pdf library c# : Edit pdf form in reader application software cloud windows winforms html class PDF-Converter-8-Professional-Enterprise-Eval%20Guide_3136-part1791

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DOCUMENTMANAGEMENTSUPPORT
SupportedDocumentManagementSystems
HummingbirdEnterprise
5.3,6
PDFConverterProfessionalsupportsHummingbirdEnterprisesystemsifaDMExtensionsAPIisinstalledand
configuredontheclientmachine.TheproductisalsointegratedintoWindowsExplorerDMExtension.
Interwoven
®
WorkSite8.3,8.5,9
PDFConverterProfessionalsupportsInterwovenWorkSitesystemsifDeskSite8.2orFileSite8.2forWorkSite
8.3orDesksite8.5orFileSite8.5forWorkSite8.5orDesksite9orFileSite9forWorkSite9isinstalledand
configuredontheclientmachine.TheproductisalsointegratedintoDeskSiteandFileSiteclients.
Worldox
GX2
Livelink
®
ECM-EnterpriseServer9.7.0and10.fromOpenTextCorp.
PDFConverterProfessionalsupportsLiveLinkECMifLiveLinkExplorerProfessionalWindowsClientis
installedandconfiguredontheclientmachine.
Microsoft
®
SharePointServer2003,2007,2010,WindowsSharePointServices(WSS)3.0andMicrosoft
®
Office365
XeroxDocuShare6and6.5
PDFConverterProfessionalsupportsInterwovenXeroxDocuShareifXeroxDocuShareClientisinstalledand
configuredontheclientmachine.
EMC
Documentum6.5
PDFConverterProfessionalsupportsEMCDocumentumifDFCClient6.5isinstalledandconfiguredonthe
clientmachine.
NetDocuments
®
PDFConverterProfessionalsupportsuploadingPDFdocumentstoNetDocuments
®
.
SUPPORTWITHINPDFCONVERTERENTERPRISE
OpenaFiledirectlyfromwithinyourDMS
IfyouareconnectedtoaDocumentmanagementSystem,itwillbedetectedandwillbeincludedinthe “Openfrom
DMS”dropdownmenuasanoptiontoopenyourdocumentsfromwithintheopendialogbox
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SaveaFiledirectlytoyourDMS
IfyouareconnectedtoaDocumentmanagementSystem,itwillbedetectedandwillbeincludedinthe
“SavetoDMS”dropdownmenuasanoptiontosaveyourdocumentsfromwithintheSaveAsdialogbox
CreateandSavePDFfilesdirectlytoyourDMSfromInternetExplorer
CreateandSavePDFfilesdirectlyfromyourIEToolbar
SUPPORTWITHINPDFCREATEASSISTANT
1. WhenyouAddfiles,youhavetheoptiontoopenlocallyorto“OpenfromDMS”.Ifyouareconnectedtoa
DocumentmanagementSystem,itwillbedetectedandwillbeincludedinthe“OpenfromDMS”drop
downmenuasanoptiontoopenyourdocumentsfrom.
2. Onceallyourfilesareadded,Clickthe“Saving”button.
3. Inthe‘Target:’fieldchoose“SavetoDMS”andclickOK.
4. BegincreatingPDFs.
5. Whensavingbegins,chooseyourDocumentManagementSystemfromthedropdownmenu.
6. NavigatetothelocationwithinyourDMStobeginuploadingthenewPDFs.
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SUPPORTWITHINPDFCONVERTERASSISTANT
1. Whenyouopenfiles,youhavetheoptiontoopenlocallyortoopenfromDMS.Ifyouareconnectedtoa
DocumentmanagementSystem,itwillbedetectedandwillbeincludedintheFileOpendropdown
menuasanoptiontoopenyourdocumentsfrom.
2. ChooseaFile.
3. Setuptheprocessingandoutputoptionsyouprefer.
4. ClicktheViewmenutochooseOutput.
5. Under“StoreinDMS”chooseyourDMSfromthedropdownmenu.
6. NavigatetothelocationwithinyourDMStobeginuploadingthenewPDFs.
INTEGRATIONINTOTHEDOCUMENTMANAGEMENTSYSTEM
InPDFConverterEnterprise,youcancreatePDFfiles,andconvertPDForXPSfilesdirectlyfrom
HummingbirdEnterpriseandInterwovenWorkSiteusingtheirclientapplication:WindowsExplorer
DMExtensionforHummingbirdEnterprise,andDeskSiteforWorkSite.
IntegrationintoInterwovenWorkSite
UsetheNuancePDFmenufromtheNuancePDFAdd-inintheDeskSiteclientapplication.
CreatePDF
:UsethistocreateaPDFfromasourcefile(includingXPSfiles).Seealistofthe
supportedfiletypesinthePDFCreateAssistanttopic.
SendPDFinEmail
:UsethistocreateaPDFfromasourcefileandsenditasane-mail
attachment.OpenwithPDFProfessional:UsethistoopenaPDFfile.
OpenwithPDFConverter
:UsethistoconvertaPDForXPSfiletoeditableformats.
IntegrationintoHummingbirdEnterprise
UsetheNuancePDFshortcutmenufromtheWindowsExplorerDMExtensionclientapplication.
ThisappearswheneveryouclickafileotherthanaPDFthatissupportedbyPDFCreate.Seea
listofthesupportedfiletypesinthePDFCreateAssistanttopic.Theshortcutmenuhasthesame
commandsasdescribedabove.
Note:
InLiveLinkyoucannotopensourcefilesdirectlyfromyourDocumentManagementSystem.
YouhavetogetthesourcefilesfromtheDMSintoyourfilesystem,tocreatePDForconvertPDF
orXPSfiletoeditableformat.
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FAXVIAEMAIL
DeliverPDFfilesdirectlytoafaxmachinebysendinganemailthatusespredefinedfaxsettings.
AusercannowdeliverthefilecurrentlyopenedinPDFConverterEnterprisetoaspecifiedfax
numberviae-mail. ThedefaultformatcanbeconfiguredinPDFConverterEnterprisePreferences
window,andtheusercanselectdifferentrecipientstosendthefaxtoeachtimetheyinitiatethe
Faxviae-mailtool.
Notes:
Afaxclientand/oremailclientisrequiredtousethisfeature. PDFConverterEnterprisesimply
passestheemailmessagewithPDFattachmenttothefaxoremailclientfordelivery.
Somefaxmachinesmaynotacceptemailscontainingfileattachments. Toconfirmwhetherthe
faxmachinesupportsthisworkflow,checkwiththefaxmachine’smanufacturer.
ToconfiguretheFaxviae-mailsettings:
1. Click“Edit>Preferences”.
2. Openthe“Faxviae-mail”tabunderthe“General”category.
3. Specifyoneofthefollowingfileformatsunderthe“AttachmentFormat”drop-downbox:
PDF
TIFFB&W(G4)
TIFFB&W(G3)
4. Clickthe“Format”buttontodefinethedefaultfaxformatintheFormatAddressdialog.
5. NowyoucanspecifythedefaultfaxformattobeusedwhenauserinitiatestheFaxviae-mail
function. Theoptionsontherightsideofthedialogwillbeusedduringthefaxprocess;theoptions
ontheleftsideofthedialogarenotused.Note:Theseoptionsaredependentontheenvironment
thatthefaxisbeingsentto.
6. Movethenecessaryfieldstotheright-sideoftheFormatAddressdialogbyselectingthemand
clickingthe“Add”button. Oncethevaluesaredisplayedontheright-side,selectthedesiredoption
andclickthe“Modify”buttontoedittheoption’svalue.
7. Optionally,enabletodisablethe“RememberRecipients”option. . Whenthisoptionisenabled,
previousrecipient’sinformationwillbesavedandcanbeusedagainbyselectingthatnamefrom
thedrop-downlistwhensendingafax.
8. Click“OK”toapplythechangesandclosethePreferencesdialog.
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Tofaxafileviae-mail:
1. AfterconfiguringtheAttachmentFormatandFaxFormatpreferences,openaPDFfile
2. Click“File>Faxviae-mail”.
3. SpecifytheFirstName,LastNameandFaxNumbertosendthefaxto.
4. Optionally,enablethe“Attachcoverpage”option.
5. Clickthe“Send”buttontogeneratetheFaxviae-mailmessage.
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ADVANCEDFILESTORAGE
Bydefault,filesavingandopeningallowsfreebrowsingoverthelocalcomputerandanynetwork
filestoragesystemsthatareaccessible.PDFConverterEnterprise8providesadvancedfile
storageoptionsthatallowausertoconfigureamorerestrictedenvironment.
TheAdvancedFileStorageoptionallowsasinglefolderstructuretobespecifiedforprivate
documentsandanotherfolderstructuretobeconfiguredastheshareddocumentsdirectory.
Configuringapreferredfilefolderstructurecanbeusefulinenvironmentsthathaveaverylarge
folderstructuretoselectfilesfromandtheuserwouldonlyneedtoaccessasubsetofthose
folders. Also,iftherewerefilesthatareprivateandshouldneverbeopenedinPDFConverter
Professional,thosedirectoriescanbeexcludedandadifferentfolderstructurecanbedefinedto
browsethrough.
ToenabletheFileStorageoption:
1. LaunchPDFConverterProfessional.
2. Click“Edit>Preferences”.
3. Navigatetothe“FileStorage”tab.
4. Enablethe“UseFileStorageasdefaultfileOpen/Savedialogs(Requiresrestart)”option.
Note:ArestartofPDFConverterProfessionalisnecessary,notthecomputer.
5. SpecifyafoldertouseforthePrivateDocumentsDirectoryandanotherfortheShared
DocumentsDirectory.
6. Optionally,enablethe“Browsetowindowsfilesystem”optiontoallowtheusertonavigateto
foldersoutsideofthespecifiedprivateandshareddocumentsdirectories.
7. Click“OK”toapplythechanges.
8. RestartPDFConverterProfessionalforthechangestotakeeffect.
WhentheFileStoragefeatureisenabled,theusercanonlybrowsetothetwospecifiedfoldersto
openorsavefiles(includinganysubfoldersinthespecifiedtoplevelfolders).
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OpeningandSavingfileswithFileStorageenabled:
AftertheFileStorageoptionhasbeenenabled,theuserwillbepresentedwithdifferentOpenand
SavedialogsinPDFConverterProfessional:
TheFileStoragedialogprovidesthefollowingfeatures:
1. Changebetweenthetabsatthetoptoaccessthefollowing:
a. LookIn:Tobrowsethedefinedfolderstructure.
b. Search:Toperformasearchforfilescontainedinthefolderstructure,
c. Recent:Toviewrecentlyopenedfiles.
2. SelectaPDFfilefromthelisttodisplayapreviewofthefileontheright-sideofthedialog.
3. SwitchbetweenthePrivateandSharedfolderstructuresthatwereconfiguredinthe
PreferencesafterFileStoragewasenabled.
4. Clickthe“Browse”buttontobrowsetheentireWindowsfilestructure(ifthe“Browseto
windowsfilesystem”optionisenabled).
Note:TheSavetoDMSfunctionalityisnotavailablewhenusingtheAdvancedFileStorage
Option.
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AUTOMATEDDOCUMENTASSEMBLY
PDFConverterEnterprise8allowsuserstoprinttoPDFCreatefromanyapplicationwithout
beingrequiredtosavethenewPDFfile. FilesthatareprintedtoPDFCreatewhenusingthe
“SendToPDFPro”functionalitycaneitherbeappendedtoanexistingPDFfileorcreatedasa
newPDFfile.
Toconfigurethe“SendToPDFPro”option:
1. Click“Start>ControlPanel”.
2. Open“DevicesandPrinters”(or“PrintersandFaxes”onWindowsXP).
3. Right-clickonthe“ScanSoftPDFCreate!”printdriver,thenselect“Printingpreferences>
ScanSoftPDFCreate!”.
Note:OnWindowsXP,theGaaihoPDFdriverwillbelistedasaseparateprintdriver. Justselect
the“Printingpreferences”optionfromtheright-clickmenuoftheScanSoftPDFCreateprinter.
4. Selectthe“PDFSettings”tabfromtheScanSoftPDFCreatePrintingPreferencesdialog.
5. Expandthe“NamingMethod”drop-downboxandselectthe“SendToPDFPro”option.
6. Click“OK”toapplythechanges.
NowwheneverafileisprintedtotheScanSoftPDFCreateprintdriver,theuserwillbeprompted
withanew“PrintedDocument”dialoginsteadofbeingpromptedtosavethePDFfilewiththe
standard“SaveAs”dialog.
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Tousethe“SendtoPDFPro”option:
1. Openadocumentinanyapplicationyoucanprintfrom.
2. Clickthe“File>Print”buttonorequivalentaction.
3. Selectthe“ScanSoftPDFCreate!”printerfromthelist.Note:Ifthestepsabovewerenotperformedto
configure“SendtoPDFPro”astheNamingMethodoption,itcanalsobedoneatthispoint. Clickthe“Preferences”
buttoninthePrintdialogtoopenthePrintingPreferencesdialog,thenselect“SendtoPDFPro”astheNaming
MethodoptiononthePDFSettingstab.
4. Clickthe“Print”buttontoconfirmtheprintjob.
5. ThePrintedDocumentdialogwillappearinsteadofthenormalSaveAsdialog.Note:IfaPDFfileisnot
currentlyopenedinPDFConverterProfessional,theapplicationwilllaunchandtheprintjobwillbeanewPDFfile
thatisunsaved. ThePrintedDocumentdialogwillnotappearandtheworkflowisfinishedatthistime.
6. SelectthePDFfiletoprinttofromtheCurrentDocumentdrop-downlistofPDFfilesthatarecurrentlyopen.
Note:IfonlyasinglePDFFileiscurrentlyopenedinPDFConverterProfessional,therewillonlybeasinglechoice
intheCurrentDocumentdrop-downlist.
7.
Selectoneofthefourfollowingdestinationchoices:
Appendattheendofthecurrentdocument:InsertsthepagesattheendofthePDFfilecurrently
openedinPDFConverterProfessional.
Insertatthebeginningofthecurrentdocument:InsertsthepagesatthebeginningofthePDFfile
currentlyopenedinPDFConverterProfessional.
Insertafterthecurrentpageinthecurrentdocument:InsertsthepagesafterthebeginningofthePDF
filecurrentlyopenedinPDFConverterProfessional.
Createanewdocument:InsertsthepagesatthebeginningofthePDFfilecurrentlyopenedinPDF
ConverterProfessional.
8. Afterselectingthedestinationoption,thenewpageswillbeinsertedatthespecifiedlocationinthePDFfile.
NotesonusingSendtoPDFPro:
MakesuretheoriginalPDFfileyouareappendingtoissavedlocally.
Ifproblemarisewhenthefilethatyouareappendingfromisnotalocalfile(openedfromanetworklocationora
website),trysavingthatfilelocallyandtryagain.
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OUTLOOKPREVIEWPANE
WithPDFConverterEnterprise8,youhavetheabilitytopreviewPDFfilesthroughthePreviewPaneinMicrosoft
Outlook2007and2010.
Note:InpreviousversionsofPDFConverterProfessional,itwasnotpossibletousetheOutlookPreviewPaneto
viewPDFfilesunlessAdobewasalsoinstalledonthesystem.
WhenanemailmessageisdisplayedintheOutlookPreviewPanethathasanemailattachment,theusercan
selectthePDFfileattachmentanda“Previewfile”buttonwillappear. Afterclickingthe“Previewfile”button,the
PDFfilewillbedisplayedintheOutlookPreviewPane.
Note:Optionallyuncheckthe“Alwayswarnbeforepreviewingthistypeoffile”checkboxtoautomaticallyviewPDF
filesandnotbepromptedtoclickthe“Previewfile”buttonfirst.
TomanuallyenableordisablethePDFFilePreviewinginOutlook2007/2010:
1. Clickthe“File”tabandselect“Options”’.
2. Selectthe“’TrustCenter”link.
3. Clickthe“TrustCenterSettings”button.
4. Selectthe“AttachmentHandling”menu.
5. Clickonthe“AttachmentandDocumentPreviewers”button.
6. Locatetheapplicationnamed“zeonPDFPreviewHandler”.
7. CheckthecheckboxtoenablethePDFConverterProfessionalPDFPreviewPaneoption,orclearthe
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