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PDF-XChange Editor can be used to edit documents in multiple ways. See below for instructions on how to:
1. Click Document in the Menu Toolbar.
2. Hover over Background.
3. Click Add. The Add Background dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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Barcodes are an established standard for the concise storage of complex information. They are compatible with most smartphones and tablets and have several useful templates, such as electronic business cards that can be used for contact details and other personal information. They can also be used to link to URLs, create custom messages and send automatic emails. Follow the steps below to add barcodes to documents:
1. Click Tools in the Menu Toolbar.
2. Hover over Content Editing Tools.
3. Hover over Add.
4. Click Add Barcode. The Select Barcode Placement Tool dialog box will open.
5. Click Drag Barcode Rectangle.
6. Drag the pointer to determine the size and location of the barcode. The Add Barcode dialog box will open.
7. Determine parameters as detailed here.
8. Click Place.
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Bates numbering is a dynamic way to provide identification, protection and automatic consecutive numbering within documents as they are processed/scanned. Follow the instructions below to add Bates numbering:
1. Click Document in the Menu Toolbar.
2. Hover over Bates Numbering.
3. Click Add. The Add Bates Numbering dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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Bates numbering is a dynamic way to provide identification, protection and automatic consecutive numbering within documents as they are processed/scanned. Follow the instructions below to add Bates numbering to multiple documents:
1. Click Document in the Menu Toolbar.
2. Hover over Bates Numbering.
3. Click Add to Multiple Files. The Add Bates Numbering to Files dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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Headers and footers are a useful way to add additional information at the top/bottom of documents, such as page numbers and/or the current date. Follow the steps below to add headers and footers to documents:
1. Click Document in the Menu Toolbar.
2. Hover over Header and Footer.
3. Click Add. The Add Header and Footer dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Tools in the Menu Toolbar.
2. Hover over Content Editing Tools.
3. Hover over Add.
4. Click Add Image. The Open Files dialog box will open.
3. Select the desired image and click Open. The Add Image dialog box will open.
4. Determine parameters as detailed here.
5. Click Place.
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Watermarks are used predominately to discourage counterfeiting and to display ownership of images and documentation. Follow the steps below to add watermarks to documents:
1. Click Document in the Menu Toolbar.
2. Hover over Watermarks.
3. Click Add. The Add Watermark dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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Digital signatures are used to demonstrate the authenticity of documents and increase their security. Follow the instructions below to certify documents and and an invisible digital signature. (The inclusion of an invisible digital signature means that the document will not feature a physical signature, but it is still 'signed' and certified to the same level as a document that features a physical signature).
1. Click Document in the Menu Toolbar.
2. Hover over Digital Signatures.
3. Click Certify (Invisible).
4. Follow the instructions detailed here.
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Digital signatures are used to demonstrate the authenticity of documents and increase their security. Follow the instructions below to certify documents and and a visible digital signature:
1. Click Document in the Menu Toolbar.
2. Hover over Digital Signatures.
3. Click Certify.
4. Follow the instructions detailed here.
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1. Click Document in the Menu Toolbar.
2. Click Spell Check. PDF-XChange Editor will then check the document spelling.
3. Follow the instructions detailed here.
The keyboard shortcut for this operation is F7.
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1. Click Document in the Menu Toolbar.
2. Hover over Digital Signatures.
3. Click Clear All Signatures.
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1. Click File in the Menu Toolbar.
2. Hover over Export.
3. Click Export to Image(s). The Export to Images dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click File in the Menu Toolbar.
2. Hover over Export.
3. Click Export to Microsoft Excel. The Save File dialog box will open.
4. Use the File name text box to edit the name of the file. The default name is the existing name of the active document.
5. Click OK.
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1. Click File in the Menu Toolbar.
2. Hover over Export.
3. Click Export to Microsoft Powerpoint Presentation. The Save File dialog box will open.
4. Use the File name text box to edit the name of the file. The default name is the existing name of the active document.
5. Click Save.
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1. Click File in the Menu Toolbar.
2. Hover over Export.
3. Click Export to Microsoft Word Document. The Save File dialog box will open.
4. Use the File name text box to edit the name of the file. The default name is the existing name of the active document.
5. Click Save.
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1. Click Tools in the Menu Toolbar.
2. Hover over Basic Tools.
3. Click Select Text Tool.
4. Select and then right-click the text.
5. Click Copy as a Rich Text.
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1. Click Window in the Menu Toolbar.
2. Click New Document Window.
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1. Click Document in the Menu Toolbar.
2. Hover over Crop Pages.
3. Click Crop Pages. The Crop Pages dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
The keyboard shortcut for this operation is Ctrl+Shift+T.
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1. Click Document in the Menu Toolbar.
2. Hover over Crop Pages.
3. Click Crop Page Tool. The Crop Tool dialog box will open.
4. Click Drag Crop Rectangle. The pointer will turn into a crosshairs icon.
5. Click and drag to determine the crop area. When the mouse button is released the Crop Pages dialog box will open.
6. Determine parameters as detailed here.
7. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over Delete Pages.
3. Click Delete Empty Pages. The Delete Empty Pages dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over Delete Pages.
3. Click Delete Pages. The Delete Pages dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
The keyboard shortcut for this operation is Ctrl+Shift+D.
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The advanced document settings can be used to determine base URLs for weblinks, "trapping" options with regard to printing, print dialog presets and binding/language options. Follow the instructions below to access and edit advanced document settings:
1. Click File in the Menu Toolbar.
2. Click Document Properties.
3. Click Advanced in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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Document settings can be used to configure the layout of tabs and windows, document restore options, saving parameters and the PDF-specification of new documents. Follow the instructions below to to access and edit document settings:
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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PDF portfolio files are dynamic files that contain multiple file formats assembled into an integrated PDF unit. Follow the instructions below to determine how portfolio files are displayed in PDF-XChange Editor:
1. Click View in the Menu Toolbar.
2. Hover over Portfolio (please note that this option is available only when a portfolio file is open).
3. Determine parameters as detailed here.
4. Click OK.
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The security settings in PDF-XChange Editor determine file open and program launch options when documents are attempting to open files, attachments or sites. Follow the instructions below to determine these settings:
1. Click File in the Menu Toolbar.
2. Click Document Properties. The Document Properties dialog box will open.
3. Click Security in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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Document information includes the document title, author, subject, keywords and additional metadata. It has various functions and it used during specific operations such as when documents are edited/saved/signed. Follow the instructions below to edit document information:
1. Click File in the Menu Toolbar.
2. Click Document Properties. The Document Properties dialog box will open.
3. Click Description in the Categories menu.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Tools in the Menu Toolbar.
2. Hover over Content Editing Tools.
3. Hover over Edit Content and select All Content, Text, Images or Shapes to determine the content to be edited.
4. Follow the instructions detailed here.
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When this feature is used, content will update automatically in PDF-XChange Editor when it is edited in an alternative application.
1. Click Edit Content in the Shortcut Toolbar.
2. Right-click the content item. A submenu will open.
3. Hover over Edit Image.
4. Click Default Application to edit content in the default content editing application or click Edit With to select a different application.
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1. Click Tools in the Menu Toolbar.
2. Hover over Zoom Tools.
3. Click Loupe Tool.
4. Follow the instructions detailed here.
Alternatively:
1. Click Tools in the Menu Toolbar.
2. Hover over Zoom Tools.
3. Click Pan and Zoom.
4. Follow the instructions detailed here.
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1. Click Document in the Menu Toolbar.
2. Click Extract Pages. The Extract Pages dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
The keyboard shortcut for this operation is Ctrl+Shift+E.
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1. Click View in the Menu Toolbar.
2. Hover over Zoom.
3. Click Fit Page.
The keyboard shortcut for this operation is Ctrl+0.
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1. Click View in the Menu Toolbar.
2. Hover over Zoom.
3. Click Fit Height.
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1. Click View in the Menu Toolbar.
2. Hover over Zoom.
3. Click Fit Width.
The keyboard shortcut for this operation is Ctrl+2.
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1. Click View in the Menu Toolbar.
2. Hover over Zoom.
3. Click Fit Visible.
The keyboard shortcut for this operation is Ctrl+3.
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1. Click Tools in the Menu Toolbar.
2. Hover over Comment and Markup Tools.
3. Select Highlight Text Tool.
4. Click and drag to highlight text. See here for further information.
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1. Click Document in the Menu Toolbar.
2. Hover over Insert Pages. Click Insert Empty Pages. The Insert Empty Pages dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
The keyboard shortcut for this operation is Ctrl+Shift+I.
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1. Click Document in the Menu Toolbar.
2. Hover over Insert Pages. Click Insert Images. The Images to PDF dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over Insert Pages. Click Insert Pages. The Insert Pages dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over Insert Pages. Click Insert RTF. The Convert RTF Files to PDF dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over Insert Pages. Click Insert Scanned Pages. The Scan Properties dialog box will open.
3. Determine properties as detailed here.
4. Click Scan.
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1. Click Document in the Menu Toolbar.
2. Hover over Insert Pages. Click Insert Text. The Convert Text Files to PDF dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over Launch. A list of designated applications will be displayed.
3. Click the desired application. See here for customizable options that relate to this feature. Please note that the Launch Toolbar can also be used to achieve this operation.
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1. Click Tools in the Menu Toolbar.
2. Hover over Measuring Tools.
3. Click Area Tool. The pointer will become a crosshairs icon.
4. Follow the instructions detailed here.
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1. Click Tools in the Menu Toolbar.
2. Hover over Measuring Tools.
3. Click Distance Tool. The pointer will become a crosshairs icon.
4. Follow the instructions detailed here.
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1. Click Tools in the Menu Toolbar.
2. Hover over Measuring Tools.
3. Click Perimeter Tool. The pointer will become a crosshairs icon.
4. Follow the instructions detailed here.
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1. Click Window in the Menu Toolbar.
2. Click All Documents to One Tab Group.
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1. Click Window in the Menu Toolbar.
2. Click Active Document to New Horizontal Tab Group.
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1. Click Window in the Menu Toolbar.
2. Click Active Document to a New Vertical Tab Group.
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1. Click Document in the Menu Toolbar.
2. Hover over More for Pages.
2. Click Number Pages. The Page Numbering dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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The optical character recognition (OCR) in PDF-XChange Editor analyzes PDF documents, recognizes text and then makes it selectable and searchable. Follow the instructions below to perform OCR on documents:
1. Click Document in the Menu Toolbar.
2. Click OCR Pages. The OCR Pages dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over Digital Signatures.
3. Click Place Signature.
4. Follow the instructions detailed here.
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1. Click the Select Text Tool icon in the Standard Toolbar.
2. Highlight the text to be read out loud.
3. Right-click the selected text and click Read Out Loud Selected Text in the submenu. See here for customizable options that relate to this feature.
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Redaction can be used to remove content permanently from documents. Redaction is used, instead of a delete option, when it is necessary/desired to show that material has been removed from documents, such as in sensitive material where some content can be shown to all users but other content needs to be protected. Follow the instructions below to redact page content:
1. Click Document in the Menu Toolbar.
2. Hover over Redaction.
3. Click Mark for Redaction.
4. Follow the instructions detailed here.
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1. Click Document in the Menu Toolbar.
2. Hover over Background.
3. Click Remove All. The Remove Backgrounds dialog box will open.
4. Click Yes.
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1. Click Document in the Menu Toolbar.
2. Hover over Bates Numbering.
3. Click Remove All. The Remove Bates Numberings dialog box will open.
4. Click Yes.
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1. Click Document in the Menu Toolbar.
2. Hover over Crop Pages.
3. Click Remove Cropped Content.
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1. Click Document in the Menu Toolbar.
2. Hover over Header and Footer.
3. Click Remove All. The Remove Headers and Footers dialog box will open.
4. Click Yes.
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1. Click Document in the Menu Toolbar.
2. Hover over Watermarks.
3. Click Remove All. The Remove Watermarks dialog box will open.
4. Click Yes.
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1. Click Window in the Menu Toolbar.
2. Click Reopen Recently Closed Document.
The keyboard shortcut for this operation is Ctrl+Shift+W.
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1. Click View in the Menu Toolbar.
2. Click Thumbnails. The Thumbnails pane will open and display the document pages.
3. Click and drag pages within the pane to reorder them in the active document.
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1. Click Document in the Menu Toolbar.
2. Click Replace Pages. The Replace Pages dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over More for Pages.
3. Click Resize Pages. The Resize Pages dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click Document in the Menu Toolbar.
2. Click Rotate Pages.
3. The Rotate Pages dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
The keyboard shortcut for this operation is Ctrl+Shift+R.
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1. Click Tools in the Menu Toolbar.
2. Hover over Basic Tools.
3. Select Select Text Tool.
4. Click and drag to select text. See here for further information.
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Digital signatures are used to demonstrate the authenticity of documents and increase their security. Follow the instructions below to sign documents:
1. Click Document in the Menu Toolbar.
2. Hover over Digital Signatures.
3. Click Sign Document.
4. Follow the instructions detailed here.
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1. Click Document in the Menu Toolbar.
2. Click Split Pages. The Split Pages dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Document in the Menu Toolbar.
2. Hover over More for Pages.
3. Click Split Document. The Split Document dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click Window in the Menu Toolbar.
2. Hover over Split.
3. Click Horizontal Split.
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1. Click Window in the Menu Toolbar.
2. Hover over Split.
3. Click Vertical Split.
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1. Click Window in the Menu Toolbar.
2. Hover over Split.
3. Click Spreadsheet Split.
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1. Click Tools in the Menu Toolbar.
2. Hover over Comment and Markup Tools.
3. Select Strikeout Text Tool.
4. Click and drag to strikeout text. See here for further information.
The keyboard shortcut for this operation is Ctrl+Shift+S.
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Timestamps are used to ensure the long-term preservation of digital signatures, time-seal date objects (to prove when they were received), protect copyrights/intellectual property and provide notarization services. Follow the instructions below to timestamp documents:
1. Click Document in the Menu Toolbar.
2. Hover over Digital Signatures.
3. Click Timestamp.
4. Follow the instructions detailed here.
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1. Click Tools in the Menu Toolbar.
2. Hover over Comment and Markup Tools.
3. Select Underline Text Tool.
4. Click and drag to underline text. See here for further information.
The keyboard shortcut for this operation is Ctrl+U.
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This feature makes it possible for signatures to be validated when the documents that contain them are received. Please note that the default settings of the local computer that receives files may result in this process taking place automatically. Follow the instructions below to validate document signatures:
1. Click Document in the Menu Toolbar.
2. Hover over Digital Signatures.
3. Click Validate All Signatures.
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1. Click View in the Menu Toolbar.
2. Hover over Zoom.
3. Click Actual Size.
The keyboard shortcut for this operation is Ctrl+1.
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1. Click View in the Menu Toolbar.
2. Hover over Zoom.
3. Click Zoom To. The Zoom To dialog box will open.
4. Enter the desired magnification level, or select a preset value from the dropdown menu.
5. Click OK.
The keyboard shortcut for this operation is Ctrl+Shift+M.
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Additionally, see the Forms Guide for further elements that can be added to documents, including check boxes, buttons, digital signatures, dropdown menus, list boxes, radio buttons and text fields.
The Keyboard Shortcuts section contains several useful editing shortcuts.