Home

pdfDocs 4.2 - Advanced User Guide

1. pdfDocs 4 Advanced User Guide pdfDocs 4 2 U1 with OCRDesktop August 2015 Sydney London Pittsburgh Portland Manila www docscorp com info docscorp com Table of Contents TABLE OF CONTENTS wiisscdecscsecessscisscecsccecesssdesedongctesessscsgccccnscescosecdaccscssdeesassceeacecsssgueanseseecsorsdqneouscessasssesecuessivesdsuscnsesssevsesenssces 3 INTRODUCTION ici n anotan een devensvssaessoe casi ssvesteuaceedsvassossatesseedevdevseadessete tevenceuestesdtveseass 7 WHAT ARE THE KEY FEATURES IN PDFDOCS 4 occconnncoccoccccnnncnconanccnnncnnnnononcnncnnnannononccnnnennnnanonennennnann na nccrencnnnnanonennannnannonanecnanes 8 SINGLE DOCUMENTIVIODE ssocosorcosoconocosesanisosi soni ionadds ssvessieastsosey iseassenccssssesisiosveebsketsueiseeaitesdessseais pesi sisisisuod svsadieSsees seed PS EECa peee dain 8 ORGANIZER PROJECTS cy a E EE EE ut duck cies duc E E E dao 8 PDEDOCS MODES eae a O O A A O A O A EE 11 Single lolol legis dl aepeeer ener ere rerecerestrececrcerereeerprecerestrererecererertrerecereerrectreeererertrprerereerrertrperrerer tracer rece aa aa Ea peter e 11 Set pdibocs as default PDF VIEWS 000 EEEIEE ESATE ESERE A ERREA ERREA ARRERA 11 Organizer Project Binder Project eidar rnio airoso idia iii E AEE EE EEE AE eSEE EE tea essai AAEE AEAEE RAEE E AETA EAA EAEE AEA ARRE STARTING POF A oosa eiseni eaae aa ee eea Sle ea Seine ea a Ae ia Shy aae aE ee e Seine Sas Eee ea aaas 13 HOW BEST TO USEPDEDOCS TO
2. Export Preview Save As Send to Project Share lt Prompt before delete Outlook Options to convert Outlook attachments to PDF are managed through settings in Integration Outlook General pdfDocs Outlook integration is an optional module that is installed by default when installing pdfDocs After install the Render attachments to PDF for every email is set to prompt by default When sending emails through Microsoft Outlook there are a number of prompts that can be shown on screen by default all prompts will show Prompts can be disabled during the Send workflow or they can be hidden by selecting the corresponding checkbox under the General section Internal List Email addresses or domains added to the internal list and with Active selected will bypass the convert to PDF workflow if the recipient appears in the Internal List If the draft email contains one or more address or domain that does not appear in the Internal List prompts to convert to PDF will be shown Any recipient that is in the same organization are classed as internal if the Automatically assume recipients in the same organization are internal is checked 45 Exception List Email addresses or domains added to the Exception List and with Active selected will bypass the convert to PDF workflow if the recipient appears in the Exception List If the draft email contains one or more address or domain that does not appear in the Exc
3. e Embedded Files Q Index Embedded Files this option is only applicable to the creation of Single PDF Binders When documents imported into a Binder Project are kept in their native format they can be embedded into a Single PDF Binder These documents will appear in the document pane when viewed in Adobe Reader To allow for an efficient method to retrieve the relevant document a document can be prefixed with an index number Default Adobe View if set to Bookmarks Pane the attachments pane will not show by default A user will need to select the paper clip icon to show any embedded documents e Processing O O Edit Table of Contents this option is deselected by default When selected upon creation of the Binder Project pdfDocs will pause the creation process at the point where the table of contents is being generated This table of contents will then be displayed in Microsoft Word allowing manual editing of the table of contents prior to conversion into PDF PDF A Enabled Not currently enabled for pdfDocs 4 1 e Document Links O Open Bookmarks in new Window the selection of this option results in the launching of a separate instance of Reader for each bookmark that you select Open Hyperlinks in new Window the selection of this option results in the launching of a separate instance of Reader for each hyperlink that you select Please note that Document Links are only applicable to Multiple
4. lt DefaultOrganizerTemplatePath gt Dir_Path lt DefaultOrganizerTemplatePath gt lt DefaultServerOrganizerTemplatePath gt Dir_Path lt DefaultServerOrganizerTemplatePath gt lt OrganizerSettings gt lt BinderSettings version 0 enforced true gt lt DefaultBinderPath gt Dir_Path lt DefaultBinderPath gt lt DefaultBinderTemplatePath gt Dir_Path lt DefaultBinderTemplatePath gt lt DefaultServerBinderTemplatePath gt Dir_Path lt DefaultServerBinderTemplatePath gt lt BinderSettings gt You only need to add those lines that you wish to set a default path for This method of having a central store of Organizer Templates facilitates the need for standard stationery numbering sets and other user options for the user in the form of local templates or for the whole company in the form of server based templates Server based Organizer templates can then be maintained within the one area allowing for amendments to be made and applied to any new Organizers created Once server based templates have been created a user who selects to create a New Project can choose Organizer Project From Template then select Server Templates 65 Creating and saving a project as a template ca as ES 7 8 9 10 11 12 Open pdfDocs Go to File gt New gt Organizer gt Organizer Template Type in a Name Select a location For local templates select the location as configured against lt DefaultOrganizerTemplatePath gt in the pdfDoc
5. PDF A e Create PDF A 1b and PDF A 1a documents e Verify PDF A 1b and PDF A 1a Compliance e ISO 19005 1 2005 compliance 10 Learning the basics What is pdfDocs pdfDocs facilitates the creation of PDF documents from any software application and or scanner A DocsCorp PDF Printer is installed on your workstation just as a normal printer would be installed when you install the application Under your Devices amp Printers window you will see a DocsCorp PDF Printer installed T E All Control Devices and Printers gt v Search Devices and Printers Pad Add a device Add a printer E y A 4 Printers 10 a Y Y oF PDF Microsoft XPS To Printer Document Writer OneNote 2013 32 items This one PDF printer is shared by all DocsCorp applications pdfDocs compareDocs and cleanDocs When you choose DocsCorp PDF Printer as your printer any output is converted to PDF rather than printed to paper As long as your software can print to a Windows printer pdfDocs will accept the report being printed pdfDocs modes pdfDocs has a number of modes for viewing and working with PDF documents they are Single document Organizer Project and Binder Project Single Document This is the ability to open and view a PDF document Once open in pdfDocs the document can be marked up edited redacted for example closed and saved back to disk or saved to a document management system To open a PDF in pdfDocs dou
6. This is to ensure that the content of the original message file cannot be altered through adding of documents that were not added to the original source email Choice to convert the parent msg and or the attachment to PDF during the Make Binder process is controlled through the Convert to PDF column Unchecking this option will leave the selected file in its native format with the unconverted documents embedded in the final PDF as an attachment Digital Signature These settings dictate the content and appearance of Digital Signatures applied to documents A signature field can be added to a document From the Protect ribbon select Add Signature Field from the Digital Signature drop down This is a placeholder upon which a digital signature can be applied A prompt can be presented when saving a document which contains any unsigned signature fields the prompt is enabled by checking the Prompt to sign when unsigned signature field exists This checkbox can be found under File gt Options gt Digital Signature gt Unsigned Document na A Configure Signature Appearance 4 Integration Text Appearance SharePoint She Y Date Y Reason HP WorkSite Y Distinguished Name Other Decio Graphic Appearance Other Executable 5 s Show Description Cane ee AO O Name and Description OCR z Unsigned Document Organiser H Outlook Y Prompt to sign when unsigned sig
7. amp Word y y Add Delete Selecting the Add button is different to a Copy action in that the template generated through Add creates a local template based on the OCR Desktop system defaults In this case initially all settings are set as Default setting is managed by pdfDocs but can be manually changed by the user in the template to force a particular action regardless of the system defaults Publishing Templates Word Excel read only PDF A read only PDF General Use read only PDF Smallest File Size read only Text read only Word read only PDF amp Word d y 75 Configuring Local Templates To configure a Local template select the template in the list and click on the Open button Note that if you open a Server based template you will be able to see all the settings but not modify any all options will be grayed out To find out more about each individual setting just hold your mouse over the checkbox or setting and a balloon help window will describe the option This guide does not repeat all the information contained in these balloon help messages Colority Defines how to use the value of the picture resolution specified e in the Resolution property It may be used as the absolute Resolution TYP resolution used for all pictures as the desired resolution s A may be used only if the original resolution is above the desired or t
8. fe Delete Add Item 2 Rename kl Delete New Folder A Rename a pe as E New Folder Clear All Warnings in Folder C3 Send To Project 7 i a Mark as Cover Page a Properties Clear Warning 28 Creating maintaining Binder Templates Binder Templates are used to pre define the structure and settings for a Binder Project that are to be re used saving time and effort in creating new Binder Projects Project Templates can be created and saved to a network location This location is established as a default location through an entry in the users pdfDocsAppSettings xml The pdfDocsAppSettings xml is located in the client machine roaming profile directory for example C Users User Name AppData Roaming DocsCorp pdfDocs Config Open this file in a text editor and add the following lines to the xml file substituting Dir_ Path with your required location This can be a mapped drive or unc path lt OrganizerSettings version 0 enforced true gt lt DefaultOrganizerPath gt Dir_Path lt DefaultOrganizerPath gt lt DefaultOrganizerTemplatePath gt Dir_Path lt DefaultOrganizerTemplatePath gt lt DefaultServerOrganizerTemplatePath gt Dir_Path lt DefaultServerOrganizerTemplatePath gt lt OrganizerSettings gt lt BinderSettings version 0 enforced true gt lt DefaultBinderPath gt Dir_Path lt DefaultBinderPath gt lt DefaultBinderTemplatePath gt Dir_Path lt DefaultBinderTemplatePath gt lt DefaultServerB
9. gt lt Folder gt lt lt FolderName gt gt Aa lt 61 Microsoft date time formatting rules Format pattern d d dd ddd dddd f f ff fff ffff fffff ffffff FFFFFFF F F FF FFF FFFF Description The day of the month Single digit days do not have a leading zero The application specifies d if the format pattern is not combined with other format patterns The day of the month Single digit days have a leading zero The abbreviated name of the day of the week as defined in AbbreviatedDayNames The full name of the day of the week as defined in DayNames The fraction of a second in single digit precision The remaining digits are truncated The application specifies f if the format pattern is not combined with other format patterns The fraction of a second in double digit precision The remaining digits are truncated The fraction of a second in three digit precision The remaining digits are truncated The fraction of a second in four digit precision The remaining digits are truncated The fraction of a second in five digit precision The remaining digits are truncated The fraction of a second in six digit precision The remaining digits are truncated The fraction of a second in seven digit precision The remaining digits are truncated Displays the most significant digit of the second s fraction Nothing is displayed if the digit is zero The applicati
10. DocsCorp PDF Printer will result in the document being converted to PDF and sent to the selected project 40 Send to Project Options Documents can be sent to another project Any document opened in to single document mode for example double clicking on a PDF attachment in O Do you want to close the document Outlook will allow for the document to be sent to a project As part of the Select Yes to close or No to leave open send to project workflow the source document can be closed once it has Do not show this message again been sent to a project E These settings control the visibility and default behaviour for closing a document after sending to a project Save and Export Options A workflow out of pdfDocs for Save As or Export offers options to save to disk Once the save or export workflow has been completed the folder location and or the document can be opened by selecting one or both of the checkboxes Save and Export Options Open file after export g Open folder after exporting multiple documents Acrobat Reader It is suggested that pdfDocs is set as your default viewer It is acknowledged however that your preference would be to keep Acrobat Reader as your default PDF viewer pdfDocs at install will auto detect the installation location of Acrobat Reader or this can be configured manually Language Controls the language in which the pdfDocs interface is displayed with
11. My DMS Page Display Path D Apps OtherExecutable ArgsApp exe Save lt FileName gt Folder Y Wait for process to stop FileName is a variable that represents the full path and filename to the output PDF It can be used anywhere in the parameter string Example usage lt filename gt save Type in an Integration Name of your choosing Browse through to the required executable Type in any required parameters Select OK to enable new integration Other Executable allows for the saving of documents from pdfDocs to your designated application It does not allow for the importing from your designated application in to pdfDocs However you will still be able to print to pdfDocs from your application selecting DocsCorp PDF Printer as your target printer 53 Other Directory You may wish to documents from pdfDocs to a specified directory To do this go to File gt Options gt Integrations and click on Add Select Other Directory and click on OK Integration Options x Leap Lawdocs MYOB DM Manager Other Executable Sage Handisoft Other Directory will be added to the integrations window and as a sub menu item to Integrations 8 Configure your Other Directory integration options OCR Please enter the settings required to configure Other Directory integration Integration Outlook Integration Name My Folder
12. Optical Character Recognition is performed and manage templates 4 Integration SharePoint OCR Provider O None Organizer OCR Desktop Outlook O OCR Server Page Display Address http LOCALHOST 8893 Save f Recognition Templates Watchfolders i Word Excel Rename Blank 1st Pane Fnabled N Cancel OCR Desktop is shipped with a number of system defined Recognition Templates these cannot be edited but they can be copied at which point they can be opened edited and renamed if required These templates can either be kept locally for an individual user or deployed Server v s Local Templates OCR Templates can either be Server based or Local When you first install pdfDocs Desktop the server based templates will be available to each user automatically For information about how to deploy server based templates go to the section xx page 73 The Publishing templates window shows all server and local templates The columns with checks in them PDF PDF A Word Excel Text indicate which output document formats the template may be used for Publishing Templates PDE A read only y PDF General Use read only y PDF Smallest File Size read only Y Text read only a B Word read only g i i PDF 4 Word y E y a Server Templates Server templates are templates that are stored on your server and are shared by all users In the Publishing Tem
13. PDF Binder Projects 33 Make Binder workflow considerations autorun inf Upon binder production the user has the choice on whether to produce a Single PDF Binder or a Multiple PDF Binder combining these two options with various check status of Table of Content options under Binder Options will have an impact on contents within the autorun inf Single PDF Binder Because the final output is a single document this document will be named based on the Binder Name entered at Make Binder This information will also be entered in to the autorun inf autorun Shellexecute SinglePDF_Binder pdf This will ensure that when this binder is burnt to a CD DVD and then upon loading into a DVD drive the correct document is launched namely SinglePDF_Binder pdf If documents are maintained in their native format the PDF generated and the subsequent entry written to the autorun inf still follows the above logic Regardless of checked state of Binder Options the above logic still follows Multiple PDF Binder Because multiple documents are created for a Multiple PDF Binder in default workflows a document by the name of TableOfContents pdf is created which in turn is written to the autorun inf If the Table of Contents option is unchecked in Binder Settings no TableOfContents pdf is produced therefore the contents of the autorun inf has to follow different logic If the table of contents checkbox is off and a document has
14. Page Display Path D Published Save Watchfolders 54 Select the sub menu item Other Directory General 4 Integration 3 Configure your Other Directory integration options Please enter the settings required to configure Other Directory integration Integration Name My Folder Path D Published Type in an Integration Name of your choosing Browse through to the required folder Select OK to enable new integration Other Directory allows for the saving of documents from pdfDocs to your designated directory providing for the option to rename your document on saving from pdfDocs 55 Appendix A Binder Project Table of Contents templates The following guide provides a quick reference to configuring your Binder Project Table of Contents including data and format as available in pdfDocs Accessing your Binder Project Table of Contents template To access the Table of Contents template from pdfDocs you must have an open and active Binder Project Select Binder Options and click on the Open button this will open the default Binder Project Table of Contents TOC as a template document in Microsoft Word When opened in Word the TOC template document will appear as follows SENT Lucio usco AABbC Aanbce umede ABBbce AAH AaBbcer sones rurecaca ascos AN Pies Muff noma Jenospas masangi herang masanga Hennes mme Stn
15. Settings Notice Update View Load Default Settings Legal b From the Central Config location modify the line below in the pdfDocsAppSettings xml file i lt Version version 1 enforced false gt 1 0 0 0 lt Version gt 1 Increase the version value by one i e If it s set to 1 modify to 2 If it s set to 2 modify to 3 ii Users will receive the Stationery Sets file on the next 24 check in for pdfDocs 1 pdfDocs checks every 24 hours the Central Config location for any changes c Write a script to push down new file to users 68 Appendix D Save As TIFF Options and workflows for Save As TIFF Users now have the option to save multiple documents in multiple page TIFF formats When selecting Save As the Save As menu from in the backstage will be displayed 1 From the File Type menu select a TIFF option 2 Select Single Paged TIFF s or Multiple Paged TIFF TIFF output Example workflows Each of these examples show the results dependent upon options chosen in the backstage view Test 1 Single document with multi pages as Multi paged TIFF lO x File Edit view Favorites Tools Help A Q Back P O search gt Folders 5 gt X 19 m 5 C Documents and Settings Administrator My Documents TIFF Test Address a C Documents and Settings Administrator My Documents TIFF Test y Go Doc 2 Single Doc with One Page As Multiple Paged TIFF tif TIF Image Test
16. View a ME MSG Binder Name Type Convertto PDF Size Pages DMSID Description Received Sent El ES Folder 01 E Email 05 at root level with a msg MSG M 45 KB 2 31 03 2015 30 E Email 06 at Folder 01 with Word and msg atta A Attachments Folder ol EEES 03 Document Ten Pages DOCX v 13 KB E Email 05 at root level with a msg attachme J Attachments 03 Document Ten Pages E Email 07 at Folder 01 no attachment E Email 08 at Folder 01 Word attachment Attachments E Email 09 at Folder 01 with msg attachment no Attachments Folder 02 El Folder 03 External msgs E Msg with a msg attachment that has a msg atl Attachments E Msg with a msg attachment that has two Wor Attachments E Msg with msg attachment that has one Word Attachments E Msg with one Word 2013 attachment 10 Attachments E Msg with two Word 2013 attachments Attachments El Folder 04 Internal msgs 42 Any email that has an attachment will show a sibling folder indicated by a paper clip icon clicking on the icon will show the attachments associated with the parent message file If an attachment is another msg file any attachments in this second msg file will also show The received or sent date associated with the msg file will show in the Received Sent column Clicking on this column header will sort by this date Attachments can be removed from the parent message file but documents cannot be added to a message file
17. a Snapshot of a Binder Project at a particular point in time Once a Snapshot has been taken the structure and contents of that Snapshot are effective locked meaning that pdfDocs will not allow moving or deletion of existing files and folders If a Snapshot has been taken erroneously then the same Snapshot button can be dropped down offering the ability to Revert All returning the Binder Project to its original un snapshotted state or Revert Last returning the Binder Project to its original snapshotted state At each point in the Snapshot Revert process users will be prompted to confirm any selections made with a message Customize View Allows users to view all available columns in the current pdfDocs Binder Project If additional metadata is available to pdfDocs then this additional information may also be available for selection via the Binder Customize View window As well as adding columns to the Organizer interface the Binder Customize View window also allows you to specify which column will the used to sort the information presented in the Binder Project Click on the Add Criteria button and selected required field from the drop down menu in the Field column The associated Metadata and Order can be selected and sort priority can be established by moving the selected Field up of down the list by highlighting and selecting either the Up or Down arrow Switch Windows allowing for switching
18. a Single PDF Binder or outputted as Multiple PDF Binder Binder Projects provide for options to add Watermarks Numbering Sets Security and set initial view settings On binder production a fully customizable table of contents is automatically created 12 Starting pdfDocs pdfDocs is started by any of the following methods e Choosing the pdfDocs printer as the target printer to print a document or output e Double click on the pdfDocs icon e in the system tray bottom right corner of your screen e Goto Start menu and select the pdfDocs application d pdfDocs e Use pdfDocs shortcut on the Desktop e Place certain suitable document types into a WatchFolder configured in pdfDocs e Drag amp Drop certain document types onto the pdfDocs shortcut on the Desktop e Use right click menu options in certain integration Document Management Systems DMS e Click on the pdfDocs toolbar heading in Microsoft Word Excel or PowerPoint e Click on the pdfDocs icon that shows in the toolbar of Microsoft Outlook idii Document types that can be imported directly using WatchFolders or drag amp drop KN J include PDF graphic file types such as TIF JPG BMP and Microsoft Office document mep types including DOC X XLS X and PPT X Please refer to full list on page 82 How best to use pdfDocs to suit your needs Because pdfDocs offers such flexibility on how to view and work with PDF documents setting initial defau
19. another project Alternatively at step 4 could select the drop down menu on my Send to Project icon 7 The drop down list will show currently open projects separated by projects which are pinned as favorites the pinned list is read from my MRU list p B BG FILE HOME REVIEW EDIT PROTECT VIEW O 1 Clipboard 0 Email if Paste Computer Previev 1 8 Organizer A pop Clipboard Save 2 a Org 888 pop gt 3 8 Organizer D pop 4 3 Organizer B pop z 5 P Binder 1 bdr lt 8 Once a project has been selected the document will be sent to the project 9 If the project selected is currently closed the project will be opened This will take me to my backstage view Export menu from which can select from a pinned project in The same workflow can be achieved whilst working inside an Organizer Project A document or a collection of documents can be sent to another project In all cases the destination project can either be a Binder Project or an Organizer Project 21 How do save a PDF Single Document Mode When viewing a PDF in a single instance of pdfDocs all save actions are in the save group on the Home ribbon For example receive an email with a PDF attachment need to view date stamp and save my document to disk Double click on the PDF attachment PDF opens in a single instance of pdfDocs assuming you have set pdfDocs as your default PDF viewer Select the Stamps dro
20. been marked as Cover Page then the contents of the autorun inf will read autorun shellexecute CoverPageDocumentName pdf If the table of contents checkbox is off and no document has been marked as Cover Page then the contents of the autorun inf will read autorun shellexecute DocumentName of first document in binder pdf 34 Header and Footer Field Codes Insert Field Code Field Codes can be automatically inserted into the Header and Footer of your Binder PDF Headers and Footers including Field Codes can be applied to the Left Centre and Right of each Header and Footer by clicking on the text box beneath each to activate Once activated manually enter information or use the predefined Field Code dropdown list o Available Field Codes lt lt pagenumber gt gt Displays the absolute page number relative to the document lt lt pagenumberex gt gt Displays the page number relative to the entire Binder PDF lt lt lastpagenumber gt gt Displays the absolute last page number relative to the document lt lt totalpages gt gt Displays the total number of pages in the Binder PDF lt lt batesnumber gt gt Displays the Bates Number as specified in Numbering Sets lt lt batesnumberfirst gt gt Displays the first Bates Number as specified in Numbering Sets lt lt batesnumberlast gt gt Displays the first Bates Number as specified in Numbering Sets lt lt sectionnumbers gt gt Displays t
21. document lt lt PageNumber gt gt The current page number in the Binder lt lt LastPageNumber gt gt The last page number in the Binder lt lt PageNumberEx gt gt Displays the page number relative to the entire Binder PDF lt lt DocLastPageNumberEx gt gt Displays the document s last page number relative to the entire Binder lt lt AutoNumbering gt gt The lt lt PageNumber gt gt or the lt lt BatesNumber gt gt lt lt sectionnumbers gt gt Not available for inclusion in TOC lt lt sectionnumberlastpages gt gt Not available for inclusion in TOC BATES NUMBERING lt lt BatesNumber gt gt The current Binder s Bates Number lt lt BatesNumberFirst gt gt The current Binder s first Bates Number lt lt BatesNumberLast gt gt The current Binder s last Bates Number 59 Element Field code Description Thumbnail Numbering lt lt sectionnumbers gt gt The thumbnail number if pagination set on document refer to page Error Bookmark not defined lt lt sectionnumberslastpage gt gt The last thumbnail of the selected section refer to page Error Bookmark not defined DOCUMENT MANAGEMENT lt lt DMDoc lDSource gt gt DMS Document ID lt lt DMLibrarySource gt gt DMS Library lt lt DMVersionSource gt gt DMS Version lt Document gt lt Folder gt lt TableOfContents gt Date and time formatting options available are listed in the
22. expires 01 May 2020 Set License Licensed Users 10 File Information Program Folder Central Config Log Location Get Help Log Management Getting Started Guide Open Log Folder Advanced User Guide E Learning System Log a Support Call Disable Debug Log Zip and Send Logs Settings Notices Update View License Agreement Load Default Settings Legal Notices and Credits 2013 2015 DocsCorp Group Pty Ltd Version 4 2 100 33 License Information Company s license information including Licensee License Type and Licensed Users Selecting Set License will allow for the entry of new or updated license information for pdfDocs and or E Learning by Capensys modules pdfDocs License Management A Please enter license details Licensee Name DocsCorp Pty Ltd pdfDocs License Key E Learning by Capensys License Key Find out about E Learning The E Learning by Capensys modules are additional modules which can be purchased through DocsCorp For further information please visit http www docscorp com en support capensys 83 File Information Displays the program location central config deployment directory and log file location Get Help Getting Started amp Advanced User Guides To access the latest user guides you will need an internet connection We are committed to helping our customers get the most out of their investment in our software In addition to ou
23. file which when copied onto a CD DVD with the PDF Binder will automatically launch the Binder when the CD DVD 25 is inserted into a drive The Autorun inf file contains the following information autorun shellexecute Name of Binder Package PDF Note please refer to the section called Make Binder workflow considerations autorun inf on page 34 for additional information on this Save Into ONLY available for Single PDF Binders and with integrations to document management system Allows users to check their Single PDF Binder into their document management system Show Table of Contents Allows users to view the PDF Binder created by launching the Table of Contents upon completion of the Binder creation process Enable Universal File Naming ONLY available for Multiple PDF Binders Allows users to adopt Universal File Naming which eliminates the possibility of elongated and non conforming file names Each bound document is referenced using a name relative to its position in the PDF Binder e g 000012 pdf whilst ensuring that the PDF Binder does not exceed maximum file name lengths and locations in the target file system If Enable Universal File Naming is unchecked then Standard File Naming is followed which creates the Multiple PDF Binder with naming adopted from the child documents making up the Binder Embed Unconverted Files ONLY available for Single PDF Binders will embed unconverted
24. no server software or server component required for this to occur all processing of documents is performed with your pdfDocs or compareDocs software This means that you can OCR documents when you are working remote to your office with your laptop or have no server access Using pdfDocs you can convert PDF documents into the following output formats PDF Image with invisible text layer a text searchable PDF Word Excel or PDF A What does OCR mean OCR optical character recognition is the recognition of printed or written text characters by a computer This involves photo scanning of the text character by character analysis of the scanned in image and then translation of the character image into character together with formatting information such as the font style underlining and other formatting In OCR processing the scanned in image or bitmap is analyzed for light and dark areas in order to identify each alphabetic letter or numeric digit When a character is recognized it is converted into the relevant letter or number OCR technology will also check the words found against a dictionary of words for the language that the document has been typed in to improve accuracy and to enable special fonts only used in certain languages to be recognized and differentiated from other graphics or marks on the page OCR produces a high degree of accuracy on typed documents with font sizes ranging from 10 point and upwards It produces a lower d
25. of contents No other PDF application provides this functionality Please take a moment to read this manual so that you can take advantage of many of the time saving features provided in the software Of course we are seeking to continually improve the software so we welcome your suggestions Whilst DocsCorp engineers have put in years of work into this product we know there are always additional options and features you would like in the software so please let us know how we can make the product even better You will find detailed information on methods of installing pdfDocs covering the many different computer environments you may have on the DocsCorp web site www docscorp com Simply log on to the DocsCorp Resource Centre We welcome you to the pdfDocs family and trust you will enjoy using this software Yours sincerely Dean Sappey President DocsCorp What are the key features in pdfDocs 4 The following features and enhancements are available in pdfDocs Single Document Mode e Set pdfDocs 4 as the default PDF viewer e Launch and view PDF documents in a single instance of pdfDocs e Review markup edit from within this single instance and save changes back to disk or to your document management system e Senda PDF to an Organizer Project or Binder Project e Fill interactive forms Organizer Projects e Multiple Organizer Projects e Multiple Binder Projects e Organizer Project Templates e Set Output Option
26. original Binder Template is not impacted by this function maintaining integrity of the Template for others to use Binder Templates can be stored locally i e on the user s computer or on a Server Server based Binder Templates are displayed in the Server Template dropdown list allowing users to simply select the Template appropriate to their task See Appendix B for information regarding the setting up of Server based templates for Organizer and Binder Projects Binder Project Options 8 Settings Binder Options are self contained i e unique and portable with the Binder Project or Binder Template and independent of Organizer settings and options The Binder Options window is displayed and allows users to specify functions and behaviors upon generation of the Binder Project or Template To display the Binder Options right click on the Binder Tab and select Binder Options from the pop up menu Binder Options e Table of Contents This option is selected by default and instructs pdfDocs to generate a table of contents upon creation of the Binder Project e Table of Contents Bookmarks This option is selected by default and instructs pdfDocs to create bookmarks within the bound project s table of contents This will ensure that the table of contents can be used to navigate throughout the bound project e Table of Contents Bookmarks in sub documents This option is selected by default and instructs pdfDocs to create bookmarks t
27. remain in focus until you press your Esc key or select another annotation For example wish to highlight multiple lines on a page Select the Home ribbon Right click on Highlight Select Keep highlight tool selected Move your cursor to your text that you wish to highlight Click and mark text Ow Sw Ne Continue highlighting text as you move down the page or move to the next page 20 How do add an image to a page Select the Add Image icon from the Home or Edit ribbon A Windows Explorer window is presented Browse through to required image Once image is selected draw image on to page The image can be resized from the anchor points or rotated Click away from image to finish To edit the image or move select the Edit Image icon from the Edit ribbon Click on image po On oau PWN bP Drag to move select anchor points to resize or select Delete key to remove image How do send a PDF to another project There will be times where you will want to send a PDF to a project so that the PDF can be combined with a collection of PDF s for example your receive an email with a PDF attachment which you need to view and send to a working project Double click the PDF attachment The PDF opens in a single instance of pdfDocs if pdfDocs is set as the default PDF viewer View the document mark it up etc From my Home ribbon click Send to Project icon WV PwnbP my most recently used list MRU or browse to
28. 2 Single document multi page as Single page TIFFs File Edit View Favorites Tools Help Qrk O P P Search gt Folders sax E Address a C Documents and Settings Administrator My Documents TIFF Test y gt TIF Image TIF Image lar Doc 3 Single Doc with Five Pages As Single Page TIFFs3 tif TIF Image lm Doc 3 Single Doc with Five Pages As Single Page TIFFs4 tif TIF Image i Doc 3 Single Doc with Five Pages As Single Page TIFFs5 tif TIF Image 69 A single TIFF generated with multiple pages A five page document is split into five separate TIFF files labeled sequentially with document name and document page count Test 3 Single document multi pages as Multi paged TIFF 5 C Documents and Settings Administrator My Documents TIFF Test File Edit view Favorites Tools Help olx a Q Back P P search gt gt Folders gt x 9 m Address a C Documents and Settings Administrator My Documents TIFF Test J a Go Test 4 Multi documents as Single paged TIFFs 5 C Documents and Settings Administrator My Documents TIFF Test File Edit View Favorites Tools Help 15 xi Ay Q Back P P Search Folders 5 gt X 10 m Address a C Documents and Settings Administrator My Documents TIFF Test 18 a Go Doc 3 Single Doc with Five Pages As Single Page TIFFs2 tf l Doc 3 Single Doc with Five Pages As Single Page TIFFs3 tif Doc 3 Single Doc wi
29. 68 APPENDDCD SAVE AS TUEF cisccccnstisciccesccdicsedeosacceceedestacossdaccundeecndseensecaeraconssctuccrtereqecesuecusecseuegeensectiedusceuaesedcesansaseccereqceneee 69 OPTIONS AND WORKFLOWS FOR SAVE AS TIE 0 ici a iii dari dirdai diri idad 69 HEF Out put EXample Workflows iii rra 69 WHICH CHOICE OF TIFF AN EXPLANATION veges cscs cveckicessevsceselestdvscdecs cecedaatdusedec aaa dai 71 APPENDIX E PDFDOCS OCRDESKTOP cesscsscsssconsivessccssosccesstecssrsdessieetstecsessccseveecctessentcsesuecdecerses veasdeacsteuteussoasseetsbetesesescoueeve 72 OVERVIEW Sanare sect cocas ect sovanech ages EER cei ndeetscdase ct tedaSest tude Ser tacdoseet segs Sept sededvstscdase cd tet Sesteetedestacdedect sede Sept tee dests cdeseck tedeseshes 72 INTFOGUCTION NAAA ia 72 What does OCR MEON ois ia ssak cs nado dadannd cnn outta cu desvde oaliva dutadeet deculesvaesodess duvadeuk dacnddsudevaderd sucadews da dade da add duvadeusdacaddovecsadt oben cts 72 Converting PDF document to Word Excel or Text ForMat scccsssccssscessscessccessecssscesscessecesscssscessscessecessecuscessscessseesseceaeeoes 72 ABIA DYO eO AETAT d aele UE A it ODO eee reerr eet seer eer teeet retest errr 73 PDE DOCUMENTS CONTAINING Tdi A bear Yea AAA AAA Hevea AA id 73 Set pajDocs to Use OCRDEOSKtOD coccion il adi da dai nd RA did A da iii did idas 73 Server v s Local Template Seisein aaa aaraa aeaa a aa aa aa araa detadebakedovedsbalebensdetadebadedsheaanalevenddedsadededeneds 73 A
30. Binder Options Refer to Binder Options on page 31 e Security Enable security options to be applied to PDF s in final binder when Make Binder is selected e Watermarks Enable watermarks to be applied to PDF s in final binder when Make Binder is selected e Numbering Enable page numbering options to be applied to PDF s in final binder when Make Binder is selected e Initial View Enable initial view options to be applied to PDF s in final binder when Make Binder is selected e Binder Type Allows users to specify the type of Binder PDF they wish to produce being O O Single PDF Binder A single bound PDF document containing all Binder documents Multiple PDF Binder A multi document bound PDF package consisting of all Binder documents Multiple PDF Binders are most useful when file size restrictions must be adhered to Cover Page Binder A single bound PDF document containing only the Table of Contents and the Binder s Cover Page e Make Binder this button starts the creation of a binder and displays a number of options to the user O Binder Name Choose a name for this Binder This allows the user to make as many Binders as they like Show in Explorer Upon completion of the Binder creation process a Windows Explorer window will be displayed opening to the location of the PDF Binder Create Auto Launch for CD DVD Selecting this option creates an Autorun inf
31. EEE ETETE TEE EETA ere eres eee eoes Set reer eae goer 74 A A ie een tees 74 Creating Local Templates ii cciics sesestesceckdesudeveaces sussscntdoansivnsesedcoatusasearsoundsenleseas oe cnsdensesbatedontaenen seduce oncadouscauni oeaaveceaddnvadsaceede 75 AO iii A AAA AAA RA ARA ARA ARA AAA RRA AAA RA LA ele ee AA 75 Configuring Local Tem plates cette ais 76 PDE Op A a ee EE 77 Word Excel Text O tions scz sczccscssacacevesecazycisscigscessciesdeseceastsscigedeseaeecesacuasdescdasataaicisides scissanasausebes acess id 77 LAN BUAB OS eerie NN 78 RAN Na 79 Recognition Options Blank Page a 79 SERVER AND EOCAL TEMPLATE DEPLOYMENT us 0d aaa steavauecaubeecs a a aas 81 OCR DOCUMENTS FROM THE ORGANIZER circa iia dit 81 CONVERT TO ANTHER FILE TYPE A O NANO 83 LICENSE INFORMATION O ODA 83 EAINNT OIN AE S E A li ea 84 E a E E E TE E E E lain du dp acadees 84 Getting Started Advanced User Guides a aaa a a a a aa a ara aa aaa a aaiae as 84 E Learning Syste Meie itii a aa a aa a a a a a a a a a a aTa 84 toga Support Call ara ti e a E tees teen a a ves A 84 LOG MANAGEMENT OP LOG FOIA H ais sizes NN Zip and Send Logs Enable Debug Log SETTINGS secs iweucucy E E O 85 NOTICES 28s sea AR AGAR AR AD AMARA AMARA AMA ARR ARAM AMA ARAM ARAM AMAA RA ARAM ARAMA ONE 85 Introduction It s now over 10 years since pdfDocs was first released to the market During that time over 400 000 people in 23 countries have relied on this soft
32. G compression is efficient You will lose quality with JPG compression PackBits compression Lossless uses run length compression which is very effective for reducing the size of bitmap files which contain large areas of solid color There are two color TIFF formats that produce uncompressed outputs TIFF 12bit RGB Color No Compression It is Color with 12bit RGB output 4 bits per component TIFF 24bit RGB Color No Compression It is True Color with 24bit RGB output 8 bits per component The remaining TIFF formats all produce black and white output with different compression modes TIFF b w CITTT G3 Fax Encoding with no EOLs End of Line It uses a CCITT Group 3 compression TIFF b w Fax Group 3 G3 Fax Encoding with EOLs End of Line It uses a CCITT Group 3 compression TIFF b w Fax Group 32 d 2 D G3 Fax Encoding It uses a CCITT Group 3 compression TIFF b w Fax Group 4 G4 Fax Encoding It uses a CCITT Group 4 compression TIFF b w LZW Compression tag 5 It uses LZW compatible compression TIFF b w PackBits Compression tag 32773 It uses PackBits compression 71 Appendix E pdfDocs OCRDesktop Overview The following guide provides a quick reference to configuring and using pdfDocs OCRDesktop Introduction pdfDocs provides the ability to convert PDF documents to multiple formats regardless of whether the PDF document contains only graphics a mixture of text and graphics or text only There is
33. However the OCR process will attempt to guess between random imperfections on the page to determine if they are a valid character in your selected language s or really are just marks and unreadable areas on the page and so should be ignored Ideally you should create a template for each language document you are OCR ing for optimum results 78 Recognition Options The Recognition options tab controls how the source PDF document is to be interpreted regardless of the output format of the document PDF Options Word Excel Text Options Languages Page Processing Options E Detect Barcodes m Detect Inverted Image m Remove Geometrical Distortions Objects Extraction Detect Matrix Printer Analysis Detect Pictures Detect Porous Text Synthesis for Page Options Allow Gray Background Colour Allow Gray Text Colour Correct Dynamic Range Detect Background Colour Detect Document Links Detect Hyperlinks Recognizer Options Balanced Mode Low Resolution Exact Confidence Calculation Fast Mode One Line Per Block One Word Per Line m Detect Separators Detect Vector Graphics a Fast Objects Extraction m Detect Tables m Flexi Forms DA No Shadows m Full Text Index DA Prohibit Double Page m Prohibit Color Image m Prohibit Model Analysis Remove Garbage m Single Column m Remove Texture Orientalion De
34. Languages currently available from 4 2 u1 English US English UK German and Norwegian Bokm l Spanish and French are currently scheduled for a future release 41 Binder Offers the choice on whether or not to show attachments in the Binder Project under their parent msg file Enabling this option will bring in attachments with their parent message file when the message file is imported in to a Binder Project When enabled attachments are extracted to a maximum of two levels To enable start pdfDocs then go to File gt Options gt Binder Check the option for Extract Outlook msg file attachments A O General options for Binder Projects 4 Integration Outlook Message Conversion Options Digital Signature SharePoint Y Extract Outlook msg file attachments HP WorkSite Other Directory Other Executable Generic Automation OCR Organiser Outlook Page Display Save Watchfolders OK to commit changes In Binder projects any Outlook msg file imported will show attachments to two levels H MSG Binder bdr pdfDocs Binder Project 7 ith X mn 7 H E E E F m Customise View pr Add Item da Options Security Watermarks Numbering Initial View BinderType Make Binder Snapshot Switch Preview Pane gt Windows Add Item Output Options Make Binder Window
35. Microsoft date amp time formatting rules on page 62 60 Editing the Style of Elements Field Codes To change the style of the elements or field codes within the Table of Contents TOC first open the TOC From the Binder Project right click on the project tab and select Binder Options Select the Open button from the Table of Contents section on the Binder Settings tab This will launch the TOC in Word Locate the field code that needs to be edited and select Ctrl Shift S keys on your keyboard this will launch the Apply Styles edit window From here the option to modify the selected style will be available Once the modification has been committed continue with any further edits save the changes and close out of the Word document The changes will be visible in the next binder produced Sample Binder Project Table of Contents The Binder Project TOC below was created by making a few modifications to the TOC template Table of Contents paoa companta v3 2 These modifications have been made by editing the TOC template and adding the field code lt lt TotalPages gt gt O CELS tableofcontents doc Compatibility Mode emi 7 Home Page layout References Mallings Review View Addins Bi ea Ca on Ja 2B E Sredu aBbceodi Aaabceddt AaBbC AaBbCc AaBbCcd AaBbCe ee E l b x ome TNormal No Spaci Heading Heading Heading3 Heading 4 Font il pac lt lt TableOfContentsName gt
36. OCR process is finished text can be searched for within the document Select Ctrl F hotkeys will show the search window on the Navigation tab Type in the text string to search for the search is dynamic and will begin to search as you type in the search criteria The results will be displayed in the Results pane A search in an Organizer Project will group the search hits by document A search in an Organizer Project will also conduct a search on the document list narrowing down the visible documents in the Document pane as the search criteria is typed in 23 Binder Projects Overview A Binder Project combines multiple documents both PDF and non PDF into a PDF Binder complete with an automatically generated customizable and printable table of contents Binders offer the following capabilities e The ability to collate PDF and non PDF documents into a single or multi document Binder Project e The ability to choose individual files or folders to be added to a Binder Project e Include individual documents or folders stored in a document management system in the Binder Project e Automatically generate a Table of Contents cross document links bookmarks and indexes o Use in house Word templates and styles to generate the Table of Contents e Assign a Cover Page from within the Binder e Configure Binder Project options and settings that are unique to each Binder Project and portable with the Binder Project e Add or remove documents f
37. SUIT YOUR NEEDS ccessscseCcvsacsscescashessyepssayseass saben snesusvsdaxstevsncbes sscesbusesspobasevsnevsbesis oossvsaabitaptabuanteestione 13 Open PDP os cioioiiianin acia aa ia iaa di 13 Convert to PDF NON 19 How DO APPLY OUTPUT OPTIONS TO DOCUMENTS HOW DO MARKUP APD ives sessesdsessssiebesseassbsessssshastsseabssteassbsnabsosbandesesbenbeancbsenscacbancnuesbeazeasdueabsadeandededbcadeaneuueabcadbanenensbeaueansnsnabsasban o o TA HOWDO l SEND A PDF TO ANOTHER PROJECT costasesessnesetescsessvessnesiesexstezsascnssuvenstasixacenedstasedazebesssasesesslesetassasdabeas adesedabedetasezicsbavstdtexiach 21 A sasecedssuve aeaa aiaa E aaa thvegscedesasese Suipaces duu EEAS ya das uate dhe EEE does 22 Single Document MOTE naci Aina dinarama nana lana daa aan anta araa Rah 22 OFDANIZE Pr Ela A A AA dada 22 OW DO PRODUCE ATEXTSEARCHABLE PD Fis iia anna 23 BINDER PROJECTS accede ccc diecast deatectuacentssedeteesssccessasscinssetnscebivcecccunccussteaecedeecnetesasdeelexeccncsdvacdcescdecsevsevcetinsededssuscecersdeatcenestses 24 OVERVIEW eck ctl ceo ete Aer te ie a tad wee e E E Le LS tio eae a Ae 24 Create Binder Project A Saba Meas Si Soba teas Bell alee tad Th Binder Workspace aise BAUER RERURER RUE RER eRe A RUNE Bee ABU BER Aa Make Binder Error Reporting NN aes CREATING amp MAINTAINING BINDER TEMPLATES Creating and saving a project as a template Creating 0 project fromaServer Template e dt Gibb thd ith al eben e
38. Separators E Default setting is managed by pdfDocs V Checked setting is active _ Unchecked setting is inactive Here you can adjust the recognition methods to suit the source of your documents or the types of documents you are OCR ing For example you may have different settings for OCR ing Faxes than documents coming from your scanner For example you can switch on Skew settings here to automatically adjust documents that have been scanned on an angle For more information on exactly what each setting means hold your mouse pointer over the description field for a balloon help field to display Recognition Options Blank Page Handling The ability to split pages through the detection of blank page separators can be enabled as part of an OCR Template By default Blank Page Handling is disabled for all current OCR Templates To enable you will need to copy a default template and create a local template Once you have created the local template copy open the template and select the Recognition Options tab on which you will be able to locate the Blank Page Handling options 79 By default these settings are set to Default the default action being disabled Enabling these settings is only applicable for documents that are passed through Blank Page Handling Applicable only to documents sent to an Organizer Project through WatchFolders A 6 R Separate Default y
39. Sunem Eph a Shee Pen yj lt TableOfContents gt lt lt TableOfContentsName gt gt lt Document gt 1 lt lt DocName gt gt lt lt PageNumberEx gt gt lt Document gt lt Folder level 1 gt lt lt FolderName gt gt Page lt Document level 1 gt 2 lt lt DocName gt gt lt lt PageNumberEx gt gt lt Document gt lt Folder gt lt Folder level 2 gt lt lt FolderName gt gt Page lt Document level 2 gt 3 lt lt DocName gt gt lt lt PageNumberbo gt The TOC template is made up of a number of elements and tags which are referred to in this guide e Elements are referred to as elements e Tags are referred to as Field codes Field codes are tags that display information about the Binder Project and together they present a dynamic and hyperlinked Table of Contents Elements are denoted with angle brackets e g lt gt Field codes are denoted with double angle brackets e g lt lt gt gt An important concept to understand is that elements are containers of field codes Because elements are containers they require opening and closing tags For example the opening tag for the TOC element is lt TableOfContents gt and the closing tag is lt TableOfContents gt The lt TableOfContents gt element contains its own field codes including lt lt TableOfContentsName gt gt but its primary purpose is to house all other sub elements and their field codes The lt TableOfContent
40. a WatchFolder and when the target location is an Organizer Project bani MN Blank Page Values Behavior Handling Separate e Default Default e Disabled e The document will not be split The OCR d document will e Enable have the same number of pages as the original document e Enabled if First Page Blank Disabled e The document will not be split The OCR d document will have the same number of pages as the original document e The document will be split for each blank page found e The blank page will prefix the next output document e Single output document will have a suffix of _OCR e Multiple output documents will have a suffix of _OCR_n where n is an integer starting with 1 Enabled if first page blank e If first page of the original document is blank follow enabled requirements e lIffirst page of the original document is not blank follow the disabled requirements Behavior e Default This option will only be applicable if e Keep Blank Page Handling Separate Enabled e Discard OR Blank Page Handling Separate Enabled if first page blank Default e The document will not be split The OCR d document will have the same number of pages as the original document Keep e All blank pages will be kept e The total pages of all the output document s will equal the number of pages of the original document s Discard e All blank pages will be deleted e The total pages of all the output document s w
41. ad tibet AA belie A AA CREATING BINDER PROJECTS FROM BINDER TEMPLATES daa RA O dueedseadsepacseds 31 BINTELO PON iio iia AA A AAA AA AAA AA 31 Make Binder workflow considerations QUtOFrUN INf ccsccccsscsesscsesscsssccsssessssessssssssessssessasesasesssessasessasesussessusssasessazessaseaes 34 Header and Footer Field Codes oia 35 OPTIONS A TO 37 GENERAL Default Layout and ZOO titi td AAA A AAA AAA AAA AAA AA IA a e 37 DISDIGY riada iaa 37 Image Conversion Options 3 cod rcndavadadedonidndaconadannioaodocaiunidoondndacodadadndndaduda dada dododndadodadada codi dada bala do dndndiianadudndadadudidnda do aaia 38 Outlook Message Conversion Options ss ccsicsvsiceieses svete vanivadesasstatvaas scale satcsasisaravedisa satel a aa aa Aaaa AT Aaa A TS ERSE 38 Word Document Conversion Options 2 2 5 cS ha A td dE A AAA da di dis 39 IMPOrtONd ODEN OPONE a a act ad 40 PrNtOPUON Scala aR NENE na Dana laa a BEER EREREEE ES 40 Send to Project Optio S ici ii dat AA aaa a a A Ai 41 Saveana EXPO ODtiONns miina a A aa a aa a a a r a a tadas 41 ACFODO ERA a 41 LangUdJE Nsa EEE E REE E E E E E E E EE E EEPEPCTT ETERS PTET CE PETES BINDERS h oeie cost cctssons cots sods cpdnants ce dacedheotecodh ents cpdbanda casSaedesoxhaodh sabbeodo sod cedusotheote oooh onteconb unde cestapdadosbaedh sonhcods codhandpsnds code sesh eatecovs op haceoote DIGITAL SIGNATURE EXCEL E ts OQUTIOOKRIDDON EA ARAN NRO ENTES PORO E A AN RA RN RN NN A Save Pro
42. atively uncheck the Enable checkbox to temporarily disable the integration whilst maintaining your configured server settings Multiple integrations can be added by selecting Add adding required integration and repeating the process for each additional integration that s required Disabling a configured DMS will remove all Save into DMS options in pdfDocs Other Executable You may wish to integrate with a program that is not listed as an available integration point To do this go to File gt Options gt Integrations and click on Add Select Other Executable and click on OK Integration Options Leap Lawdocs MYOB DM Manager Other Executable N Other Directory Sage Handisoft 52 Other Executable will be added to the integrations window and as a sub menu item to Integrations Cl Configure and manage DMS integration settings Add configure and manage DMS integrations Integration Outlook Auto detect and enable installed Document Management Systems Page Display Save Set the integration for import export and save workflows Integration Enable Other Executable v Select the sub menu item Other Executable General 4 Integration 3 Configure your Other Executable integration options OCR Please enter the settings required to configure Other Executable integration Integration Outlook Integration Name
43. ble click on a PDF the selected document will be opened in pdfDocs this is assuming that pdfDocs has been set as your default PDF viewer Refer to page 11 on how to set pdfDocs as your default PDF viewer e2 Set pdfDocs as default PDF viewer Tip pdfDocs can be used as the default PDF viewer open pdfDocs go to File gt Options gt General gt Import and Open Options and click on Make default viewer and editor 11 Alternatively follow these steps note that these steps may vary slightly for different operating systems the steps below are for Windows 8 1 Right click on a PDF and select Open With How doy veto open ds e 2 Select Choose default program id re 3 Check the option for Use this app for all pdf files a 4 Select pdfDocs from the list of compatible applications a 5 pdfDocs 4 will now be set as the default PDF viewer Ej 6 If at step 4 pdfDocs does not show in the list of compatible oO apps select More Options oe 7 Scroll down and select Look for another app on this PC n 8 Browse to C program files x86 DocsCorp pdfDocs 9 Double click on pdfDocs exe 10 pdfDocs will now be set as the default PDF viewer Organizer Project An Organizer Project is a collection of PDF documents any document printed to imported or dropped in to an organizer project is converted to PDF This collection of documents can be worked on individually or as a collection of
44. cation specifies H if the format pattern is not combined with other format patterns The hour in a 24 hour clock Single digit hours have a leading zero Different values of the Kind property that is Local Utc or Unspecified The minute Single digit minutes do not have a leading zero The application specifies m if the format pattern is not combined with other format patterns The minute Single digit minutes have a leading zero The numeric month Single digit months do not have a leading zero The application specifies M if the format pattern is not combined with other format patterns The numeric month Single digit months have a leading zero The abbreviated name of the month as defined in AbbreviatedMonthNames The full name of the month as defined in MonthNames The second Single digit seconds do not have a leading zero The application specifies s if the format pattern is not combined with other format patterns The second Single digit seconds have a leading zero 63 t t tt y y yy yyy yyyy yyyyy YYYYYY Z Z ZZ ZZZ The first character in the AM PM designator defined in AMDesignator or PMDesignator if any The application specifies t if the format pattern is not combined with other format patterns The AM PM designator defined in AMDesignator or PMDesignator if any Your application should use this format pattern for languages for which it is necessary to maintain
45. cs and Economics 2012 Fet some pu GS Economen seame bas pl a ue oe Warid Cup and Eo seins at a An Organizer Project is a self contained file stored on disk They have a file extension of pop pdfDocs Organizer Project Organizer Projects will appear in the most recently used list in the pdfDocs backstage view Multiple Organizer Projects can be opened at the same time with each project appearing in its own instance of pdfDocs 4 A document that is showing in the Organizer is already a PDF Even if you are importing a document of another format such as a Microsoft Word document once it appears in the Organizer it is already in PDF format The Organizer list displays a list of documents currently available These documents have been at some stage printed to scanned or imported into pdfDocs Documents will remain in the list and will remember their checkbox status even if you restart your computer 18 Ribbons pdfDocs has seen the introduction of ribbons with the same look and feel as Microsoft Office 2010 2013 All of the functions required for saving marking up editing redaction or display options for example are now contained within the ribbons There are subtle differences in ribbon behavior between a PDF viewed in a single instance of pdfDocs to that seen in an Organizer Project Working with ribbons between a single PDF or within an Organizer Project do follow the same logic though common workflo
46. d out of the project For example wish to apply my firms stationery to documents that output from the project 19 Open an Organizer Project Select the Home ribbon Select the Stationery drop down Select a stationery set Stationery icon is now highlighted reflecting that this option is now enabled If output a document from the project i e my selected stationery is now applied to the document E a Ni can easily toggle the Stationery on and off by clicking on the Stationer icon on the Home ribbon If you wish to apply in place Watermark Header amp Footer or Stationery information to documents in an Organizer Project this is possible For example wish to add Numbering to documents in an Organizer Project Open an Organizer Project Select the Edit ribbon Select the drop down on Apply Header amp Footer Select a Numbering Set Oe Wh eer The selected numbering is now applied in place to the documents in the project before they are outputted from the project How do markup a PDF When viewing a PDF in a single instance or working in an Organizer Project all functions for markup appear in the Annotate group on the Home ribbon with these functions repeated on the Review ribbon plus additional annotate functions There may be repetitive annotations or stamps that you wish to add to a document in this situation right click on an annotation and select Keep tool selected Selecting this function will then
47. do not have a leading zero For example Pacific Standard Time is 8 The application specifies z if the format pattern is not combined with other format patterns The time zone offset or followed by the hour only Single digit hours have a leading zero For example Pacific Standard Time is 08 The full time zone offset or followed by the hour and minutes Single digit hours and minutes have leading zeros For example Pacific Standard Time is 08 00 The default time separator defined in TimeSeparator The default date separator defined in DateSeparator 64 Appendix B Setting up Server based Templates The following guide provides a reference to configuring your Server based project templates Creating distributing server based project templates Project Templates can be created and saved to a network location Once saved to a pre determined location this location is established as a default location through an entry in the user s pdfDocsAppSettings xml The pdfDocsAppSettings xml is located in the client machine roaming profile directory for example C Users User Name AppData Roaming DocsCorp pdfDocs Config Open this file in a text editor and add the following lines to the xml file substituting Dir_Path with your required location This can be a mapped drive or unc path lt OrganizerSettings version 0 enforced true gt lt DefaultOrganizerPath gt Dir_Path lt DefaultOrganizerPath gt
48. documents for output An organizer project provides an efficient method to work on related documents relevant to a single piece of work Organizer Projects allow for the import of multiple documents in to a single project From here documents within the project can be marked up and collated in to a single document when exported or saved from the project An Organizer Project will present a list of documents in the Navigation pane To add documents drag and drop a document to the document list or select the Import button from the Home ribbon An Organizer Project is a self contained file stored on disk They have a file extension of pop pdfDocs Organizer Project Organizer Projects will appear in the most recently used list in the pdfDocs backstage view Multiple Organizer Projects can be opened at the same time with each project appearing in its own instance of pdfDocs Documents outputted from an organizer project can be collated in to a single PDF or outputted as individual documents Organizer Projects provide for options to add Watermarks Stationery Sets Numbering Sets Security and to work on Bookmarks and set initial view settings Binder Project A Binder Project is a collection of documents which can be of type PDF or can be kept in their native file format A Binder Project provides an efficient method to work on documents which relate to a single piece of work Documents outputted from an organizer project can be collated in to
49. dows Server 2008 R2 Terminal Services Citrix Metaframe on Microsoft Windows Server 2012 R2 or Microsoft Windows Server 2008 R2 Microsoft Windows 8 and 8 1 Microsoft Windows 7 Memory 1GB or higher Hard Disk Approximately 3Gb of available hard disk space for installation and up to an additional 100MB of working space for files being converted depending on the size of files being converted Note 2GB free space minimum on C is required for installation to progress Microsoft NET Framework Microsoft NET Framework 4 5 Visual Studio 2010 Tools for Office Runtime VSTO 2010 Runtime Microsoft Office Optional Integration Microsoft Office 2013 32 bit and 64 bit Microsoft Office 2010 32 bit and 64 bit Microsoft Office 365 DocsCorp products will integrate successfully with Microsoft Office 365 when the product is installed locally No integration is possible currently in Office Online apps or Office 365 when installed using Office on Demand Email Optional Microsoft Outlook 48 Supplementary software requirements Software Required version Internet download link NET Framework 4 5 required NET Framework 4 5 Full Redistributable Package Required to install pdfDocs This download contains the entire NET Framework 4 5 and is a good option for pushing out the installer to many machines http www microsoft com en us download co
50. egree of accuracy for documents with font sizes of 9 point or less handwritten documents or poor quality document images Converting PDF document to Word Excel or Text Format pdfDocs has two methods of converting PDF documents into text formats such as Microsoft Word Excel or Text format and it is important to understand the benefits of each as this can significantly improve results and the speed of processing 72 PDF Documents without Text If your PDF document contains only graphic images or is an image PDF that has previously been OCR d then pdfDocs will convert the entire document to a graphic and then interpret what each character is using Optical Recognition technology to create the Microsoft Word document PDF Documents containing text If your PDF document contains mostly text and possibly some images such as logos pictures etc pdfDocs OCR will convert the document to Word format without using OCR technology it will directly interpret the text and font information to create your Word document This will provide the best quality output Set pdfDocs to use OCRDesktop pdfDocs can be configured to use either pdfDocs OCRDesktop or OCR Server as its OCR engine and you may switch from one to the other on a per user basis as required you may wish to change this setting yourself To do this go to File gt Options gt OCR and choose the radio button for OCRDesktop General Digital Signature f LO Choose how
51. eld to display 77 Languages This tab defines what languages the OCR process will look for in the document These settings are only used if you use the Perform OCR checkbox when publishing to Word Excel and Text and are always used when OCR ing to PDF C Latvian C LatvianGothi C Lithuanian C Luba C Macedonian C Malagasy C Malay C Malinke C Maltese C Mansi C Maori C Mari C Maya C Miao _ Minankabaw C Mohawk C Mongol C Mordvin C Nahuatl C Hani DutchBelgian C Hausa EskimoCyrillic Hebrew _ EskimoLatin C Hungarian Esperanto O Icelandic Om O O O O m O O O 0 O O O O O O O O O O OVO Legend E Default setting is managed by pdfDocs Checked setting is active _ Unchecked setting is inactive You should check select the languages in this list that you expect to see in your documents You will get the best results if you select as few languages as possible This does not mean that the occasional word in another language will not be recognized correctly this will still occur when required
52. end Close Close the currently open PDF or project with a prompt to Save if any edits have been made since last save About Refer to the Help section on page 83 for further information Options Refer to the Options section on page 37 for further information 17 Organizer Overview Organizer Projects allow for the import of multiple documents in to a single project From here documents within the project can be marked up and collated in to a single document when exported or saved from the project An Organizer Project will present a list of documents in the Navigation pane To add documents drag and drop a document to the document list or select the Import button from the Home ribbon Gasen Project ABC po pdfDocs organize Project E o review cor mona vew xa Email 3 Senate Project fil Bookmarks Header amp Footer Y Coy 0 o Preview y Export To asuwe pan paste COMputer Seimo DMS Chpbosrd Import Spit Stamps Comment Watermark TE initiat view Clipboard Export Output Options Documents Comments gt P UE CQ alanwhest Page 4 2 12 2018 313 AM BOOKMARKS RESULTS Adjustment to notation Y Goldman Sachs olympics and econo 4407 2013 1 57 PAM 1 3 MB 42 42 Pages sacral y Limitat oq Points of Contact re goo B ny 3 A The Olympics and Economics 2012 s Taa Sasa emt a ts ca m mang mera enmon m some mo The Olympi
53. eneral information logging for pdfDocs and any errors The key log files are C Users lt username gt AppData Roaming DocsCorp pdfDocs Logs pdfDocs log e Records information such as startup times and time to render documents to PDF e Itisa rolling file reaching a maximum file size of 0 5MB C Users lt username gt AppData Local DocsCorp pdfDocs Logs pdfDocs log e Only enabled when Enable Debug Log is selected and records debug information e It has 10 rolling files each reaching a maximum file size of SMB e Enabled through the option Enable Debug Log Zip and Send Logs These logs can be conveniently zipped and emailed to us by selecting Zip and Send Logs please send the email to support doscorp com stating where applicable the following information e Company e Country e Your name e Phone number e Document Management System e Operating System e Office Version e Nature of issue e How many people the issue is impacting Enable Debug Log Refer to Open Log Folder section Settings Selecting Update will check for a more current version of the application in the installer directory and prompt to upgrade if a more recent version of the application has been copied to the install directory Notices Access to the end user license agreement and legal notices and credits 85 Copyright O DocsCorp Group Pty Ltd 2003 2015 All rights reserved pdfDocs is a trademark of DocsCorp Group P
54. ent can be saved or sent to an Organizer or Binder Project Alternatively selecting Import into an Organizer Project will allow for the selection of a default project to which documents are sent to after selecting Import into Project Import and Open Options When importing documents into pdfDocs Import into an Organizer Project D Desktop_Projects pdfDocs4 My Organisers Org 888 pop Browse Make default viewer and editor This will require for a previously created pdfDocs 4 Organizer Project to be selected Create a new Organizer Project first from the File gt New gt Organizer Project menu item This project can then be selected by browsing through to the pop file Documents printed to pdfDocs will be loaded in to the chosen Organizer Project The target project can also be set as a Binder Project Selecting Ask me what to do will present you with the Export To menu in backstage view allowing you to select to which project you wish to send the document to Print Options Print options manage how documents printed to pdfDocs are loaded By default Open in a new window is selected Documents printed to the DocsCorp PDF Printer will open the PDF in a new single document instance of pdfDocs Alternatively from the drop down an Organizer Project or a Binder Project can be selected An Organizer Project or a Binder Project will need to be created prior to this selection Printing to the
55. ent will be converted to PDF and sent to an Organizer Project Refer to page 14 on how to select a default Organizer Project e Email as PDF o The document will be converted to PDF and attached to a new draft email e Save as PDF o The document will be converted to PDF and opened in pdfDocs You will be presented with the backstage view in pdfDocs from which you can choose a location to save e Save into DMS o Allows for the conversion to PDF and saving into a document management system When selecting to Import into Project there are options available to you in order to set default workflows You will need to access the Options window in the backstage view Open pdfDocs and select File gt Options gt General For further information on these settings please refer to File Options gt General section on page 37 14 Backstage View The backstage view BSV provides for easy access to all task based workflows such as Save Save As or Print for example All output actions on a document will guide you to the backstage view in pdfDocs pdfDocs oOo x New Document Organizer oe Organizer Template Organizer Project From Template Name Matter ABC Location D Desktop_Projects pdfDocs4 My Organisers a Browse de Create Project From the pdfDocs 4 backstage view there are options for New Open Save Save As Import Export Print and Share New Select New from existing to browse to a c
56. eption List prompts to convert to PDF will be shown Outlook Ribbon Select the checkbox for Display Outlook Ribbon will show the Convert Attachment icon on the Microsoft Outlook addin ribbon Convert to PDF workflows can be disabled by toggling this icon on and off E e HOME SEND RECEIVE FOLDER VIEW ADD INS o Convert Attachments pdfDocs Page Display Rendering These options control and influence how pdfDocs presents various elements within the PDF to screen e Smooth Text will specify how to smooth anti alias text e Smooth Line Art will specify whether to use smoothing for line art improving the definition of fine lines e Smooth Images will specify whether to use smoothing for images which may in some circumstances improve scanned document quality for example e Enable Thin Line Heuristics will attempt to improve line definition when drawing rectangles Save Save Projects Organizer Projects will be automatically saved based on the time setting The time correlates to minutes This setting does not have any bearing on Binder Projects or PDF documents opened in single document mode 46 Save As Configure your preferred location when saving a PDF to disk Watchfolders Watchfolders Watchfolders provide for a destination on disk to which documents can be dropped and sent to from a scan process Once documents arrive in a watchfolder pdfDocs will detect these documents and convert to PDF w
57. equired heading styles Indicate which heading styles are to be converted into PDF bookmarks You do this by placing a number next to the heading style 1 represents the highest level of bookmark in the PDF Each number can only be used once Placing a 2 against a style indicates that style will be a sublevel of the heading style indicated as 1 If Hyperlinks is checked from the Settings tab Hyperlinks within the document will be preserved when the document is converted to PDF Items such as Table of Contents Cross References Footnotes and EndNotes within the document will be preserved on conversion to PDF when References is checked from the Settings tab Selecting one of the save options in the DocsCorp Word ribbon bar will commence the Export to PDF workflow Word to PDF will evaluate your document for hyperlinks and heading styles During this time you will see a progress window displayed plus you will notice your Word document being assessed as part of this workflow 39 Import and Open Options Import and Open Options influence the destination of a document sent to pdfDocs By default this is set to Ask me what to do Import and Open Options When importing documents into pdfDocs Ask me what to do PEREDA E Make default viewer and editor A document sent to pdfDocs will open in a new single instance of pdfDocs and the user will be presented with the backstage view from which the docum
58. essfully Ensure that the document is not corrupted right click on the document and select View Edit to open in its native format A 7 Once all problematic documents have been corrected click Re print the document to pdfDocs by right clicking and selecting View Edit this will open the document in its native application print to i i i i op eaei A a on the Make Binder button this will review all documents Project again but will not require for the conversion of documents Delete the document from the Binder Project and replace with a valid s a a Piriaaaed te fine omnent to PDF that were successfully converted during the first Uncheck the checkbox option to convert this document to PDF the document will then be embedded as an attachment in its original pass Saving you time on the second pass If all documents format have been successfully converted the binder will be produced successfully All problematic documents and parent folders will have warning icons to indicate issues You have the option to right click at the document or folder level to clear warnings once documents have been fixed It is not obligatory to clear these warnings before starting the Make Binder process again but all problematic documents do have to be fixed before the Make Binder process can successfully create the binder output Paste Q View Edit Item Gy Check DMS Version D Paste E Add Item G Check DMS Version
59. files into the Single PDF Binder in their native file format Documents will stay in their native format if the Convert to PDF checkbox is left unchecked on the document list OK This button initiates compilation of the Binder Project and will display the Make Binder window This window displays the various processes performed when generating the Binder as well as displaying progress Upon completion of this process the Binder is opened in Windows Explorer and will contain all documents either converted to PDF where possible or selected or the source documents in their native format i e those documents that could not be converted to PDF or were specified by the user to not be converted when bound Organize v Include in library y Share with w Burn New folder E Computer amp Windows7_OS C a Documents D Ga vmWarelmages F G2 company dataserverl G z Name Date modified Type a B Folder A 18 04 2012 10 09 File folder de Folder B 18 04 2012 10 09 File folder Y Appendix pdf 18 04 2012 10 09 Adobe Acrobat D hr Disclaimer pdf 18 04 2012 10 09 Adobe Acrobat D a tableofcontents pdf 18 04 2012 10 09 Adobe Acrobat D EZ Elements 1 8 E gt Expansion Drive J A 5 items 26 This Binder folder will also contain the table of contents generated with hyperlinks and bookmarks if specified via the Binder Project Options Snapshot Allows users to take
60. gh the Make Binder process in Binder Projects Electing not to show header information will offer faster PDF conversion methods over showing header information 38 Word Document Conversion Options By default Do not create bookmarks and hyperlinks is enabled no bookmarks hyperlinks or references are maintained during conversion to PDF Create hyperlinks and bookmarks using headings this will ensure that the conversion to PDF of documents that contains headings hyperlinks and bookmarks will be maintained through Office to PDF conversion method Create bookmarks and hyperlinks using custom settings will use pdfDocs print to PDF conversion method and will allow for the customization of which headings and styles are converted to bookmarks To customize open Microsoft Word and select the Settings icon from the DocsCorp ribbon Selecting the settings icon will launch the pdfDocs Word Export Settings window Settings Bookmark Styles Type a number from 1 999 against the styles that you wish to create PDF bookmarks 1 represents in the Bookmarks in the PDF 2 is a sublevel of level 1 and so on Each number should be only placed against 1 style IV Hyperlinks Web Email IV References TOC Cross References FootNotes EndNotes If you select the Create Bookmarks option you need to set which heading styles will be converted as bookmarks Select the Bookmark styles tab to set r
61. he relative section number represented on the thumbnail e Not available in pdfDocs 4 1 lt lt sectionnumberslastpage gt gt Displays the last relative section number represented on the thumbnail e Not available in pdfDocs 4 1 lt lt date gt gt Displays the date on which the Binder PDF is created applying the formats below lt lt date d gt gt Displays the day date in 1 1 2000 format lt lt date dd gt gt Displays the day date in 01 1 2000 format lt lt date ddd gt gt Displays the day date in Wed 1 1 2000 format lt lt date dddd gt gt Displays the day date in Wed 01 1 2000 lt lt date M gt gt Displays the month date in 1 3 2000 format lt lt date MM gt gt Displays the month date in 1 03 2000 format lt lt date MMM gt gt Displays the month date in 1 Mar 2000 format lt lt date MMMIM gt gt Displays the month date in 1 March 2000 format lt lt date yy gt gt Displays the year date in 1 1 07 format lt lt date yyyy gt gt Displays the year date in 1 1 2007 format lt lt date hh gt gt Displays the hour time in 12 format lt lt date mm gt gt Displays the minutes in 30 format 35 lt lt date ss gt gt Displays the seconds in 15 format lt lt docname gt gt Displays the document name lt lt docaltname gt gt Displays the document s alternate name lt lt docparentname gt gt Displays the parent document s name lt lt docparentaltname gt gt D
62. he value is ignored and the original resolution is used Export Mode By default the value of this property is Desired There are four separate tabs containing output settings for OCR Desktop The Legend at the bottom is important Legend A shaded text box means that this setting is managed by OCR Desktop m Default setting is managed by pdfDocs and is based on what the setting is for underlying OCR Desktop system defaults It is generally recommended that you leave any settings untouched unless you really need to change them to something of your choice this choice then overrides whatever was set in the system defaults A checked option means that this setting is switched on regardless of the setting in Checked setting is active the system defaults An unchecked option means that this setting is switched off regardless of the _ Unchecked setting is inactive setting in the system defaults 76 PDF Options These options control the creation of NS Word Excel Text Options Languages Recognition Options PDF or PDF A documents relating to C Enable PDF C Enable PDF A Preserve image resolution and compression E Picture Resolution image resolution and compression of the created PDF document once the OCR recognition process has completed as defined on the Language and Recognition Tabs These are document output settings To allow this template to be used when creating PDF or PDF A documen
63. header v Without header information Gaseg Outlook msg file pdf Read Only pdfDocs 2H 0x HOME REVIEW EDIT PROTECT VIEW El Email 3 Sendto Projet Ss Y Highlight Hz Q MarqueeZoom ff Find G3 L A Preview a Export To LJ Q U Underline O las ip 100 E Hand IS Paste Computer Save te DMS clipboard Insert Stamps Comment Text ape strike through a Fen Eh Page width oe l Select Clipboard Save Pages Annotate Drawing Zoom Editing a E gle a 3 z 3 3 From ReleaseTeam Sent 27 May 2015 14 28 12 1000 To Support Team APAC Ce ReleaseTeam Subject This is the subject line Attachments 02Document docx This is the body of the email With header information Gaseg Outlook msg file pdf Read Only pdfDocs 25H oo x J mue HOME REVIEW EDIT PROTECT VIEW 1 El Email 3 Send to Projet Sy 4 Highlight Hz Q Marquee Zoom A Fina og LA A Preview a ExportTo l 2 Q U Underline O lan ip 100 Hand I Paste Computer Save gs DMS Clipboard Insert Stamps Comment Blin abe Strike through aa Pare AE Page Width Bio Ip Select Clipboard Save Pages Annotate Drawing Zoom Editing z Alo a 3 z 2 E Alan Wheat From Alan Wheat on behalf of ReleaseTeam Sent Wednesday 27 May 2015 2 28 PM To Support Team APAC Ce ReleaseTeam Subject This is the subject line Attachments 02Document docx This is the body of the email This method is also utilized throu
64. ill be reduced by the number of blank pages 80 Server and Local Template Deployment Once you have created a Local Template it is possible to deploy this to all users via the server installation directory of pdfDocs Desktop To do this follow these steps 1 Create the local OCR template on one computer in your office 2 Look for an xml file of that same name on your computer E g a Template called Word Spanish will be called WordSpanish xml and will be contained with your other pdfDocs temporary files Typically this is found in C Program Files pdfDocs users yourname config RecognitionTemplates Local or will be where ever you have configured your installation of pdfDocs Desktop to store its temporary files 3 Copy that file into the directory on your server where your server ini file is located You can find this location by going into pdfDocs gt Help menu gt About and viewing the server ini location Copy the xml template into the folder config RecognitionTemplates Server Over the next 24 hours each pdfDocs Desktop client will be updated with this new template when pdfDocs Desktop is launched or by click on the Load Defaults button under pdfDocs Desktop gt Help menu gt About OCR Documents from the Organizer Documents or pages can be OCR d into a variety of output formats This can be achieved using a number of different options e Select OCR from the Edit ribbon this wi
65. inderTemplatePath gt Dir_Path lt DefaultServerBinderTemplatePath gt lt BinderSettings gt You only need to add those lines that you wish to set a default path for This method of having a central store of Binder Templates facilitates the need for standard numbering and security along with other user options for the user in the form of local templates or for the whole company in the form of server based templates Server based Binder templates can then be maintained within the one area allowing for amendments to be made and applied to any new Binder created Once server based templates have been created a user who selects to create a New Binder Project can choose Binder Project From Template then select Server Templates 29 Creating and saving a project as a template OT PAISES 7 8 9 Open pdfDocs Go to File gt New gt Binder gt Binder Template Type in a Name Select a location For local templates select the location as configured against lt DefaultBinderTemplatePath gt in the pdfDocsAppSettings xml For server templates select the location as configured against lt DefaultServerBinderTemplatePath gt in the pdfDocsAppSettings xml Select Create Project A new empty Binder Project will be opened Import required documents that need to always be in the project 10 Set output options 11 Close the project 12 Select Yes to prompt to save changes Creating a project from a Server Template Oe E BO NTS Open
66. isplays the parent document s alternate name lt lt doclastpagenumber gt gt Displays the document s last page number relative to the Binder PDF lt lt doclastpagenumberex gt gt Displays the document s last page number relative to the entire Binder PDF lt lt description gt gt Displays a description as recorded in Properties e Note that the Description column in the Binder Project workspace is dynamic in that entering text within the Description column will automatically update the properties of the associated document lt lt dmdocidsource gt gt Displays the document s ID when integrated with a document management system lt lt dmlibrarysource gt gt Displays the Library from which the document was sourced when integrated with a document management system lt lt dmversionsource gt gt Displays the document s version when integrated with a document management system lt lt BinderName gt gt Displays the binder name given to the binder at time of Make Binder lt lt ProjectName gt gt Displays the project name as appears on the Binder Project tab 36 Options Application settings are configured through File gt Options and influence default behaviour such as how pdfDocs is launched how printed documents are loaded in to pdfDocs configuration of watchfolders and Outlook integration settings General Default Layout and Zoom Options to set default view of a PDF whe
67. ith the resultant document sent to a project or opened in single document mode Select the watchfolder menu item from the options window and select Create Choose a location on disk to create your watchfolder once the location has been selected enable the watchfolder and select whether or not documents sent to the watchfolder will be OCR d If a watchfolder is enabled for OCR by selecting Recognize Text the preferred Recognition Template can be selected from the recognition template drop down fea Manage your Watchfolders Watchfolders Watchfolder Enable Recognize Text C AUsers UserName Desktop WF_BrotherScanner Y G Users UserName Network WatchFolder Y C Users UserName Desktop PD4_WatchFolderOCR Y v CAUsers UserName Desktop PD4_WatchFolder Y Add Watchfolder Recognition Template PDF General Use Once a watchfolder has been enabled in pdfDocs 4 pdfDocsMON exe will start e pdfDocs Ax Sending d scanprocess watchfolder this is required to monitor the contents of enabled watchfolders This replaces StationenDocsCorpLogo pdfto pdfDocs pdfDocsMonitor which use to run continuously with installations of pdfDocs 3 47 Technical information amp troubleshooting System requirements Recommended Client Workstation Specifications Processor 2GHz or faster Operating System Microsoft Windows Server 2012 R2 Microsoft Win
68. jects OVA Sa A O NO oa saan AA A ANO o O NA 47 Watenfolders cocinaba alan RINES Banana a lad aiid aan aia 47 TECHNICAL INFORMATION amp TROUBLESHOOTING ccccsssssssssececsesssssecceceesesssscaceecessesessnaceesesessensnaceeseeessesssacsasseseeseesss 48 SYSTEM REQUIREMENTS 00 ai eae A A A es OO ese eens SUPPLEMENTARY SOFTWARE REQUIREMENTS FILE SERVER SYSTEM REQUIREMENTS NON TERMINAL SERVER ENVIRONMENT FILE SERVER REQUIREMENTS TERMINAL SERVER CITRIX ENVIRONMENT ccscecccssscsssssccssccessesscssscesseescesscssseesceuseeuseesseuscesseesseueceuseseeneees 49 NET FRAMEWORKA D ciscauciasssgecicesbesabovecduchovesdveldeSbgvab aus sducbdedsevasdubaduoedunndves duledeusoedodabdedecvenduseduuodesedusoduodeusdededesudedeavesdvesducbdessesabes 50 A O O es aoe ce due hd eign Sha cee E hae wea Aa a E a ona dad ha eae eased 50 INTEGRATION WITH DOCUMENT MANAGEMENT SYSTEMG ccscccscscscscecscscecseecseeceeeeeeeeecececeeeeeceeeeecececeeecececececececececececs 51 O NN 52 OTHER EXECUTABLES rec dies ciedad es ea do td ele da de dl del dle e aldo lea dl de el de il ld e dde dde el td ee de 52 OTHER A an r aaa aa eaaa e aaaeeeaa nienn ay 54 APPENDIX A BINDER PROJECT TABLE OF CONTENTS TEMPLATES ccccccccccconononononononononononononononononononononononononononononononons 56 ACCESSING YOUR BINDER PROJECT TABLE OF CONTENTS TEMPLATE ssscsccessssecessssecesscsecessceccessesccessesecessesecessusececsusecessesecessesesensusecer
69. lation then this is not required 50 Integration with Document Management Systems pdfDocs 4 offers integration with a number of document management systems For additional information on the configuration and workflows offered for HP WorkSite and OpenText eDocs DM please refer to the relevant documentation available on the pdfDocs download page on the DocsCorp Resource Center pdfDocs 4 1 offers integration with o Generic Automation o HPTRIM o HP WorkSite 9 o Leap o Lawdocs o Lexis Nexis o MYOB DM Manager o NetDocuments o OpenText eDocs DM5 o OpenText Content Server o Other Executable Allowing for integration with a practice management system o Other Directory o Prolaw o Reckon APS o Reckon Elite o Sage Handisoft o Microsoft SharePoint o Virtual Cabinet o VisualFiles o Worldox GX3 For a full list of available integrations for all DocsCorp products please refer to the DocsCorp Integration Matrix 51 Auto Detection At launch of pdfDocs the following document management systems will be automatically detected e HPTRIM e HP WorkSite e NetDocuments e OpenText Content Server e OpenText eDocs DM e Prolaw e Visualfiles e Worldox GX3 All other integrations will need to be added manually Go to File gt Options gt Integration and select Add To disable auto detection uncheck the Auto detect and enable installed Document Management Systems checkbox under File gt Options gt Integrations Altern
70. ll OCR the pages in place and add a text layer e Right click on a page or document and select Recognize Text this will OCR in place the selection and add a text layer to the page or document Convert to anther file type To convert a document or page to another file type either right click on a document or page and select Export Choose the desired file type of Word Excel PDF PDF A Text or Image You will then be taken to the Export menu in the backstage view 81 Appendix F Supported File Types The following file types are supported through Drag n Drop and Import workflows File extension Description bmp Bitmap doc x docm dot dotm Microsoft Word Document eps Encapsulated Postscript gif CompuServe Graphic Interchange Format ico Icon jpg jpeg jpe Joint Photographic Experts Group msg Microsoft Outlook Message pdf Portable Document Format png Portable Network Graphics ppt x pptm pot x potm Microsoft PowerPoint ps Postscript File psd Adobe Photoshop Document pub Microsoft Publisher rtf Rich Test File tif tiff Tagged Image File Format txt Text File xIs x xlsm xlst xltm xIsb Microsoft Excel Document 82 Help Select the question mark from the task bar to access help options pdfDocs About e pdfDocs License Information Licensee Name DocsCorp Pty Ltd License Type Subscription
71. lort Detect Orientation Prohibit Clockwise Rotation Prohibit Counter Clockwise Rotation Prohibit upside down rotation Detect Text Colour m Do Not Extract Separators ParagraphExtractionMode Default Prohibit Hyphenation Prohibit Interblock Hyphenation Prohibit Italic Prohibit Subscript Aes E Case Recognition Mode Default CikTetDireton Dai ErrorHiliteLevel Def FieldMarkingType TextType WritingStyle Synthesis for Document Options Detect Bold Detect Captions wm Detect Italic Detect Columns Detect Running Titles Detect Drop Caps m Detect Scale Spacing Detect Font Size m Detect Serifs Detect Footnotes m Detect Small Caps Detect Subscripts Superscripts Detect Underline Strikeout Insert Empty Paragraphs For Big Interlines MonospaceDetectionMode Default Prepare Image Options m Correct Skew By Black Squares Horizontally Correct Skew By Black Squares Vertically Correct Skew By Horizontal Lines m Correct Skew By Horizontal Text m Correct Skew By Vertical Lines m Skew By Vertical Text m Image Discard Color Blank Page Handling Applicable only to documents sent to an Organizer Project through WatchFolders Separate Default Behavior Default Table Analysis Options m Detect Cells Orientation a Single Line Per Cell m Split Only By
72. lt behavior when first launching pdfDocs will assist in a number of workflows Open PDF The most common need of pdfDocs is to simply open and view a PDF By setting pdfDocs as your default PDF viewer you will be able to double click on a PDF on disk or from a mail message in the form of an attachment Refer to page 11 on how to set pdfDocs as your default PDF viewer 13 Convert to PDF There are times that you may wish to convert a document to PDF From any application as long as the software can print to a Windows printer pdfDocs will accept the document being printed From your application select the DocsCorp PDF Printer to print to and convert to PDF Alternatively if you are working in Microsoft Office applications Word Excel or PowerPoint you can access the DocsCorp ribbon from which you can select one of four options El E o H Er 00 En Q e D Oo Document1 Word D X HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW VIEW DocsCorp ks y a B Ss Print Comparison Report Oa R be Eb a Changes Only Report E Clean Analyze Launchin Email Save Into Openin Importinto Email Save Save into compareDocs Copy DMS 7 pdfDocs Project asPDF asPDF DMS cleanDocs compareDocs pdfDocs le A e Open in pdfDocs o The document will be opened in pdfDocs as a temporary PDF The PDF can then be saved e Import into Project o The docum
73. n opened in single document mode Organizer projects have their own view settings available on the View tab Default layout and zoom options will influence how PDF s are opened pre determined Initial View settings applied to a PDF will take precedence over these default layout and zoom settings Default Layout and Zoom Ep Navigation Tab Page Only i Page Layout Single Page Continuous v Magnification Fit Width ki Display Display options to control how many unpinned recent documents and recent folders that are presented to the user in the backstage view The default value at install is 7 with a maximum count of 30 for each Display Show this number of unpinned Recent Documents y as Show this number of unpinned Recent Folders 7 All open active projects will show in their own Open Projects section These will be applicable for Send to Project workflows 37 Image Conversion Options Image Conversion Options manage how image documents are converted to PDF on import and print to pdfDocs Word Document Conversion Options control methods for conversion to PDF from Microsoft Word Outlook Message Conversion Options Outlook message files imported to an organizer project will be converted to PDF The two methods of conversion will either show or not show header information on who sent the document to pdfDocs Outlook Message Conversion Options Create PDF without Windows user name information in
74. nature field exists Page Display Save Watchfolders There is a key difference for digital signature workflows when working on a PDF in single document mode or when working in an organizer project 43 If you add a digital signature field to a document in an organizer project the application of the digital signature will only apply when saving the document out of the project When working on a PDF in single document mode a digital signature can be applied to a PDF immediately if required Alternatively a digital signature field can be added in preparation for signing at a later date To sign at a later date right click on the digital signature field and select Sign Document otherwise a prompt to sign unsigned digital signature fields will be presented so long as the prompt to sign checkbox is checked Integration For information on integration with document management systems please refer to Integration with Document Management Systems on page 51 OCR OCR Provider Current OCR Desktop licenses provided through pdfDocs 3 will be respected when upgrading to pdfDocs 4 pdfDocs can be configured to run an OCR process locally through OCR Desktop or through a server side solution OCR Server Which option is available is down to licenses purchases through DocsCorp and installing the relevant module by default pdfDocs 4 is shipped with OCR Desktop but it does need to be licenced OCR Desktop or OCR Se
75. nd enforce a maximum path and file name combination For example if a File System has a 255 character length for file and path name combinations and the total character length is exceeded then a message will appear in the Make Binder window If a document added to a Binder Project exceeds the maximum target file system path length an icon will appear as a warning Hovering over the icon will show by how may characters the limit has been exceeded by Maximum Path Length of Target File system characters This is the count of characters that make up the full path of binder location plus document and file extension If the count is exceeded a warning message will be presented at time of making binder e Relative Path Length O Enforce Maximum Relative Path Length This setting takes in the whole character count from the root of the binder name directory By calculating a relative path any subfolders incorporated into the binder structure can be accommodated for This setting is best utilized for CD DVD burning software that has character count limits commencing its count from the root of the parent directory When this option is in use pdfDocs shows a red flag on documents that exceed this limit If at Make Binder time the count exceeds the maximum permitted a warning message will be displayed to the user Maximum Relative Length of Binder Files characters Set this to the required relative character count 32
76. nfirmation aspx id 30653 NET Framework 4 5 Online Installer This download is a bootstrapped installer for NET Framework 4 5 It will detect what components are already installed and only download what is required for your system Internet connection required http www microsoft com en us download details aspx id 17851 Visual Studio 2010 VSTO 2010 Runtime Tools for Office Runtime Required to install pdfDocs http www microsoft com en us download details aspx id 42513 Office integrations Windows Installer 5 pdfDocs 4 requires Windows Installer 5 0 or higher If you require Windows Installer 5 0 the link is provided below http msdn microsoft com en us library windows desktop dd408114 v vs 85 aspx File server system requirements non Terminal Server environment Under normal systems pdfDocs does not specifically use the file server as it is loaded on each individual workstation The exception is when running under Terminal Server Citrix see next section for information Only 2 files are stored on the file server You can use any file server that can be viewed as a network drive by your Windows workstation All versions of Microsoft Novell and Linux servers are supported The server will require approximately 1GB of disk space to store the pdfDocs installer and configuration files No software runs on the server so there is no memory usage File server requirements Terminal
77. o sub documents within the Binder Project table of contents This will ensure that the table of contents can be used to navigate throughout the entire Binder Project including all documents within folders and sub folders e Template Name and Location Template Name and Location allows you to configure the name of the Table of Contents when referred to in the Bookmarks or Table of Contents and the location of the Table of Contents template used when generating the Binder This field also allows users to specify the location of an alternate table of contents template e g a branded table of contents template with company logos etc 31 Note Your Table of Contents template for Binder Projects can be edited and configured to your liking See Appendix A for more information on customizing your Binder Project Table of Contents e PDF Conversion Options these optional selections allow users to specify which document types will be automatically converted into PDFs upon generation of the Binder Project and include the following document types O O Microsoft Outlook Emails Microsoft Word Documents Text documents Graphic Files BMP EPS GIF ICO JPG JPEG PNG PS PSD STM TIF TIFF amp WMF Microsoft Excel Workbooks and Worksheets Microsoft PowerPoint Presentations Publisher Documents e File System Path Length O Enforce Maximum Target File System Path Length This option allows users to specify a
78. om Stationery atpt Do not apply Stationery Manage Stationery Sets 3 Click on Add and give this part a Name Stationery Sets lt Add new stationery set gt Stationery Parts Apply To All Pages 4 The Select File window will appear Browse to your PDF that is your Stationery w wma 7 Clipboard were tampa E as E fe Ma EA Libraries BE Desktop J System Folder T Downloads El Recent Places DocsCorp User System Folder A Libraries 2 5 Computer Documents ww System Folder a Music Pictures Network BE Videos System Folder B Computer a NON_OCR Watch amp Drive1 C File folder EO File name The Stationery file has to be a PDF 67 5 Configure the Apply To section as desired Delete Apply To 9 All Pages Exclude First Exclude Last Odd Pages Even Pages D First Page Last Page Pages E Draw As Background Save as PPP AAA A a 6 Click on Save as and give the set a name Deployment of Stationery Set 1 Insure pdfDocs is closed 2 Browse to appdata DocsCorp pdfDocs Config StationerySets User 3 Copy the StationerySets xml to CentralConfig pdfDocs_Config StationerySets Server 4 Options to deploy to all users a Have each user manually open pdfDocs and select File About Update
79. ompatible document to be converted to PDF The converted document will be opened in a single instance of pdfDocs Select New Organizer Project or New Binder Project to create a new project on disk to which documents can be added for markup and collation Open Select a document or project from the most recently used list to launch in to pdfDocs or choose Computer to browse to a compatible document on disk to open or convert to PDF 15 Save As From the Save As menu user output options can be set on the fly page range selected alternate document type chosen Split options are also available from the Save As menu Organizer Projects and Binder Projects can be saved to alternate locations i e a template location or saved with a new project name Import Import is only active whilst in an Organizer Project From the Import menu documents can be added to the active project from the most recently used document list or browse to a location on disk to select documents to import to the Organizer Project Selection of a none PDF document for importing will be converted to PDF prior to importing to the Organizer Project Export Select File gt Export to send selected documents to another project Alternatively documents can be exported and converted to Word Excel TXT or Image formats Options to export to PDF A 1a and PDF A 1b formats are also available from the export menu Documents will be validated automatically as part of the exp
80. on specifies F if the format pattern is not combined with other format patterns Displays the two most significant digits of the seconds fraction However trailing zero s or two zero digits are not displayed Displays the three most significant digits of the seconds fraction However trailing zero s or three zero digits are not displayed Displays the four most significant digits of the seconds fraction However trailing zero s or four zero digits are not displayed 62 FFFFF FFFFFF FFFFFFF 88 h h hh H H HH m m M M MM MMM MMMM S S ss Displays the five most significant digits of the seconds fraction However trailing zero s or five zero digits are not displayed Displays the six most significant digits ofthe seconds fraction However trailing zero s or six zero digits are not displayed Displays the seven most significant digits of the seconds fraction However trailing zero s or seven zero digits are not displayed The period or era This pattern is ignored if the date to be formatted does not have an associated period or era string The hour in a 12 hour clock Single digit hours do not have a leading zero The application specifies h if the format pattern is not combined with other format patterns The hour in a 12 hour clock Single digit hours have a leading zero The hour in a 24 hour clock Single digit hours do not have a leading zero The appli
81. ort process to ensure that they meet compliance for PDF A format Print Select File gt Print or Ctl P to open the print preview window in the pdfDocs 4 backstage view To browse through the pages select advance arrows to navigate through the print preview window or type in a page number to jump to a particular page Select the expand icon to show Output options These can be selected and applied to the printed document such as Stationery Header amp Footer Numbering Set and Watermarks Other output options Bookmarks PDF Properties Digital Signatures Security and Initial View although enabled will not apply for print workflows These will be greyed out for the full production release To print only certain pages select from the page range drop down menu or type in a custom page range If you are printing a document that has Stamps and or markups select from the document markup drop down on which view you would like printed Additional options are available from the Printer Properties menu To return back to the document select the Back arrow 16 Share If you have Microsoft Outlook installed you can send a document as an attachment to an email by selecting Share from the file menu You can rename the attachment name and apply output options to the document prior to sending Selecting the Send as Attachment icon will open a new email message with the selected document attached Enter in your recipient s details and S
82. ou would select a function from the Export group on the Home ribbon For example have a project with twenty documents that have been marking up have enabled a Stationery Set and Watermark from the Output Options and now wish to email these twenty documents as a single PDF renaming the document in the process 22 Select Email from the Export group on the Home ribbon You will be presented with the Share menu in the backstage My file type is pdf choose Collated Document from my drop down menu can change the attachment name The Output Options reflect that a Stationery Set and Watermark have been enabled Click on Send as Attachment ONO See oN The twenty documents will be collated in to the one PDF with Stationery and Watermark applied with the resultant PDF added as an attachment to a new draft email How do I produce a text searchable PDF A common need is to produce a text searchable PDF For a PDF to be text searchable an additional text layer must be included in the PDF Most scanned documents do not have this text layer but just an image of the text produced when the document is scanned This image layer is not text searchable To produce a text layer the document has to be OCR d To do this in pdfDocs select the OCR icon from the Edit ribbon Current Page or All Pages can be selected Once an options is made the selected page s are OCR d and a text layer is added in place to the document Once the
83. pdfDocs Go to File gt New gt Binder Select Binder Project From Template Select Local Template and browse through to your local template directory OR Select Server Template and select project template from drop down menu Type in a name for your new project Select a location to save your new project Select Create Project New Project from the File Menu or Binder context menu specifying Binder Templates as the Binder type Once a name and location for the Binder Template have been specified and OK is selected the Binder Template will be saved The default location for Binder Project Templates is C My Documents My Binder Templates Binder Templates are particularly useful where common processes and procedures result in common packages of documents e g International Patent applications Family Court submissions etc Binder Templates ensure that a standardized approach can be adopted in the creation of Binder Projects and therefore consistency across all bound PDF documents 30 Creating Binder Projects from Binder Templates Binder Projects can be created based on existing Binder Templates Creating Binder Projects from Binder Templates is begun by selecting New Project from the File menu When New Project is selected the New Project window is displayed offering Binder Project From Template as an option Users are then required to locate the Binder Template upon which the new Binder Project will be based The
84. pdown from the annotate group on the Home ribbon Goto the Dynamic menu level select the Received stamp click on the page to add stamp A Received stamp is added to the document date and time stamped along with the users login name From the Save group on the Home ribbon select Computer A Oy OU ey OO R The Save As menu is presented in the backstage view 10 Select a folder from the most recently used list or browse to a different location 11 Save your document Alternatively at step 8 could select Save into DMS if you have a document management system installed Other options include e Email the PDF is attached to a new draft email e Export To will present you with the Export menu in the backstage from which you can convert the document to anther file format e Preview will load the document in to your default PDF viewer e Clipboard will copy the document to your Office clipboard ready for pasting Organizer Project The key thing to remember with Organizer Projects is that a project is a self contained collection of PDF s Working on documents in a project then closing the project will prompt you to save your changes this save action is on the project which the PDF s sit within this will allow you to close the project and reopen at a later date to continue working on documents in the project marking up or adding further documents to the project At the time that you wish to export documents out of the project y
85. plates window these will appear grayed out and will also say Read only at the end of their name They cannot be modified by a local user These will either be the original templates created by DocsCorp or your own local templates that have been converted to Server templates Each user has their own local copy of the server templates so that mobile users can continue to access them but on a regular basis these will be updated automatically by pdfDocs from the location where the pdfDocs installer was originally run on the server or network location for example config recognition templates server with each template being a separate XML file Local Templates Local templates are templates created by a user by adding a new template or copying an existing template The local template can then be configured to either leave each setting as defined in the system defaults for OCR Desktop or override to suit user requirements 74 Creating Local Templates Copy To create a local template click on the Server template closest matching your requirements and click on the Copy button You may then rename the newly created template by either clicking on the Rename button or by just double clicking on the name of the template Publishing Templates Word Excel Excel read only PDFAA read only PDF General Use read only PDF Smallest File Size read only Text read only Word read only PDF
86. r reliable products you can count on our dedicated team of experienced support professionals to provide fast dependable service for your organization E Learning System Selecting this option will launch Capensys E Learning System if licensed pdfDocs Interactive E Learning System by Capensys EJ Select topic 01 Introduction to pdfDocs 02 Converting Documents to PDF Format 03 Exploring the pdfDocs Window 04 Sending and Saving PDF Documents 05 Adding Annotations to a PDF Document 06 Editing Managing and Deleting Annotations 07 Working with Pages 08 Using Watermarks 09 Using Stationery 10 Applying and Removing Bates Numbering 11 Adding and Removing Page Numbering 12 Creating Custom Headers and Footers 13 Optimizing and Printing PDFs 14 Redacting Sensitive Content 15 Applying Password Security Licensed To DocsCorp Pty Ltd Subscription expires 01 May 2020 Set License Find out about E Learning Resource Gateway Double clicking or selecting a module and clicking on Open will launch the tutorial Log a Support Call Selecting Select Log a Support Call to be directed to our DocsCorp support page Our support teams are located across three continents providing 24 5 support levels 84 Log Management Open Log Folder Will take you to the roaming folder location on disk to which our log files are written These files record events such as startup times time to render documents to pdfDocs g
87. rom the set and regenerate the Table of Contents and e Save the Binder Project to a network location Create Binder Project To create a Binder Project Open pdfDocs Go to File gt New gt Binder Type in a Name for your Binder Select a location Select Create Project 24 The Binder Workspace e Add Item Allows the user to add a variety of items to the current binder and displays the Add Item To Binder window O New Folder Adds a new folder within the open Binder Project allowing users to specify the name of the newly added folder Explorer Folder Displays a Browse For Folder window allowing users to locate and add entire folders on their computer or network to the Binder Project currently open including all documents residing within the Explorer Folder Explorer Folder Inc Sub Folders Displays the Browse For Folder window above and allows the same functionality as adding an Explorer Folder with the added benefit of including all Sub Folders contained within the Explorer Folder selected and Explorer Document Displays an Open window allowing users to locate and add individual documents to the Binder Project from the File System i e Windows Explorer Exclude saved search folders This option will only be displayed for Autonomy Manage FileSite and DeskSite users By selecting this option when importing whole folders and sub folders which are Saved Search folders will not be imported e
88. rporate logos and branding Most importantly the TOC template can be configured to include additional elements and field codes Adding elements and field codes to a Table of Contents A table of all available elements and field codes is shown below Element Field code Description lt TableOfContents gt lt lt TableOfContentsName gt gt lt lt BinderName gt gt The current Binder Name entered at time of Make Binder lt lt ProjectName gt gt The current Project Name as appears on the Binder Project Tab lt Folder gt lt lt FolderName gt gt lt lt FolderDescription gt gt lt Document gt GENERAL VALUES lt lt Description gt gt The current document s description lt lt DocName gt gt The current document s name lt lt DocAltName gt gt The current document s alternate name lt lt DocParentName gt gt The current document s parent s name 58 Element Field code Description lt lt DocParentAltName gt gt The current document s parent s alternate name lt lt Date gt gt The current document s date always in the format 7 22 2009 12 58 07 lt lt DocDate gt gt The current document s last saved date lt lt DocModifiedDate gt gt The current document s last modified date PAGE NUMBERING lt lt TotalPages gt gt Total number of pages in the current document lt lt DocLastPageNumber gt gt Last page number of the current
89. rver provide for options to scan an image based document creating a text layer to the document which will allow for searching of text across the document OCR functions are available from the Edit ribbon or right clicking on a thumbnail on the Pages pane There are a number of recognition templates shipped with pdfDocs these system defined templates cannot be edited but they can be copied at which point they can be edited From the OCR menu select one of the recognition templates and click on Copy This will create a copy of the selected template this copy can be renamed and opened to customize the recognition settings Please refer to Appendix E pdfDocs OCRDesktop on page 72 for further information 44 Organizer Options to clear documents from a specific organizer after close or performing an output action from the organizer Active projects will show in the drop down menu Clear organizer options are project specific Set required parameter such as Only checked documents or delete after action such as email Documents will be deleted from the project when the selected criteria is met 9 General options for Organizer Projects Clear organizer options for Organizer A pop X v Upon Closing the Organizer delete All documents All documents if size of organizer project exceeds 15 MB Only checked documents K All documents older than 18 Days Delete Documents After
90. s Watermarks Stationery Set Numbering Set Security Bookmarks e Split on output e Fill interactive forms e Optimize PDF Binder Projects e Import documents from disk or document management systems e Set Output Options Watermarks Numbering Set Security e Creation of customizable Table of Contents on binder production Redaction e Search Mark Area or Mark Page s e Review prior to applying marked selections e Redaction tags and Overlay Text DMS integration e Integrations offered with pdfDocs 4 include o Generic Automation o HP TRIM o HP WorkSite 9 o Leap o Lawdocs o Lexis Nexis o MYOB DM Manager o NetDocuments o OpenText eDocs DM5 o OpenText Content Server o Other Executable Allowing for integration with a practice management system o Other Directory o Prolaw o Reckon APS o Reckon Elite o Sage Handisoft o Microsoft SharePoint o Virtual Cabinet o VisualFiles o Worldox GX3 o Further integrations will be phased in over the next months Foran up to date list of integrations please refer to the Integration Matrix available through the download page on the DocsCorp Resource Portal OCR functions e Perform OCR actions on the desktop or on the server e OCR at document level in Binder Project e OCR document in place Microsoft Office integration e Add ins for Microsoft Word Excel and PowerPoint e Create PDF Send document to project Convert to PDF email or save in to document management system
91. s gt element is mandatory Without it the TOC will not generate correctly 56 The default TOC template can be broken down into elements and each element contains field codes Element Field code lt TableOfContents gt lt lt TableOfContentsName gt gt lt Folder gt lt lt FolderName gt gt lt Document gt lt lt DocName gt gt lt lt PageNumberEx gt gt lt Document gt lt Folder gt lt TableOfContents gt Example DocsCorp Binder pdfDocs pdfDocs DRAFT v4 2_pdfDocs User Guide Elements are not representations of data as such rather they are containers for field codes It is the field codes themselves that DO represent data about your Binder Project The resulting Binder Project TOC based on the default template on page 2 is shown here Table of Contents pdfDocs compareDocs v3 2 qe RA 2 pdf mpareDocs r Manual Demo Documents 2 Modified Document_Demo si Original Document Demo 57 Page Page 88 97 Modifying the Binder Project Table of Contents template When the TOC template is opened in Microsoft Word it can be modified and saved for future use by pdfDocs when a Binder PDF is created The TOC template can be configured to use different colors and shading fonts font sizes etc In fact the TOC template is a functional Word template therefore offering most native Word options for formatting The TOC template can also be configured to include images such as co
92. sAppSettings xml For server templates select the location as configured against lt DefaultServerOrganizerTemplatePath gt in the pdfDocsAppSettings xml Select Create Project A new empty project will be opened Import required documents that need to always be in the project Set output options Close the project Select Yes to prompt to save changes Creating a project from a Server Template 09n E Me Open pdfDocs Go to File gt New gt Organizer Select Organizer Project From Template Select Local Template and browse through to your local template directory OR Select Server Template and select project template from drop down menu Type in a name for your new project Select a location to save your new project Select Create Project Document Organizer New from existing Organizer Template Id Local Template a Browse O Server Template Name NN Location DADesktop_Projects pdfDocs4 My Organisers ry Browse Project ae Create Project U CA Binder 66 Appendix C How to create and deploy firm Stationery Sets The following are instructions on how to create and deploy Stationery Sets to your entire user base If you find you need assistance please contact DocsCorp Support Creation of Stationery Set 1 From within pdfDocs select the HOME Ribbon and Stationery from the Output Options section 2 Select Manage Stationery Sets E Header amp Footer 1 L4 E es Cust
93. seeess 56 MODIFYING THE BINDER PROJECT TABLE OF CONTENTS TEMPLATE sccessssecessssecessesecessceecessesececsesecesseseceesusececsusececsuseceesuseceeaeeceesateeeens 58 ADDING ELEMENTS AND FIELD CODES TO A TABLE OF CONTENTS EDITING THE STYLE OF ELEMENTS amp FIELD CODES cccssseceesteeeeenees SAMPLE BINDER PROJECT TABLE OF CONTENTS soxcsrsassssevessedeseasebtesoosaesosvebaedessasspseevesastoavepandes easeptes ousaedosvebaeded sansosesvunaedosvepaedes sansetesoeess MICROSOFT DATE amp TIME FORMATTING RULES ccssccsscesscsscesscessesscesscsecsscesscssecsssesscssecsssesscssecsesesscssecsesesscsaecsesesscesecsssesscesecesenseegs APPENDIX B SETTING UP SERVER BASED TEMPLATES CREATING amp DISTRIBUTING SERVER BASED PROJECT TEMPLATES cescceceessceseceseesccesececeesecaeceaecseceaeceaeceeeeaecaecaeeeaeceaesaeeeaeseaeseeeaeeeaeeaeees 65 Greating and saving a project asa tem Plate aiii 66 Creating Project from a Server Template IAN 66 APPENDIX C HOW TO CREATE AND DEPLOY FIRM STATIONERY SETS cssssccesssscecssssccesssccecssssccessssccesssceesessssseeesssacees 67 GREATION OF STATIONERY SET sszsstescesssssessteesscssosessucessceeteacesstoabes eatesbaseetescensecsaeae sotgensteetsaccssecsesageeseensccodgacegsadossagvoatenssesdgsessuedestetes 67 DEPLOYMENT OF STATIONERY SET t3us doctassicvchaessdvcbausidestaubecenbdegsdvebdalegesedededesudenoaeubdadedusedebecessdededecedalogvssdededessdesogesedadodensdesedenscesbaegeas
94. server Citrix environment pdfDocs will operate under the following server based systems e Terminal Server and Citrix Metaframe It will not operate under Windows NT Terminal server When installing pdfDocs under terminal server it should be installed on the server when logged on as Administrator and via the Add Remove programs option within Control Panel For each logged on user under Terminal Server 25 Mb of memory is required on the server for the pdfDocs print monitor to operate Each user which has the pdfDocs program window open they will use an additional 28Mb of RAM on the server Therefore when calculating memory requirements for your server you should allow 53Mb RAM per user For more information on configuring pdfDocs for Terminal Server environments consult www docscorp com au 49 NET Framework 4 5 pdfDocs was developed in Microsoft s Visual Studio CH VB NET and requires Microsoft NET Framework 4 5 to operate If your operating system is anything less than Windows 8 you may not have the required version of Microsoft NET Framework installed pdfDocs 4 will not install without Microsoft NET Framework 4 5 on the client machine Please refer to the section above in relation to the installation of Microsoft NET Framework 4 5 VSTO Visual Studio 2010 Tools for Office Runtime is required so that the pdfDocs Office integrations can be installed If Office and Outlook modules are not selected as part of the instal
95. th Five Pages As Single Page TIFFs tif Doc 3 Single Doc with Five Pages As Single Page TIFFsS tif TIF ae TIF Image TIF Image TIF Image TIF Image TIF Image 70 A five page document is generated as a single TIFF file containing five pages First document with one page result is a single paged TIFF with Second document with five pages result is five single TIFFs with document name and sequential numbers reflecting number of pages Which choice of TIFF An explanation The different kinds of tiff outputs affect the quality of the tiffs produced Different compression models decrease the file size by grouping same colored pixels but this at times may have an adverse effect on quality There are two basic classes of compression e Lossy this will average out differences with an approximate rendition of the converted image e Lossless this will keep all detail of the original image upon conversion LZW Lempel Ziv Welch is the most effective when compressing solid indexed colors graphics but less effective for 24 bit continuous photo images LZW lossless compression means there is no quality loss due to compression G3 Group 3 Lossless compression uses CCITT 4 standard which is a line by line method of coding G4 Group 4 Lossless compression Uses CCITT 6 standard which allows for better compression ratios by comparing each scanned line with the previous one JPG compression is lossy JP
96. the distinction between AM and PM An example is Japanese for which the AM and PM designators differ in the second character instead of the first character The year without the century If the year without the century is less than 10 the year is displayed with no leading zero The application specifies y if the format pattern is not combined with other format patterns The year without the century If the year without the century is less than 10 the year is displayed with a leading zero The year in three digits If the year is less than 100 the year is displayed with a leading zero The year in four or five digits depending on the calendar used including the century Pads with leading zero s to get four digits Thai Buddhist and Korean calendars have five digit years Users selecting the yyyy pattern see all five digits without leading zero s for calendars that have five digits Exception the Japanese and Taiwan calendars always behave as if yy is selected The year in five digits Pads with leading zero s to get five digits Exception the Japanese and Taiwan calendars always behave as if yy is selected The year in six digits Pads with leading zero s to get six digits Exception the Japanese and Taiwan calendars always behave as if yy is selected The pattern can be continued with a longer string of y s padding with more leading zeros The time zone offset or followed by the hour only Single digit hours
97. to another open PDF or project 27 Make Binder Error Reporting When the Make Binder process is started there are a number of workflows conducted Documents are firstly converted to PDF if required Numbering Sets are then added along with Bookmarks created and finally the Table of Contents is produced During the initial conversion to PDF if a problematic document is e encountered it is skipped with the process continuing to see if other Apply Numbering Set documents can be converted to PDF At the end of the first pass through all Apply Bookmarks documents the process will stop and a document count will show Apply Table of Contents indicating how many documents have failed to convert to PDF 3 Documents failed to convert to PDF Format Clicking on OK will provide a message that will provide some hints on what to do to rectify issues with the problematic Your Binder creation has stopped because there were documents that failed to convert to PDF But don t worry once you correct the documents that failed and choose Make Binder again the binder d ocuments production will pick up where it last finished saving you time Click OK to return to the Binder project all problematic These problematic documents are marked with an exclamation in your Ender window To resolve the issue you may need to do any of the documents either need to be resolved or removed from the project before the binder process completes succ
98. ts select the Enable PDF or Legend E Default setting is managed by pdfDocs V Checked settina is active _ Unchecked settina is inactive Enable PDF A checkboxes For more information on exactly what each setting means hold your mouse pointer over the description field for a balloon help field to display Word Excel Text Options This tab defines output options when POF Options Werd Excel Tet Options Languages Recognition Options PDF Options creating Word Excel or Text maoe Ses documents once the OCR Recognition noi Default process has completed as defined on pod eS Keep Text Color Single Table the Language and Recognition Tabs Baan E Femeve Fomating Fl Tables Fom Cortet a Tables Only Page Orientation Default Use the Enable Word Enable Excel Text Options TEG C Enable Text and Enable Text checkboxes to allow i OCH Opere fime ad o e E JPEG Quality E Append EOF Line Length 80 E Ori E Append to end E Autorotate Page Synthesis E CSVtables only aaam Export paragraphs as one line these document formats For more A O E Use page breaks this template to support output in information on exactly what each setting means hold your mouse Legend E Default setting is managed by pdfDocs V Checked setting is active _ Unchecked settina is inactive pointer over the description field for a balloon help fi
99. ty Ltd This program is licensed to be installed on the number of workstations shown pdfDocs cannot be installed simultaneously on any more workstations than that specified regardless of the location of those workstations Each name user under Windows Terminal Services or similar technology which has pdfDocs available is deemed a workstation according to this license pdfDocs is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and offenders will be prosecuted to the maximum extent possible under law
100. ware for creating and working with their documents becoming an essential tool in their daily work pdfDocs version 4 again revolutionizes the productivity gains you can achieve with an entirely new user interface significant performance improvements and feature enhancements In fact over 80 of the software code in pdfDocs 4 is brand new from the editor and the user interface to PDF creation methods all are newly created technology using the very latest software development tools and methodologies pdfDocs now also implements an entirely new user interface following the familiar Office 2010 2013 style of ribbons and functions This same design has been implemented across the entire DocsCorp range of products This aims to reduce training costs for your organization and enable users of the software to be achieving great results from the moment they start using the software pdfDocs remains the only PDF application globally that lets you work in three different modes e Creating or editing a single PDF document as your default PDF viewing and editing application e Editing and manipulating multiple PDF documents in the Organizer no other PDF application allows you to edit multiple PDFs in a group re organizing re arranging and modifying multiple PDF documents for a project or matter e Combining multiple documents both PDF and non PDF into a PDF Binder complete with an automatically generated customizable and printable table
101. ws such as saving annotating drawing and zoom controls are on the Home ribbon Controls for reviewing a document are on the Review ribbon including expanded annotate controls drawing and compare for those with compareDocs installed Edit ribbon allows for content editing including text edit inserting images page control OCR and optimization functions Redaction controls all fall under the Protect ribbon with the last ribbon being View which controls how the application presents documents and panes within the application How do I apply Output Options to documents Output Options are markup that is applied to documents this markup can be Watermarks Header amp Footer or Stationery When viewing a PDF in single document mode these options are enabled from the Edit ribbon and are applied in place as soon as your selection is made i e what you see is what you get For example wish to apply a Watermark to a PDF Open a PDF Select the Edit ribbon Click on Apply Watermark From my drop down select from a predefined Watermark vw PWN bP Selected Watermark is applied to the document If you are working in an Organizer Project by selecting Watermark Header amp Footer or Stationery information from the Home ribbon marks your intent to apply at time of saving a document or collection of documents i e the information does not show immediately on documents in the project but will be applied when the documents are save

pdfDocs 4.2 - Advanced User Guide

Contents

Download Pdf Manuals

Related Search

Related Contents