pdfDocs 4 – Advanced User Guide pdfDocs 4.2 U1 with OCRDesktop August 2015 Sydney - London - Pittsburgh - Portland - Manila www.docscorp.com - [email protected] Table of Contents TABLE OF CONTENTS ............................................................................................................................................................. 3 INTRODUCTION ..................................................................................................................................................................... 7 WHAT ARE THE KEY FEATURES IN PDFDOCS 4 ...................................................................................................................... 8 SINGLE DOCUMENT MODE ............................................................................................................................................................... 8 ORGANIZER PROJECTS ..................................................................................................................................................................... 8 BINDER PROJECTS ........................................................................................................................................................................... 8 REDACTION .................................................................................................................................................................................... 8 DMS INTEGRATION ......................................................................................................................................................................... 9 OCR FUNCTIONS ............................................................................................................................................................................ 9 MICROSOFT® OFFICE INTEGRATION .................................................................................................................................................. 10 PDF/A ....................................................................................................................................................................................... 10 LEARNING THE BASICS ........................................................................................................................................................ 11 WHAT IS PDFDOCS? ...................................................................................................................................................................... 11 PDFDOCS MODES .......................................................................................................................................................................... 11 Single Document ................................................................................................................................................................. 11 Set pdfDocs as default PDF viewer ...................................................................................................................................................... 11 Organizer Project ................................................................................................................................................................. 12 Binder Project ...................................................................................................................................................................... 12 STARTING PDFDOCS ...................................................................................................................................................................... 13 HOW BEST TO USE PDFDOCS TO SUIT YOUR NEEDS .............................................................................................................................. 13 Open PDF ............................................................................................................................................................................. 13 Convert to PDF ..................................................................................................................................................................... 14 BACKSTAGE VIEW ......................................................................................................................................................................... 15 New ..................................................................................................................................................................................... 15 Open .................................................................................................................................................................................... 15 Save As................................................................................................................................................................................. 16 Import .................................................................................................................................................................................. 16 Export .................................................................................................................................................................................. 16 Print ..................................................................................................................................................................................... 16 Share .................................................................................................................................................................................... 17 Close .................................................................................................................................................................................... 17 About ................................................................................................................................................................................... 17 Options ................................................................................................................................................................................ 17 ORGANIZER ......................................................................................................................................................................... 18 OVERVIEW ................................................................................................................................................................................... 18 RIBBONS .............................................................................................................................................................................. 19 HOW DO I APPLY OUTPUT OPTIONS TO DOCUMENTS ........................................................................................................................... 19 HOW DO I MARKUP A PDF ............................................................................................................................................................. 20 HOW DO I ADD AN IMAGE TO A PAGE ................................................................................................................................................ 21 HOW DO I SEND A PDF TO ANOTHER PROJECT .................................................................................................................................... 21 HOW DO I SAVE A PDF .................................................................................................................................................................. 22 3 Single Document Mode ....................................................................................................................................................... 22 Organizer Project ................................................................................................................................................................. 22 HOW DO I PRODUCE A TEXT SEARCHABLE PDF ................................................................................................................................... 23 BINDER PROJECTS ............................................................................................................................................................... 24 OVERVIEW ................................................................................................................................................................................... 24 Create Binder Project .......................................................................................................................................................... 24 The Binder Workspace ........................................................................................................................................................ 25 Make Binder – Error Reporting............................................................................................................................................................ 28 CREATING & MAINTAINING BINDER TEMPLATES ................................................................................................................................. 29 Creating and saving a project as a template ...................................................................................................................... 30 Creating a project from a Server Template ........................................................................................................................