User manual ARTS PDF AERIALIST 1.2

ARTS PDF Aerialist Version 1.2 ARTS PDF Aerialist User Guide Contents Contents 1. 2. INTRODUCTION .............................................................................................. 6 SETUP .......................................................................................................... 7 System Requirements ................................................................................ 7 Installation............................................................................................... 7 Activation................................................................................................. 8 Registration.............................................................................................. 9 Uninstalling ARTS PDF Aerialist ................................................................... 9 PRODUCTIVITY............................................................................................. 11 Overview ................................................................................................11 Using Productivity ....................................................................................12 The Toolbar Manager ................................................................................13 Creating or Renaming Toolbars ...................................................................... Deleting Toolbars ......................................................................................... Managing Toolbar Tools................................................................................. Showing and Hiding Toolbars ......................................................................... Importing and Exporting Toolbars................................................................... 2.1. 2.2. 2.3. 2.4. 2.5. 3. 3.1. 3.2. 3.3. 3.3.1. 3.3.2. 3.3.3. 3.3.4. 3.3.5. 3.4.1. 3.4.2. 3.4.3. 3.4.4. 3.5.1. 3.5.2. 3.5.3. 3.5.4. 3.5.5. 3.5.6. 3.5.7. 3.5.8. 3.5.9. 3.6.1. 3.6.2. 3.6.3. 3.6.4. 14 14 15 16 16 20 22 23 24 3.4. Add or Remove Tool ­ The Tool Manager .....................................................18 Creating or Editing Tools ............................................................................... Deleting Tools.............................................................................................. Importing and Exporting Tools ....................................................................... Reordering Tools .......................................................................................... Using Using Using Using Using Using Using Using Using the Open File Command ....................................................................... the Menu Item Execute Command.......................................................... the Batch Sequence Execute Command .................................................. the World Wide Web Link Command ....................................................... the Select Tool button Command ........................................................... Bookmark Commands .......................................................................... Link commands ................................................................................... the Split command............................................................................... the Stamp command............................................................................ 3.5. Productivity Tutorials ................................................................................25 25 26 27 28 29 30 31 32 32 35 36 36 37 3.6. Batch Processing ......................................................................................34 Bookmarking in Batch ................................................................................... Splitting in Batch.......................................................................................... Managing Links in Batch................................................................................ Stamping in Batch ........................................................................................ 3.7. 3.8. 3.8.1. 3.8.2. 3.8.3. 3.8.4. Configuring Productivity Preferences ...........................................................38 Index of Toolbars and Tools .......................................................................39 Basic Toolbar............................................................................................... Developer Toolbar ........................................................................................ Manage Toolbar ........................................................................................... Print Toolbar ............................................................................................... 39 41 43 45 | CONTENTS | INDEX | Page 2 of 155 ARTS PDF Aerialist User Guide Contents 4. 4.1. 4.2. 4.3. 4.3.1. 4.3.2. 4.3.3. 4.3.4. 4.3.5. 4.3.6. 4.4.1. 4.4.2. 4.4.3. CONTENT ASSEMBLY...................................................................................... 46 Overview ................................................................................................46 Using Content Assembly............................................................................47 Splitting PDF files .....................................................................................48 Split into files of n pages ............................................................................... Split by page marks...................................................................................... Split by bookmarks....................................................................................... Split by page range ...................................................................................... General splitting options................................................................................ Destination folder and filename settings .......................................................... 49 50 54 55 57 58 4.4. Merging Files ...........................................................................................59 Adding Files or Folders .................................................................................. 60 Using a control file ....................................................................................... 61 Saving the merged file .................................................................................. 63 5. 5.1. 5.2. 5.3. 5.2.1. 5.3.1. 5.3.2. 5.3.3. 5.4.1. 5.4.2. 5.4.3. 5.5.1. 5.5.2. 5.5.3. BOOKMARKS ................................................................................................ 64 Overview ................................................................................................64 Using Bookmarks .....................................................................................65 Adding Bookmarks ...................................................................................67 Bookmark Features ...................................................................................... 65 The Preview Pane......................................................................................... 67 Add Bookmarks to PDF.................................................................................. 73 Importing/Exporting Bookmark Settings .......................................................... 74 Find Options ................................................................................................ 78 Replace Options ........................................................................................... 78 Using Text Masking ...................................................................................... 79 Creating Bookmarks ..................................................................................... 81 Importing/Exporting Bookmark Build Options ................................................... 82 Bookmark Selection Properties ....................................................................... 83 5.4. Finding and Replacing Bookmarks...............................................................77 5.5. Building Bookmarks ..................................................................................80 5.6. 5.7. 6. Deleting Bookmarks .................................................................................89 Sorting Bookmarks ...................................................................................90 STAMPS ...................................................................................................... 92 6.1. Overview ................................................................................................92 6.2. Main Features ..........................................................................................93 6.2.1. 6.2.2. 6.2.3. 6.3.1. 6.3.2. 6.4.1. 6.4.2. 6.4.3. 6.4.4. Text Stamps................................................................................................ 93 Image Stamps ............................................................................................. 94 PDF Stamps ................................................................................................ 94 Stamp a document ....................................................................................... 96 Undo Stamp ................................................................................................ 96 Creating a new Profile ................................................................................... Creating a new Stamp .................................................................................. Previewing a Profile/Stamps .......................................................................... Renaming Profiles/Stamps............................................................................. 98 98 98 98 6.3. 6.4. Using Stamps ..........................................................................................95 Managing Stamps and Profiles....................................................................97 | CONTENTS | INDEX | Page 3 of 155 ARTS PDF Aerialist User Guide Contents 6.4.5. 6.4.6. 6.4.7. 6.4.8. 6.4.9. Deleting Profiles /Stamps .............................................................................. 98 Rearranging Stamps ..................................................................................... 99 Importing / Exporting Profiles ........................................................................ 99 Editing Stamps ............................................................................................ 99 Right Click Menus........................................................................................100 General Stamp Settings ...............................................................................101 Text Stamp Properties .................................................................................105 Image/PDF Stamp Settings...........................................................................110 6.5. 6.5.1. 6.5.2. 6.5.3. 6.6.1. 6.6.2. 6.7.1. 6.7.2. Designing Stamps .................................................................................. 101 6.6. 6.7. Logging ................................................................................................ 112 View Log File ..............................................................................................112 Clear Log File .............................................................................................113 Configuring Stamp Preferences ................................................................ 114 File Handling ..............................................................................................114 Defaults.....................................................................................................114 7. 7.1. 7.2. 7.3. 7.3.1. 7.3.2. 7.3.3. 7.3.4. 7.4.1. 7.4.2. 7.4.3. 7.4.4. 7.4.5. 7.4.6. 7.4.7. 7.4.8. 7.5.1. 7.5.2. 7.5.3. 7.5.4. 7.5.5. 7.5.6. LINKS ...................................................................................................... 115 Overview .............................................................................................. 115 Using Links ........................................................................................... 116 Link Checking ........................................................................................ 117 Show First Dead Link ...................................................................................117 Show Dead Links On Next Page .....................................................................118 Show Dead Links On This Page......................................................................119 Dead Link Page Numbers..............................................................................120 7.4. Link Management ................................................................................... 121 Show / Hide Link Alignment Palette ...............................................................121 Make Links Like This One .............................................................................122 Make Notes Like This One.............................................................................124 Set Link Magnification ..................................................................................126 Find And Replace Filenames..........................................................................127 Find And Replace URLs.................................................................................128 Set Base URL..............................................................................................130 Delete Links ...............................................................................................132 7.5. Reporting .............................................................................................. 133 Report on Bad Actions..................................................................................133 Report on Bad Bookmarks ............................................................................134 Report on All Links ......................................................................................135 Report on External Dependencies ..................................................................136 Report on Selected Link or Annot...................................................................137 Count Links ................................................................................................139 7.6. 7.7. 7.7.1. 7.7.2. 7.7.3. Configuring Link Preferences.................................................................... 140 Additional Link Features .......................................................................... 142 Multiple ­ select and drag links .....................................................................142 Cut and paste links......................................................................................143 Paste links onto multiple pages or multiple files ...............................................144 8. TROUBLESHOOTING..................................................................................... 145 8.1. Frequently Asked Questions..................................................................... 145 8.2. Forum .................................................................................................. 149 | CONTENTS | INDEX | Page 4 of 155 ARTS PDF Aerialist User Guide Contents 8.3. 8.4. 8.5. 8.6. Known Issues ........................................................................................ 150 Updates ................................................................................................ 150 Maintenance .......................................................................................... 151 Technical Support .................................................................................. 152 INDEX ............................................................................................................... 153 | CONTENTS | INDEX | Page 5 of 155 ARTS PDF Aerialist User Guide Introduction 1. Introduction ARTS PDF Aerialist comprises features from the following functional groups: · · Productivity ­ for developing your own macros, tools and toolbars. Content Assembly ­ Split, merge and append pages and whole documents to create new PDFs; split documents based on page groups, page ranges, bookmarks and page marks; use merge functionality to sort and combine large PDF document collections. Bookmarks ­ Make PDF documents more usable and easier to navigate. Add, edit, build, replace and delete bookmarks across one or more PDF documents. Links ­ Edit and update multiple links and their properties in batch; automate the painstaking task of auditing links for validity; examine all links and bookmarks between documents, to named destinations and to Web pages. Stamps ­ Insert PDF, text and image stamps, watermarks and overlays -- Add page and bates numbering; add headers and footers. · · · Figure 1. ARTS PDF Aerialist toolbar | CONTENTS | INDEX | Page 6 of 155 ARTS PDF Aerialist User Guide Setup 2. Setup 2.1. System Requirements Windows · · · · · · · · Intel® Pentium® processor or equivalent For Acrobat 5.0 users: Microsoft Windows 98 SE, ME, Microsoft® Windows NT® Workstation 4.0 with Service Pack 6, Windows® 2000 with Service Pack 2, Windows XP Professional or Home Edition, or Windows XP Tablet PC Edition For Acrobat 6.0 users: Microsoft Windows 98 SE, Microsoft® Windows NT® Workstation 4.0 with Service Pack 6, Windows® 2000 with Service Pack 2, Windows XP Professional or Home Edition, or Windows XP Tablet PC Edition For Acrobat 7.0 users: Microsoft® Windows® 2000 with Service Pack 2, Windows XP Professional or Home Edition, or Windows XP Tablet PC Edition 64MB of RAM (128MB recommended) 50MB of available hard-disk space 1,024x768 screen resolution Adobe® Acrobat® version 5.0 or later. Batch processing is only supported in Acrobat 5, Acrobat 6 Professional and Acrobat 7 Professional. Macintosh · · · · · · PowerPC® G3 processor Mac OS X v.10.2.2 or higher 64MB of RAM 50MB of available hard-disk space 1,024x768 screen resolution Adobe® Acrobat® version 5 or later. Batch processing is only supported in Acrobat 5, Acrobat 6 Professional and Acrobat 7 Professional. For technical support queries, please consult the Troubleshooting section of this manual or email techsupport@artspdf.com 2.2. Installation You may have received this software on either CD-ROM or as a downloaded file. Macintosh (CD-ROM) To install from a CD-ROM: 1. Verify that Adobe Acrobat is not running. 2. Insert the CD-ROM. 3. Open the CD and double click the Install file. | CONTENTS | INDEX | Page 7 of 155 ARTS PDF Aerialist User Guide Setup 4. Navigate to ARTS PDF Aerialist. 5. Click install. 6. Follow the prompts to install ARTS PDF Aerialist. Macintosh (.hqx) If you 1. 2. 3. 4. downloaded ARTS PDF Aerialist, to install: Verify that Adobe Acrobat is not running. Decompress the distribution file provided. Execute the installation file. Follow the prompts to install ARTS PDF Aerialist. Windows (CD-ROM) To install from a CD-ROM: 1. Verify that Adobe Acrobat is not running. 2. Insert the CD-ROM. 3. If the CD-ROM does not automatically start, navigate to the CD in Windows Explorer and execute the Windows Installer.exe file. 4. Navigate to ARTS PDF Aerialist. 5. Click Install. 6. Follow the prompts to install ARTS PDF Aerialist. Windows (.exe) If you 1. 2. 3. downloaded ARTS PDF Aerialist, to install: Verify that Adobe Acrobat is not running. Execute the installation file provided. Follow the prompts to install ARTS PDF Aerialist. 2.3. Activation If you have the demo version of ARTS PDF Aerialist installed, activate the full version using the following steps: 1. In Acrobat select `Help > About 3rd Party Plug-Ins > ARTS PDF Aerialist. 2. Ensure you have a valid serial. To obtain a valid serial you must purchase the product: a. Select the `Register' tab page and click on `Buy Now' to purchase the full version. b. After your purchase has been confirmed, you will receive and email containing your serial number. 3. Select the `Register' tab page and click on `Activate'. 4. Enter your license details, including your serial number, and click "OK". | CONTENTS | INDEX | Page 8 of 155 ARTS PDF Aerialist User Guide Setup 2.4. Registration ARTS PDF provide the option of registering your copy of ARTS PDF Aerialist online. Online registration allows you to protect your serial number. In the event you lose or misplace your serial, we can locate and provide your serial to you on request. Registered customers will also receive important upgrade information and notification of product updates. 1. After activating your copy of ARTS PDF Aerialist you will be prompted to register online: a. Click "Now" to register your product online1. OR b. Click "Later" to register at a later stage. After entering your license details, you can register your product anytime by clicking on the "Register Now" button of the Register tab. 2. When registering your product, complete the online form and click "Submit Registration". 3. You only need register your product with us once. To manually register your ARTS PDF product, please visit our online registration page, http://www.artspdf.com/register.asp. 2.5. Uninstalling ARTS PDF Aerialist Macintosh To install on a Macintosh platform: 1. Execute the installation file2. 2. To continue with uninstalling ARTS PDF Aerialist you must accept the software license agreement. 3. Select the application ARTS PDF Aerialist was installed under (either Acrobat 5 or Acrobat 6) and click `Open'. 4. From the drop down menu, select the `Uninstall' item. Alternatively, to uninstall: 1. Verify that Adobe Acrobat is not running. 2. Locate the folder containing Acrobat plug-ins. For example when installed on Acrobat 6.0, typically files can be found in Drive: Applications: Adobe Acrobat 6.0 Professional: ARTS PDF Plug-ins: ARTS PDF Aerialist 3. Delete the ARTS PDF Aerialist files. 1 2 You must be connected to the Internet. If you installed ARTS PDF Aerialist from a CD-ROM, insert the CD, launch the Install file, navigate to ARTS PDF Aerialist and click install (you can choose to uninstall at a later time). | CONTENTS | INDEX | Page 9 of 155 ARTS PDF Aerialist User Guide Setup Windows To 1. 2. 3. 4. 5. install on a Windows platform: Verify that Adobe Acrobat is not running. Click Start > Settings > Control Panel. Open Add/Remove Programs. Select `ARTS PDF Aerialist 1.1' from the menu. Click `Add/Remove'. | CONTENTS | INDEX | Page 10 of 155 ARTS PDF Aerialist User Guide Productivity 3. Productivity 3.1. Overview The Productivity feature set can be used to create customizable tools and toolbars. ARTS PDF Aerialist comes with more than 50 predefined tools on 4 different toolbars. In addition to these timesaving tools, you can create your own custom tools and toolbars -giving you quick access to your predefined tasks and shortcuts -- and lets you export and share them with other users. Creating new tools is as easy as selecting and setting commands and assigning a toolbar button to them. You can copy or move your customized toolbar buttons to other predefined toolbars. Adding predefined tools or toolbars is as simple as selecting them and importing them. Features include: · Predefined Toolbars - Use any of the more than 50 tools that come with ARTS PDF Aerialist. · Make toolbars and tools - Access commands, menu items and existing toolbar buttons to create tools and build up your own toolbars. · Share toolbars and tools - Copy and share tools with other users through the Import/Export feature. · Toolbar Manager ­ Create multiple user-defined toolbars and manage the tools. · Copy a toolbar button ­ Use commands to select a toolbar button, copy it on to an ARTS PDF Aerialist toolbar and change its tool properties. | CONTENTS | INDEX | Page 11 of 155 ARTS PDF Aerialist User Guide Productivity 3.2. Using Productivity The Productivity feature has a main toolbar button called the 'Toolbar Manager'. See 'The Toolbar Manager' section. Using the Toolbar Manager you can create numerous toolbars3. Each toolbar will have its own tool manager button to add, edit or remove tools, it is known as the 'Add or Remove Tool' button. See 'Add or Remove Tool - The Tool Manager' section. The Productivity feature has an import/export function, which allows you to copy and share tools with other ARTS PDF Aerialist users. The toolbar and tool manager both have an import/export feature allowing you to save/load tools and toolbars. See 'Importing and Exporting Toolbars' and 'Importing and Exporting Tools' sections. 3 A maximum of 20 toolbars can be loaded at a time. | CONTENTS | INDEX | Page 12 of 155 ARTS PDF Aerialist User Guide Productivity 3.3. The Toolbar Manager The Toolbar Manager lets you to create, edit or delete customized toolbars. Create your own toolbar to contain frequently used tools and efficiently perform a range of operations to complete a specific work task. Figure 2. Toolbar Manager To open the `Toolbar Manager' dialog and manage your customized toolbars, click the `Productivity' (Toolbar Manager) button on the ARTS PDF Aerialist toolbar or select it from the drop down list. Figure 3. The `Productivity' (Toolbar Manager) tool button | CONTENTS | INDEX | Page 13 of 155 ARTS PDF Aerialist User Guide Productivity Alternatively, go to `Plug-Ins > ARTS PDF Aerialist > Tools > Toolbar Manager'. Figure 4. Accessing `Toolbar Manager' in the Acrobat menubar 3.3.1. Creating or Renaming Toolbars To create a new toolbar or to rename an existing toolbar: 1. Open the 'Toolbar Manager'. 2. Click `New' or `Rename'. 3. Enter a new toolbar name. 4. Click `OK' to accept the changes. 5. Restart Acrobat. 3.3.2. Deleting Toolbars To delete a toolbar: 1. Open the 'Toolbar Manager' 2. Click `Delete'. 3. Click `OK' to accept the changes. 4. Restart Acrobat. | CONTENTS | INDEX | Page 14 of 155 ARTS PDF Aerialist User Guide Productivity 3.3.3. Managing Toolbar Tools Use this feature to copy and share tools between multiple toolbars. With this you can move, copy or remove tools from any customized toolbar. On the 'Toolbar Manager' dialog, click 'Manage Tools' to open the dialog shown in the figure below. Figure 5. Manage Tools 3.3.3.1. Copying Toolbar Buttons To copy a tool to another toolbar: 1. Open the 'Toolbar Manager' and click on the 'Manage Tools' button. 2. In the list on the left, select the tool button you wish to copy. 3. In the list on the right, select the toolbar where the copied tool button will be placed. 4. Click `Copy>>` to copy the tool button (on the left list) to the toolbar (on the right list). 5. If it is successfully copied, the tool button will appear under the toolbar in the list on the left. 3.3.3.2. Moving Toolbar Buttons To move a tool to another toolbar: 1. Open the 'Toolbar Manager' and click on the 'Manage Tools' button. 2. In the list on the left, select the tool button you wish to move. 3. In the list on the right, select the toolbar where the selected tool button will be placed. | CONTENTS | INDEX | Page 15 of 155 ARTS PDF Aerialist User Guide Productivity 4. Click `Move>>` to move the tool button (on the left list) to the toolbar (on the right list). 5. If it is successful, the tool button will appear under the toolbar in the list on the left. 3.3.3.3. Removing Toolbar Buttons To remove a tool from a toolbar: 1. Open the 'Toolbar Manager' and click on the 'Manage Tools' button. 2. In the list on the left, select the tool button you wish to move. 3. Click `Remove'. 4. If it is successfully removed, the tool button will no longer appear under the toolbar in the list on the left. To remove all tools from a toolbar: 1. Open the 'Toolbar Manager' and click on the 'Manage Tools' button. 2. In the list on the left, select the toolbar you wish to remove all tool buttons. 3. Click Remove 4. If they are successfully removed, the tool buttons will no longer appear under the toolbar in the list on the left. 3.3.4. Showing and Hiding Toolbars To show or hide any of the customized toolbars you have created, follow these steps: 1. Do either one of the following: · Using Acrobat 6.0, go to `View > Tools'. · Using Acrobat 5.0, go to `Window > Toolbars'. · Right-click on the toolbar area. 2. Search through the list of toolbars and select the toolbar name you wish to show or hide. To show the toolbar, a tick should appear next to toolbar name. To hide the toolbar, the tick should be hidden. 3.3.5. Importing and Exporting Toolbars This feature lets you save and load customized toolbars. When a toolbar is exported it is saved and embedded into a PDF file. This file will store the name of the toolbar and all constituent tools. Importing the file will load the toolbar. This is an extremely useful feature if you are close to the 20 toolbar limit; simply export toolbars for later use and delete loaded toolbars to avoid exceeding the limit. | CONTENTS | INDEX | Page 16 of 155 ARTS PDF Aerialist User Guide Productivity 3.3.5.1. Importing Toolbars To load or import your toolbar: 1. Open the Toolbar Manager dialog. 2. Click the 'Import Toolbar' button. 3. Browse to the location of the toolbar/s you wish to import. 4. Select the toolbar/s to import and click 'OK'. See the 'Index of Toolbars and Tools' section for predefined toolbars. 3.3.5.2. Exporting Toolbars To save or export your toolbar: 1. Open the `Toolbar Manager' dialog. 2. Select the toolbar you wish to export and click the 'Export Toolbar' button. 3. Browse to the location of the toolbar/s you wish to import. 4. Optionally, rename the toolbar file. 5. Click 'Save' to export the toolbar. | CONTENTS | INDEX | Page 17 of 155 ARTS PDF Aerialist User Guide Productivity 3.4. Add or Remove Tool ­ The Tool Manager The 'Add or Remove Tool' enables you to manage tools on a particular toolbar. Not only can you add or remove tools but you can also edit the tool icon, menu text, tool tip and action performed. Figure 6. Add or Remove Tool ­ The Tools Manager To manage your tools on a toolbar, click on the `Add or Remove Tool' button. Figure 7. `Add or Remove Tool' button highlighted by the red circle Alternatively, go to `Plug-Ins > ARTS PDF Aerialist > Productivity > toolbar name > Add or Remove Tool' in the Acrobat menu. | CONTENTS | INDEX | Page 18 of 155 ARTS PDF Aerialist User Guide Productivity Figure 8. Accessing `Add or Remove Tool' from ARTS PDF Aerialist's toolbar | CONTENTS | INDEX | Page 19 of 155 ARTS PDF Aerialist User Guide Productivity 3.4.1. Creating or Editing Tools Figure 9. Edit Tool Properties 1. 2. 3. 4. On the toolbar, click on the `Add or Remove Tool' button to view the list of tools. Click `New' or `Edit'. Enter the tool properties. Click `OK' to save the changes. 3.4.1.1. Naming and Labeling Toolbar Buttons There is one name and two labels for each tool. · Name - The name of the actual tool. It will appear in the list of available tools. · Menu Text - The name that appears in the drop-down menu. · Tooltip (optional) - The text that appears when the mouse hovers above the button. | CONTENTS | INDEX | Page 20 of 155