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  1. Imagine this: You have a long report. We’re talking hundreds of pages long. Do you want to have to scroll all the way down to chapter 30 manually? Or would you prefer an interactive table of contents that links you directly to different sections of the document in just one click? In this week’s PDFelement tutorial, we’ll go over how to create a table of contents for your PDF files, whether it be a portfolio or e-book! First, you’ll need a table of contents page. If you don’t already have one, you can create one in PDFelement under File -> New -> Blank. You can type up your content and adjust the formatting. Make sure to include page numbers that correspond to the pages in your document. Personally, I find it easier and quicker to create my table of contents in Microsoft Word and then export the file as a PDF. I find that Word has a wide variety of formatting tools more suited to creating a nicely aligned table of contents. There are also templates available to make the whole process go by even more quickly! Once you are finished with your table of contents, open the PDF file in which you would like to include your table of contents. Head over to the “page” menu. Add the table of contents page that you just created by selecting “Insert." Choose the option “From PDF” from the drop-down menu. Next, you’ll need to link the page numbers to their target pages. Under the “edit” menu, select the “link” tool. Draw a box around the page number. A pop-up should appear once you finish your box. Make sure to choose “go to a page view.” Hit “set link”. Then, scroll to the page that the link should lead to and click “confirm”. Use the same method to link the rest of the page numbers. And that’s it. This is how you set up your interactive table of contents in PDFelement! Note that this tutorial was shown through the Mac version of the software, but the Windows version has the same steps for creating a table of contents. Any questions or tutorial requests? Comment below! We also have an online forum where you can get your PDFelement questions answered. See you there!
  2. Creating a fillable spreadsheet or invoice? Want to make sure that the person filling in the document doesn’t mess up the calculations? This is a good opportunity to use the calculation tools in PDFelement! You can easily set the text fields to calculate the sum, product, average, maximum, and minimum values. After months of seeing requests on the forum for the option to subtract and divide on forms, subtraction and division for form calculation has now been added to PDFelement Windows in version 6.8.0! Hooray! Understandably, since these are new functions, there has been some confusion surrounding them. So, here is a quick guide on how to utilize the different form calculation tools: The Basics: Sum, Product, Average, Maximum, Minimum These calculation functions that have always been part of PDFelement. The process is relatively simple and similar: Step 1: Create or edit your forms under the “Form” tab. Make sure that the “Form Edit” button has been selected. Step 2: Once you have laid out your text fields and are ready to set the calculations, double click or right-click on the text field where you would like to display the total amount. This will bring up the “Properties” menu. Step 3: Select the “Calculate” tab in the properties menu. Select the second option and pick your method of calculation from the drop-down menu. Step 4: Select all the boxes on the form that contribute to that final text box. Click “OK” and close the Properties menu. Your commands have now been saved. To test: Select the “Close Form Editing” icon and fill in your form. Sum sample: New Form Calculation Operations: Subtraction and Division The steps for using subtr action and division are like those above. Once you go into the Properties menu, and go into the “Calculate” tab, choose the third option – “simplified field notation” – at the bottom and manually input the calculation formula. Tips: Use “-“ for subtraction and “/” for division When making your own simplified field notation, make sure that the names of the text boxes match completely, including spacing and capitalization. Otherwise, the software won’t register the box. Some odd symbols may pop up when you use division (such as the example below), but don’t worry about this. Just continue to type in your numbers and the final total will appear once all the text fields have been filled. This is how you can set up calculations in PDFelement for Windows. Any questions or tutorial requests? Comment below! We also have an online forum where you can get your PDFelement questions answered. See you there!
  3. Do you have a lot of PDFs that you need to perform the same action on repeatedly? Chances are, you’d benefit from using our batch processing function! Batch processes let you select multiple files and perform the same action on all of them in one go. This saves a lot of time and clicking. However, while reviewing our forum, I’ve noticed a bit of confusion when it comes to using our batch process feature. The answer is Yes. Yes, you can. I’m aware that within every batch process, there are many nitty gritty little things that aren’t exactly intuitive. So, with this blog post, I’ll thoroughly explain each type of process. If you’re still unsure after reading this post, or if you think of other questions, always feel free to comment below! To use the batch process feature, you’ll need to take the following steps: Steps 1. Select the files you want to convert. They must be in PDF format already. Otherwise you won’t be able to select or open them in the program. 2. Select your preferences from the right-hand side 3. Pick a convenient location on your computer to save all the files 4. Begin batch processing However, the options available for each action are varied! Convert This is a good tool to use when you have a lot of PDFs that you want to convert into the same format separately. Within this tool, you can choose: Filetype: Word, PowerPoint, Excel, Image, ePub, Text, Pages, HTML, RTF Languages OCR Range: you can pick the range of pages you would like to perform OCR on Data Extraction A doctor’s office or law firm (or any business with clients for that matter) that collects forms, contracts, or invoices would find data extraction extremely useful for gathering all the information you need into one convenient location. I will release a separate post on data extraction in the near future, but it’s important to note that the end document after performing data extraction will be an excel sheet where each row contains information from a different form. Within this tool, you can choose to: Extract data from PDF form fields If your PDF form has form fields, the software will be able to easily grab the data from each field Extract data from scanned PDF If your form was scanned and does not have electronic form fields, you can manually mark up the areas to be extracted. Of course, for this to work, you need to make sure that all the forms have the same layout. OCR If you have multiple documents that you need to perform OCR on, I would just load it all up and then go take a coffee break. The OCR process can take a few minutes! Within this tool, you can choose: Language How much you want to compress the file: 72 dpi, 150 dpi, 300 dpi, 600 dpi OCR Setting: Editable – The text on the PDF will be replaced with real text that can be edited Searchable – The words on the PDF will be searchable but you won’t be able to edit them. Bates Numbering This is a great tool for anyone working in the legal industry, since you have a lot of documents that need to be labelled with Bates Numbering. With this feature, you can choose: Source A Bates numbering setting that you have saved previously Which alignment you would like the header to be in (Left, Right, Center) Option to add the Date or Bates numbering Text: select font, size, color Appearance Date format Option to shrink the document to avoid overwriting its text and graphics Option to keep the position and size of header/footer text constant when printing on different page sizes. Position Finetune the margins Watermark With this process, you have the option of removing or adding watermarks in bulk to the documents that you would like to protect. Removing is straightforward – you just select the files with watermarks that you want to remove and select the location where you want the files to be saved to. Adding a watermark has additional choices: Source Option to select a pre-saved watermark Option to create text to use as watermark or upload image or PDF from your computer. Appearance Option to rotate the watermark Adjust opacity Size in relation to page Location Option to keep the position and size of header/footer text constant when printing on different page sizes Position The page is split into 9 grids and you can select which section the watermark will appear on Finetune the position of the watermark on the page Select the pages that you would like the watermark to appear on: range, even, or odd pages Encryption You can use this feature to protect your files and give full access to a select audience. This is good when you are emailing important forms or contracts. This way, only the sender and the receiver have access to sensitive or confidential information. Encryption selection: Document Open Dictate whether readers need a password to open your documents. If yes, set your desired password. Permissions If you choose to restrict aspects of editing and printing of the document, you can set a password so that only certain people with access to the password can print or edit the document. You can restrict the ability to: Print in high resolution Insert, delete, and rotate pages Fill forms Sign forms Review forms Page extraction Encryption Level Options You can select your encryption level: 128-bit RC4, 128-bit AES, 256-bit AES Tips: The Windows version of the batch processing feature is more or less the same. There are some additional features here and there; feel free to click around and explore! While you can upload an unlimited number of files to the screen, a user pointed out that there seems to be a 500-file limit to what can be processed. So, we did a few tests and found this to be the case. Just something to be aware of! Still confused? Have more questions? We always want to hear from you – feel free to comment below or head on over to our Forums to post a thread or find out more!
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