PDF-XChange Standard V6

USER MANUAL

Tracker Software Products (Canada) Ltd.,

P.O. Box 79, 9622 Chemainus Road

Chemainus. V0R 1K0

British Columbia, Canada

Sales

Tel: Canada (+00) 1-250-324-1621

Fax: Canada (+00) 1-250-324-1623

Head Quarters:

http://www.tracker-software.com

http://www.tracker-software.se

http://www.pdf-xchange.se

http://www.pdfx.se

sales@tracker-software.se

Nordic center:

PDF-XChange Sverige 031-312 11 00

In Europe:

7 Beech Gardens

Crawley Down

RH10 4JB

Sussex

United Kingdom

Sales

Tel: +44 (0)20 8503 8711

Fax: (+00) 1-250-324-1623

3

Table of Contents

1. Welcome 5

1.1 Getting Started ........................................................................................................................................ 7

Introduction ....................................................................................................................................... 8

Features Overview .......................................................................................................................... 10

System Requirements ...................................................................................................................... 12

Installing from the Internet ............................................................................................................. 13

Switches for MSI Installers .............................................................................................................. 16

Switches for EXE Installers .............................................................................................................. 23

Licensing ......................................................................................................................................... 27

Installing Multiple Versions ............................................................................................................ 30

2. Standard Printer Settings 31

2.1 Paper ...................................................................................................................................................... 34

Standard Layout ............................................................................................................................... 37

Booklet Layout ................................................................................................................................. 39

Multiple Pages per Sheet ................................................................................................................ 41

2.2 Custom Forms ........................................................................................................................................ 43

2.3 General Settings .................................................................................................................................... 45

2.4 Compression .......................................................................................................................................... 48

2.5 Graphics ................................................................................................................................................. 51

2.6 Fonts ....................................................................................................................................................... 53

2.7 Watermarks ........................................................................................................................................... 55

2.8 Application-Specific Options ................................................................................................................ 60

2.9 Overlays ................................................................................................................................................. 62

2.10 Security .................................................................................................................................................. 64

Digital Signatures ............................................................................................................................ 66

2.11 Links ........................................................................................................................................................ 68

2.12 Bookmarks ............................................................................................................................................. 70

2.13 Default File Append .............................................................................................................................. 72

2.14 Headers and Footers ............................................................................................................................. 74

2.15 Document Info ....................................................................................................................................... 76

2.16 Save ........................................................................................................................................................ 78

Document Macros ........................................................................................................................... 81

%[Docname], %[Date] and %[Time] ................................................................................................ 82

2.17 e-Mail ..................................................................................................................................................... 84

2.18 Optimization .......................................................................................................................................... 86

2.19 Languages .............................................................................................................................................. 88

4

Table of Contents

MSOffice Toolbar Add-in V6 ............................................................................................................ 90

Links ........................................................................................................................................................................................... 91

Advanced Options ................................................................................................................................................................... 94

3. PDF Saver 96

4. MS Outlook Add-in 103

5. OFFice2PDF V6 107

Index

111

5

Welcome

1 Welcome

PDF-XChange Standard V6

PDF-XChange Standard V6 is the latest installment of our best-selling software for the

creation and virtual printing of industry-standard PDF files. It's compatible with files from

almost all Windows applications such as MS Word, Excel and AutoCAD. We have greatly

enhanced our software - it now features an optimized engine that significantly increases the

quality of conversion for images and image-based text characters. Converted files are

smaller in this version too - allowing for faster uploads/downloads, a reduction in storage

space and increased data retention - even at high levels of compression.

The PDF-XChange Standard V6 package includes MS Office Integration. This provides

additional and dynamic functions, such as the preservation of interactive table of contents

elements from converted documents and embedded URL support from toolbar/ribbon

icons directly within most MS Office applications.

The OFFice2PDF batch convertor facilitates the conversion of multiple files to PDF from

supported MS Office formats such as .doc, .xls, .rtf, .html and .txt.

We offer several further cutting-edge applications for the manipulation of PDF and image

files. Further details are available at the Tracker Software Products Page.

Our goal is to provide software to generate truly optimized PDF files that retain their

original format. If any issues arise then please Contact Us - we aim to respond to all

communication within half an hour.

Use the Table of Contents on the left to browse the topics of this manual. Click topics to

expand them.

Click the icons above the chapter headings to search the following:

Table of Contents

6

Welcome

Keyword Index

Topics

A summary of main features is available at the Features Overview.

Installation instructions are available here.

A PDF version of this manual is available here.

10

13

7

Welcome

1.1

Getting Started

The following links provide useful information about their respective subjects:

· Introduction

· Features Overview

· System Requirements

· Installing from the Internet

· Switches for MSI Installers

· Switches for EXE Installers

· Licensing

· Installing Multiple Versions

5

10

12

13

16

23

27

30

8

Welcome

Introduction

Thank you for choosing PDF-XChange Standard V6.

We have added many features and improved many others from version five, but one thing

remains the same: PDF-XChange Standard creates highly-optimized PDF files from a wide

range of Windows software and is unmatched in its ability to combine high-level

compression with quality documentation that retains its original format.

PDF-XChange Standard installs as a virtual printer. These operate in a different manner

from standard printers. Instead of printing documents on paper, a virtual printer generates a

fully-compatible, industry-standard, native PDF file. When suitable source material is used

these documents will feature searchable text, which greatly increases the efficiency of

searching, selecting and editing files.

Our software is very simple to use. After installation, simply select files to print virtually and

click Print. A prompt will appear to determine which printer to use. Select PDF-XChange

Standard and the file will be printed virtually. There are several further options that

determine the parameters of created documents. For example, it is possible for new

documents to retain the same name as the document from which they were created.

Macros have also been included to add dynamics to file names. See here for an

explanation of all adjustable settings.

PDF-XChange Standard requires no additional 'plug-ins' or software - it's ready to go out

of the box. However, we recommend another of our products, PDF-XChange V6 Editor, to

be used for the viewing and manipulation of files created using PDF-XChange Standard. It

is completely free and the products designed to work in tandem with each other. A free

download of PDF-XChange V6 Editor is available at the download page of our website,

which is located here.

PDF-XChange Standard V6, PDF-XChange Editor V6 and PDF-Tools V6 are trademarks of

Tracker Software Products Ltd. AutoCAD is a trademark or registered trademark of

Autodesk, Inc. Windows is a trademark or registered trademark of Microsoft Inc. All other

trademarks are the property of their respective owners.

81 31

9

Welcome

If any issues arise then please Contact Us - we aim to respond to all communication within

half an hour.

10

Welcome

Features Overview

PDF-XChange Standard is one of the most feature-rich virtual printers available worldwide.

It combines high quality conversion with optimized compression to create beautiful

documents that are surprisingly small in their file size. The main features of PDF-XChange

Standard are detailed below:

· AES Encryption has been introduced to for additional security options.

· Bookmarks are available for converted files.

· Compression Options provide settings and standards for images and text.

· Conversion of colored images to grayscale or monochrome, which enhances

compression and reduces file size.

· Digital Signing of documents for verification.

· Document Information options that support both basic and advanced settings,

including the option to add XMP Metadata.

· DPI Reduction to reduce file size. This is particularly useful for online file

distribution.

· Embedding of Fonts to ensure viewing consistency. Chinese, Japanese and Korean

fonts are now also available.

· Enhanced Saving options that determine where files are saved and how they are

named. Macros have been introduced to increase workflow efficiency.

· Headers and Footers can be in inserted into converted files.

· Language options that support a wide range of languages.

· MAPI and SMTP options for emailing files, including ZIP compression.

· Overlay options for utilizing PDF pages as watermarks.

· Paper Properties offer dynamic and wide-ranging options for paper size,

resolution, scaling and output.

· PDF/A: 1a, 1b+2a, 2b and 2u (RGB) are supported as conversion options.

· Security options that determine who can view, print, edit and extract files via

password protection.

· Tool Tips are visible when the mouse is hovered over functions/properties.

· URL and Email Links can be added when files are converted.

· Watermarks can now be added to documents in both text and graphic format.

81

11

Welcome

12

Welcome

System Requirements

PDF-XChange Standard supports all Windows (32/64 bit) operating systems from Windows

XP and later:

Figure 1. Supported Operating Systems

Please note that, although many users have virtualized some of our component products such as the PDF-XChange Viewer and

PDF-Tools application using XenApp, we do not support this at this time. Specifically, the printer drivers are not designed to work

in a virtualized environment.

13

Welcome

Installing from the Internet

Follow these steps to install PDF-XChange Standard:

1. Use the link in your purchase confirmation email or click either of the links below to

download the evaluation version of PDF-XChange Standard:

PDF-XChange Standard, which includes PDF-XChange Standard, MS Office

Addin , Office2PDF and the free version of the PDF-XChange Viewer.

PDF-XChange Pro, which includes a licensed version of PDF-Tools and PDF-

XChange Viewer PRO.

2. When the download is complete, click the PDFXStd6.zip file to open the containing

folder. (Winzip and CnetsDownload.com have free downloads for software to unzip

files).

3. PDFXStd6 is displayed next to an icon. Double click either the text or the icon to

open the Run/Cancel dialog box.

4. Click Run to open the PDF-XChange Standard Setup.

5. Click Next.

6. Read the license agreement and select the check box to continue.

7. Click Next.

8. Select either Custom or Complete setup type and select the installation location.

9. Click Next and follow the instructions to install the software.

90 107

14

Welcome

Please note that the first time that the installer runs it will prompt for registration number/activation code. We recommend that this

information is copied and pasted this from the receipt in order to avoid mistakes.

When an evaluation copy of PDF-XChange Standard is being used, all output is generated

with two watermark stamps on each page. This signifies that the PDF file was generated with

an evaluation version. When a full version is purchased, it is necessary to enter the serial

number provided to ensure that all future output is free of the evaluation watermarks.

Follow the steps below to register:

1. Install the software using the nine steps outlined above.

2. Move to the Control Panel and click Devices and Printers.

3. Right-click PDF X-Change Printer and click printing preferences from the menu.

4. Select the About tab in the main toolbar.

5. In the About window, click the Registration button.

6. Click the Add New Serial Key button.

7. Enter the serial key into the text box, or copy and paste it from the clipboard.

8. Click Continue to register.

If an evaluation version of PDF-XChange Standard is already installed, then there is no

need to install it again. Simply follow the steps outlined above to register.

VERY IMPORTANT

The serial key/activation code is unique to you/your company. Tracker Software Products

uses an FTP Automatic Update to ensure that the latest version is always available to our

clients. If you have purchased a single copy of the software it will allow only one user to

update their copy. Similarly, if you have purchased a multipack license, then an equal

amount of users will be able to update their software. Please keep your serial key/activation

code safe. Do not share it with other parties, as doing so constitutes an illegal breach of

copyright. If we discover evidence of abuse then updates will be disabled for your account.

Serial keys/activation codes found on websites offering free and illegal software distribution

will be disabled immediately. We monitor such websites on a daily basis. Help us safeguard

the integrity of our products to ensure that their future development is made possible. Theft

15

Welcome

of our software deprives us of investment that improves our products for the benefit of all

clients.

16

Welcome

Switches for MSI Installers

The MSI Installer Switches detailed below are available with PDF-XChange Standard.

The command line for installation is: msiexec /Option <Required Parameter> [Optional

Parameter] [Property=PropertyValue]

OPTIONS

PARAMETER

DEFINITION

Install Options

/package or /i

<Product.msi>

Installs or configures a product.

/a

<Product.msi>

Installs a product on the network. This is an

administrative install.

/j<u|m>

<Product.msi>

Advertises a product - m to all users, u

to current user. Additional parameters

can be used: [/t <Transform List>]

[/g <Language ID>].

/uninstall | /x

Uninstalls the product. Parameters can

be a .msi file or the product code.

Display Options

17

Welcome

/quiet

N/A

Installs the application in quiet mode.

/passive

N/A

Installs the application in unattended mode.

/q[n|b|r|f]

N/A

Sets the user interface level: /n means there is no

UI, /b means there is a basic UI, /r means there is a

reduced UI, /f means there is a full UI (which is the

default setting).

Restart Options

/norestart

N/A

Suppresses attempts to restart when installation is

complete.

/promptrestart

N/A

Prompts the user about restarts when necessary.

/forcerestart

N/A

Forces a restart after installation.

Logging Options

/l

Defines the logging level for installation. Possible

modifiers are as follows:

a - start up of actions.

c - initial UI parameters.

e - all error messages.

i - status messages.

m - out of memory or fatal exit information.

18

Welcome

o - out of disk space messages.

p - terminal properties.

r - action-specific recrods.

u - user requests.

v - verbose output.

w - nonfatal warnings.

x - extra debugging information.

+ - append to existing file.

! - flush each line to the log.

* - log all information except for verbose output

and extra debugging information.

/log

Equivalent for /l* <LogFile>

Repair Options

/f

Repairs a product. The following modifiers are

available:

p - only if a file is missing.

o - if a file is missing or an older version is installed.

This is a default setting.

e - if a file is missing or an equal or older version is

installed.

d - if a file is missing or a different version is

installed.

c - if a file is missing or checksum does not match

the value calculated.

19

Welcome

a - to force the reinstallation of fles.

u - all required user-specific registry entries. This is

a default setting.

m - all required computer-specific registry entries.

This is a default setting.

s - all existing shortcuts. This is a default setting.

v - runs from source and reaches local package.

Additional options and further explanations are

available here.

Properties

Please note that Public properties defined by PDF-XChange Standard installation can be specified, as well

as standard MSI public properties. See here for a complete list of standard public properties. The most

useful properties are detailed below:

Standard Properties

ADDLOCAL

<list of

features>

The value of the ADDLOCAL property is a list of

features that are delimited by commas and can be

installed locally. If it is not used then all available

options will be installed. The PDF-XChange

Standard installers define the following features:

· F_Drivers - components of PDF-XChange

driver.

· F_Office2PDF - components of Office to PDF.

This requires F_Drivers to operate.

· F_OfficeAddin - addin for MS Office

applications for converting documents to

PDF. This requires F_Drivers to operate.

· F-Updater - the updater for products of

Tracker Software Products.

· F_Langs_Drv - the localization files for the

software. This requires F-Drivers to operate.

· F_IEAddin - addin for MS Internet Explorer

that facilitates the conversion of web pages

to PDF format.

20

Welcome

· F_Help_Drv - the help file for the driver,

Office Addin and Office2PDF. This requires

F_Drivers to operate.

Product Specific Properties

INSTALLLOCATIO

N

N/A

Specifies the folder in which products are installed.

PNAME

<name>

Specifies the name of the printer that will be used.

The default value is "PDF-XChange Standard V6."

SET_PRINTER_AS_

DEFAULT

N/A

When specified with a value of "1" the PDF-

XChange printer will be set as the default printer

after installation.

DESKTOP_SHORT

CUTS

N/A

When not specified, or specified with a value of "1",

the installer will place shortcuts on the desktop for

installed applications.

PROGRAMSMENU

_SHORTCUTS

N/A

When not specified, or specified with a value of "1",

the installer will create a program menu group for

installed applications and their components.

USERNAME

Specifies the username for which

applications will be registered.

ORGANIZATION

<oname>

Specifies the organization name for which

applications will be registered.

USERMAIL

<email>

Specifies the user email.

21

Welcome

KEYFILE

Specifies the UNC location of the

license vault file <filename>.xcvault.

KEYDATA

Specifies the registration key.

DDEFLANGID

<id>*

Specifies a language for the print driver. This

requires F_Langs_Drv to operate.

NOUPDATER

N/A

Determines whether or not the updater is installed.

If unspecified, or specified with a value of "0", then

the updater will be installed. If specified with a

value of "1" (NOUPDATER=1) then the updater will

not be installed.

SCHEDULEUPDATER

N/A

If unspecified, or specified with a value of "1", then

the installer will create a Windows Schedule Task to

check for updates once a fortnight.

* See here for a list of languages that should be entered in the place of <id> when specifying a

language. Please note that the “Culture Code” must be used. It is in hexadecimal figure and must be

converted to decimal for use. E.g. for German use 1031 (1031 is decimal for the hex value 0x0407). A

hexadecimal to decimal converter is available here.

Command Line Examples

· Install the software in quiet mode to the folder "C:\Program Files\My PDF

Applications":

msiexec /i StandardV6.x64.msi /quiet INSTALLLOCATION="C:\Program Files\My

PDF Applications"

· Install the software in quiet mode to the default folder and specify the user license information:

msiexec /i StandardV6.x64.msi /quiet USERNAME="John Doe"

USERMAIL="abc@a.b.c" KEYFILE="\UNC\path\to\xcvaultfile"

· Install only PDF-XChange Viewer and the updater:

22

Welcome

msiexec /i StandardV6.x64.msi /quiet ADDLOCAL="F_Viewer,F_Updater"

· Install the software with all features, German as the UI language and a 'basic' UI. (Please note

that ADDLOCAL is not being used, therefore all components, including F_VLangs, are installed:

msiexec /i StandardV6.x64.msi /qb DDEFLANGID=1031

23

Welcome

Switches for EXE Installers

The EXE Installer Switches detailed below are available with PDF-XChange Standard.

The command line for installation is PDFXStd6.exe /Option [Optional Parameter]

[PROPERTY=PropertyValue]

OPTIONS

PARAMETER

DEFINITION

Install Options

/install

<Product.exe>

Installs or configures the product

specified. This is the default setting.

/uninstall

<Product.exe>

Uninstalls the product specified.

/layout

N/A

Creates a complete local copy of the

bundle in the directory.

Display Options

/quiet

N/A

Displays no UI and no prompts.

/passive

N/A

Displays a minimal UI with no prompts.

24

Welcome

Restart Options

/norestart

N/A

Suppresses any attempts to restart by the system.

The default setting is for the UI to prompt before

restarts take place.

Logging Options

/log

Logs to a specific file. The default setting is for a

log file to be created in %TEMP%. This is also the

case if the path is not specified.

Repair Options

/repair

N/A

Repairs products. The following modifiers are

available:

Product Specific Properties

USERNAME

Specifies the username for which

applications will be registered.

ORGANIZATION

<oname>

Specifies the organization name for which

applications will be registered.

USERMAIL

<email>

Specifies the user email.

N/A

25

Welcome

DESKTOP_SHORT

CUTS

If this property is not specified, or is

specified with a value of "1", then the

installer will place shortcuts for installed

applications on the desktop.

PROGRAMSMENU_SHORTCUT

S

N/A

If this property is not specified, or is specified with a

value of "1", then the installer will create a program

menu group for installed applications and their

components.

KEYDATA

Specifies a registration key.

KEYFILE

Specifies the UNC location of the license vault file

<filename>.xcvault - see here for further

information.

NOUPDATER

N/A

If this property is not specified, or is specified with a

value of "1", then the Tracker Software Updater will

be installed. A value of "1" will prevent it from being

installed.

SET_AS_DEFAULT

N/A

If not specified, or specified with a value of "1", then

PDF-XChange Standard V6 will be set as the

default application for PDF files.

SCHEDULEUPDATER

N/A

If not specified, or specified with a value of "1", then

the installer will create a Windows Schedule Task to

check for updates once a fortnight.

Command Line Examples

· Install the application in quiet mode to the default install folder "C:\Program Files\Tracker

Software":

PDFXStd.exe / quiet

27

26

Welcome

· Install the application in quiet mode to the default folder and specify the user license

information and key as a vault file:

PDFXStd.exe /quiet USERNAME="John Doe" USERMAIL="abc@a.b.c" KEYFILE="C:

\license\V6Pro.xcvault"

· Install the application in quiet mode to the default folder. Specify the user license information

and key as a string:

PDFXStd.exe /quiet USERNAME="John Doe" USERMAIL="abc@a.b.c" KEYDATA="PVP60

- ZJ2J77DN5kdBuQRhj ... dmGZ7VXrd6TkEJoJCz+1i2UTPSA5AvAU14Q="

27

Welcome

Licensing

Since version 5.5 and build 308 Tracker Software Products has moved to a new serial key licensing

system. The new system offers both the standard serial key method of licensing our applications as well

as the option to use a license file. The license file is known as an "XCVault" file, which is a modified .ZIP

file. The main benefit of this feature is that there is no longer a need to re-install the software if you are

using an evaluation version and intend to upgrade. Follow the steps below to access and activate

XCVault files:

1. Login to your account with Tracker Software Products.

2. Move to the "Your products and Serial numbers" tab.

3. Move to the product for which you would like to download the XCVault file.

4. Click the arrow icon indicated in (figure 1). The window will expand as detailed below:

Figure 1. XCVault File Access Point

28

Welcome

5. Click the Download button. The XCVault file will then download to the local computer.

6. Click the download icon to launch the XCVault file. All product licenses will then update

automatically.

System administrators should note that this information is stored within the Windows Registry.

However, the method used to license the application can have an effect on the storage location. When

an XCVault file is being used, its information is stored in two locations: HKCU\Software\Tracker

Software\Vault and HKLM\SOFTWARE\Tracker Software\Vault. It should also be noted that license

information is stored as a hexadecimal value. Therefore, if a registration key is being used to deploy

the license, it is advisable to first license a single machine in order to create the first registration key.

Standard Deployment

Copy and paste serial keys into the installer to implement them during installation. Alternatively, click

the personal.xcvault file after installation has taken place.

Silent Deployment

XCVault files can also be used for silent deployment of serial keys after installation has taken place. A

windows command line can be used to push the XCVault file to each user that qualifies for a full

license. A sample script and associated literal path is detailed below:

C:\Program Files\Tracker Software\Vault>XCVault.exe /s with literal path D:

\Documents\Ref\Personal.xcvault.

Activating silent deployment is a two-step process. The first step is to call on the XCVault.exe that will

apply the key. The second step is to specify the literal path to the personal.xcvault file. The presence of

the script means that users are not notified of serial key deployment.

Installing Products to use Protected Keys from the Command Line

The inclusion of XCVault files since version 5.5 and build 308 means that the command line install

option KEY=<regkey> no longer passes license details to associated products. There are two methods

to resolve this issue:

The first method is to use the option KEYFILE=<xcvault file> to specify the UNC location of the

license vault file <filename>.xcvault. For example: KEYFILE="C:

\Users\JohnDoe\Desktop\Personal.xcvault".

29

Welcome

The second method is use the option KEYDATA=<regkey> to specify the registration key with a text

string. For example: KEYDATA="PXP50-Y5EN....cFrBqnyKhv6eOw=".

The first method is recommended over the second as the new keys are very complex and therefore less

suited to being passed as strings at the command line.

30

Welcome

Installing Multiple Versions

There are certain benefits to installing multiple versions of PDF-XChange Standard. One of

the main benefits is the option of creating multiple profiles. This is more efficient than

manually changing the settings each time it is necessary to do so. We have added a

command line option that installs multiple versions of PDF-XChange Standard with custom

names. Follow the steps below to do this:

1. Click the Windows Start Button.

2. Enter cmd.exe in the text box to launch the command prompt.

3. Enter cd c:\ and press Enter.

4. Enter cd "Program Files" and press Enter.

5. Enter cd "Tracker Software" and press Enter.

6. Enter cd "PDF-XChange 6" and press Enter.

Then enter the following switch to create new versions of the printer in your printers list:

pdfSaver6.exe /AddPrinter <PrinterName> [/NoNotify]

· <AddPrinter> is the parameter that adds a new printer to the printers list.

· <PrinterName> is the name of the new printer.

· <NoNotify> is an optional parameter. It prevents the sending of information about

changes in the printers list to other applications.

31

Welcome

2 Standard Printer Settings

Standard Printer Settings

PDF-XChange Standard features many customizable settings. These are accessible from the

printers list. Follow the steps below to adjust the settings:

1. Click the Windows Start Button.

2. Click Control Panel.

3. In the Control Panel dialog box, click Devices and Printers.

4. In the Printers tab, point to the printer PDF-XChange Printer and right-click.

5. Select Printing Preferences from the menu options. The PDF-XChange Standard

V6 Printing Preferences dialog box will open:

32

Standard Printer Settings

Figure 1. PDF-XChange Standard V6 Printing Preferences Dialog Box. Settings Tab Highlighted

6. Use the Settings tab highlighted in (figure 1) to select settings. All settings are

listed below. Click them to access further information:

· Paper

· Custom Forms

· General

· Compression

· Graphics

· Fonts

· Watermarks

· Overlays

· Security

· Links

· Bookmarks

· Default File Append

· Headers and Footers

· Document Info

· Save

· Email

· Optimization

34

43

45

48

51

53

55

62

64

68

70

72

74

76

78

84

86

33

Standard Printer Settings

· Languages

· pdfsaver

About

The About tab can be used to access further information about the product, view help

pages, check for updates and register new serial keys/activation codes.

Profile

When the desired settings have been entered using the options outlined above they can be

saved using the Profile section in the upper area of the PDF-XChange Standard V6

Printing Preferences dialog box. Click the disk icon to open the Add Profile dialog box:

Figure 2. Add Profile Dialog box

· Enter a name for the profile in the Name text box.

· Add a description of the profile, if desired, in the Comment text box.

· When the desired details have been entered, click OK to save the settings. They will

then be available in the Profile menu.

· Click the Manage button to manage saved profiles. They can then be edited, cloned,

removed, exported and imported.

88

96

34

Standard Printer Settings

2.1

Paper

The Paper Settings determine the properties of printed documents. They can be used to

adjust the size, orientation, margin and scaling factor of pages, as well as the DPI resolution

of images within the page. There are further settings to mount multiple original pages on a

single PDF and change the print order of pages from the document in question.

Please note that certain programs, such as Microsoft Word, override the properties determined in the Paper Settings

dialog box. This is because they use values that are determined within their own parameters for these options and

give those values priority over other options.

Click Paper in the menu on the left of the main window to customize the Paper Settings.

The following dialog box will launch:

Figure 1. Paper Settings Dialog Box

35

Standard Printer Settings

Page Size

There are four settings that determine the page size:

· Standard includes all those that are considered standardized sizes, such as those

used by the ISO and ANSI.

· Custom allows the user to enter custom dimensions up to a maximum of two

hundred inches.

· Units determine the units of measurement used when referring to the custom page

size. Millimeter is the default setting. Click the menu for further options.

· Margins is used to adjust the margin settings of the page. Values entered will affect

all margins. If greater control over margins is desired we recommend formatting

documents using alternative software before they are used in conjunction with PDF-

XChange Standard.

Please note that the AutoCAD software is known for suffering bugs during printing, especially when it plots to

virtual print drivers such as PDF-XChange. If problems arise, especially in regard to portions of output exceeding the

defined margin/page limits, then we recommend setting a margin of at least 3.2mm.

Graphic

There are three settings that determine the settings for graphics within the page:

· Resolution is measured in DPI (dots per inch). Enter the desired amount in the

Resolution menu. (Increasing DPI usually decreases the PDF file size).

· Scaling is used to adjust the original page size to match those of the converted

document. Scale documents up or down in size as required.

· Orientation is used to toggle between Portrait and Landscape.

Page Layout

There are three options that determine the page layout of documents in PDF-XChange

Standard:

· Standard is the default setting of one page per PDF page. See here for further

options.

· Booklet is intended for use with booklets and other similar documents. The page

layout facilitates "2-up pages" for booklet binding. See here for further options.

· Multiple Pages Per Sheet is used when there is more than one document page per

PDF page. Permitted values for documents per page are 1,2,4,6,8,9 and 16. Select a

37

39

36

Standard Printer Settings

value to see the layout in the preview window on the upper right. See here for

further information.

Sheet Size

There are three options that determine the sheet size:

· Auto means the software sets the sheet size automatically.

· Custom allows the user to enter custom dimensions.

· Standard options allow the user to select standard dimensions, such as those used

by the ISO and ANSI.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

41

37

Standard Printer Settings

Standard Layout

The Standard layout in PDF-XChange Standard is one document page per PDF page. When

it is selected in the Layout Type menu the following options are available:

Figure 1. Paper Settings Dialog Box. Standard Options

The layout controls allow the user to determine the page size and positioning of page

contents within the document. There are three options in the Sheet Size menu:

· Auto means the software sets the sheet size automatically. The default size is

210mm x 297mm.

· Custom allows the user to enter custom dimensions.

38

Standard Printer Settings

· Standard options allow the user to select standard dimensions, such as those used

by the ISO and ANSI.

The Scale To Fit box is checked by default. This means that the layout options selected will

scale to the page size. Clear the box to disable this option. It is then possible to use the

pointer to resize the page.

Custom

This option allows the user to enter custom dimensions to determine the page size. Enter

the desired dimensions in the Size boxes.

Standard

These options relate to standard sizes. Select the desired size from the menu. The document

dimensions will update automatically.

Position

The positioning of the document is centered by default as the Center check box is selected.

This also means that the document will remain centered when the page size is adjusted

manually. Clear the box to enter custom dimensions in the Position boxes. The page

position can then be set to anywhere within the page dimensions without being centered.

39

Standard Printer Settings

Booklet Layout

The booklet option is intended for use when documents are printed to compose a booklet.

When it is selected in the Layout Type menu the following options are available:

Figure 1. Paper Settings Dialog Box. Booklet Options

· The Sheet Size options are Auto, Custom and Standard:

· Auto means the software sets the sheet size automatically. The default size is

210mm x 297mm.

· Custom allows the user to enter custom dimensions.

· Standard options allow the user to select standard dimensions, such as those

used by the ISO and ANSI.

40

Standard Printer Settings

· The Page Per Sheet option determines how many pages feature on each sheet. Use

the menu to select the desired option. There are seven options that all feature

different layouts. When an option is selected the layout will display in the preview

window.

· The Booklet Type menu determines the format of the booklet. There are two

options: Brochure and Book. Brochures are usually two or four pages in length and

fit on a single sheet. Books have significantly more pages than brochures and usually

feature double-sided printing. The manner in which sheets are folded to create the

book is determined using the Sheets in signature option.

· The Gutter size option determines the inner margin area between pages where

binding takes place. It is represented by the gray area in the preview window pane.

The default size is 12.7mm as this is the industry standard for binding.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

41

Standard Printer Settings

Multiple Pages per Sheet

This option is intended for use when more than one document per PDF page is desired.

When it is selected in the Layout Type menu the following options are available:

Figure 1. Paper Settings Dialog Box. Multiple Pages Per Sheet Options

· The Sheet Size options are Auto, Custom and Standard:

· Auto means the software sets the sheet size automatically. The default size is

210mm x 297mm.

· Custom allows the user to enter custom dimensions.

· Standard options allow the user to select standard dimensions, such as those

used by the ISO and ANSI.

42

Standard Printer Settings

· The Page Per Sheet option determines how many pages feature on each sheet. Use

the menu to select the desired option. There are seven options that feature different

layouts. When an option is selected the layout displays in the preview window.

· The Page Order menu determines the ordering of pages within the PDF document.

When there is one page in the document this option is disabled. When there are two

pages the options are either left to right or right to left. When there are four or

more pages there are four actions: Across From Left, Down from Left, Across

From Right and Down From Right.

· The Print Pages Borders box should be selected in order to print the page borders

or cleared to exclude them from printing.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

43

Standard Printer Settings

2.2

Custom Forms

The Custom Forms settings facilitate the saving of custom form dimensions for subsequent

use. Click Custom Forms in the menu on the left of the main window to customize the

Custom forms settings. The following dialog box will launch:

Figure 1. Custom Forms Settings Dialog Box

When custom forms have been created the options to Edit and Remove them are enabled.

Click Add to add a new custom form. The Add/Edit Custom Form dialog box will open:

44

Standard Printer Settings

Figure 2. Add/Edit Custom Form Dialog Box

Enter a name into the Custom Form Name text box to name the customized dimensions.

Enter the desired dimensions into the Width and Height boxes and select either Inch or

Millimeter as the unit of measurement. When the desired dimensions have been entered,

click OK to save settings. Click Cancel to end the process and close the dialog box.

When multiple custom forms have been created, select the desired custom form from the

list and click OK to launch it. Click Cancel to end the process and close the dialog box.

45

Standard Printer Settings

2.3

General Settings

Click General in the menu on the left of the main window to customize the General

Settings. The following dialog box will launch:

Figure 1. General Settings Dialog Box

Conform to Specification

This setting determines the specifications to which converted files conform. There are three

options at this point. The first option is Auto, which means the software will select

specifications automatically and in accordance with what it recognizes as being optimal.

The second option is to select one of the five settings that relate to different versions of

Acrobat - from version 1.3 to 1.7. The third option is to select one of the eight settings that

46

Standard Printer Settings

determine the PDF format. These relate to the ISO's PDF/A - 1b PDF specifications for the

RGB Colorspace. Further information on those is available here.

Page Layout

There are seven options that relate to the page layout when documents are opened. Viewer

Default is the default setting. The page layout will be the same as the default settings of the

viewer used to open the document. The remaining six options are: Single Page, One

Column, Two Pages (Cover Page), Two Pages, Two Columns (Cover Page) and Two

Columns.

Page Mode

These options relate to what is displayed when documents are opened and how they are

displayed. Pages view only means only the pages themselves are displayed. Show

Bookmarks means that the bookmarks are also displayed. Show Thumbnails means that

the thumbnails are also displayed. Full Screen opens the document in full screen mode.

Full Screen Page Mode

These options relate to what is displayed when documents are opened in full screen mode.

The options are the same as those in Page Mode with the additional option of Show Layers

Panel, which displays the panel for viewing layers within documents when they are opened.

Magnification

These options relate to the magnification options when documents are opened. The options

are Default, Actual Size, Fit Page, Fit Width, Fit Height and Level.

Open to Page

This option determines the page at which the document opens.

Transitions

47

Standard Printer Settings

This option defines the manner in which pages are browsed in full screen mode. Select the

desired transition from the Transition type menu. Then select the desired Transition mode

from the Transition mode menu. Enter the Page duration and Transition duration values.

Viewer Preferences

These settings relate to the preferences of the viewer used to open documents. Check the

boxes to carry out associated preferences.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

48

Standard Printer Settings

2.4

Compression

Click Compression in the menu on the left of the main window to customize the

Compression Settings. The following dialog box will launch:

Figure 1. Compression Settings Dialog Box

General

The general settings determine compression values for various elements of documentation.

Select the Compress Graphics box to compress graphics within documents. When this box

is selected the options in the lower section of the window are enabled. Select the ASCII

format (Larger File) box to create PDF files using only ASCII 7-bit symbols. Select the

Compress Text box to compress text.

49

Standard Printer Settings

High Colour/Grayscale Images

Select the Compress Using box to determine how High Colour/Grayscale Images are

compressed. The compression options are:

· Auto - the software will select the best available compression options and retain

image quality as far as possible.

· JPEG - the best option for colored images.

· Flate - an improved version of LZW compression.

· JPEG/ZIP - standard zip file lossless compression.

· JPEG 2000 - an improved version of JPEG/ZIP that includes the option of lossy

compression.

· JPEG 2000/ZIP - a combination of the two forms of compression listed above.

Adjust the JPEG Quality as desired. This value is defined as the image content quality

divided by the compression. Therefore higher values result in less compression but better

quality images and vice versa.

Indexed Images

Select the Compress Using box to determine how indexed images are compressed.

Indexed images are used when an image is repeated within a document. Selecting the

correct setting at this point will save space. The options in the menu are as follows:

· Auto - the software will select the best available compression options and retain

image quality as far as possible.

· Run Length - a simple form of lossless compression.

· Flate - an improved version of LZW compression.

· LZW - compression via table-based lookup algorithm.

Monochrome Images

Select the Compress Using box to determine how monochrome images are compressed.

Then select an option from the menu:

· Auto - the software will select the best available compression options and retain

image quality as far as possible.

· Flate - an improved version of LZW compression.

50

Standard Printer Settings

· CCITT Group 3 - a lossless compressed data format for bi-level images such as

grayscale.

· CCITT Group 4 - an improved version of CCITT Group 3 compression that removes

the EOL (end of line) codes.

· Run Length - a simple form of lossless compression..

· JBIG2 - a form of compression for bi-level images that supports both lossy and

lossless compression.

When using either the Auto or JBIG2 options select the desired JBIG2 Method from the

menu. The options are:

· Standard

· Crop Borders

· Symbol Compression

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

51

Standard Printer Settings

2.5

Graphics

The Graphics settings provide additional means to compress or optimize file content

through the conversion or re-basing of image content within the PDF file generated. Click

Graphics in the menu on the left of the main window to customize the Graphics Settings.

The following dialog box will launch:

Figure 1. Graphics Settings Dialog Box

The graphics settings are used to reduce the DPI (dots per inch) settings for images or

convert them to Grayscale, Monochrome or Black and White. This optimizes files for specific

purposes and is achieved through downsampling - I.e. reducing the number of pixels in a

file to reduce the file size. Downsampling is the best process for images that are going to

be viewed on the internet as such images are less dependent on pixellation for quality (as

52

Standard Printer Settings

opposed to images that are going to be printed). Use the for images above box to select

the pixels per inch above which images are to be downsampled. Enter the new value into

the box above.

The following downsampling methods are available for all image formats:

· Linear downsampling is the fastest method but may have an impact on quality.

· Bilinear downsampling takes longer than linear downsampling but produces a

higher-quality result.

· Bicubic downsampling achieves results of the highest quality but takes significantly

longer than other options, especially when downsampling large files.

All image formats also feature conversion options. This allows the user to convert images

from one format to another. The intended function of this option is to remove/reduce color

from files in order to minimize their file size.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

53

Standard Printer Settings

2.6

Fonts

The Fonts settings are used to edit the options for fonts. Click Fonts in the menu on the left

of the main window to customize the Font Embedding Options. The following dialog box

will launch:

Figure 1. Font Embedding Options

As a general rule, common fonts such as Arial and and Courier should not be embedded

and uncommon fonts should be embedded. This is because it is likely that end-users will

already have common fonts available on their computers and thus their software will be

able to reproduce the material without the need to embed fonts, which requires memory

and increases the file size. This is not the case with uncommon fonts and that is why they

54

Standard Printer Settings

should be embedded. We recommend using common fonts as far as possible when creating

documentation in order to optimize the file size.

· Select the Embed All Used Fonts box to embed all fonts. This increases the file size

but ensures the documentation can be viewed on any machine.

· Select the Force Embed Protected Fonts box to force the inclusion of protected

fonts in documents. (Ensure you are licensed to distribute fonts and file content as

some fonts are not licensed for widespread distribution).

· Select the Embed Extended Font/Character Info box to embed extended fonts

and character information.

· Select the Embed a subset of fonts only, if percentage of characters used is less

than box to embed a subset of fonts when the percentage of the total fonts they

represent within the documentation is less than the percentage entered into the

adjacent box. This optimizes the file size, where possible, as it results in a subset of

fonts being saved with the file as opposed to the entire font character set. This

option is best used when the documentation created is intended only to be viewed,

as opposed to edited - because the latter case will probably require a complete

font character set.

If there is no intention to edit documents created using PDF-XChange Standard then we

recommend retaining the default settings.

Available Fonts

The Available Fonts window displays all fonts available for embedding. Select fonts and

use the arrow icons to add them to either the Always Embed Fonts or Never Embed Fonts

windows. The most common fonts are included in the latter window by default.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

55

Standard Printer Settings

2.7

Watermarks

The Watermarks settings are used to add watermarks to document pages. Watermarks are

used predominantly to discourage counterfeiting. Watermarks can be in either text or image

format and added to the background or foreground of pages. Click Watermarks in the

menu on the left of the main window to customize the Watermarks Settings. The following

dialog box will launch:

Figure 1. Watermarks Settings Dialog Box

· Select the Enable Printing Watermark box to enable the printing of watermarks

with documents. Watermarks selected in the watermarks list will be included when

documents are printed.

56

Standard Printer Settings

· Select the On Background box to place watermarks in the background of

documents. If this box is cleared then watermarks will appear in the foreground.

· The View, Export and Print boxes are selected by default. This means that

watermarks will be visible in documents, exported to created image files and

printed.

· Click Clear All or Select All to clear/select all watermarks in the watermarks list.

· Click Edit/Remove to edit/remove the selected watermark.

· When the desired watermarks have been selected, click Apply to apply changes.

Click OK to close the dialog box and return to the main window. Click Cancel to

close the dialog box and revert to previous settings.

· Click New to create a new watermark. The Add/Edit Watermark dialog box will

open:

Figure 2. Add/Edit Watermark Dialog Box

· Enter a name into the Watermark Name text box.

· On the Type menu select either Text Watermark or Image Watermark.

· Click OK to save the watermark. Click Cancel to cancel the process and close the

dialog box.

57

Standard Printer Settings

Text Watermark

The text watermark options are detailed below:

Figure 3. Add/Edit Watermark Dialog Box. Text Watermark Options

· Enter the details of the watermark in the Text box. The entered text becomes the

watermark.

· Select the desired font from the Font menu and check the Bold, Italic and As

Outlines boxes as required.

· Select a color for the watermark.

· The Auto Size box is checked by default. Clear the box to select a size from the Size

box.

· Enter the desired rotation of the watermark in the Rotation box.

· Enter the desired opacity of the watermark in the Opacity box. This determines the

transparency of the watermark.

· Select the desired values for Horizontal and Vertical Offset. Use the from boxes to

determine the page location of the watermark.

58

Standard Printer Settings

· Select the units of measurement using the Units menu.

· Click OK to save the watermark. Click Cancel to cancel the process and close the

dialog box.

Image Watermark

Figure 4. Add/Edit Watermark Dialog Box. Image Watermark Options

The options for image-based watermarks are the same as those for text-based watermarks

with the following exceptions:

· The File text box is used to enter the image file for the watermark. The ellipsis icon

can be used to select files from the local computer.

· The Width and Height boxes are used to determine the dimensions of the

watermark.

· The Keep aspect ratio box is selected by default. This means the original

proportions of the image are retained. Clear the box to enter proportions manually.

59

Standard Printer Settings

· Select the Fit to Page box to fit the watermark to the margins of the page in which

it is contained.

· The Transparent Color box is cleared by default. This means that the color of the

watermark is transparent. Select the box to choose a color for the watermark.

· Click OK to save the watermark. Click Cancel to cancel the process and close the

dialog box.

60

Standard Printer Settings

2.8

Application-Specific Options

When settings are accessed through the MS Office Toolbar Add-in V6 there is an

application-specific tab in the options menu on the immediate right of the Links tab. The

options for Excel are displayed below:

Figure 1. PDF-XChange V6 Options Dialog Box. Excel Options Selected

Excel

There are three application-specific options in Excel. Select the option buttons to activate

the following functions:

· Print active sheet to print the current sheet.

90

61

Standard Printer Settings

· Print entire workbook to print the current workbook.

· Print selected sheets to print the sheets currently selected.

Powerpoint

There are two application-specific options in Powerpoint. Select the option buttons to

activate the following functions:

· Place each slide as bookmark to create a bookmark from each slide in the project.

· Convert slide transition to convert the transition of slides in created PDF files.

Word

There are two application-specific options in Word. Select the option buttons to activate

the following functions:

· Convert Web Forms to convert web forms in created PDF files.

· Convert Revision Markups to convert the markups of revision in created PDF files.

Click OK to implement changes and close the dialog box. Click Cancel to revert to previous

settings and close the dialog box.

62

Standard Printer Settings

2.9

Overlays

The Overlays settings facilitate the use of PDF files as a watermarks/overlays. This allows the

preparation of documents featuring company letterhead and similar features without having

to physically print the documentation before it is sent. Overlays can also be used in

conjunction with pre-prepared forms to overlay text from word processors, spread sheets,

databases and similar media. Click Overlays in the menu on the left of the main window to

customize the Overlays Settings. The following dialog box will launch::

Figure 1. Overlays Settings Dialog Box

· Select the Overlay with an existing PDF File box to enter the details for a new

overlay.

63

Standard Printer Settings

· Enter the filename into the Overlay File text box or click the Browse button to

select a file from the local computer.

· If the file requires a password to be opened then enter the password in the

Password to open protected file text box.

· The Place Overlay File as Foreground box is cleared by default. This means that the

overlay will be placed in the background. Select the box to place it in the

foreground.

· The Repeat Options determine what happens when the pages of the overlay

document do not match numerically with the pages of the PDF file. For example, if

the overlay document is three pages long and the PDF file is six pages long then the

overlay document will match only the first three pages of the PDF file if the No

Repeat button is selected - the remaining three pages will not feature an overlay. If

the Repeat Last Page of Shorter Overlay File button is selected then the final page

of the overlay document will be repeated on all pages of the PDF file that exceed

the number of pages in the overlay document. If the Continuous Repeat of Shorter

Overlay File button is selected then all pages of the overlay document will be

repeated from the beginning when the number of pages in the PDF file exceeds the

number of pages in the overlay document.

· The Positions options determine the positioning of the overlay relative to the PDF

document. By Horizontal determines the horizontal position and has the options

Left, Center and Right. By Vertical determines the vertical position on the page

and has the options Top, Middle and Bottom.

· Select the Fit Overlay Pages to Newly Created Document Pages box to size the

overlay to fit the new PDF file. This may distort images/text if the sizes are

significantly different.

· Select the Keep Aspect Ratio box to retain the aspect ratio of the overlay.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

64

Standard Printer Settings

2.10

Security

The Security settings offer increased document security using passwords and document

permission settings. Click Security in the menu on the left of the main window to customize

Document Security. The following dialog box will launch:

Figure 1. Document Security Dialog Box

Document Passwords

· Select the Use PDF security box to enable further options.

· Select the Password Required to Open the Document box to select a password to

open the document. Enter the password in the Password text box.

65

Standard Printer Settings

· Select the Password Required to Change Permissions and/or Password box to

select a password to change permissions and/or the password of the document.

Enter the password in the Password text box.

Document Permissions

The options in Document Permissions determine the features that users of the document

have when they use the passwords defined in the Document Passwords section.

· Use the Encryption Level menu to select the encryption level of the document.

· When using 40-bit RCA encryption it becomes possible to select/clear the four

check boxes beneath the Encryption Level.

· When using 128-bit and 256-bit encryption, select/clear the two check boxes

beneath the Encryption Level menu as desired. Additionally, select the desired

options from the Changes Allowed and Printing the Document menus.

· Select the Encrypt Document Metadata box as desired. (This option is available

only in Acrobat 6.0 and subsequent versions).

Digital Signing

· Select the Digitally sign Document box to add a digital signature to documents.

Click Settings to customize further options, which are explained here .

· Select the Use Time Stamp Server box to use a time stamp server for the signature.

Click Manage to add time stamp servers.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

66

Standard Printer Settings

Digital Signatures

Digital signatures are used to verify the authenticity of electronic documents. They ensure

that documents have not been altered since the signature was created. PDF files support two

types of digital signatures: approval signatures and certification signatures.

The Digital Signature settings are available in the Security option of the main window.

Click Settings in the Digital Signing section to open the Digital Signature dialog box:

Figure 1. Digital Signature Dialog Box

· Select the Use System Stored Certificate option button to select a system-stored

certificate. When a digital signature is selected the View Certificate and Export

67

Standard Printer Settings

Certificate buttons can to used to view/export the associated certificate. Click

Create Certificate to create a new certificate and follow the on-screen instructions.

· Select the Use Certificate From File option button to select a certificate from file.

Enter the filename and password into the relevant text boxes or click Browse to

select the certificate from the files on the local computer.

· Use the Details section to select a reason for the digital signature from the Reason

for Signing menu.

· Enter Location and Contact Information details.

· A preview of the signature can be seen in the preview pane on the right of the

Digital Signature dialog box.

· Use the Position section to enter the desired values for the page on which the

digital signature will appear. Use the four margin options to determine the location

of the digital signature.

· Use the option buttons in the Appearance section to determine if a name/graphic is

used (and, in the latter case, enter the file details into the text box or use the Browse

button to select a file).

· Select/clear the boxes in the Show Text section to determine the text elements that

display with the signature.

When the desired settings have been selected, click OK to save them. Click Cancel to cancel

the process and close the dialog box.

68

Standard Printer Settings

2.11

Links

Links provide a convenient way to link to/email external sources from within PDF

documents. Click Links in the menu on the left of the main window to customize the Links

Settings. The following dialog box will launch:

Figure 1. Links Settings Dialog Box

· Select the Analyze URLs in Printed Text box to enable further options within the

dialog box.

· Select the Detect Filenames and Convert to PDF Links box to convert filenames

into links. When this box is selected the Check Files Exist For Linking box is enabled

- select it to activate this feature.

69

Standard Printer Settings

· The Links Options section determines the appearance of the link itself. Select the

desired options for Border Type, Color, Style and Width.

· Click the Default button to revert to default settings.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

70

Standard Printer Settings

2.12

Bookmarks

PDF-XChange Standard can be used to generate bookmarks within windows applications.

Click Bookmarks in the menu on the left of the main window to customize the Bookmarks

Settings. The following dialog box will launch:

Figure 1. Bookmarks Settings Dialog Box

· Select the Enable Automatic Bookmarks Detection box to enable further options.

· Select the Allow Multi-Line Bookmarks box to allow bookmarks longer than a

single line to be recognized. This is intended for use when the bookmark style

matches the standard text style of the document in question.

· Select the Use Document Title As Bookmarks Root box to use the document title

as the bookmarks root, which will create a better quality bookmarks tree.

71

Standard Printer Settings

· Select the Match Node Regardless of Level box to link bookmarks irrespective of

where they are located in the bookmarks tree. If this box is cleared then certain

bookmarks may not be recognized by the software.

· Use the Display Mode menu to select the appearance of bookmark levels within

PDF documents. The options are as follows:

· All opened means the bookmark and all associated child levels are displayed.

· All closed means only the bookmark itself is displayed.

· Defined by item refers to the State check box in the Display Options section.

Select the box to open the bookmark tree or clear the box to close it when the

document is viewed.

· Open to Node level opens the bookmark to the level entered in the adjacent Level

box. (This becomes visible when Open to Node level is selected).

· The Template window displays the bookmark tree. Click Add/Remove to

add/remove levels.

· Detection Options should be set for each level. When the level is selected enter the

desired values for Font, Style, Size and Colour. Any text in the PDF that matches the

values here will automatically become a bookmark.

· Display Options determine how bookmarks are displayed. Select settings using the

Style and Color menus.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

72

Standard Printer Settings

2.13

Default File Append

The Default File Append options facilitate the appending/prepending of printed PDFs to

an existing PDF on the local computer. Click Default File Append in the menu on the left of

the main window to customize the Additional File Append/Insert Options. The following

dialog box will launch:

Figure 1. Additional File Append/Insert Options Dialog Box

· Select the Prepend output with a PDF file option to merge output PDF pages to

the beginning of an existing PDF document.

· Enter the filename of the PDF to prepend into the File text box or click Browse to

manually select the file.

73

Standard Printer Settings

· Enter the password required for the PDF file, if applicable, into the Password text

box.

· The options for appending files are identical to those outlined above with the

difference that files will be merged to the end of an existing document instead.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

74

Standard Printer Settings

2.14

Headers and Footers

The Headers and Footers settings are used to add headers and footers to documents.

Headers and footers are used in multiple-page documents to display descriptive

information such as page numbers, document name, date/time of document creation and

the revision number of the document. Click Headers/Footers in the menu on the left of the

main window to customize the Headers and Footers Settings. The following dialog box

will launch:

Figure 1. Headers and Footers settings

· Select the Add Headers and Footers to the Document's Pages box to enable

further options.

· Click the Header or Footer menus to select a preset option.

75

Standard Printer Settings

· Previews are displayed in the preview pane. Headers are displayed in the upper

pane and footers are displayed in the lower pane.

· Click the Customize buttons to further customize headers and footers. Select the

location of headers/footers using the Left Section, Center Section and Right

Section windows. Select the desired Font, Color and Macro options as desired.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

81

76

Standard Printer Settings

2.15

Document Info

The Document Info settings are used to determine whether or not PDF information is

included with documents created in PDF-XChange Standard. Click Document Info in the

menu on the left of the main window to customize Document Information. The following

dialog box will launch:

Figure 1. Document Information Settings

· Select the Place Additional Information Into the Document box to enable further

options.

· Select the Ask For Document Information on Printing Start box to launch a

dialog box when PDFs are printed. Specified information can then be entered into

the relevant fields.

77

Standard Printer Settings

· Select the Add XMP Metadata to the Document to add the (XMP) extension to

documents. The (XMP) extension is explained here.

· Enter the PDF information to include in the PDF Information fields: Title, Subject,

Author, Keywords, Creator and Producer.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

78

Standard Printer Settings

2.16

Save

The Save settings in PDF-XChange Standard allow the user to specify the method through

which the software names and saves created files. Click Save in the menu on the left of the

main window to customize the Save Settings. The following dialog box will launch:

Figure 1. Save Settings Dialog Box

Job Management

There are four options in the Job Management menu:

79

Standard Printer Settings

· Use pdfSaver™ for job management utilizes the PDF-XChange Standard feature

pdfsaver, which manages projects automatically.

· Append Current Job to the Last Active Job appends the current project to the

most recent one.

· Generate PDF, Email then Delete does exactly what the description says. The email

settings are available here.

· Save Generated PDF File enables the other features in the Save Settings dialog

box, which are detailed below.

Save Options

· Select the Show 'Save As...' Dialog box to view the Save As dialog box when

documents are saved.

· Enter the desired path into the Path text box or click the Browse button to select a

folder manually.

· Enter the desired filename into the File Name text box. The default name is the

document name. It is possible to add macros at this point.

· Select the Strip Path From Document Name box to strip the path from the

document name.

· There are six options in the When File Already Exists menu. These options

determine what happens when a file already exists with the same name as the file

currently being saved.

· Show Warning Dialog displays a warning message and prompts the user for

action to take.

· Always Overwrite means the new file overwrites the old file.

· Auto Number saves the new file with the same name as the old file but

appends it with a number.

· Merge with Existing (Append To) appends the new file to the end of the old

file.

· Merge with Existing (Insert Before) inserts the new file as the beginning of

the old file.

· Ask for new file name prompts the user to enter a new file name.

· Select the Run Application After Printing box to view printed PDFs using an

application:

· Select the Default Application for PDF files option button to use the default

program for viewing PDFs.

· Select the Application option button to enter an application name into the

text box or use the Browse button to select an application manually.

· Enter a value in the Parameters text box.

84

81

80

Standard Printer Settings

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

81

Standard Printer Settings

Document Macros

Macros are used in several of the settings within PDF-XChange Standard. 'Macro' is an

abbreviation of 'macroinstruction' - a term in computer science for a rule or pattern that

specifies how an input sequence of characters should be mapped to a corresponding output

sequence. This means that complicated components of the output process can be reduced

in the input process, making the work involved both less intensive and less error-prone.

The macros available in PDF-XChange Standard are used when saving files. They are added

in square brackets after the file name that the user enters. All macros are detailed below.

Unless otherwise specified, macros add the same details as the macro name to the file

name:

· Application Name

· Document Name - see here for further options.

· Document Path

· Date - see here for further options.

· Year

· Month

· Day

· Time

· Hour

· Minute

· Seconds

· Pages Count

· Computer Name

· User Name

· Environment Variable

See here for a technical explanation of how macros function.

82

Standard Printer Settings

%[Docname], %[Date] and %[Time]

These macros have further options and require a more in-depth explanation:

%[Docname]

At first glance this macro appears simple - it should retain the document name as part of

the name used when files are saved. However, Microsoft defines the document name in a

complex manner, which makes the process complicated. The titrules.js javascript is included

in the software to solve this problem. This gives the software priority over other applications

when documents are being saved. The %[Docname] macro is determined by the

getDocumentName function in titrules.js, which takes the name used at the time of

printing.

Please note that modifying the titjules.js javascript is a complicated process and only experienced javascript

programmers should do it. If issues arise then Contact Us - we aim to respond to all communication within half an

hour.

%[Date]

The %[Date] macro can be expanded to include a date formatting string: %[Date:<date

formatting string>]. This can be used to further customize the manner in which the date is

formatted. Available options are detailed below:

· dd - the day of the month displayed in digits. Single-digit dates feature a zero

followed by the date.

· ddd - the day of the week displayed as a three-letter abbreviation.

· dddd - the day of the week displayed in full.

· M - the month displayed in digits.

· MM - the month displayed in digits (as above, but single-digit months feature a

zero followed by the month).

· MMM - the month displayed as a three-letter abbreviation.

83

Standard Printer Settings

· MMMM - the month displayed in full.

· yy - the year displayed as the last two digits. Single-digit years feature a zero

followed by the year.

· yyyy - the year displayed in full.

For example, the macro %[Date:<ddd, MMM, dd, yy>] creates the date formatting string:

"Wed, Aug 31, 94".

%[Time]

The %[Time] macro can be expanded to include a time formatting string: %[Time:<time

formatting string>]. This can be used to further customize the manner in which the time is

formatted. Available options are detailed below:

· h - hours displayed in digits with a 12-hour clock.

· hh - hours displayed in digits with a 12-hour clock. Single-digit hours feature a zero

followed by the hour.

· H - hours displayed in digits with a 24-hour clock.

· HH - hours displayed in digits with a 24-hour clock. Single-digit hours feature a zero

followed by the hour.

· m - minutes displayed in digits.

· mm - minutes displayed in digits. Single-digit minutes feature a zero followed by

the minute.

· s - seconds displayed in digits.

· ss - seconds displayed in digits. Single-digit seconds feature a zero followed by the

second.

· t - displays a single time marker string, such as A or P (to represent a.m. and p.m.).

· tt - displays a double time marker string, such as a.m. or p.m.

For example, the macro %[Time:<"hh,mm, ss, tt">] creates the time formatting string:

"11_29_40 PM".

84

Standard Printer Settings

2.17

e-Mail

The e-Mail Settings facilitate the immediate sending of created documents via email. Click

e-Mail in the menu on the left of the main window to customize the e-Mail Settings. The

following dialog box will launch:

Figure 1. Email Settings Dialog Box

· Select the Send Created Document as e-Mail Attachment box to activate this

feature and enable further options.

· Select the manner in which the email will be sent using the Method menu. There are

three options:

85

Standard Printer Settings

· Launch Default Email Client launches the default email client application on

the local computer. The values entered in the e-Mail Properties section

feature in the email. These details can be edited before the email is sent.

· Send Through Default Email sends the email as in Launch Default Email

Client but does not provide the option to edit the content.

· Send Directly Through SMTP Server sends the email via the default values

stored in in the SMTP options within PDF-XChange Standard. Select the

desired server using the Server menu in the SMTP Properties section, which is

located at the bottom of the dialog box. Use the New, Edit and Remove

buttons to create, edit and delete servers.

e-Mail Properties

These properties determine the details of the email:

· From determines the address from which the email is sent. Enter the desired email

address in the text box.

· To determines the address to which the email is sent. Enter the email address of the

desired recipient.

· Cc and Bcc determines additional recipients.

· Subject determines the subject line of the email.

· Content determines the message contained within the email.

· Select the Send Document in ZIP Archive box to send the file in ZIP format. This

reduces the file size and provides additional security against viruses.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

86

Standard Printer Settings

2.18

Optimization

PDF-XChange Standard features several optimization settings to optimize documents in

terms of file size and performance when used in conjunction with other applications. Click

Optimization in the menu on the left of the main window to customize the Optimization

Settings. The following dialog box will launch:

Figure 1. Optimization Settings Dialog Box

· Select an option from the Blending Operation menu to determine how documents

are blended.

· Select an option from the De-tessellation Method menu to determine if complex

objects are de-tessellated. This process will reduce the file size and optimize

viewing speeds where possible.

87

Standard Printer Settings

Adobe Acrobat Bugs - Workarounds

These options are included as solutions to bugs.

· The Use Transparency Drawing box is selected by default. This means transparency

drawing is used to restore document transparency during printing when it otherwise

would not be. It is advisable to clear this box when using Adobe Acrobat Reader as

it is not always compatible with transparency drawing.

· The Use Masked Images box is also selected by default. This means that masked

images are used, where appropriate, to simplify the process of drawing images.

However, this sometimes results in bugs - if that is the case then this box should be

cleared.

· The Write Grayscale Palette into RGB Colorspace box is cleared by default. Select

the box to include the grayscale palette in the RGB colorspace. This may solve bugs

experienced in relation to the grayscale palette/colorspace.

Advanced Memory Management

These options relate to advanced settings with regard to memory.

· The Enable Optimization of Images Sequences box is selected by default. The

allows the software to optimize images sequences. Clear the box to disable this

feature.

· The Swap to Disk Images Larger Than box is selected by default. This means that

images larger than the size selected in the adjacent number box are swapped to

disk. Adjust the value in the box to determine the size at which images are swapped

to disk or clear the box to disable this function.

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

88

Standard Printer Settings

2.19

Languages

The Languages settings determine the language of the user interface in PDF-XChange

Standard. Click Languages in the menu on the left of the main window to change the

language of the interface. The following dialog box will launch:

Figure 1. Choose Interface Language Dialog Box

The Use Users Regional Settings box is selected by default. This means that the language

of the regional setting is selected. Clear the box to select a different language from the

options displayed in the Available Languages window. Click the desired language to select

it, then click the Set As Default button to set the selected language as the default

language.

89

Standard Printer Settings

When the desired settings have been selected, click Apply to apply changes. Click OK to

close the dialog box and return to the main window. Click Cancel to close the dialog box

and revert to previous settings.

90

Standard Printer Settings

MSOffice Toolbar Add-in V6

The MSOffice Toolbar Add-in V6 installs automatically with PDF-XChange Standard. This

mean the toolbars for MS Word, Excel and Powerpoint feature a PDF-XChange V6 tab:

Figure 1. MSOffice Toolbar Add-in Options. PDF-XChange V6 Tab Highlighted

There are three options that relate to PDF-XChange Standard. Click them to perform the

following functions:

· Convert to PDF converts the current document to PDF format using the PDF-

XChange Standard virtual printer.

· Create PDF & Email converts the current document to PDF format and emails the

generated file according to the settings determined in e-Mail settings.

· Settings opens the PDF-XChange Standard settings window in order to adjust the

settings of the program. These are explained here. There are additional

parameters when the settings options are opened using the tab from Word, Excel or

Powerpoint. These are explained here.

84

31

60

91

Standard Printer Settings

Links

The Links options are available when the Settings window is accessed through the

MSOffice Toolbar Add-in V6 when using Word, Excel or Powerpoint. The following

options are displayed in the main toolbar:

Figure 1. Edit Settings

Click Edit Settings text/icon to open the PDF-XChange Standard V6 Options dialog box

displayed in (figure 1) below. Then click the Links tab in the main toolbar to open the links

settings:

90

92

Standard Printer Settings

Figure 1. PDF-XChange V6 Options. Links Tab Selected

Select the Generate Links in Result PDF File box to enable further options.

Convert MS Office Links

These options determine the MS Office links that are converted when PDF documents are

created. Select the desired check boxes from the list.

Links Appearance

These options determine the appearance of links in created PDF documents. Use the menus

to select Border Type, Style, Width and Color options.

Cross-document Links

· Select the Address Target Document with Relative Path Name box to change

fully-qualified path name links to path names relative to the current document. This

is a useful feature if documents are maintained in a folder hierarchy.

93

Standard Printer Settings

· Select the Change File Extension to PDF box to change the existing file extension

to *.pdf. This is a useful feature if the current document points to other documents

that will also be converted to PDF format.

Further Options

There are three further options in the toolbar:

· Settings are explained here.

· Excel Options, and the options for other supported applications, are explained

here.

· Advanced options are explained here.

Click OK to implement changes and close the dialog box. Click Cancel to revert to previous

settings and close the dialog box.

31

60

94

Standard Printer Settings

Advanced Options

When settings are accessed through the MS Office Toolbar Add-in V6 there is an

Advanced options tab in the main toolbar:

Figure 1. PDF-XChange V6 Options. Advanced Options Selected

The Advanced Options are as follows:

· Select the Save Document Before Conversion box to save documents before they

are converted.

· Select the Save Documents to Original Document Folder box to save new

documents in the same folder from which the source material came.

· Select the Run Default Application for PDF Files After Conversion box to launch

the default PDF viewer to view files immediately after they have been created.

90

95

Standard Printer Settings

· Select the Prompt for PDF File Name box to launch the save file dialog box to

specify save details at the moment of document creation.

· Select the Remove PDF File after Email box to remove created PDF files after they

have been created and emailed using the Emails feature.

· Select the Convert Document Information box to insert the document properties

from the source file into the created file.

The Actify SFO Options are as follows:

· Select the Allow Actify 3D Recognition box to allow PDF-XChange Standard to

recognize and encode Actify-based 3D graphics.

· Select the Compress U3D output box to compress universal 3D files. This reduces

the file size but increases generation time.

Click OK to implement changes and close the dialog box. Click Cancel to revert to previous

settings and close the dialog box.

84

96

Standard Printer Settings

3 PDF Saver

PDF Saver

The PDF Saver is a unique feature of PDF-XChange Standard. It facilitates the combination

of multiple print jobs into a single PDF document. This has the additional benefit of making

faster the initial temporary file generation, which allows the user to continue to queue new

jobs prior to the final file assembly and generation.

Click Save in the menu on the left of the main window to open the Save Settings dialog

box. The PDF Saver option is available in the Job Management menu:

Figure 1. Save Settings Dialog Box. Use PDFSaver for Job Management Highlighted

The settings for the PDF Saver can be accessed using the windows start icon:

97

PDF Saver

· Click the windows start icon in the lower toolbar of the desktop explorer.

· Enter "pdfsaver" in the search bar. Under the Programs search results, click PDF-

XChange Standard V6 pdfSaver to open the following dialog box:

Figure 2. PDF-XChange Printer V6: pdfSaver Dialog Box. Jobs Tab Selected

Jobs

The Jobs tab is divided into two sections: Jobs Groups and Jobs Documents:

Jobs Groups

· A jobs group is created every time a document is sent to the PDF-XChange Printer.

Drag documents into an existing group to add them to the group.

· Jobs groups can be imported or exported from the list, which is convenient when

working in a multi-user environment.

· Use the relevant buttons to Save, Load, Remove and Generate Jobs Groups.

98

PDF Saver

Jobs Documents

· When a Jobs Group is selected the documents that it contains are displayed in the

Jobs Documents list.

· The order of documents within the list can be adjusted using the Move Up and

Move Down buttons. The Detach and Remove buttons can be used to detach and

remove documents from lists.

Languages

The languages tab is used to determine the language settings of PDF Saver. When it is

selected the following dialog box is launched:

Figure 3. PDF-XChange Printer V6: pdfSaver Dialog Box. Languages Tab Selected

Select the Use Users Regional Settings box to set the language of the current region as the

language for PDF Saver. Clear the box to select a language from the options displayed in

the Available Languages window. Click the desired language to select it, then click the Set

As Default button to set the selected language as the default language.

99

PDF Saver

Settings

The Settings tab is used to determine the settings for PDF Saver. When it is selected the

following dialog box is launched:

Figure 4. PDF-XChange Printer V6: pdfSaver Dialog Box. Settings Tab Selected

· Use the Default Folder for Jobs Files text box to enter the default folder for jobs.

Alternatively, use the Browse button to select a folder from the local computer.

· Select the AutoSave Jobs box to save jobs automatically when the software is

closed.

· Select the AutoLoad Available Jobs on Startup box to load available jobs

automatically when the software is launched.

· Select the Show Icon in System Tray box to display an icon in the taskbar when

PDF Saver is open.

· Select the Show Printing Progress Window box to view the printing progress

window when documents are printed virtually.

· Select the Don't Remove Temporary Files box to retain temporary files after

printing documents.

· Select the Autounload pdfSaver after box to close the program after the amount

of seconds entered in the adjacent number box. This optimizes the use of memory,

especially on networks.

100

PDF Saver

· Select the Run pdfSaver at Windows Startup to run PDF Saver when Windows

launches.

· Enter a value for the Progress Window Opacity - this determines the transparency

of the progress window.

About

The About tab provides further information about PDF Saver.

Command Line Options for PDF Saver

Please note the following:

· Unless the path to pdfsaver6.exe is added to the system %path%, then the full path to

pdfsaver6.exe must be explicitly specified.

· If a profile is specified then changes will be made to that profile. If a profile is not specified

then the changes will be made to the current printer's settings.

· If any value has spaces, backslashes or forwardslashes then the option that contains

it should be enclosed in double quotation marks. Similarly, if there are spaces within

the optionslistfile, it should also be enclosed in double quotation marks.

· The most useful command line options are detailed in the table below:

COMMAND LINE OPTIONS

COMMAND LINE

DEFINTION

pdfSaver6.exe /RemovePrinter

<PrinterName> [/NoNotify]

Remove instances of PDF-

XChange Printer.

pdfSaver6.exe /SetAsDefault

Sets a specified printer as

default.

Changes printer options.

101

PDF Saver

pdfSaver6.exe /SetOptions

optionname1=value1[;optionn

ame2=value2] /Printer

<PrinterName> [/Profile

<ProfileName>] [/NoNotify]

or

pdfSaver6.exe /SetOptions

@optionslistfile /Printer

<PrinterName> [/Profile

<ProfileName>] [/NoNotify]

pdfSaver6.exe /DumpOptions

[<dest_file_name>] /Printer

<PrinterName> [/Profile

<ProfileName>]

Lists all settings of the printer

specified. If <dest_file_name>

is not specified then settings will

be listed in the console window.

Please note that if any value has spaces, backslashes or forwardslashes then the option that contains it should be

enclosed in double quotation marks. Similarly, if there are spaces within the optionslistfile, it should also be enclosed

in double quotation marks.

If a profile is specified then changes will be made to that profile. If a profile is not specified

then the changes will be made to the current printer's settings.

Command Line Examples:

· Set the letter paper size:

pdfSaver6.exe /SetOptions "DevMode.PaperSize=1" /Printer "PDF-XChange V6"

· Specify the generation of "PDF/A-2b" PDFs and not run the PDF Viewer after file

generation:

pdfSaver6.exe /SetOptions "General.Specification=PDFA-2b;Save.RunApp=false"

/Printer "PDF-XChange V6"

· to dump all printer settings to the console:

pdfSaver6.exe /DumpOptions /Printer “PDF-XChange V6”

· Specify the use of an options file:

pdfSaver6.exe /SetOptions @c:\documents\opt.lst /Printer "PDF-XChange V6"

102

PDF Saver

An options file is a text file (supported text files in Unicode with BOM, UTF-8 with BOM and

UTF-8 w/o BOM formats) where each line has one option and value, such as:

General.Specification=PDFA-2b

Save.RunApp=false

A complete list of available command line options for the PDF Saver is available here.

103

PDF Saver

4 MS Outlook Add-in

MS Outlook Add-in

The PDF-XChance MS Outlook Add-in provides a convenient user interface to convert

email items to PDF. It is especially useful when archiving emails as it bypasses the need for

an email client. Its main features are as follows:

· Conversion of emails into PDF documents, which features a wide range of

standard/customized page format sizes.

· Preservation of hyperlinks and bookmarks from existing documentation into created

PDF files, including the option to make them explicit.

· Protection of documents through the use of authentication passwords, encryption

algorithms and permission settings.

· Compression of documents and multiple specification settings that are compatible

with all industry-standard formats.

· Quick-launch options that utilize the default PDF viewer on the user's computer.

· Digital signing of documents with digital certificates from the Windows Certificate

Store/local file, including the customization of signatures and placement options.

· Creation of self-signed digital IDs for use when third-party validation is not

required.

· Management of Time Stamp Authority Server configurations.

When MS Outlook is opened, the PDF-XChange Standard add-in is displayed in the main

toolbar:

Figure 1. Outlook Toolbar. PDF-XChange V6 Tab Selected

There are two options:

104

MS Outlook Add-in

· Convert to PDF is used to convert emails to PDF format. Select emails in the inbox

and click the Convert to PDF button to convert them. The Save As dialog box will

open. Select a name and location for the new file. Click Save to save the new PDF

file or Cancel to cancel the process and close the Save As dialog box. If the file

name already exists the software will prompt for action to take. There are four

options on the menu:

· Direct Overwrite replaces the old file with the new file.

· Auto Number adds a number to the end of the new file name.

· Cancel Job Operation and Leave the Job cancels the current conversion process.

· Select Another File allows the user to select a different file for conversion.

Select an options and click OK to activate it. Click Cancel to cancel the process.

· Settings is used to configure the PDF-XChange Standard Options. Click the

Settings button to open the following dialog box:

Figure 1. PDFXChange Options Dialog Box

105

MS Outlook Add-in

Click the tabs in the top section of the window to customize the PDF Page, Security and

Advanced Settings:

PDF Page Settings

· Click the Standard option button to select one of the standard sizes for the PDF

page dimensions. Select an option from the menu. The document dimensions will

update automatically. Use the adjacent Units menu to select the units of

measurement for the page dimensions.

· Alternatively, select the Custom option button to enter dimensions manually.

· Use the Margins number boxes to determine the size of the margins.

· Select the Generate Links in PDF File box to generate links when the PDF is created.

· The default setting is No Border for links. Select Rectangle in the Border Type

menu to add a rectangular border to links. Options then become available for

Border Width, Border Style and Border Color options. These settings can be

determined using the corresponding menus.

When the desired values have been entered, click OK to save them. Click Cancel to revert to

previous settings and close the window. Click Reset to reset the options to their default

values.

Security

· Select the Use PDF Security box to enable further security options.

· Select the Passwords Required to Open the Document box to set a password to

open documents. Enter the desired password in the adjacent Password box.

· Select the Passwords Required to Change Permissions and/or password box to

set a password to change permissions and passwords. Enter the desired password in

the adjacent Password box.

· Select an encryption level from the Encryption Level menu.

· 40 bit encryption provides four options. Select the adjacent boxes to allow Printing,

Changing the Document, Content Copying or Extraction, Enable Accessibility

and/or Adding or Changing Comments and Form Fields.

· 128 bit and higher encryption provides three options. Select the adjacent boxes to:

· Enable Content Access for the Visually Impaired

· Allow Content Copying and Extraction. Then use the menus to select the

settings for Changes Allowed and Printing Document.

· Encrypt Document Metadata, which is compatible with Acrobat 6.0 and

later.

106

MS Outlook Add-in

When the desired values have been entered, click OK to save them. Click Cancel to revert to

previous settings and close the window. Click Reset to reset the options to their default

values.

Advanced

· Select the Run Default application for PDF files after conversion to launch the

default PDF viewer and view files immediately after they have been converted.

· Use the Compression Level menu to select the level of compression in converted

files.

· Use the Conform to Specification menu to select the specification to which

converted files will conform. The default setting is Auto, which means the software

selects the most appropriate specification. The remaining options relate to specific

versions of Acrobat and PDF/A files.

· Select the Digitally sign Document box to enable the digital signing of

documents.

· Click the Settings button to determine the settings for digital signatures. The

options are the same as those outlined in Digital Signatures with the exception

that the option to export certificates is not available.

· Select the Use Time Stamp Server box to use a time stamp server when digitally

signing documents. Select a time stamp server from the menu. Click the Manage

button to Add, Edit or Remove time stamp servers.

When the desired values have been entered, click OK to save them. Click Cancel to revert to

previous settings and close the window. Click Reset to reset the options to their default

values.

66

107

MS Outlook Add-in

5 OFFice2PDF V6

Office2PDF V6

OFFice2PDF is a specialized feature of PDF-XChange Standard that allows the batch

conversion of all supported Microsoft Office document formats for MS Word, Excel and

HTML document types into PDF format. The PDF-XChange Standard printer is required for

OFFice2PDF to function as it uses the virtual print driver to perform the PDF conversion.

The settings for Office2PDF can be accessed using the windows start icon:

· Click the windows start icon in the taskbar.

· Enter "Office2PDF" in the search bar. Under the Programs search results, click PDF-

XChange Office2PDF to open the following dialog box:

108

OFFice2PDF V6

Figure 1. Office2PDF V6 Dialog Box

· Click Options in the toolbar to configure the settings for Office2PDF V6. These

determine the parameters when files are converted to PDF format. They are identical

to the settings in PDFX-Change, which are detailed here.

· Click Info in the toolbar to access the Help and About pages.

· Watched Directories displays the list of applications/folders that are supported for

use with Office2PDF V6. Only files created using the listed applications (or saved in

the specified folder in the case of folders) can be converted to PDF format using

Office2PDF V6. New documents will be converted to PDF automatically when they

are saved within the software/folders designated in Watched directories.

· Files can be added to or removed from lists using the Add, Delete and Delete All

buttons. They will be displayed beneath the list of the application/folder to which

they belong. Use the Folder button to add folders to the list. If folders contain

supported file formats the software will prompt on whether to convert them.

31

109

OFFice2PDF V6

· Alternatively, drag files into the window from their file location and drop them

within the window to add them to their respective lists. When all documents for

conversion have been added click Go to convert them to PDF format.

· Select the Show Applications GUI box to display the general user interface of

applications when files are converted.

· Select the Store converted documents in their original folders box to save

converted files in the same location as original files.

· Select the Automatically process files from just added 'watched' folder box to

process files automatically when they are added to then watched folders in the

Watched directories list.

· Click Exit to cancel the process and close the window.

110

OFFice2PDF V6

111

Index

- A -

Advanced Options 94

Application-Specific Options 60

- B -

Booklet Layout 39

Bookmarks 70

- C -

Compression 48

Custom Forms 43

- D -

Default File Append 72

Digital Signatures 66

Document Info 76

- E -

e-Mail 84

- F -

Features Overview 10

Fonts 53

- G -

General Settings 45

Getting Started 7

Graphics 51

- H -

Headers and Footers 74

- I -

Installation 13

Installing from the Internet 13

Installing Multiple Versions 30

Introduction 8

- L -

Languages 88

Licensing 27

Links 68, 91

- M -

Macros 81

MS Outlook Add-in 103

MSOffice Toolbar Add-in 2012 90

Multiple Pages per Sheet 41

- O -

Office2PDF 2012 107

Optimization 86

Overlays 62

- P -

Paper Settings 34

PDF Saver 96

PDFX-Change Standard 2012 5

- S -

Save 78

Security 64

Standard Layout 37

Standard Printer Settings 31

Switches for EXE Installers 23

Switches for MSI Installers 16

System Requirements 12

- W -

Watermarks 55

Welcome 5