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PDF-XChange Editor features multiple settings that enable the customization of the workspace. See below for instructions on how to:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Registration in the Categories menu.
4. Follow the instructions detailed here.
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Users of PDF-XChange Editor often use the same set of commands, tools and operations repeatedly. If that is the case then it is useful to create a customized toolbar in order to group together these elements of their work process to increase efficiency and output. Follow the instructions below to create customized toolbars:
1. Click View in the Menu Toolbar.
2. Hover over Toolbars.
3. Click Customize Toolbars. The Customize Toolbars dialog box will open.
4. Follow the instructions detailed here.
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PDF-XChange Editor can be fully-customized in order to suit the specific the needs and tastes of the user. Follow the instructions below to customize the user interface:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Customize UI in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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The Launch Applications Toolbar facilitates the efficient opening of documents in an alternative PDF program from PDF-XChange Editor. Multiple programs can be added to the Launch Applications Toolbar for your convenience. Follow the instructions below to add/remove programs:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Launch Applications in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Color Management in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Accessibility in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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The PDF-XChange Editor comments feature various viewing and creation options such as to show/hide tooltips, the modification date and subject/author labels in comment pop-ups. Follow the instructions below to determine options for comments:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Commenting in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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The digital signature options determine various parameters of digital signatures, including creation and appearance options, verification settings and signature template options. Follow the instructions below to view and edit available options:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Signatures in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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The document options determine settings that relate to documents, such as tab and window settings, application start settings, history and recent documents management, save options and PDF-specification for new documents. Follow the instructions below to view and edit available options:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Documents in the Categories Menu.
4. Determine parameters as detailed here.
5. Click OK.
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The file association settings can be used to determine the default application for PDF files, options for viewing files in Internet Explorer, the registration options for the NP-plugin in other browsers and the preview/thumbnail handler for PDF files. Follow the instructions below to determine file associations:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click File Associations in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Convert to PDF or Convert from PDF in the Categories menu.
4. Determine parameters as detailed here.
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Forms feature multiple settings that apply to their functionality and appearance. Follow the instructions below to view/edit form settings:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Forms in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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Identity options include the user login name, actual name, title and organization details. This information is used in conjunction with comments, reviews and digital signatures. Follow the instructions below to determine identity options:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Identity in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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Follow the instructions below to determine options that relate to JavaScript and the JavaScript Console:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click JavaScript in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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Follow the instructions below to determine measurement settings, such as the display options of rulers, grids and guides and their associated settings:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Measurement in the Categories Menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Performance in the Categories menu.
4. Determine Memory and Threads Usage settings as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Page Display in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click View in the Menu Toolbar.
2. Hover over Page Layout.
3. Select layout options as detailed here.
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Page text options include settings for action taken when PDF-XChange Editor detects interactive text links such as IP addresses and options for when text is copied or bookmarks are created. Follow the instructions below to determine page text options:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Page Text in the Categories menu.
4. Determine parameters as detailed here.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Scanner Presets in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Search Providers in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Speech in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Send Mail in the Categories menu.
4. Determine parameters as detailed here.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Tools in the Categories menu.
4. Use the Default Tool dropdown menu to select either the Hand Tool or the Select Text Tool.
5. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Documents in the Categories menu.
4. Click Setup. The Manage Tabs and Windows dialog box will open.
5. Determine parameters as detailed here.
6. Click OK.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Languages in the Categories menu.
4. Select the desired language and click OK. See here for further information.
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1. Click File in the Menu Toolbar.
2. Click Document Properties.
3. Click Initial View in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click View in the Menu Toolbar.
2. Click Toolbars. A list of toolbars will be displayed.
3. Select/clear toolbar boxes to show/hide them in the UI.
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Guides are used to simplify and make more exact the process of aligning text and objects. Follow the instructions below to enables guides:
1. Click View in the Menu Toolbar.
2. Hover over Show.
3. Click Show Guides. See here for further information.
The keyboard shortcut for this operation is Ctrl+;.
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Measurement grids are used to assist in the accurate alignment of text and objects. Follow the instructions below to enable a measurement grid:
1. Click View in the Menu Toolbar.
2. Hover over Show.
3. Click Show Grid. See here for further information.
The keyboard shortcut for this operation is Ctrl+'.
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Page measurement information is included to enable precise document editing. When it is enabled the coordinates of the pointer are displayed next to the Document Options Toolbar. Follow the instructions below to enable page measurement information:
1. Click View in the Menu Toolbar.
2. Hover over Show.
3. Click Show Page Measurement Info. See here for further information.
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Rulers enable the precise measurement of document objects. Follow the instructions below to display rulers:
1. Click View in the Menu Toolbar.
2. Hover over Show.
3. Click Show Rulers. See here for further information.
The keyboard shortcut for this operation is Ctrl+R.
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PDF-XChange Editor features various plugins that heighten the functionality of the software, such as the Dropbox plugin, which makes it possible to work with files located in a Dropbox folder, and the OCR plugin, which makes the OCR process possible. Follow the instructions below to view/enable/disable plugins:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Plugins.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click View in the Menu Toolbar.
2. Click Full Screen Mode. Full screen parameters can be determined here.
The keyboard shortcut for this operation is F11.
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Snapping is a dynamic function within PDF-XChange Editor that facilitates the precise alignment of annotations and comments to underlying measurement guides or existing objects. Follow the instructions below to enable snapping and view/edit associated parameters:
1. Click View in the Menu Toolbar.
2. Hover over Snap.
3. Click Enable Snapping. See here for further information.
The keyboard shortcut for this operation is Ctrl+Shift+;.
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1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Select the Hide all licensed features from toolbars and menus box.
4. Click OK.
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1. Click Window in the Menu Toolbar.
2. Click Reset Document Panes Layout.
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This setting is used to reset the layout of all panes within PDF-XChange Editor:
1. Click Window in the Menu Toolbar.
2. Click Reset Main Panes Layout.
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The attachment security settings determine the action that PDF-XChange Editor takes when opening attachments. Follow the instructions below to determine these settings:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Security in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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There are several editing panes within PDF-XChange Editor that assist in the smooth and efficient editing of documents. Follow the instructions below to enable these editing panes:
1. Click View in the Menu Toolbar.
2. Hover over Other Panes. Available panes are displayed in the top section of the submenu.
3. Click panes to show/hide them in the workspace. See here for further information.
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The Bookmarks and Thumnails panes assist in document editing and navigation. Follow the instructions below to enable these panes:
1. Click View in the Menu Toolbar.
2. Click Bookmarks/Thumbnails. See here for further information.
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The file open security settings determine the action that PDF-XChange Editor takes when opening files. Follow the instructions below to determine these settings:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Security in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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The site open security settings determine the action that PDF-XChange Editor takes when opening websites. Follow the instructions below to determine these settings:
1. Click Edit in the Menu Toolbar.
2. Click Preferences.
3. Click Security in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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Additionally, further workspace customization options are available via the Keyboard Shortcuts.