Qoppa Software

PDF Studio 2019 User Guide

Affordable, Powerful PDF Software for Windows, Mac, Linux

Copyright © 2002-Present Qoppa Software. All rights reserved

Table of Contents

Welcome to PDF Studio ............................................................................................................... 19 Previous Version User Guides...................................................................................................... 21 What's New................................................................................................................................... 21 System Requirements.................................................................................................................... 23 PDF Studio Installation Instructions............................................................................................. 25 Registration / Unregistration / Transfer........................................................................................ 26 Removing Demo Watermarks....................................................................................................... 28 Getting Started with PDF Studio .................................................................................................. 29 Welcome Screen ........................................................................................................................... 30 PDF Studio Ribbon Toolbar ......................................................................................................... 32 Ribbon Toolbar Descriptions........................................................................................................ 32 PDF Studio Classic Toolbar.......................................................................................................... 57 Mini Toolbar................................................................................................................................. 65 Quick Access Toolbar................................................................................................................... 65 Opening Files................................................................................................................................ 66 Recent File History ....................................................................................................................... 68 Google Drive................................................................................................................................. 68 Dropbox ........................................................................................................................................ 70 OneDrive....................................................................................................................................... 71 Keyboard Shortcuts....................................................................................................................... 72 Selecting Text ............................................................................................................................... 75 Selecting Objects .......................................................................................................................... 76 Snapshot Tool ............................................................................................................................... 77 Quick Search................................................................................................................................. 78 Advanced Search .......................................................................................................................... 79 Printing PDFs................................................................................................................................ 82 General Preferences ...................................................................................................................... 88 Comments Preferences.................................................................................................................. 89 Conversion Preferences ................................................................................................................ 90 MS Office Conversion Preferences .............................................................................................. 93 Display Preferences ...................................................................................................................... 95 Email Preferences ......................................................................................................................... 97 Fonts Preferences.......................................................................................................................... 99 Forms Preferences....................................................................................................................... 101 JavaScript Preferences ................................................................................................................ 102 OCR Preferences......................................................................................................................... 103 PDF/A Preferences...................................................................................................................... 105 Print Defaults Preferences........................................................................................................... 105 Rulers & Grids Preferences ........................................................................................................ 106 Scan Preferences......................................................................................................................... 107 Spell Check Preferences ............................................................................................................. 107 Toolbar Preferences .................................................................................................................... 109 Digital IDs Preferences............................................................................................................... 110 Timestamp Servers Preferences.................................................................................................. 111 Trusted Certificates Preferences ................................................................................................. 111 Application Preferences.............................................................................................................. 112 Settings Manager ........................................................................................................................ 113 Touch Mode................................................................................................................................ 114 Fast Sign...................................................................................................................................... 115 Undo............................................................................................................................................ 117 Creating PDFs............................................................................................................................. 121 Creating a Blank PDF................................................................................................................. 122 Converting Word to PDF............................................................................................................ 122 Converting Excel to PDF............................................................................................................ 123 Converting Images to PDF.......................................................................................................... 124 Converting Text to PDF.............................................................................................................. 125 Merging/Converting Multiple Files to PDF................................................................................ 126 Drag and Drop to Create PDF..................................................................................................... 129 Scanning Profiles ........................................................................................................................ 131 WIA / ICA / Sane Direct Scanning............................................................................................. 134 TWAIN Scanning ....................................................................................................................... 137 Sane Daemon Scanning .............................................................................................................. 139 Supported File Types.................................................................................................................. 141 Viewing and Comparing PDFs................................................................................................... 143 Navigating................................................................................................................................... 143 Zooming...................................................................................................................................... 146 Setting Page Layout.................................................................................................................... 147 Rotating Page View .................................................................................................................... 148 Loupe Tool.................................................................................................................................. 149 Pan and Zoom Tool..................................................................................................................... 149 Reading Mode............................................................................................................................. 150 Invert Colors ............................................................................................................................... 151 Split View ................................................................................................................................... 152 Show/Hide Layers....................................................................................................................... 152 Auto Scroll Document ................................................................................................................ 153 PDF Document Comparison....................................................................................................... 153 Side by Side Comparison............................................................................................................ 154 Choosing Colors for Overlay Comparison ................................................................................. 155 Annotating and Commenting PDFs............................................................................................ 157 Creating Annotations .................................................................................................................. 158 Typewriter Annotations .............................................................................................................. 160 Text Box Annotations................................................................................................................. 161 Callout Annotations .................................................................................................................... 163 Sticky Note Annotations............................................................................................................. 165 Text Highlight Markup ............................................................................................................... 168 Cross Out Text Markup .............................................................................................................. 169 Text Underline Markup............................................................................................................... 171 Squiggly Underline Text Markup............................................................................................... 172 Text Insert Markup ..................................................................................................................... 174 Replace Text Markup.................................................................................................................. 175 Circle Annotations ...................................................................................................................... 177 Square Annotations..................................................................................................................... 179 Area Highlight ............................................................................................................................ 180 Polyline Annotation .................................................................................................................... 182 Polygon Annotations................................................................................................................... 184 Cloud Annotations ...................................................................................................................... 185 Line Annotations......................................................................................................................... 187 Arrow Annotations...................................................................................................................... 189 Pencil Annotations...................................................................................................................... 191 Rubber Stamp Annotation........................................................................................................... 193 Image Annotation........................................................................................................................ 195 Rotating a Rubber Stamp............................................................................................................ 196 Managing Rubber Stamps........................................................................................................... 197 Creating a Text Stamp ................................................................................................................ 198 Creating an Image Stamp............................................................................................................ 201 Creating a PDF Stamp ................................................................................................................ 203 Creating a Custom Stamp ........................................................................................................... 205 Importing Image as Stamp.......................................................................................................... 207 Distance Annotation.................................................................................................................... 208 Perimeter Annotation.................................................................................................................. 210 Area Annotation.......................................................................................................................... 212 Calibrating Measurement Annotations ....................................................................................... 213 Creating Links............................................................................................................................. 215 Custom Link Actions.................................................................................................................. 217 Auto Create Links....................................................................................................................... 220 Removing all Links..................................................................................................................... 221 Sound Annotation ....................................................................................................................... 221 Attaching a File........................................................................................................................... 223 Attaching a File as a Comment................................................................................................... 223 Opening Attached File................................................................................................................ 224 Saving Attached File................................................................................................................... 225 Deleting Attached File................................................................................................................ 225 Moving & Resizing Annotations ................................................................................................ 226 Deleting Annotations .................................................................................................................. 227 Editing the Annotation Comment............................................................................................... 228 Annotation Properties ................................................................................................................. 228 Flattening Annotations................................................................................................................ 230 Pasting Clipboard Images as a Stamp......................................................................................... 231 Pasting Clipboard Text as a Text Box ........................................................................................ 231 Aligning Annotations.................................................................................................................. 232 Group Annotations...................................................................................................................... 234 Setting Annotation Tool Properties ............................................................................................ 235 Setting a Status or Check mark................................................................................................... 236 Comments Panel ......................................................................................................................... 236 My Comments............................................................................................................................. 239 Recent Comments....................................................................................................................... 240 Importing Annotations................................................................................................................ 241 Exporting Annotations................................................................................................................ 241 Editing and Manipulating PDFs ................................................................................................. 243 Creating Bookmarks ................................................................................................................... 244 Deleting Bookmarks ................................................................................................................... 246 Moving Bookmarks .................................................................................................................... 246 Bookmarking Selected Text........................................................................................................ 248 Renaming Bookmarks................................................................................................................. 249 Setting Bookmark Location........................................................................................................ 249 Editing Bookmark Actions ......................................................................................................... 250 Custom Bookmark Actions......................................................................................................... 251 Editing Bookmark Appearance................................................................................................... 254 Automatically Create Bookmarks............................................................................................... 255 Edit Text & Images..................................................................................................................... 256 Editing Content........................................................................................................................... 258 Editing Text Content................................................................................................................... 258 Editing Image Content................................................................................................................ 260 Editing Path Content................................................................................................................... 264 Editing Shade Content ................................................................................................................ 265 Destinations................................................................................................................................. 266 Creating Destinations.................................................................................................................. 267 Linking to Destinations............................................................................................................... 267 Deleting Destinations.................................................................................................................. 269 Renaming Destinations............................................................................................................... 270 Setting Destination Location....................................................................................................... 270 Creating Headers and Footers..................................................................................................... 271 Header and Footer Options......................................................................................................... 271 Header and Footer Profiles ......................................................................................................... 274 Removing Headers and Footers.................................................................................................. 275 Creating Links............................................................................................................................. 276 Custom Link Actions.................................................................................................................. 278 Auto Create Links....................................................................................................................... 281 Removing all Links..................................................................................................................... 282 Editing Page Properties............................................................................................................... 283 Adding a Blank Page .................................................................................................................. 287 Appending Documents................................................................................................................ 288 Inserting Pages............................................................................................................................ 288 Extracting Pages.......................................................................................................................... 289 Replacing Pages.......................................................................................................................... 290 Deleting Pages ............................................................................................................................ 291 Rotating Pages ............................................................................................................................ 292 Reversing Pages.......................................................................................................................... 294 Cropping Pages........................................................................................................................... 294 Resizing Pages ............................................................................................................................ 296 Labeling Pages............................................................................................................................ 298 Move, Cut, Copy, & Paste Pages................................................................................................ 300 Import Images as Pages .............................................................................................................. 301 Page Templates........................................................................................................................... 301 Page Labels................................................................................................................................. 302 Optimizing a PDF ....................................................................................................................... 304 Optimizer Settings ...................................................................................................................... 305 Optimizer Profiles....................................................................................................................... 310 Show/Hide Layers....................................................................................................................... 314 Adding a Blank Layer................................................................................................................. 314 Importing PDF as Layer.............................................................................................................. 314 Assigning Comments to Layers.................................................................................................. 315 Flattening Comments on Layer................................................................................................... 316 Merge Layers .............................................................................................................................. 317 Flatten Layers.............................................................................................................................. 317 Layer Properties.......................................................................................................................... 318 Redaction Annotations................................................................................................................ 320 Redaction Properties................................................................................................................... 321 Applying Redactions................................................................................................................... 323 Splitting a PDF............................................................................................................................ 325 Split PDF Options....................................................................................................................... 326 Split PDF Profiles ....................................................................................................................... 330 Creating a Watermark................................................................................................................. 331 Watermark options...................................................................................................................... 332 Watermark Profiles..................................................................................................................... 334 Removing a Watermark.............................................................................................................. 336 Fix Scan ...................................................................................................................................... 336 OCR PDF.................................................................................................................................... 338 Sanitize a PDF............................................................................................................................. 340 Batch Processing......................................................................................................................... 343 Selecting Batch Files................................................................................................................... 345 Configuring Batch Output Settings............................................................................................. 346 Setting Open Passwords on Batch .............................................................................................. 348 Batch Delete All Comments ....................................................................................................... 349 Batch Flatten All Comments....................................................................................................... 351 Batch Convert Files to PDF........................................................................................................ 354 Batch Convert to PDF/A............................................................................................................. 357 Batch Extract Text from PDF ..................................................................................................... 360 Batch Crop .................................................................................................................................. 362 Batch Delete Pages ..................................................................................................................... 365 Batch Apply Header and Footer ................................................................................................. 368 Merge a Batch Documents.......................................................................................................... 370 Batch OCR Documents............................................................................................................... 372 Batch Optimize ........................................................................................................................... 375 Batch Preflight Documents......................................................................................................... 378 Batch Resize Pages ..................................................................................................................... 381 Batch Rotate Pages ..................................................................................................................... 385 Batch Set Initial View................................................................................................................. 387 Batch Split Documents ............................................................................................................... 390 Batch Apply Watermark ............................................................................................................. 392 Batch Export Forms.................................................................................................................... 395 Batch Flatten All Fields .............................................................................................................. 397 Batch Reset Fields....................................................................................................................... 399 Batch Extract Pages as Image..................................................................................................... 402 Batch Rasterize PDF................................................................................................................... 405 Batch Print .................................................................................................................................. 408 Batch Set Security....................................................................................................................... 410 Creating and Editing PDF Forms................................................................................................ 415 Filling PDF Forms ...................................................................................................................... 415 Exporting Form Data .................................................................................................................. 417 Importing Form Data .................................................................................................................. 417 Resetting Form Fields................................................................................................................. 418 Flattening Form Fields................................................................................................................ 418 Highlighting Form Fields............................................................................................................ 419 Form Editing Mode..................................................................................................................... 420 Form Field Editor Ribbon Toolbar ............................................................................................. 421 Form Field Editor Classic Toolbar ............................................................................................. 423 Creating Form Fields .................................................................................................................. 427 Form Text Box............................................................................................................................ 429 Form Check Box......................................................................................................................... 433 Form Radio Button ..................................................................................................................... 435 Form Combo Box ....................................................................................................................... 438 Form List Box............................................................................................................................. 442 Form Button................................................................................................................................ 445 Form Signature Field .................................................................................................................. 448 Form Image Button..................................................................................................................... 450 Form Date Field Button .............................................................................................................. 453 Moving & Resizing Form Fields ................................................................................................ 458 Aligning Form Fields.................................................................................................................. 458 Form Field Formatting................................................................................................................ 460 Form Field Calculations.............................................................................................................. 462 Set Field Calculation Order ........................................................................................................ 465 Form Field Validation................................................................................................................. 465 Form Field Actions ..................................................................................................................... 466 Editing Field Tab Order.............................................................................................................. 470 Linking Form Fields ................................................................................................................... 470 PDF Form JavaScript.................................................................................................................. 471 Digital Signatures........................................................................................................................ 475 Creating Digital Signature Fields................................................................................................ 476 Modifying Digital Signature Fields ............................................................................................ 476 Creating Self-Signed Digital IDs................................................................................................ 478 Importing Digital IDs.................................................................................................................. 478 Applying a Digital Signature ...................................................................................................... 479 Digital Signature Options ........................................................................................................... 483 Digital Signature Appearance..................................................................................................... 484 Validating Digital Signatures...................................................................................................... 486 Trusting Digital Signatures......................................................................................................... 487 Managing Trusted Certificates.................................................................................................... 488 Managing Digital IDs ................................................................................................................. 489 Managing Timestamp Servers .................................................................................................... 491 DocuSign..................................................................................................................................... 493 DocuSign..................................................................................................................................... 493 Sign with DocuSign.................................................................................................................... 493 Email with DocuSign.................................................................................................................. 494 Log Out of DocuSign.................................................................................................................. 494 Document Properties................................................................................................................... 495 General Document Properties..................................................................................................... 495 Document Security...................................................................................................................... 497 Document Initial View................................................................................................................ 500 Document Fonts.......................................................................................................................... 502 Document JavaScript .................................................................................................................. 504 Document Custom Properties ..................................................................................................... 506 Advanced Document Properties ................................................................................................. 508 Supported Document JavaScript................................................................................................. 510 Converting PDF Documents....................................................................................................... 519 Converting PDF to Fast Web View ............................................................................................ 519 Convert PDF to HTML5/SVG.................................................................................................... 520 Export Pages as JPEG................................................................................................................. 521 Export Pages as TIFF.................................................................................................................. 523 Export Pages as PNG.................................................................................................................. 525 Export Pages as GIF.................................................................................................................... 527 Export Pages as JPEG................................................................................................................. 528 Rasterize PDF ............................................................................................................................. 530 Extracting Text from PDF .......................................................................................................... 532 Convert PDF to Microsoft Word® ............................................................................................. 533 Converting PDF to PDF/A-1b .................................................................................................... 535 Converting PDF to PDF/A-2b .................................................................................................... 537 Converting PDF to PDF/A-3b .................................................................................................... 539 Print Production & Prepress........................................................................................................ 543 PDF/UA Validation .................................................................................................................... 545 PDF/A-1a Validation .................................................................................................................. 546 PDF/A-1b Validation.................................................................................................................. 548 PDF/A-2b Validation.................................................................................................................. 549 PDF/A-2u Validation.................................................................................................................. 550 PDF/A-3b Validation.................................................................................................................. 551 PDF/A-3b ZUGFeRD Validation ............................................................................................... 553 PDF/X-1a:2001 – ISO 15930-1 Validation ................................................................................ 554 PDF/X-1a:2003 – ISO 15930-4 Validation ................................................................................ 555 PDF/X-3:2002 – ISO 15930-3 Validation.................................................................................. 556 PDF/X-3:2003 – ISO 15930-6 Validation.................................................................................. 557 Converting PDF to PDF/A-1b .................................................................................................... 560 Converting PDF to PDF/A-2b .................................................................................................... 562 Converting PDF to PDF/A-3b .................................................................................................... 564 Output Preview ........................................................................................................................... 567 PDF Imposition........................................................................................................................... 568 PDF Accessibility ....................................................................................................................... 573 PDF Accessibility ....................................................................................................................... 573 What is PDF Accessibility.......................................................................................................... 575 Accessibility Reading Features................................................................................................... 577 Invert Colors ............................................................................................................................... 577 Zooming...................................................................................................................................... 578 Pan and Zoom Tool..................................................................................................................... 579 Loupe Tool.................................................................................................................................. 580 Keyboard Shortcuts..................................................................................................................... 581 Highlighting Form Fields............................................................................................................ 584 Display Preferences .................................................................................................................... 585 Navigating................................................................................................................................... 586 Auto Scroll Document ................................................................................................................ 589 PDF/UA Validation .................................................................................................................... 590 Check if Document is Tagged..................................................................................................... 591 Tags Panel................................................................................................................................... 592 Create Content Tags.................................................................................................................... 594 Create Document Level Tag....................................................................................................... 595 Edit Tags..................................................................................................................................... 595 Set Alternative Text.................................................................................................................... 598 Standard PDF Tag Types............................................................................................................ 598 OCR PDF.................................................................................................................................... 602 Editing Field Tab Order.............................................................................................................. 605 General Document Properties..................................................................................................... 605 Document Initial View................................................................................................................ 607 Advanced Document Properties ................................................................................................. 609 Glossary ...................................................................................................................................... 613 Index ........................................................................................................................................... 617
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