PDF Documents

Batch and PDF Documents
Batch allows for importing PDF Documents and keeping them in their native format or converting them
to TIF. Previous versions of SAFE always converted a PDF file to a TIF. In many cases, this increased the
size of the document and/or decreased the quality of the document. The enhanced process allows the
user to select converting a PDF to a TIF (as in the past) or keeping the PDF format. The default action is to
keep the PDF format. When using the PDF format, edits and annotations will be performed using the
native PDF application.

• Go to batch and click on Options. Then select the “Load Files” tab.
• Select “Convert PDF documents to TIF on load” OR “Do Not convert PDF documents on load”
• Click Save.

Convert PDF documents to TIF on Load

• Select Tools on the Button Bar.
• Open Toolstrip.
• Imageman Options opens.
• Client may select in the Annotation Button Visibility items to display in the button bar when TIF documents are loaded.
• Click Save when selection is complete.

• Imageman Options
• Select General
• Auto Rotate for current job only is performed by selecting File> Print and then selecting Auto Rotate in the Custom Print Settings dialog panel.
• As Scanned and PDF documents are brought into SAFE, they are auto rotated so OCR can be performed on all the text. This improves full text search by being able to index all the text within the document.
• Click on Auto Rotate – this will rotate the document so that the document when OCR processed will be full text searchable.
• Click on Save.
• Select Scanner – select the desktop scanner – will not ask that a scanner be selected each time.

Changes made to the button bar in batch – selection made in the Toolstrip (See above).

Do Not Convert PDF Documents on Load

• Select PDF to bring into Batch
• Select under Options “Do not convert PDF documents on Load”
• To Edit, click on the edit button above document – document will open – see below: To add stamp, or signature, or use the tool bar must have Adobe Pro or Standard and edit rights in SAFE.

PDF Forms

Portable Document Format (PDF) was originally a proprietary format controlled by Adobe Systems and has since become an open standard published by the International Organization for Standardization as ISO 32000-1:2008. Because of PDFs market acceptance and built-in features it will eventually become the replacement technology for Forms.

PDFs have an extensive range of capabilities and are already in use by most SAFE customers. Specifically, PDF Forms used in conjunction with a SAFE document template allow folder index data to pre-populate the PDF Form when created from within SAFE. The PDF forms template setup is almost identical to setting up a Forms template.

Requirements:

        1. The PDF form used in the template must be fillable
        2. The PDF form used in the template cannot be password protected
        3. PDF Forms Manager in SAFE must be of Type “Electronic Form” and Extension “PDF”
Users must have one of the following applications defined for use with the PDF Forms manager*
* It is likely other PDF applications will work with PDF Forms; however, Cabinet has not tested them.

        1. Full version of Acrobat
        2. Foxit Reader
        3. Nitro PDF Reader – Restriction: can only open a single PDF Form at a time

Note: Because Adobe Reader is designed to only edit and print prepopulated forms, and does not support saving edited forms, it cannot be used with the PDF Forms manager.

End User Usage:

Same as any other document template.