User manual ARTS PDF AERIALIST PROFESSIONAL 1.2

ARTS PDF Aerialist Professional Version 1.2 ARTS PDF Aerialist Professional User Guide Contents Contents 1. 2. INTRODUCTION ...........................................................................7 SETUP..........................................................................................8 System Requirements.......................................................................... 8 Installation......................................................................................... 8 Activation .......................................................................................... 9 Registration ..................................................................................... 10 Uninstall .......................................................................................... 10 2.1. 2.2. 2.3. 2.4. 2.5. 3. PRODUCTIVITY..........................................................................12 3.1. Overview ......................................................................................... 12 3.2. Using Productivity ............................................................................. 13 3.3. The Toolbar Manager ......................................................................... 14 3.3.1. Creating or Renaming Toolbars...................................................... 15 3.3.2. Deleting Toolbars ........................................................................ 15 3.3.3. Managing Toolbar Tools ................................................................ 15 3.3.4. Showing and Hiding Toolbars ........................................................ 17 3.3.5. Importing and Exporting Toolbars .................................................. 17 3.4. Add or Remove Tool ­ The Tool Manager .............................................. 19 3.4.1. Creating or Editing Tools .............................................................. 21 3.4.2. Deleting Tools ............................................................................. 23 3.4.3. Importing and Exporting Tools....................................................... 24 3.4.4. Reordering Tools ......................................................................... 25 3.5. Productivity Tutorials ......................................................................... 26 3.5.1. Using the Open File Command....................................................... 26 3.5.2. Using the Menu Item Execute Command ......................................... 27 3.5.3. Using the Batch Sequence Execute Command.................................. 28 3.5.4. Using the World Wide Web Link Command ...................................... 29 3.5.5. Using the Select Tool button Command .......................................... 30 3.5.6. Using Bookmark Commands.......................................................... 31 3.5.7. Using Link commands .................................................................. 32 3.5.8. Using the Split command .............................................................. 33 3.5.9. Using the Stamp command ........................................................... 33 3.6. Batch Processing............................................................................... 35 3.6.1. Create a Sequence ...................................................................... 35 3.6.2. Running a Sequence .................................................................... 37 | CONTENTS | INDEX | Page 2 of 200 ARTS PDF Aerialist Professional User Guide Contents 3.6.3. Importing Tools........................................................................... 38 3.6.4. Bookmarking in Batch .................................................................. 38 3.6.5. Splitting in Batch ......................................................................... 39 3.6.6. Managing Links in Batch ............................................................... 40 3.6.7. Stamping in Batch ....................................................................... 40 3.7. Watched Folders ............................................................................... 42 3.7.1. Create a Watched Folder .............................................................. 42 3.7.2. Running a Watched Folder ............................................................ 44 3.7.3. Log File ...................................................................................... 44 3.8. Configuring Productivity Preferences .................................................... 45 3.9. Index of Toolbars and Tools................................................................ 46 3.9.1. Basic Toolbar .............................................................................. 46 3.9.2. Developer Toolbar ....................................................................... 48 3.9.3. Manage Toolbar........................................................................... 50 3.9.4. Print Toolbar ............................................................................... 52 4. CONTENT ASSEMBLY..................................................................54 4.1. Overview ......................................................................................... 54 4.2. Using Content Assembly .................................................................... 55 4.3. Splitting PDF files.............................................................................. 56 4.3.1. Split into files of n pages .............................................................. 57 4.3.2. Split by page marks ..................................................................... 58 4.3.3. Split by bookmarks ...................................................................... 62 4.3.4. Split by page range...................................................................... 63 4.3.5. General splitting options ............................................................... 65 4.3.6. Destination folder and filename settings ......................................... 66 4.4. Merging Files .................................................................................... 67 4.4.1. Adding Files or Folders ................................................................. 68 4.4.2. Using a control file....................................................................... 69 4.4.3. Saving the merged file ................................................................. 71 5. BOOKMARKS..............................................................................72 5.1. Overview ......................................................................................... 72 5.2. Using Bookmarks .............................................................................. 73 5.2.1. Bookmark Features...................................................................... 73 5.3. Adding Bookmarks ............................................................................ 75 5.3.1. The Preview Pane ........................................................................ 75 5.3.2. Add Bookmarks to PDF ................................................................. 81 5.3.3. Importing/Exporting Bookmark Settings ......................................... 81 5.4. Finding and Replacing Bookmarks ....................................................... 84 | CONTENTS | INDEX | Page 3 of 200 ARTS PDF Aerialist Professional User Guide Contents 5.4.1. Find Options ............................................................................... 85 5.4.2. Replace Options .......................................................................... 85 5.4.3. Using Text Masking...................................................................... 86 5.5. Building Bookmarks........................................................................... 87 5.5.1. Creating Bookmarks..................................................................... 88 5.5.2. Importing/Exporting Bookmark Build Options .................................. 89 5.5.3. Bookmark Selection Properties ...................................................... 89 5.6. Deleting Bookmarks .......................................................................... 95 5.7. Sorting Bookmarks............................................................................ 96 6. STAMP .......................................................................................98 6.1. Overview ......................................................................................... 98 6.2. Main Features................................................................................... 99 6.2.1. Text Stamps ............................................................................... 99 6.2.2. Image Stamps ...........................................................................100 6.2.3. PDF Stamps...............................................................................100 6.3. Using Stamps ..................................................................................101 6.3.1. Stamp a document .....................................................................102 6.3.2. Undo Stamp ..............................................................................102 6.4. Managing Stamps and Profiles ...........................................................103 6.4.1. Creating a new Profile .................................................................104 6.4.2. Creating a new Stamp.................................................................104 6.4.3. Previewing a Profile/Stamps.........................................................104 6.4.4. Renaming Profiles/Stamps ...........................................................104 6.4.5. Deleting Profiles /Stamps.............................................................105 6.4.6. Rearranging Stamps ...................................................................105 6.4.7. Importing / Exporting Profiles.......................................................105 6.4.8. Editing Stamps...........................................................................106 6.4.9. Right Click Menus .......................................................................106 6.5. Designing Stamps ............................................................................107 6.5.1. General Stamp Settings...............................................................107 6.5.2. Text Stamp Properties.................................................................111 6.5.3. Image/PDF Stamp Settings ..........................................................116 6.6. Logging ..........................................................................................118 6.6.1. View Log File .............................................................................118 6.6.2. Clear Log File .............................................................................119 6.7. Configuring Stamp Preferences ..........................................................120 6.7.1. File Handling..............................................................................120 6.7.2. Defaults ....................................................................................120 | CONTENTS | INDEX | Page 4 of 200 ARTS PDF Aerialist Professional User Guide Contents 7. LINKS ...................................................................................... 121 7.1. Overview ........................................................................................121 7.2. Using Links .....................................................................................122 7.3. Link Checking ..................................................................................123 7.3.1. Show Dead Link Toolbar ..............................................................123 7.3.2. Find Next Dead Link....................................................................123 7.3.3. Find Previous Dead Link ..............................................................123 7.3.4. Find Dead Links On This Page.......................................................123 7.4. Link Management.............................................................................124 7.4.1. Show / Hide Link Alignment Palette...............................................124 7.4.2. Set Link(s) Properties..................................................................125 7.4.3. Find And Replace Destinations......................................................127 7.4.4. Set Base URL .............................................................................129 7.4.5. Create Page Links .......................................................................131 7.4.6. Create Keyword Links .................................................................132 7.4.7. Table of Contents .......................................................................134 7.5. Delete Links ....................................................................................140 7.6. Reporting........................................................................................141 7.6.1. Report on Bad Actions .................................................................141 7.6.2. Report on Bad Bookmarks ...........................................................142 7.6.3. Report on All Links......................................................................143 7.6.4. Report on External Dependencies..................................................144 7.6.5. Report on Selected Link...............................................................145 7.6.6. Count Links ...............................................................................147 7.7. Configuring Link Preferences..............................................................148 7.8. Additional Link Features ....................................................................150 7.8.1. Multiple ­ select and drag links.....................................................150 7.8.2. Cut and paste links .....................................................................151 7.8.3. Paste links onto multiple pages or multiple files ..............................152 8. IMAGES ...................................................................................153 8.1. Overview ........................................................................................153 8.2. Using Images ..................................................................................154 8.2.1. Preferences ...............................................................................155 8.2.2. Undo ........................................................................................156 8.2.3. Compression Methods .................................................................156 8.2.4. Saving Changes .........................................................................158 8.2.5. General Notes ............................................................................158 8.2.6. The Image Selection Tool ............................................................159 8.2.7. The Images Menu .......................................................................159 | CONTENTS | INDEX | Page 5 of 200 ARTS PDF Aerialist Professional User Guide Contents 8.2.8. The 8.2.9. The 8.2.10. The 8.3. Enfocus "Image Tools" Window ..........................................................162 "Image Editor" Window .........................................................170 "Document Tools" Window .....................................................173 Certified PDFTM.....................................................................175 9. LAYERS ....................................................................................176 9.1. Overview ........................................................................................176 9.2. Using Layers ...................................................................................177 9.2.1. Starting Layers ..........................................................................177 9.2.2. Menu ........................................................................................178 9.2.3. Toolbar .....................................................................................178 9.2.4. Preferences ...............................................................................178 9.3. Manage Layers ................................................................................181 9.3.1. Create a Layer ...........................................................................181 9.3.2. Select Objects............................................................................182 9.3.3. Add a Page ................................................................................184 9.3.4. Edit Layers ................................................................................185 9.3.5. Delete Layers.............................................................................185 9.3.6. Merge Layers .............................................................................185 9.4. Layer Properties...............................................................................186 9.4.1. Set Layer Properties ...................................................................186 9.5. Create Layers From Pages .................................................................188 10. TROUBLESHOOTING ................................................................190 10.1. 10.2. 10.3. 10.4. 10.5. 10.6. Frequently Asked Questions ............................................................190 Forum .........................................................................................195 Known Issues ...............................................................................195 Updates .......................................................................................196 Maintenance .................................................................................196 Technical Support..........................................................................197 | CONTENTS | INDEX | Page 6 of 200 ARTS PDF Aerialist Professional User Guide Introduction 1. Introduction ARTS PDF Aerialist Professional takes Acrobat to the next level with its advanced tools for splitting, merging, stamping, bookmarks, hyperlinks and process automation. Suitable for government agencies and industries - including legal, finance, pharmaceutical, IT and publishing - ARTS PDF Aerialist Professional helps users efficiently prepare electronic documents for exchange, archives, submission and publishing. ARTS PDF Aerialist Professional 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 Professional toolbar Note: This document contains information on both the Macintosh and Windows ® versions of ARTS PDF Aerialist Professional. Wherever appropriate, the differences are clearly indicated. This document specifically covers the features in ARTS PDF Aerialist Professional version 1.2. | CONTENTS | INDEX | Page 7 of 200 ARTS PDF Aerialist Professional 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 8 of 200 ARTS PDF Aerialist Professional User Guide Setup 4. Navigate to ARTS PDF Aerialist Professional. 5. Click install. 6. Follow the prompts to install ARTS PDF Aerialist Professional. Macintosh (.hqx) If you 1. 2. 3. 4. downloaded ARTS PDF Aerialist Professional, 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 Professional. 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 Professional. 5. Click Install. 6. Follow the prompts to install ARTS PDF Aerialist Professional. Windows (.exe) If you 1. 2. 3. downloaded ARTS PDF Aerialist Professional, to install: Verify that Adobe Acrobat is not running. Execute the installation file provided. Follow the prompts to install ARTS PDF Aerialist Professional. 2.3. Activation If you have the demo version of ARTS PDF Aerialist Professional installed, activate the full version using the following steps: 1. In Acrobat select `Help > About 3rd Party Plug-Ins > ARTS PDF Aerialist Professional. 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 9 of 200 ARTS PDF Aerialist Professional User Guide Setup 2.4. Registration ARTS PDF provide the option of registering your copy of ARTS PDF Aerialist Professional 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 Professional you will be prompted to register online: a. Click "Now" to register your product online 1. 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. Uninstall Macintosh To uninstall on a Macintosh platform: 1. Execute the installation file 2. 2. To continue with uninstalling ARTS PDF Aerialist Professional you must accept the software license agreement. 3. Select the application ARTS PDF Aerialist Professional 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 Professional 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 10 of 200 ARTS PDF Aerialist Professional User Guide Setup 3. Delete the ARTS PDF Aerialist Professional files. Windows To uninstall on a Windows platform: 1. Verify that Adobe Acrobat is not running. 2. Click Start > Settings > Control Panel. 3. Open Add/Remove Programs. 4. Select `ARTS PDF Aerialist Professional 1.2' from the menu. 5. Click `Add/Remove'. | CONTENTS | INDEX | Page 11 of 200 ARTS PDF Aerialist Professional User Guide Productivity 3. Productivity 3.1. Overview The Productivity feature set can be used to create customizable tools and toolbars. ARTS PDF Aerialist Professional 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 Professional. · 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 Professional toolbar and change its tool properties. | CONTENTS | INDEX | Page 12 of 200 ARTS PDF Aerialist Professional 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 toolbars 3. 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 Professional 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 13 of 200 ARTS PDF Aerialist Professional 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 Professional toolbar or select it from the drop down list. Figure 3. The `Productivity' (Toolbar Manager) tool button | CONTENTS | INDEX | Page 14 of 200 ARTS PDF Aerialist Professional User Guide Productivity Alternatively, go to `Plug-Ins > ARTS PDF Aerialist Professional > Productivity > Toolbar Manager'. Figure 4. Accessing `Toolbar Manager' in the Acrobat menu bar 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. 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. | CONTENTS | INDEX | Page 15 of 200 ARTS PDF Aerialist Professional User Guide Productivity 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. 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. | CONTENTS | INDEX | Page 16 of 200 ARTS PDF Aerialist Professional User Guide Productivity 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. 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. | CONTENTS | INDEX | Page 17 of 200 ARTS PDF Aerialist Professional User Guide Productivity 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 18 of 200 ARTS PDF Aerialist Professional 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. The Add or Remove Tool Alternatively, go to `Plug-Ins > ARTS PDF Aerialist Professional > Productivity > toolbar name > Add or Remove Tool' in the Acrobat menu. | CONTENTS | INDEX | Page 19 of 200 ARTS PDF Aerialist Professional User Guide Productivity Figure 8. Accessing `Add or Remove Tool' from the ARTS PDF Aerialist Professional's toolbar | CONTENTS | INDEX | Page 20 of 200