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  1. At times it can be useful to add hyperlinks to your PDF document. You might want to direct readers to a specific page in your document, or a separate document altogether. We had a recent request in the forum asking how to use hyperlinks. So we thought we would create a quick tutorial to demonstrate this in today’s blog post. Let’s get started! First, to access the hyperlink tool, go to the “Edit” tab > “Link.” Then, to start the process, use your cursor to draw a box over the area you want to add a link to. If people hover their mouse in that area, they will now be able to click it and go to the link location. There are three different link actions to choose from: go to page view, open file, or open web page. Go to page view This option has previously been covered in a past blog post. People tend to use this feature to build a table of contents. But you can also use it for other scenarios, such as building a form or survey. You have the option to skip certain parts as well. Open File Once you’ve finished creating your link box using your mouse, make sure you select the correct “Open File” option in the drop-down menu to proceed. Click “Add” when you are done, and a pop-up window will appear where you can browse for the file. Aside from editing the file that you want to link to, you can also edit the appearance of the link box by opting to have the bounding box visible (link type). If you want the box to be visible, you can also adjust the line style, highlight style, line thickness, and color if you’d like. If you decide you’d rather have your users open the link as a web page, you can also edit that as well. Note: if you choose to link to a file, you can only open a file on your own computer. If you send someone a hyperlink to open a file, but the file is not present on their computer, they will not be able to access it. Open Web Page Similar to the “Open File” option, you’ll need to draw a box with your mouse, and then select the “Open Web page” option from theright hand side, and then press “Add”. To save, make sure that you’re done tweaking all the appearance options and de-select the “Link” button on the top ribbon. There you have it! This is how you set up hyperlinks in PDFelement. This tutorial was demonstrated on Mac, but the functions are similar – if not identical – on Windows. For example, on Windows, the actions appear on a pop-up window as opposed to a drop-down menu. Any questions or tutorial requests? Let us know in the comments below! We also have an online forum where you can get your PDFelement questions answered. See you there!
  2. The ability to build forms that are interactive and intuitive is highly beneficial for the end users. Have you ever built a form and wanted to tweak the way the answers will show up? For instance, you might want to set the font size, font color, and more. In today’s post, we’ll talk about how to set up your form so that the responses look nice and organized. To access the properties and edit them, either double click on the form field box while in editing mode, or simply right click. Below is a list of the properties that you are able to change. Appearance: Borders and colors The box surrounding the text can be colored if you’d like; this is completely up to you. If you decide to go with a border, you can select the thickness of the line and its style as well. Text: You can change the default size, color, and font of the responses. Options: Alignment: Left, Right, Centre Assign a default value This is useful if there is an answer that you think is common or a prompt that you want to give users. How the response displays in the text boxes: -Scroll long text: The text you input will continue on one line Multi-line: If you enter a long answer (eg. Paragraph), the text will break into multiple lines and fill the length of the box. However, you will not be able to scroll through the answer. If you have a lot of text, you can select both “Scroll long text” and “multi-line” so that you can scroll through the multiple lines that are hidden from view. Limit of x amount of characters Choose this option if you don’t want the answers to be too long; however, it will not be specified on the form. Actions You can refer back to an old blog post we wrote on the topic of mouse triggers to learn more. Format If applicable, you can set it so that the values that the user enters are numbers, percentages, dates, or times. There is also an option to select special formats: Zip Code, Phone Number, Social Security Number, and Arbitrary Mask. It’s important to note that you can’t select “Special” if you have “Multi-line” checked. Calculations You can also learn more about this topic in a previous post. Pro-tip: Always remember to press “Close” to save! There you have it! This is how you set up form responses in PDFelement for Mac. The functions in the Windows version of the software are similar, so if you have any questions or tutorial requests, let us know in the comments below! We also have an online forum where you can get your PDFelement questions answered. Hope to see you there!
  3. PDFelement

    The More you Know: Enabling Updates

    Have you noticed other users getting updates but don’t know how to get them yourself? Are you unsure if you have the latest version installed? In today’s post, we’ll discuss how to install the latest version of PDFelement and make sure you are getting all the updates. This quick tutorial will ensure that you are able to a) determine the exact version of PDFelement you have installed, and b) set up manual/automatic updates. First, here is how to check which version you have installed: On Mac: 1) Go to “PDFelement 6 Pro” tab > “About” 2) A pop-up will appear. On Windows: 1) Go to “Help” > “About” 2) A pop-up will appear. Secondly, if you want to know how to set up manual or automatic updates, simply follow these steps: On Mac: 1) Go to the “PDFelement 6 Pro” button > Preferences 2) A pop-up will appear with 3 options. Click on “Update.” 3) You will get the option to either manually check for updates (which is good for people who like to wait and see how others find the new update before switching over themselves), or automatically have the system check for you. You’ll be able to set it for daily, weekly, or monthly checks. If you don’t think you have the latest version, you can always hit the large “check for updates” button at the bottom of the pop-up. Or, alternatively, you can go to “Help” > “Check for Updates.” On Windows: 1) Go to “File” > “Preferences” > “Update” 2) A pop-up will appear. You can select to “Turn off automatic updates” or select the frequency you would like PDFelement to check for updates. Similar to the Mac product, there is also the option to quickly check for updates without leaving your current screen: Go to “Help” > “Check for updates.” And there you have it! This is how you check which version of PDFelement you have installed, as well as how you can set up update frequencies for PDFelement. Any questions or tutorial requests? Comment below! We also have an online forum where you can get your PDFelement questions answered. See you there!
  4. PDFelement

    The More You Know: Setting Tab Order

    Today, we will be walking you through the steps for setting the tab order on your forms on PDFelement! I find that I’m filling out more forms digitally than I used to, and some of them get quite lengthy. While my Mac’s track pad is quite easy to use and more sensitive than the one my other laptop had, it’s still nice to restrict all my movement to keyboard shortcuts and prompts when I’m filling in these forms. I really appreciate a form with a tab order that makes sense and takes me through the fields chronologically and naturally. I want to feel that the tab order is taking me through the form in the way that I would go about it if I were filling in the form manually. Mac After you’ve completely put in all your form fields, and placed them where you want them to appear, you can select “Show Tab Numbers” on the right-hand side. Or, right click to select the option from a drop down menu. You should see purple boxes with numbers in them appear in the top left corner of each form field. This indicates the current order that the user will be tabbing in. The numbers are assigned in the order that you created the fields in. To change this order, simply begin clicking on the boxes in the order that you would like them to be tabbed in. You will find that the boxes will change into their new order numbers as you are click the next box in the sequence, so don’t panic if they aren’t changing right when you click! Once you reach the last box on the page, there will be a pop-up asking whether you’ve completed the action of setting the tab order. Click “Yes” to confirm and “No” to continue editing. Windows The process of setting up the tab order is similar in the Windows version of PDFelement. I will briefly summarize the steps and bring up the points where it differs: 1) To bring up the menu to set tab order, you must right click on any form field to select “Set Tab Order”. The purple boxes will appear in the same place. The sequence will be set by the order in which the fields were created in. 2) Once you have clicked on all the boxes to assign the order that you want and are satisfied, click “Yes” to confirm and the purple boxes will disappear. Tips: Tab orders are set by page. This means that the first field of each page will begin at 1. However, this will not affect the user’s workflow, as the last box on page one will tab into the first box on page 2 and so on. Although you are setting the tab order by page instead of by document, save this task for the very end when you have input all the necessary fields, as you need to start at “1” to set the order on each page. The confirmation pop-up will appear after you click the last unclicked box each time you complete a page. Make sure to click the last box, even though at this point, the number will be what you want. Otherwise, you won’t be able to save your work. If you are done editing the tabbing sequence for the time being and would like to hide the purple numbers, simply: a. Mac: Click on another field editing option (such as form field recognition) to let the program know that you would like to exit “Show Tab Numbers”. b. Windows: Right click again and de-select the option to “Set Tab Order”. There you have it. This is how you set up tab order in PDFelement. Any questions or tutorial requests? Comment below! We also have an online forum where you can get your PDFelement questions answered. Check it out!
  5. 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!
  6. 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!
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