................................47
Create PDF/A Through The Save Menu......................................................................................................................47
Batch Create PDF/A Files Using the PDF Create Assistant........................................................................................48
PDF/ACOMPLIANCE................................................................................................................................................48
Compliance Checker....................................................................................................................................................48
PDF Search................................................................................................................................................................50
Using Looks Like SearchTM feature............................................................................................................................50
Using Looks Like SearchTM feature with Markup .......................................................................................................51
Using Looks Like SearchTM feature with Redaction...................................................................................................52
Network Scanning.....................................................................................................................................................53
Scan Inbox Preferences...............................................................................................................................................54
Notifications and Open Options ...................................................................................................................................55
Cloud Connections...................................................................................................................................................56
Dropbox,
Evernote
and
the
Nuance
Cloud
Connector....................................................
...................................
.........
.
56
Actions that can be performed from the Connections Menu........................................................................................57
What is the Nuance Cloud Connector? .......................................................................................................................58
Using and Configuring the Nuance Cloud Connector .................................................................................................58
Document Management Support.............................................................................................................................61
Supported Document Management Systems..............................................................................................................61
Sharepoint 2003, 2007, 2010, Windows Sharepoint Services (WSS) 3.0 and Microsoft Office 365...........................61
Hummingbird EnterpriseTM 5.3,6................................................................................................................................61
Interwoven® Worksite 8.3, 8.5, 9.................................................................................................................................61
Livelink® Ecm - Enterprise Server 9.7.0 and 10 From Opentext Corp. ......................................................................61
Xerox DocuShare 6 and 6.5.........................................................................................................................................61
EMC
Documentum 6.5..............................................................................................................................................61
NetDocuments
®
............................................................................................................................................................61
Support Within PDF Converter Enterprise 8................................................................................................................61
Create and Send to DMS from Internet Explorer.........................................................................................................62
Support Within PDF Create Assistant..........................................................................................................................62
3
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C# HTML5 PDF Viewer SDK to view PDF document online in C#.NET
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Support Within PDF Converter Assistant.....................................................................................................................63
Integration Into The Document Management System.................................................................................................63
Integration Into Interwoven Worksite ...........................................................................................................................63
Integration Into Hummingbird Enterprise.....................................................................................................................63
Fax Via Email.............................................................................................................................................................64
Configure via e-mail settings........................................................................................................................................64
Fax via e-mail...............................................................................................................................................................65
Advanced File Storage .............................................................................................................................................66
To enable the File Storage option................................................................................................................................66
Opening and Saving files with File Storage Enabled...................................................................................................67
Automated Document Assembly.............................................................................................................................68
Configuring “Send To PDF Pro” ..................................................................................................................................68
Using “Send To PDF Pro” ...........................................................................................................................................69
Outlook Preview Pane..............................................................................................................................................70
Stamp Creation..........................................................................................................................................................71
Multilingual User Interface.......................................................................................................................................71
Reduce File Size........................................................................................................................................................72
Sendto PaperPort.....................................................................................................................................................72
Support forDigital Rights Management.................................................................................................................72
PDF Audio..................................................................................................................................................................73
Using Audio Features...................................................................................................................................................73
Read PDF Aloud..........................................................................................................................................................74
Read-Back Controls.....................................................................................................................................................74
Read To File ................................................................................................................................................................74
PDF Autopilot - Batch Mode ....................................................................................................................................75
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WELCOME!
Welcome to your Nuance PDF Converter Enterprise 8 evaluation!
Thank you for taking the time to evaluate Nuance PDF Converter Enterprise and our commitment to “Better
PDF for Business.”
PDF Converter Enterprise8,the latest versionofNuance’sflagship enterprise-ready
desktop PDF solution,isthesmartreplacementfor Adobe
®
Acrobat
®
.Itenablesbusiness users tocreate,view,
edit,convert,and collaborate with100% industry-standard PDF filestodeliver maximum value without
compromisingfunctionality or easeofuse.
At Nuance we’re focused on helping you work faster, and enabling you to do thingswith PDF you might not know
were possible. To that end; we’ve created toolsdesigned to save you time. Lots of time.
PDF Converter
Enterprise 8supportseffortlesscreationof100%industry-standardPDF filesandthemostaccurateconversion
of PDF files toMicrosoft
®
Word, Excel
®
,PowerPointandCorel
®
WordPerfect
®
documents.Italsoprovides
unique features suchaswordprocessor-likeediting,real-time interactivecollaboration,cloud connectivity, PDF
security, andDragonNotes speechrecognitiontodramaticallyincreasebusinessproductivityata surprisingly
affordableprice.
With all the business features you need in an application that’s easier to use, easier to license, easier on your
schedule and easier on your budget, PDF Converter Enterprise 8 is a better PDF for business.
About this Guide
This guide servestwo purposes: First and foremost it providesa walkthrough of the PDF Converter Enterprise
application, while as the same time calling out some of the keyquestionsthat should be addressed when
evaluating anyPDF solution. While not encompassing every aspect of the PDF Converter Enterprise application,
thisguide doesdetail the majorgroupingsof functionalitywhile calling out some of the more advanced, and time
saving features.
BETTER PDFFOR BUSINESS
At Nuance we talk about delivering Better PDF for Business; that means a lot of different things:
It means delivering a PDF product designed specificallyfor businessusers, with business innovations designed to
save you time and increase your productivity.
It means better PDF pricing, pricing designed to get PDF on every desktop in yourorganization, eliminating the
difficult tasks of deciding who gets what functionality, and having to manage more than one PDF solution
to meet your organizational and budgetary needs.
It means easy-to-understand, 1-page licensing programs designed with you in mind, without seat counting
requirementsor audits enabling you to predictably plan and budget for your PDF needs.
What we’ve built at Nuance, is a PDF application and a PDF licensing program that really worksbetter for
business. So what Better PDF for Business means is a better company to do PDF business with.
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TERMS YOU MAY SEE IN THIS GUIDE
Creation-Theprocessoftakingadocumentinsomeformat,andusingthatfileasthesourceforcreatingaPDF
file.
Conversion–TheprocessoftakingaPDFfile,andturningitbackintoafully-formatted,editabledocument
in another format such as Word, Excel, PowerPoint, and WordPerfect.
OCR–OCRstandsforOpticalCharacterRecognitionortheprocessofidentifyingandinsertingtextbased
onlyon recognizing the characters from an image or picture.
Image only PDF–Image-onlyPDFreferstoatypeofPDFfilethatwascreatedeitherbyascannerorwas
created using a “Print asImage” setting into the PDF format. Image-onlyPDF files are literallyjust picturesof the
pagesof the document with no textualinformation associated with them. Asa result, image-onlyPDF filescannot
support text searching or editing unlesstheyhave been converted to a Searchable PDF.
Searchable PDF–SearchablePDFreferstoanImage-onlyPDFthathasbeenconvertedusingOCR.Inthat
conversion processthe text from the image-only PDFisrecognized and inserted invisiblybehind the image of the
page. The result isa file that looks like an image-onlyor scanned document, but has searchable text hidden within
the file.
PDFNormal–PDFNormalreferstoaPDFfilethatwascreatedfromadigitaldocument(suchasWord,Excel,
etc.) Asa result, PDF normalfilescan be searched and edited nativelywithin PDF solutions, without the need to run
aconversion.
Document Assembly–DocumentAssemblyreferstotheprocessofcreatingasinglePDFfilefrommultiple
source files. Document assembly can also refer to the ability to re-arrange pages within the document;
replace, extract or delete pages from the document; and taking any necessary steps, such as updating
headers/footers and page numbers, to provide a single unified document.
PDF Packages–PDFPackagesareacollectionoffiles,bothPDFandotherfiletypes,storedwithinaPDF
“wrapper” similar to theWinzip process. Packages provide a mechanism for organizing your documents into a
single grouping rather than sharing multiple individual files. PDF Packages differ from document assembly in that
within a PDF Package each file is discrete, not merged with the other files. Asa result, each document can have
its own securitysettingswithin the package.
PDF Portfolios–PDFPortfoliosarethenextgenerationofPDFPackages.WherePackagesallowyoutoinclude
PDF and other file types, Portfoliosallowyou to include PDF, other file types, and even folders. Nowyou can build
entire folder hierarchies within a single PDF file with a much more polished presentation layer that can include
video or flash instructionson howto utilize the files within the Portfolio.
DMS–DMSstandsforDocumentManagementSystems,serverbasedsolutionsthatactasarepositoryfor
an organizationsdocuments. As related to PDF Converter Enterprise 7, the supported DMS include
SharePoint, Interwoven, Hummingbird, and Open Text.
POPULAR USES OF PDF
The Portable Document Format (PDF) wascreated in 1993 to help alleviate the problemsassociated with
electronicdocument exchange at that time. PDF fileswere designed as a way to encapsulate a complete
document description that included text, fonts, images, and vectorgraphics, in a compressed universally readable
format.
PDF has become the de facto standard for digital document collaboration in the workplace. As an approved
ISO standard, a standard that is implemented by over 1,800 hardware and software vendors, a PDF is a PDF
no matter what manufacturer’s software was used to create it.
In addition to document exchange, some of the more popular uses of the PDF format include:
Applying securitytodocuments
Documentassembly/ Documentsplitting
Document sharing and collaboration
Documentmarkup orannotating documents
Onlineform fillingandformcreation
Archiving documents/ Archiving mail
EVALUATING PDF CONVERTER ENTERPRISE 8
PDF Converter Enterprise 8 is the complete PDF solution designed specificallyfor the business user. With
more than 3,000,000 seats sold and supported, business professionalsworldwide are making Nuance PDF
software their first choice. Create 100% industry-standard PDF files from any PC application. PDF Converter
Enterprise 8 accurately convertsPDF files into fully-formatted Microsoft Word TM, Excel®, PowerPoint®,
XPS, and Corel® WordPerfect® documents that you can edit. Using the intuitive interface, your favorite
features will be right at your fingertips, making PDF Converter Enterprise 8 one of the easiest PDF
applications to use.
WHAT MAKES PDF CONVERTER ENTERPRISE DIFFERENT FROM PDF CONVERTER PROFESSIONAL?
PDF Converter Enterprise has been designed with a more robust feature set specificallydesigned for medium to
large organizations. Conversely PDF Converter Professional has been designed as the retail counterpart to the
Enterprise product.
PDF Converter Enterprise 8 offers all of the functionality within PDF Converter Professional 8, plus:
Redaction – the abilityto permanently remove “sensitive” information such as social security numbersor
addresses from within PDF documents (commonly referred to as “blacking out” information).
BatesStamping and advanced header and footer functionality – Create custom stamping profilesfor
stamping information into headersand footers.
Document Management System support – Support and integration for selected Document Management
Systems (DMS).
Ability create and send PDFfiles to DMS from
t
h
ePortfolio interface or Internet Explorer.
API layer for controlling functions within the application in order to create custom-coded workflows.
Network Deployment Configuration Tools – Support for WTS and Citrixdeployments as well as a
“configurator” which allows the IT administrator to determine and customize which functionality within the
application and which application default settings are pushed to your users.
Support for network scanning and eCopy ShareScan with monitored Scan Inboxes
.
Certified with Citrix® and WindowsTerminal Services (Thin Client Deployment/Use)
.
PDF/A and 508 Compliance Checker –
abilityto fix files that do not comply with PDF/A or 508
Accessibility regulations
.
PDF FILE CREATION
Questionsto ask when considering a PDF solution: Creation
Am I able to create aPDF filefromwithin MS Office?
Can I createa PDFfrom within Internet Explorer?
Can a PDFbe created from aWord document without running Word?
Can I combine multiple documentsinto one PDF file?
Can I batchcreate (creatingmultiplefileswith onecommand)?
Can I create PDF files easily?
Creating PDF files from other formats
PDF Converter Enterprise 8 offers a varietyof methodsfor creating PDFfiles. Some of the methodsare described below.
PRINT TO PDF
Printing to PDF using a “PDF Print Driver” is the most common method for creating PDF files. However, the limitation of
thismethod is that onlyone file at a time can be processed.
1. Open a document in Microsoft Word. Choose File and then Choose Print.
2. Select the PDF Create printer driver from the list of available printers. ClickOK.
3. Select a location to save the PDF.
CREATION BY OPENING ADOCUMENT WITHIN PDFCONVERTER ENTERPRISE
Within PDF ConverterEnterprise, creating a PDF file isas simple asopening a file.
1. WithinPDFConverter Enterprise,choose File, then Open.
2. Change the “Files of Type” field to “AllFiles(*.*)”.
3. Then simplyselect the file you’d like to turn into a PDF and clickOpen.
4. The PDF file willbe generated from the selected document.
CREATE PDF DOCUMENT FROM WITHIN PDF CONVERTER ENTERPRISE 8
PDF Converter Enterprise also offersa varietyof PDF creation methods directlywithin the application. Clickthe
‘NewPDF’icon and use the drop-down list to select what type of a PDF document you want to create:
1. Blank PDF- Providesa blankPDF page with which you can start adding content.
2. From file – Creates a single PDF documentfrom a selected file.
3. Create multiple files– Launchesthe PDF Create Assistant to create multiplePDF documentsfrom multiple source
files.
4. Combine multiple files– Launches the PDFCreate Assistant to create asingle PDFdocument from multiplesource
files.
5. Overlaymultiple files– Launchesthe PDFCreate Assistant to create a single PDF document from the
overlayment ofmultiplesource files.
6. From the clipboard – Createsa PDF file from the content that iscurrentlystored on the clipboard.
7. From Scanner– Createsa PDFfile directlyfrom your attached scanner.
ONE-CLICK PDF CREATION ICONS FROM WITHIN MICROSOFT WORD, EXCEL, POWERPOINT AND
OUTLOOK
1. With the selected document open, clickon the Nuance Create PDF icon.
2. Select a location to save the resultingPDF file.
7
ONE-CLICK PDF CREATION FROM WITHIN INTERNETEXPLORER
Create,Createandadd toexisting PDF,Createandsendine-mailorCreate andSendtoDMSdirectlyfromyour IEtoolbar
BATCH CREATE PDFFILES USING THE PDF CREATE ASSISTANT
1. Launch PDF Create Assistant, or within PDF Converter Enterprise Click on “File” and Navigate to “New PDF”
and then select “Create Multiple Files.”
2. Click “Add” to begin selecting documents for PDF creation.
3. Browse and select the documents you wish to work with.
4. Make sure the drop down menu for“Create a PDF for each Input Document” isselected.
5. Click“OK” to begin processing.
6. Your newPDF files are created in the order they were listed. Save each PDF file to continue processing the
next application file.
Note: Selecting “Combine Files into one PDF document” or “Overlay files as one PDF document” will result in the
creation of a single PDF file, either containing all of the pages from the selected documents, or the resulting
overlaysthat were created. “Package files in one PDF document” will be covered later in this guide.
USING PDF FILE CREATION PROFILES
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