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Note: Add a note to the PDF; note conversations are possible when PDF

files are shared. Sort notes by author, type, date and more.

Dragon Notes: Dictate note texts to a Nuance server in the Cloud to

have the dictation transformed to text for a chosen note.

Text Box: Add a text box above the other content on the PDF page.

Callout: Add customizable callouts to your document.

Text Markup: Use different markup tools on the selected text.

Highlight: Select from the shown highlighting tools.

Attach: Attach a file or sound file with an icon at a specified location.

Drawing: Draw different shapes on the page. Use a shortcut menu to

signal ‘complete’ when drawing multi-sided shapes.

Use this toolbar when working with forms. You can add the displayed

form controls to a PDF form. Other tools enable you to highlight or reset

form fields and set the tab order.

FormTyper: Use this (the last button on the right) to have form

elements detected and automatically activated so you turn a static

PDF into a fillable form.

Security panel: Click this to set passwords and other security measures

for the PDF.

Digital Signatures: Sign or certify your document; custom signature

schemes and signature time stamping are available.

Mark Redaction: Black out confidential information in your text

(available only in the Enterprise version - see below).

Form Tools toolbar

Comments toolbar

Security toolbar

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Document Assembly

To edit page contents or perform page operations while viewing several

pages, activate Document Assembly view in the View menu or by

clicking the Document Assembly button at the bottom of your screen.

The Document Assembly toolbar lets you insert, extract, delete and

renumber pages; split your current document; or work with headers and

footers (create, update or remove them). This view shows small-sized

pages, not static thumbnails, so comments can be placed and text

selections copied to other pages, even in other documents.

The right-most button is Page Assembly. It avoids the need to open

multiple instances of the program to insert pages from a set of

documents. Each document is displayed in a tab, using page thumbnails.

This lets you view documents and drag-and-drop the desired pages into

the target document. A wide variety of file types are supported,

conversion to PDF takes place when required.

Use this toolbar to measure dimensions inside elements in the PDF,

whose scale you can define.

Use this toolbar to include movies, sounds, 3D files or Silverlight

content in your PDF. You can view and edit 3D files.

Imposition: (right-most button): Prepare the PDF for DTP-style

physical printing.

Advanced toolbar

Measure toolbar

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Advanced Edit mode

This is new to PDF Converter Professional 8; in addition to the

traditional mode of working, now known as PDF View, the Advanced

Edit mode allows freer editing of document content, in particular, its

text. It offers a wide range of editing, reviewing and marking-up tools,

similar to those found in word processor programs. See the Help topic

Advanced Edit Toolbars. Finalize your edits when ready and navigate to the

PDF View, where you can save, print or send the document with all

changes intact.

Connectors

Open files from popular cloud services, such as Dropbox, Evernote,

PaperPort Anywhere or others via the Nuance Cloud Connector. Results

can be returned to these sites.

Collaboration

This cloud-based service opens the door to multi-user editing of PDF

files, document sharing, screen sharing, chat and voice conferencing.

This feature is provided by a Nuance partner. When the program is first

launched you are prompted to sign in. Click the 'New account' link,

enter an e-mail address and a password to be used at each sign-in.

Document Security

To modify the security settings for your document, click Document >

Document Properties and choose the Security tab. This will always

display your current settings. You can choose to protect your document

by passwords or certificate security at different levels.

Windows Desktop Search

Microsoft offers a Windows Desktop Search facility, to search through

files of different types in specified folders. PDF Converter Professional

provides WDS with the added benefit of including PDF files in these

searches - this includes image-only PDFs.

Searching and Indexing Documents

Carry out text searches in the currently open PDF, all PDFs in a given

folder or on a pre-built index file. Searches can be done using a single

string, multiple search strings, patterns or masks. Use the Organizer to

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specify the search criteria. A PDF Index file (.zpi) is a searchable archive

of PDF documents. Click Document > Indexing to create a new index,

modify an existing one or to work with embedded indexes.

Reading Text Aloud

Use the command Read PDF in the Tools menu to have the PDF text

read aloud. Choose the current, next or previous paragraph or page or

the whole remaining document. Choose Properties to set the rate and

volume. You can also save the PDF text to a sound file in the wav format.

This is powered by the Nuance RealSpeak Solo Text-to-Speech engine.

Dictate Notes

Notes can be added by dictation using Nuance Dragon Notes, if your

computer is enabled for sound and you have an internet connection. Use

your microphone to transmit dictation to the Dragon Notes server in the

Cloud and receive back the written note into your PDF file. No setup or

registration is required.

PDF Optimizer

Optimize your PDF to best fit its purpose. Click Tools > Optimize PDF

and specify target requirements such as fast web view, object and image

compression, scanned page settings, font embedding and more. You can

also add tags to PDF files, to have their logical structure (paragraphs,

titles, pictures, tables, cells, etc.) identified and logged.

PDF Printing

In addition to the usual print choices you can choose to print the PDF

with or without comments. You can print selected pages only. You can

also print form fields only, allowing you to print an empty form, fill it

electronically, and then print your responses onto the empty form. The

Imposition tools lets you to prepare PDF pages for physical printing.

Table of Contents

Insert a Table of Contents in your document, based on bookmarks. Open

the bookmark panel, set bookmarks and their ranking, then choose

Table of Contents from the bookmark panel's shortcut menu. The TOC

is useful when the PDF is physically printed and bookmarks are no

longer available.

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PDF Document comparison

This lets you compare two PDF files with similar content - typically an

earlier and later version of one document. Access this from the

Document menu, then choose to see a visual or a textual comparison,

with a side-by-side or combined presentation. The latter shows only one

document and marks object or text changes: new text is underlined

while deleted text appears in a marker tooltip.

PDF to Word Document comparison

PDF Professional is able to compare a PDF file with a particular version

of a Word file; typically this will be the file the PDF was made from. It

can show which changes were made since the PDF was created. The

comparison is made within Word, the result can be displayed in a

temporary file that you can save if required.

PDF splitting

You can split large PDF files into a set of smaller ones so they are easier to

distribute. Access this from the Document menu and choose splitting

criteria: by file size, blank pages, number of pages, bookmarks, document

structure, etc. You can also extract pages by criteria that you specify.

PDF portfolios

Portfolios let you collect a set of documents relating to a particular topic

for convenient distribution. PDF Professional provides this by extending

the previous PDF Create support for packages. A portfolio is superior to

a package because it can contain documents of differing file types (all

documents in a package must be PDF files) as well as folders and folder

structures. Support for displaying non-PDF pages is added.

Package PDF files

PDF Create lets you select a set of files and have their copies grouped in a

single PDF package file. Any non-PDF files you select enter the package

as PDF files. To include non-PDF files in a package in their original

format, open a package, open a PDF inside it, and attach these files. You

can add a cover page to the package. Help explains how different PDF

programs let you use and unpack received packages.

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Place files in an Envelope

This is similar to packaging files, but in this case the files become

attachments to the enclosing PDF and keep their original file types.

An envelope file acts as a cover page.

Archive E-mail

PDF Professional lets you archive selected e-mails and e-mail

folders. You can choose to create a single PDF from each message,

merge all selected archive items into one PDF (each message

will be bookmarked inside it), or package the selected items. Message

attachments keep their original file types.

Batch processing

This lets you build a series of commands and their settings into a named

and stored sequence, letting you efficiently apply pre-defined processing

to groups of PDF files repeatedly, by just running a sequence. Input and

output file names and locations can be predefined or enquired run-time

and output can be to non-PDF file types. It is also possible to run a batch

processing sequence on all PDF files currently open in PDF Professional.

In that case the output is always PDF and it replaces the input files

inside the program.

Other new features

PDF layers are supported; this is useful in working with architectural

plans and in preparing PDF files for delivery to printing houses.

Document flattening allows annotations to be removed or converted to

document objects. Integration of the program in internet browsers is

expanded to Google Chrome. Export of data from multiple filled copies

of a form to a spreadsheet is introduced. Custom stamps can be created

on-the-fly for insertion into a selected page area. A single stamp can now

be applied to all pages of a document. Not only text, but also areas can be

highlighted. Auto-straightening and auto-orientation are available when

scanning to PDF. You can send a PDF file to a fax machine via e-mail,

according to data entered under Preferences.

The following features are provided only in the Enterprise

edition, along with Enterprise documentation for network

administrators:

Legal Support

Legal stamps are available, along with Bates stamping and CaseMap

support for legal offices. Choose Inspect Document in the Document

menu to select items to be removed from a file, such as comments,

bookmarks, hidden text, embedded indexes or sensitive metadata like

the author's name or the file history.

Batch file Conversion

This PDF Enterprise feature lets you efficiently convert batches of TIFF

or PDF files to the other file type, using predefined settings. Move files

for conversion to a single folder, then use choose Batch Converter from

the Tools menu. Valid input is PDF (any flavor) or TIFF (any flavor);

valid output is TIFF (with compression and file size choices under

Settings), image-only PDF (no settings) or Searchable PDF (select OCR

language and image pre-processing choices). OCR must be used when

creating Searchable PDF from TIFF or image-only PDF.

PDF/A compliance checker

This PDF Converter Enterprise facility checks the compliance of PDF/A

files you create or receive and reports any non-complaint elements to

meet the standards of different PDF/A variants. PDF/A is a set of

standards for PDF files, to ensure maximum accessibility over a wide

range of PDF products under different platforms, and also to make the

files 'future-proof'. PDF/A is based on PDF version 1.4, so older PDF

products can handle them. It excludes elements like JavaScript which

may not be correctly interpreted in some environments. It requires

certain items, such as adequate tagging, good accessibility and suitable

metadata.

SharePoint and DMS support

The program supports the following Document Management Systems:

Microsoft SharePoint, Interwoven WorkSite, Hummingbird Enterprise

(eDocs), LiveLink, Documentum, Worldox and DocuShare. See System

Requirements in Help. The ability to create PDF files from or inside DM

Systems is documented at the end the PDF Create section of this guide.

The ability to unlock PDF or XPS files is similarly documented at the end

the PDF Converter section. A toolbar is added to the program for each

detected DM system, allowing you to open PDF files from the DMS, save

PDF files to DMS, access the DMS document properties, extract or

insert pages to or from the DMS or select a file of any type from the DMS

to have it attached to the current PDF document. These commands are

also available in the Connectors menu, which offers an item with a sub-

menu for each detected DMS. Commands from PDF Converter

Enterprise are also available inside SharePoint, Hummingbird Enterprise

and Interwoven Worksite.

Redaction

Document text confidentiality is achieved by redaction - the blacking

out of pieces of text or images. Select text or images to be marked for

redaction with the Redact tool in the Document menu or the Security

toolbar. This menu also allows marking for redaction by searching. The

program finds all occurrences of a given text string in the document,

letting you review them and choose which will be marked for redaction.

Use the Apply redaction menu item or button to have all marked items

(whether resulting from searches or selection) blacked out permanently.

When a redacted document is saved, the program always offers Save As,

because you should save the redacted file to a new name. The original file

remains with the redacted items marked but still readable.

Warnings:

•

Be aware that once a file is saved with redacted items, there is no

way of restoring the removed content – it can neither be viewed

nor found by searching.

•

If text to be redacted contains typing errors, maybe some sensitive

data will not be removed by searching. We suggest that you

always check a search-redacted document manually before

releasing it.

Export PDF Files

The component that lets you export the content of PDF files to editable

formats is called PDF Converter. To make its services easy to call on, it

can be started from several locations, as summarized in this table.

Location

Source PDF/XPS

Conversion

method

Target

PDF Professional File/

Save As menu or

button or Tools/Launch

PDF Converter

Current PDF in PDF

Professional

Converter Assistant or

Direct Conversion with

chosen mode and target

User defined

Windows Start Menu

Local or DMS files

Converter Assistant

User defined

Microsoft Word

(Open PDF/XPS

button)

One local file

Converter Assistant

Microsoft Word

(File Open)

Local files

Converter Assistant

Direct Conversion

Microsoft Word

Corel WordPerfect

One local file

Converter Assistant

WordPerfect

Microsoft Excel

One local file

Converter Assistant

Excel

Microsoft PowerPoint

2007or 2010

One local file

Converter Assistant

PowerPoint

2007 or 2010

Windows Explorer

One local file

Converter Assistant

Direct Conversion

User defined

As last set

Microsoft Outlook

One or more mail

attachments

Converter Assistant

Direct Conversion

User defined

As last set

Lotus Notes

(Actions menu)

One or more mail

attachments

Converter Assistant

Direct Conversion

User defined

As last set

Microsoft Internet

Explorer

One web link

Converter Assistant

User defined

Mozilla FireFox

One web link

Converter Assistant

User defined

Access the export function from the Convert PDF button (2) in the File

toolbar. Make a choice under (3) for a direct conversion with current

settings for the selected mode or choose the last item (3) to open the PDF

Converter Assistant for full control.

You can also perform direct conversions by selecting the Save As

command from the File menu. You can extract and save only text

from the document or save the file as image.

With the Convert Area tool, you can use the Select Area tool to define an

area of interest in a page for PDF Professional to convert its content to an

editable format. This lets you, for instance, select a table and send it to

Excel without the rest of the page or select the precise content to

become a single PowerPoint slide.

Conversion between PDF and XPS file formats is also supported.

5. XPS Document

3a. Word Document

3b. Word Form

3c. Excel Spreadsheet

3d. PowerPoint Presentation

3e. WordPerfect Document

6. MRC PDF

7. Searchable PDF

8. Unicode Text

9. Convert Area

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