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Nitro PDF Professional

User Guide
User guide  |  Table of contents  |  

Table of contents
About Nitro PDF Professional
About Nitro PDF Professional  4
Getting help using Nitro PDF Professional  5

Create
Create PDF quickly  7
Convert Microsoft Office files to PDF  8
Create PDF from any file  9
Create PDF from screen captures  10
Create PDF from scanner  10

Combine files & assemble pages


Combine files to PDF  12
Assemble pages  13
Crop or resize pages  13
Rotate pages  13
Extract pages  14
Delete pages  14
Reorder, move, or rearrange pages  14
Insert pages  15

Edit
Text & images  16
Headers & footers  17
Watermarks  18
Bates numbering  18
Optimize & shrink files  19
Attach files  19
Document properties 20

Export
Copy text 22
Copy snapshot of page content 22
Convert PDF to Word 22
User guide  |  Table of contents  | 

Comment & review


Sticky notes 24
Highlight, underline, and cross out text 24
Stamps 25
Lines, arrows, rectangles & ovals 25
Attach files 26
Organize & view comments 27

Secure files
Control usage and access 29
Apply security  30
Security profiles  30
User guide  |  About Nitro PDF Professional  | 

About Nitro PDF • Reviewing documents faster in teams.


• Controlling access to and changes

Professional •
made to documents.
Ensuring related documents are kept
The Portable Document Format (PDF) is the together.
bridge between the old paper world and the
• Making documents usable and
new electronic document world. Its invention
intelligent.
solved the fundamental problem of how
to exchange visually accurate documents
electronically.
About Nitro PDF Professional
Why has PDF been so successful? What is Nitro PDF Professional?
PDF has succeeded because of its: Nitro PDF Professional is an affordable, fully-
featured PDF creation and editing product.
• Portability. Small in size and self-
For less than $99, Nitro PDF Professional
contained.
gives you full control over PDF documents,
• Reliability. Virtually anyone on any including commenting, security, text editing,
computer system can view. one-click creation from Microsoft® Office and
much more.
• Accuracy. Look and print the same on
any computer. • Create. Nitro PDF Professional makes
PDF creation effortless. Create a
• Openness. Anyone can develop tools to
PDF from within any of your favorite
create and edit documents.
applications, and enjoy one-click PDF
creation from within Microsoft® Office.
PDF and the information worker
PDF is the ideal format to standardize • Comment. Nitro PDF Professional lets
on. A typical information worker works in you give and receive feedback in familiar,
government agencies or in industries such straightforward ways—use sticky notes,
as law, finance, marketing, publishing, and highlighters, draw freehand scribbles
pharmaceuticals, and needs to maintain and more.
high quality work while reducing the time to
• Secure. Working with Nitro PDF
complete tasks and projects. The PDF format
Professional lets you control what others
ensures documents are exchanged reliably,
can and can’t do with your work. Turn
securely, and accurately. Key requirements
editing, printing and copying on or off, or
include:
set an access password on any PDF you
• Sharing documents reliably first time. create.
User guide  |  About Nitro PDF Professional  | 

• Combine. Nitro PDF Professional lets If a product is too complex or hard to


you package lots of different files into figure out, or if you can’t get help when
one convenient bundle to send to other you need it, then you won’t be able
people, without having to worry about to use it no matter how good it is. For
how your recipients’ computers are set this reason, usability and dependable
up. product support are at the core of what
we think Nitro PDF Professional should
What is the goal behind Nitro PDF be about.
Professional? • Community involvement. The people
PDF documents are now ubiquitous—most who buy our products are the people
people deal with them every day in one form who put food on our plates and geeky
or another. But only a small fraction of those toys on our desks. For that reason, we
people are in a position to take full advantage think it’s critical that we listen to what you
of everything that PDF has to offer—things like think of our products, our support and
collaboration, security, forms, and even the our service. So if there’s something you
simple act of creating a PDF. Every Nitro PDF wish we were doing, or you like what we
Professional product is designed from start to do but you think we could be doing it
finish to give people access to that potential; better, feel free to sound off.
and so we build every Nitro PDF Professional
product to be affordable, easy to use and
most importantly, to include all the features Getting help using Nitro PDF
people need and want.
Professional
• Affordability. An affordable product To get help using Nitro PDF Professional go to
gives you something you want for a price the online Help menu and visit the Nitro PDF
you’re willing to pay. We feel that the Professional <http://www.nitropdf.com> site.
majority of PDF software on the market
• Priority support. All registered Nitro PDF
today fails that test—and if we want to get
Professional users get full 14-day e-mail
people really using PDF, then we need to
support to get you up and running.
start by providing truly affordable PDF
software. Giving people full access to • Extended support. To get extended
standard PDF functionality for only $99 support from the Nitro PDF Professional
(with Nitro PDF Professional) is a start. team, subscribe to ongoing support.
• Usability and support. We feel that
Getting help with PDF
the second big obstacle that presently
As a worldwide standard in many industries,
keeps the full benefit of PDF out of most
PDF is a frequent topic of discussion by users,
people’s reach is usability and support.
industry leaders, experts, and developers.
User guide  |  About Nitro PDF Professional  | 

The central source of information related


to all aspects of PDF can be found at Planet
PDF <http://www.planetpdf.com>. On the
Planet PDF web site you’ll find articles, tips,
and forums related to PDF development
and usage. Plan to make periodic visits to
the web site to stay informed with current
developments in PDF technology
User guide  |  Create  | 

Create To convert files to PDF from a folder or the


desktop
Nitro PDF Professional makes creating PDF 1. Open the folder that contains the files
documents simple and streamlined. You can you want to convert.
quickly convert most common files with one
2. Left-click the file you want to select.
click (including files open in Microsoft Word,
To select more than one file, hold
Excel, and PowerPoint), and convert any other
down Ctrl as you left-click.
file type just by printing it to PDF.
3. Right-click, and then click Convert To
• Create PDF quickly
PDF .
• Create PDF from Microsoft Office
To convert files to PDF in Nitro PDF
• Create PDF from any file Professional
• Create PDF from screen captures 1. On the Home tab, in the Convert
group, click Create PDF .
• Create PDF from scanner
2. On the Create PDF dialog, click the
To learn about combining files, see the
Add Files button, and then select the
Combining files and assembling pages
files to convert.
section.
3. In the Make PDF files list do one of
the following, depending on whether
Create PDF quickly file size or print quality is more
For most commonly used file types (such important to you:
as Microsoft Word, Excel, and PowerPoint),
• If the document requires high print
Nitro PDF Professional enables you to convert
quality, click Print ready.
them to PDF quickly and with a minimal
effort. There are a variety of ways to do the • If the print quality is less important
conversion, and best of all you can convert than file size, click Office ready.
more than one file in the one go.
• If a small file size is the most important
To create a PDF with one click quality, click Web ready.
1. In the folder that contains the file, 4. In the Save PDF to list, select the
left-click the file and drag it on to the location you want to save the file to.
Nitro PDF Professional desktop
5. Click Create.
icon.
User guide  |  Create  | 

One-click creation file type support Convert Microsoft Office files


You can quickly convert most commonly used
to PDF
file types by dragging and dropping them on
As well as one-click creation in Microsoft®
to the Nitro PDF Professional desktop icon or
Word, Excel, and PowerPoint, Nitro PDF
by opening the Create PDF dialog from the
Professional includes Office add-ins with
Home tab. File types supported include:
advanced conversion settings to apply
Documents bookmarks, links, document property
information, and security during creation.
• Microsoft Word (.doc )
• Microsoft Excel (. xls) Convert Microsoft Word files to
• Microsoft PowerPoint (.ppt) PDF
Nitro PDF Professional enables you to create
• Microsoft Publisher (.pub)
more intelligent PDFs by adding navigation,
• Microsoft Visio (.vis) document information, security, and more
while the PDF is being created.
• HTML (.html, .htm)
To create a PDF from Microsoft Word 2000-
• WordPerfect (.wpd)
2003:
• Rich Text (rtf)|
• Click Convert to PDF.
• Text (.txt)
• Click Convert to PDF and Email.
Graphics
To create a PDF from Microsoft Word 2007:
• Bitmap (.bmp)
• On the Add-Ins tab, in the Custom
• GIF (.gif) Toolbars group, click Convert to PDF.
• JPEG (.jpg, .jpeg, .jpe) • On the Add-Ins tab, in the Custom
Toolbars group, click Convert to PDF
• JPEG2000 (.jpf, .jp2, .j2k)
and Email.
• PNG(.png)
To create an intelligent PDF from Microsoft
• Metafile (.wmf, .emf) Word 2000-2003:
• TIFF (.tif, .tiff) 1. Click Nitro PDF Professional Word
Settings.
2. In the Settings, Security, and
Bookmarks tabs, click the options you
want to use.
User guide  |  Create  | 

3. Click OK. Convert Microsoft PowerPoint files to PDF:


To create an intelligent PDF from Microsoft Nitro PDF Professional includes a macro for
Word 2007: Microsoft PowerPoint that lets you convert to
PDF from the toolbar in PowerPoint.
1. On the Add-Ins tab, in the Custom
Toolbars group, click Nitro PDF To create a PDF from Microsoft PowerPoint
Professional Word Settings. 2000-2003:
2. In the Settings, Security, and • Click Convert to PDF.
Bookmarks tabs, click the options you
• Click Convert to PDF and Email.
want to use.
To create a PDF from within Microsoft
3. Click OK.
PowerPoint 2007:
Convert Microsoft Excel files to • On the Add-Ins tab, in the Custom
Toolbars group, click Convert to PDF.
PDF
Nitro PDF Professional includes a macro for • On the Add-Ins tab, in the Custom
Microsoft Excel that lets you convert to PDF Toolbars group, click Convert to PDF
from the toolbar in Excel. and Email.
Tip: To convert the whole workbook, make sure
you have the setting turned on in the Nitro PDF
Professional menu.
Create PDF from any file
Nitro PDF Professional lets you create PDF
To create a PDF from Microsoft Excel 2000- files from any application that can print,
2003: meaning you can create PDFs from hundreds
of different types of files. Just start your
• Click Convert to PDF.
application as normal, open the file you want
• Click Convert to PDF and Email. to convert, and then print.
To create a PDF from within Microsoft Excel To create a PDF from a file:
2007:
1. Open the file in its application.
• On the Add-Ins tab, in the Custom
2. Click the Print option.
Toolbars group, click Convert to PDF.
3. In the Printer list, choose Nitro PDF
• On the Add-Ins tab, in the Custom
Professional Driver, and then click
Toolbars group, click Convert to PDF
OK.
and Email.
4. Specify a name and a location to save
the PDF once it’s created.
User guide  |  Create  |  10

Nitro PDF Driver settings 3. Choose the options you want, and
The Nitro PDF Professional Driver settings then click OK.
dialog gives you advanced control over the
PDF files you create. The settings include:
• Page size and rotation. Sets the size and
Create PDF from screen
orientation of the pages. captures
Nitro PDF Professional lets you create
• Security & digital signatures. Applies
PDFs directly from your screen captures
digital signatures to certify documents
or ‘screenshots.’ Taking captures of your
and password-based controls, including
computer screen and then putting them
the limiting of print, copying and
straight into Nitro PDF Professional works
extracting, form filling, commenting and
particularly well when you want to add
more.
comments or drawing markups to the image
• Watermarks or stamps. Applies text- you’ve captured.
and/or image-based watermarks and
To create a PDF from a screen capture:
stamps to pages.
1. Press the Print Screen key.
• Fonts. Controls whether to embed
particular fonts or not, and whether to 2. On the Home tab, in the Convert
embed font subsets. group, click the arrow below Create
PDF .
• Document view options. Sets whether to
display the Bookmarks, Pages, Layers, or 3. Click Create PDF from Clipboard .
Attachment panes when opening a PDF,
as well as the magnification level to use.
• Interface options. Sets whether the
Create PDF from scanner
Nitro PDF Professional provides you with an
menu, toolbar, and so on should be
easy way to convert your paper documents
displayed when a PDF is opened.
to digital form for easier storage and access.
• Document information (meta data). Sets Depending on the type of scanner you have,
the document title, author, subject, and you will be able to convert pages one at a
keywords. time, or do whole collections of pages in the
one process. If you need to, you can also
To change Nitro PDF Professional Driver
merge documents as you go to create the one
settings:
complete PDF document.
1. Open the print dialog.
To scan paper documents to PDF:
2. In the Printer list, choose Nitro PDF
1. On the Home tab, in the Convert group,
Professional Driver, and then click
click the arrow below Create PDF.
Properties.
User guide  |  Create  |  11

2. Click Create PDF From Scanner . will compress them to 300 DPI or higher
(reasonable for high quality printing and
3. In the Create PDF From Scanner
archiving).
dialog, select your scanner, the sheets
to scan, image compression, and then • JPEG Compression. Designed for photos
specify the destination. and other graphics with very smooth and
detailed tone changes.
4. Click Scan to open your default
scanning software. • CCITT Group 4 Compression. Designed
for monochrome or black-and-white
5. Select the mode of scanning—color,
images, it suits the scanning of plain text
grayscale, or monochrome/black-and-
documents, faxes, and so on.
white.
• JBIG2 Compression. Designed for
6. Select the menu command to return
monochrome or black-and white
to Nitro PDF Professional.
images, it suits the scanning of plain
7. Select the Finish option to end your text documents, faxes, and so on. Pages
scanning job, or select the Scan front scanned with JBIG2 compression tend
of sheet two to continue scanning. to be smaller than CCITT Group 4 pages,
but they take longer to generate.
Image compression settings
When scanning to PDF with Nitro PDF
Professional, the type of compression
used—color, grayscale, or monochrome—is
determined by the output setting you select
in your default scanning software. Therefore,
if you intend to do a color scan, you can just
leave the leave the Monochrome list setting as
None.
• Compression level slider. The slider
gives you quick control over how much
compression to apply to your scanned
pages, with the basic principle being
that the lower quality you choose, the
less dots per inch (DPI) and the smaller
the file size will be. Approximately 50%
will compress images to 96 DPI (fine for
viewing on-screen), 60-70% will compress
them to 150 DPI (fine for printing), 80+%
User guide  |  Combine files & assemble pages  |  12

Combine files & 2. Hold down Ctrl and left-click the files
you want to select.

assemble pages 3. Right-click, and then click Combine


files in Nitro PDF.
One of the main reasons why PDF documents 4. Click Move Up and Move Down to
have become so popular around the world put the file in the order in which they
is because they’re a great way to package should be combined.
up a collection of different files and to share
5. In the Make PDF files list do one of
them accurately and reliably. With Nitro PDF
the following, depending on whether
Professional, you can combine together
file size or print quality is more
reports, spreadsheets, presentations, and
important to you:
more in the one task.
• If the document requires high print
• Combine files to PDF
quality, click Print ready.
In addition, Nitro PDF Professional gives you
• If the print quality is less important
the complete set of tools for assembling and
than file size, click Office ready.
rearranging pages in PDF files, including:
• If a small file size is the most important
• Crop or resize pages
quality, click Web ready.
• Rotate pages
6. In the Save PDF to list, select the
• Extract pages location you want to save the file to.
• Delete pages 7. Click Create.
• Reorder, move, or rearrange pages To combine files to PDF in Nitro PDF
Professional:
• Insert pages
1. On the Home tab, in the Convert
group, click Combine Files .
Combine files to PDF 2. On the Combine PDF dialog, click the
Nitro PDF Professional allows you to convert
Add Files button, and then select and
and combine files together in the one task for
order the files to convert.
files supported by one-click creation.
3. In the Make PDF files list do one of
To combine files to PDF from a folder or the
the following, depending on whether
desktop:
file size or print quality is more
1. Open the folder that contains the files important to you:
you want to combine.
User guide  |  Combine files & assemble pages  |  13

• If the document requires high print Crop or resize pages


quality, click Print ready. The Crop tool enables you to change the size
of one or more pages in your PDF documents.
• If the print quality is less important
You can crop pages visually with the Crop
than file size, click Office ready.
tool, or by adjusting the margins in the Crop
• If a small file size is the most important Pages dialog.
quality, click Web ready.
To crop pages with the Crop tool:
4. In the Save PDF to list, select the
1. On the Insert and Edit tab, in the
location you want to save the file to.
Pages group, click Crop .
5. Click Create.
2. On the page to crop, left-click and
drag the cursor to select the crop
area.
Assemble pages
The Pages pane that can display along the 3. Double-click on the crop area.
left of the Nitro PDF Professional window
4. In the Crop Pages dialog, adjust the
can make rearranging the pages of your PDF
crop margins and select the pages to
documents much easier. The Pages pane
crop.
displays thumbnail size versions of each page
so you can quickly indentify and select the 5. Click Crop.
pages you want to edit.
To access the page assembly tools, do one of
the following:
Rotate pages
Being able to rotate pages is often required
• On the Insert and Edit tab, go to the when pages in portrait mode and landscape
Pages group. mode are mixed together in the one
document as they make it difficult to read the
• On the Home tab, in the Show/Hide
document. For example, a PDF document
group, click Pages, and then right-click
may have content suited to landscape view
in the Pages pane.
mode, like tables and photos, and also contain
To show the Pages pane: text-heavy documents well suited to portrait
mode. With Nitro PDF Professional you can
• On the Home tab, in the Show/Hide
rotate any page in 90° increments.
group, click Pages.
With Nitro PDF Professional you can rotate
pages in two ways:
User guide  |  Combine files & assemble pages  |  14

• Rotate while viewing. Allows you to


temporarily rotate all pages in the PDF Delete pages
you are currently viewing. Nitro PDF Professional lets you easily delete
pages from your PDF documents, which
• Rotate permanently. Allows you to
means there’s no need to go back to the
change the rotation of one of more
source document. You can do this via the
pages in a document and to save those
Pages pane or the Insert and Edit tab.
changes.
To delete pages from a PDF:
To temporarily rotate a PDF document while
viewing it: 1. On the Insert and Edit tab, in the
Pages group, click Delete .
1. On the View tab, in the Rotate group,
click Left or Right. 2. In the Delete Pages dialog, select the
pages to extract.
Note: The rotation you make here is not saved
when you close the document. 3. Click Delete.
To permanently rotate pages in a PDF: To extract pages with the Pages pane:
1. On the Insert and Edit tab, in the 1. On the Home tab, in the Show/Hide
Pages group, click Rotate . group, click Pages.
2. In the Direction list, click the rotation 2. In the Pages pane, hold down Ctrl and
level. left-click pages or left-click and drag
to select pages.
3. Click or specify the pages to rotate.
3. Click Delete.
4. Click Rotate.
4. To confirm the delete, click OK.

Extract pages
Nitro PDF Professional lets you copy one or Reorder, move, or rearrange
more pages from a PDF document to quickly
pages
create a new document. You can also delete
If you’ve combined a collection of files
the pages when extracting them.
together (e.g. a report, spreadsheet, and
To extract pages do the following: presentation) into a PDF document and
they’re in the wrong order, you can easily
1. On the Insert and Edit tab, in the
rearrange them using the tools in Nitro PDF.
Pages group, click Extract .
Using the Pages pane it’s just a matter of
2. In the Extract Pages dialog, select the
viewing the thumbnail versions of the pages
pages to extract.
of your document and dragging the pages
3. Click Extract. around till they’re in the right order.
User guide  |  Combine files & assemble pages  |  15

To reorder pages in the Pages pane do 4. In the Insert Pages dialog, click the
the following: options to set the page range to be
inserted, and where to place it in your
1. On the Home tab, in the Show/Hide
PDF file.
roup, click Pages.
5. Click Insert.
2. In the Pages pane, do any of the
following:
• To select one page to move, left-click
on it.
• To select multiple pages that are not
in sequence, press Ctrl and left-click
each page.
• To select consecutive pages, left-click
and drag the pointer.
4. Left-click on the selection and drag
the page/s to the new position in the
document.

Insert pages
Nitro PDF Professional let you combine pages
from more than one PDF together into the one
PDF. When you insert pages you can choose
whether to insert all the pages of a document
or just a page range from the document.
To insert pages into a PDF:
1. On the Insert and Edit tab, in the
Pages group, click Insert .
2. In the Open dialog, select the
document to insert.
3. Click Open.
User guide  |  Edit  |  16

Edit Tip: If you’re planning to make many small or


several major text corrections to a document,
we recommend you go back to the source file
With proper PDF editing tools the amount of
and make the changes there—you’ll have more
time you spend switching between different
precise control over the exact layout and look,
programs and file types is minimised. Nitro
and there may be an opportunity to automate the
PDF Professional includes an extensive set
corrections to save time.
of tools to fix the text, graphics and pages in
your existing PDFs, as well as prepare and To insert text:
polish them for distribution.
1. On the Insert and Edit tab, in the Text
• Text & images group, click Insert .
• Headers & footers 2. Click on page where you would like to
insert text.
• Watermarks
3. On the Insert and Edit tab, in the Text
• Bates numbering
group, click any of the text options to
• Optimize & shrink set the appearance of the text.
• Attach files To edit text:
• Document properties 1. On any ribbon tab, in the Tools group,
click the arrow beneath Copy Text .
To edit pages, see the Combining files and
assembling pages section. 2. Click Edit Text & Images .
3. Double-click on the text you want to
edit.
Text & images
Nitro PDF Professional includes all the text- Note: If you don’t have the font installed that you
editing tools usually required for making are trying to edit, and it has not been embedded,
last-minute corrections and updates to PDF you may not be able to edit the text. It’s
documents, without the need to go back to important to understand that if you are working
the source files in Word, Excel, WordPerfect on a PDF document and you want to correct
and so on. or modify the text it contains, it’s essential you
either have the font installed on your computer
The Edit Text & Images tool is perfect
or have it embedded in the document. Some
for quickly fixing ‘typos’ and making minor
fonts will work fine because everyone will have
formatting changes to text, as well moving,
them installed. If you are unsure about the fonts
editing and deleting text and images in your
other users have and you want them to be able to
PDF.
modify the text, it’s best to stay with system fonts
like Times New Roman, Arial, Times, Courier, and
User guide  |  Edit  |  17

Symbol. other marks to your documents.


To move images: • Document status. Apply an image as a
watermark—such as Reviewed, Approved,
1. On any ribbon tab, in the Tools group,
and Draft—so your team always knows
click the arrow beneath Copy Text .
the status of the documents being
2. Click Edit Text & Images . shared.
3. Click on the image and drag it to the To create a header & footer profile:
new location on the page.
1. On the Insert and Edit tab, in the Text
To delete images: group, click Header & Footer .
1. On any ribbon tab, in the Tools group, 2. Click New Profile.
click the arrow beneath Copy Text .
3. Click Add, and then click the type of
2. Click Edit Text & Images . header or footer to add.
3. Right-click on the image, and then 4. In the Header/Footer name box, enter
click Delete. a name.
5. Click the options to set the look and
placement of the header or footer.
Headers & footers
The headers & footers tool lets you can 6. Click Save.
quickly insert text and graphics across one or
To create a header & footer profile with
more pages in a document, and place this new
dynamic text:
content in front of or behind existing page
content. Best of all, you can reuse the header 1. On the Insert and Edit tab, in the Text
and footer profiles you create. Examples of group, click Header & Footer .
how headers & footer can be used include:
2. Click New Profile.
• Dynamic stamps. Automatically insert
3. Click Add, and then click Text.
dynamic information like page numbers,
author, document title, date and time. 4. In the Header/Footer name box, enter
a name.
• Headers. Insert document title, chapters
and date information. 5. In the Dynamic text list, click the
option you want to use.
• Footers. Insert page numbering, date,
and time information automatically. 6. Click Insert.
• Watermarks. Retain your corporate 7. Click the other options to set the look
identity by applying company logos and and placement of the dynamic text.
User guide  |  Edit  |  18

8. Click Save. Graphics group, click Watermark .


To insert a header and footer: 2. Click New Profile.
1. On the Insert and Edit tab, in the Text 3. Click Add, and then click the type of
group, click the Header & Footer header or footer to add.
text label.
4. In the Watermark name box, enter a
2. In the Apply to document list, click name.
the profile to use.
5. Click the options to set the look and
Note: Some fonts may not display properly for placement of the watermark.
other users if they don’t have them installed.
6. Click Save.
Some will work fine because everyone will have
them installed. If you are unsure about the fonts To insert a header and footer:
other users have, it’s best to use system fonts like
1. On the Insert and Edit tab, in the
Times New Roman, Times, Courier, Helvetica and
Graphics group, click the Watermark
Symbol.
text label.
2. In the Apply to document list, click
Watermarks the profile to use.
The watermarks tool lets you can quickly
Note: some fonts may not display properly for
insert text and graphics across one or
other users if they don’t have them installed.
more pages in a document, and place this
Some will work fine because everyone will have
new content in front of or behind existing
them installed. If you are unsure about the fonts
page content. Best of all, you can reuse the
other users have, it’s best to use system fonts like
watermark profiles you create. Examples of
Times New Roman, Times, Courier, Helvetica and
how watermarks can be used include:
Symbol.
• Watermarks. Retain your corporate
identity by applying company logos and
other marks to your documents. Bates numbering
Bates numbering is useful in legal and other
• Document status. Apply an image
fields that need all pages in a document
as a watermark— such as Reviewed,
collection to be labelled, accounted for, and
Approved, and Draft—so your team
easy to locate. The Bates numbering tool
always knows the status of the
allows you to add (up to a) a six-digit number
documents being shared.
that increments one number for each page.
To create a watermarks profile: You can start the numbering at any point,
meaning you can continue numbering on from
1. On the Insert and Edit tab, in the
one document to the next—and you can add
other identifying information as prefixes or
User guide  |  Edit  |  19

suffixes to the number. To optimize a PDF file:


To add Bates numbers: 1. Click the Nitro PDF Button, point to
the arrow next to Finish, and then
1. On the Insert and Edit tab, in the Text
click Optimize Document .
group, click Bates Number .
2. Click the options you would like to
2. In the Prefix, Suffix, and Start at
optimize.
boxes, enter your numbering as
required. 3. Click OK.
3. Click the options to use for font
properties and layout, and the pages
to process.
Attach files
PDF files are not just containers for text and
4. Click Apply. graphics, they can contain whole files inside
them--making exchanging sets of documents
much easier and more reliable. For example,
Optimize & shrink files if you’re sending a PDF document for review,
Nitro PDF Professional includes a powerful set you could attach the source file (like a
of tools that let you quickly and easily remove Microsoft Word file) inside the PDF document.
unwanted document objects and compress
Nitro PDF Professional let’s you attach files at
images, and therefore help you to shrink the
the document level and the page level (see
size of your PDF documents noticably.
File attachment annotations for page level
• Document objects. The general settings attaching).
allow you to remove individual types
This method is particularly valuable when
of objects, including annotations, form
exchanging sensitive data. You can encrypt
fields, JavaScript, links, bookmarks,
a PDF with password security after attaching
attachments, named destinations,
a file and email the file. A recipient needs to
embedded thumbnails, invalid or
have the password to open the document
unused links, and bookmarks and name
before the attached file can be extracted. The
destinations.
File Attachments pane gives you a central
• Image compression. The image place to view, insert, delete, and export
compression feature gives you a attachments.
simple slider tool to apply more or less
To view, edit, open, and save all file
compression. The higher the percentage,
attachments in a file:
the higher the compression.
• On the Home tab, in the Show/Hide
group, click Attachments.
User guide  |  Edit  | 20

To attach a file to a PDF: 2. In the Title, Author, Subject and


Keywords boxes, update or enter
• On the Insert and Edit tab, in the Files
text.
group, click Attach.
3. Click OK.
Tip: You must have software installed that can
view the file attachment you try to open. To add or edit custom metadata fields:
1. Click the Nitro PDF Button, and then
click Document Properties .
Document properties
The document information fields in Nitro 2. Click Edit.
PDF Professional are useful for users who
3. In the Name and Value boxes, enter
want to know more about a document, and
your text, and then click Add.
they’re particularly useful for indexing your
documents. These fields can be used to help 4. Click OK.
categorize documents and help narrow down
5. In the Document Properties dialog,
search results from search engines and from
click OK.
indexes built in Nitro PDF Professional.
To view document properties: Initial View properties
PDF documents can be set to display in
• Click the Nitro PDF Button, and then
particular ways when opened in a PDF viewer.
click Document Properties [ICON].
For example, if your document contains
bookmarks and you want them to be easily
Document information or metadata accessible, you can set the document to open
With Nitro PDF Professional you can edit the
with the Bookmarks pane already displayed.
document title, author, subject, and keyword
You can also set you PDF so it’s displayed at
fields, as well as add your own custom
a particular zoom level, a page, and so on. In
metadata fields.
Nitro PDF Professional these settings are all
Tip: Not all the document information can controlled in the Properties pane.
be modified. Many fields are set at the time
• Navigation. Sets which pane is displayed
of creation or when last edited. For example,
by default. The Bookmarks pane, Pages
creation time, creator, optimization, PDF version,
pane, or no pane.
and so on.
• Always open document to page.
To add or edit document information or
Specifies which page to open the PDF at.
metadata:
• Page layout. Sets the page mode to
1. Click the Nitro PDF Button, and then
open with, Single, Continuous, Facing, or
click Document Properties .
Facing Continuous.
User guide  |  Edit  | 21

• Zoom. Sets default magnification level. use.


Choose from zoom percentage, or
3. Click OK.
choose from the Fit Page, Fit Width and
Fit Height settings. 4. In the Document Properties dialog,
click OK.
• Set window title. Set what is displayed
in the title bar of Nitro PDF Professional.
Fonts
Either the file name or the document title
If you need information on the fonts contained
field.
in a document, you can do this in the
• Hide menu bar. Stops the menus from Document Properties dialog.
appearing when a PDF is opened in
To view all fonts in a document:
Adobe Reader or Acrobat.
• Click the Nitro PDF Button, click
• Hide tools. Stops the toolbars from
Document Properties , and then
appearing when a PDF is opened in
click the Fonts tab.
Adobe Reader or Acrobat.
• Hide window controls. Stops the left
pane and status bar from appearing
when a PDF is opened in Adobe Reader
or Acrobat
• Resize window to fit document. Resizes
the size of the Nitro PDF Professional
window to fit the magnification size
specified for the document to display at.
• Center window on screen. Opens the
Nitro PDF Professional application
window in the center of your screen.
• Full-screen mode. Opens the document
in full-screen mode when opened in
Adobe Reader or Acrobat.
To set initial view properties:
1. Click the Nitro PDF Button, click
Document Properties , and then
click the Initial View tab.
2. Click the options you would like to
User guide  |  Export  | 22

Export • Press CTRL+A.


• Right-click and click Select All.
When you want to edit or reuse content
3. Paste the text into another
from a PDF file but the editing tools don’t
application.
give you the tools you need, use Nitro PDF
Professional’s export tools to get your content
out of the PDF and into another application.
Copy snapshot of page
• Copy text
content
• Copy snapshot of page With Nitro PDF Professional it’s easy to copy
a section of a page (both text and graphics) in
• PDF to Word
a PDF document, convert it to an image, and
paste is into another application—like Word or
PowerPoint, or into an image editor like Paint
Copy text or Photoshop. You can even copy a section of
With Nitro PDF Professional it’s easy to
a page and create a new PDF from it using the
copy blocks of text out of PDF documents
Create PDF from Clipboard tool.
and reuse them in other applications like
Microsoft Word, Excel and other text-based To copy a snapshot of page content:
applications.
1. On the Home tab, in the Tools group,
To copy text from a PDF document: click the arrow below Copy Text .
1. On the Home tab, in the Tools group, 2. Click Page Area Snapshot .
click Copy Text .
3. Draw a rectangle around the area of
2. Highlight the text to copy. the page to copy.
3. Do either of the following: 4. Click OK.
• Press CTRL+C. 5. Paste the image into another
application.
• Right-click and click Copy.
4. Paste the text into another
application. Convert PDF to Word
As well as copying text and images from a
To copy all text from a page:
PDF file, you can also convert an entire PDF
1. On the Home tab, in the Tools group, to a Microsoft Word (.DOC) file. The Word file
click Copy Text . created contains all the text and images from
your PDF, and it recreates the layout of the
2. Do either of the following:
User guide  |  Export  | 23

source file as best as is possible.


Note: It’s technically impossible to convert a PDF
to a Word file so that the layout and formatting
is exactly the same. Nitro PDF Professional does
its best to provide you with a reusable Word file
that retains the look and feel of the original PDF
document.

To convert PDF to Microsoft Word (.DOC):


1. On the Home tab, in the Convert
group, click PDF to Word .
2. Click Save.

PDF to Word conversion options


There are several PDF to Word preferences
you can set to always convert the same way, or
you can change the setting for each file during
the conversion process.
• Include images. Sets whether images will
be included in the Word file. Excluding
images will make the conversion faster.
• Use Microsoft Word Text Boxes. This
option makes use of Word’s Text Box
feature. All text from the PDF file is
placed inside text boxes and helps to
retain a more accurate page layout.
• View Microsoft Word document after
conversion. Opens the new Word file in
Microsoft Word once it’s been converted.
User guide  |  Comment & review  | 24

Comment & To add a sticky note to a PDF document


1. On the Review tab, in the Comment

review group, click Sticky Note .


2. Click on the page where you want to
One of the biggest advantages of working place the sticky note.
with PDF is having the ability to add
To update the appearance or properties of a
comments in natural and familiar ways. In
sticky note
Nitro PDF Professional, comments can be
sticky notes, text highlighting, drawing 1. Right-click on the sticky note icon.
markups, stamps, and file attachments.
2. Click Properties.
Most types of comments include a pop-up
3. Click the options you want to change.
note for you to add a text message to them.
For example, if you’ve marked some text with 4. Click OK.
the Highlight Text tool, just open its pop-
Tip: You can change the default properties of
up note and enter your feedback to explain
your comments by right clicking on a note and
why you’ve highlighted it. All commenting and
choosing the Set Properties as Default option.
drawing tools are accessible from the Review
tab.
• Sticky notes Highlight, underline, and
• Highlight, underline & cross-out text cross out text
The text markup tools mean you can edit copy
• Lines, arrows, rectangles & ovals
electronically the same way you do on paper.
• Stamps The different pen-like tools let you highlight,
underline and cross-out text, and then add
• File attachment
text feedback to each one you markup.
• Organize and view comments
To markup text
1. On the Review tab, in the Comment
Sticky notes group, click Highlight Text ,
Sticky notes in Nitro PDF Professional work Underline Text , or Cross-Out Text
just like the sticky notes you use on paper .
documents. They’re the quickest and
2. Click and drag the pointer across the
easiest kind of comment to to add to your
text you want to markup.
PDF document and work well because they
instantly stand out. 3. To add text feedback, double-click
User guide  |  Comment & review  | 25

on the marked up text and type your feedback.


feedback into the pop-up note.
To delete a stamp
To update the appearance or properties of
1. Right-click on the stamp.
the Highlight, Underline, or Cross-Out Text
2. Press the Delete key.
1. Right-click on the marked up text.
Tip: You can change the default properties of
2. Click Properties.
your comments by right clicking on a comment
3. Click the options you want to change. and clicking the Set Properties as Default option.

4. Click OK. To create a stamp


To delete a markup 1. On the Review tab, in the Comment
group, click the arrow below Stamp
1. Left-click on the marked up text.
.
2. Press the Delete key.
2. Click the Create New Stamp option.
3. In the Stamp name box, enter a name
Stamps for your stamp.
When working in a team, stamps (such as
4. Click Browse and select the file to use
Draft, Reviewed, and Approved) give you a
as a stamp.
quick and simple way of indicating the status
of the document in review. It’s also easy to 5. Click the options you want the stamp
create your own custom stamps. to use.
To add a stamp to a PDF document 6. Click Save.
1. On the Review tab, in the Comment
group, click the arrow below Stamp
.
Lines, arrows, rectangles &
ovals
2. Click the stamp to use.
The drawing tools let you add drawing
3. Click on the page where you would markups to your PDF documents. Each
like the stamp to be placed. drawing you add has its own pop-up note,
meaning you can add a text message to
To add feedback or text to your stamp
explain each drawing in more detail. You can
1. Right-click on the stamp. change the look (color, opacity, and so on)
of all your drawings, and you can edit the
2. Click Reply.
straight lines so they use arrows and other
3. In the pop-up note, enter your text pointer styles.
User guide  |  Comment & review  | 26

To add a line, arrow, rectangle, or oval and choosing the Set Properties as Default
drawing markup option.
1. On the Review tab, in the Comment
group, click the Rectangle , Oval
, or Line tool.
Attach files
Just like attaching a paper file to another with
2. Click on the page where you want to a paperclip, the Attach File annotation tool
place the drawing. allows you to attach and embed electronic
files inside your PDF files. The recipients of
To add feedback text to your drawing
your files can see the files attached to your
1. Right-click on the drawing. pages and they can open them to view them,
or save and file them away for later use.
2. In the pop-up note, enter your text
feedback. The Attachments pane gives you a central
place to view, insert, delete, and export all
To update the appearance or properties of a
attachments in a document.
drawing
To attach a file as an annotation
1. Right-click on the drawing.
1. On the Review tab, in the Comment
2. Click Properties.
group, click Attach FIle .
3. Click the options you want to change.
2. Click on the page where you want to
4. Click OK. place the file attachment
To make a line into an arrow drawing To update the appearance or properties of a
file attachment annotation
1. Right-click on the drawing.
1. Right-click on the file attachment icon.
2. Click Properties.
2. Click Properties.
3. In the Start and End lists, click the
options you want to use. 3. Click the options you want to change.
4. Click OK. 4. Click OK.
To delete a drawing To open a file attachment
1. Left-click on the drawing. • Double-click on the file attachment on
the page.
2. Press the Delete key.
Tip: You must have software installed that can
Tip: You can change the default properties of
view the file attachment you try to open.
your comments by right clicking on the drawing
User guide  |  Comment & review  | 27

To save a file attachment cycle in Nitro PDF Professional, you can easily
attach or tie your replies to other people’s
1. Right-click on the file attachment.
comments. Then by using the Comments
2. Click the Save Embedded File to Disk pane everyone in the review process can
option. quickly see how comments are grouped and
related.
3. Click Save.
To reply to a comment
To view all file attachments in a file
1. Do either of the following:
• On the Home tab, in the Show/Hide
group, click Attachments. • In the Comments pane, highlight the
annotation, and then click Reply .
• On the document, right-click on the
Organize & view comments annotation, and then click Reply.
On paper it’s hard to keep on top of a
document review cycle. Electronic document 2. In the pop-up note, enter your
review lets you get all comments together in feedback text.
the one place and group them the way that
works best for you. Using the Comments pane
lets you keep track of comments added to
Combine comments from multiple
your PDF documents. The pane displays a list
of each comment, its type, reviewer name, files
time stamp, the contents of any pop-up notes Nitro PDF Professional lets you take all
and text boxes, and any replies. comments from a PDF document and insert
them into another PDF document. This is
To view and organize all comments in the
particularly useful when you receive feedback
Comments pane
from multiple participants and each person
1. Do either of the following: has added their comments to a separate copy
of the same document. It’s just a matter of
• On the Home tab, in the Show/Hide
exporting all comments from each document
group, click Comments.
and then importing them into your version of
• Right-click on any comment and click the document.
Show/Hide Comments List.
To export all comments from a PDF
2. In the Comments pane, click the Sort
1. On the Review tab, in the Review
By button to group your annotations.
group, click Migrate.
Reply to comments 2. Click Export Comments.
As part of the electronic document review
User guide  |  Comment & review  | 28

To import comments into a PDF


1. On the Review tab, in the Review
group, click Migrate.
2. Click Import Comments.
3. Select the same file that contains
different comments in it.
User guide  |  Secure files  | 29

Secure files you can use different kinds of passwords to


gain greater control, and you can use them
together or separately.
A major benefit of PDF over other document
formats is its capacity to control access to a • Open passwords. These lock you file so
document and limit individual elements of only people with the correct password
functionality when a document is opened. can open the file.
(See the section below on usage permission
• Permission passwords. These lock
settings for a detailed explanation.)
particular functionality when a user
• Control usage and access opens you file. For example, you could
stop someone copying text from or
• Apply security
printing your document.
• Security profiles
To view the security settings in a file
1. Click the Nitro PDF Button, and then
click Document Properties .
2. Click the Security tab.

Use open passwords to control access and permission


passwords to limit what can be done with your fileS.

Usage permission settings


• Printing. Control the user’s ability to print
the document, and at what resolution
quality .
• Modify document. Control the user’s
The Security tab on the Document Properties dialog ability to edit the contents of a document
shows the security settings applied to the file.
• Content copying or extraction. Control
the user’s ability to copy content from a
document
Control usage and access
When you need to protect access to or • Content accessibility enabled. Control
usage of your documents, it’s time to utilize the user’s ability to use accessibility tools
PDF security. With Nitro PDF Professional to access PDF documents
User guide  |  Secure files  |  30

• Commenting. Control the user’s ability to to open your file, click the Require a
add notes, text highlights, and drawing password to the document box, and
markups then enter your password.
• Form field fill-in or signing. Control the • If you want to restrict usage
user’s ability to fill in forms and digitally permissions once a file is opened, click
sign documents the Require a password to change
security and access specific functions
• Document assembly. Control the user’s
box, and then enter your password
ability to insert pages into and extract
and click the options you want to
pages out of PDF documents.
restrict.
• Access for screen readers. Allow text to
5. Click OK.
be accessed by screen-reading software
for the visually impaired. To add security with a security profile
1. On the Secure tab, in the Secure
Document group, click the arrow
Apply security below Password Security .
There are two ways to secure a PDF file
2. Click the security profile from thelist.
• Document Properties dialog. Go to the
document properties and manually apply Note: Once security has been applied, you must
your security. save the file for the settings to take effect.

• Security profiles. Choose from the


security profiles you create yourself and
apply your security more reliably and
Security profiles
The beauty of security profiles is that you
faster.
can reuse them over and over. So, instead
To add security without using a security of re-entering passwords and choosing the
profile apppropriate settings for every document you
secure, you simply open up the file in Nitro
1. Click the Nitro PDF Button, and then
PDF Professional and select the the security
click Document Properties .
profile from a list.
2. Click the Security tab.
To view your security policies
3. In the Security method list, click
1. On the Secure tab, in the Secure
Password security.
Document group, click Manage
4. Do one or more of the following Policies .
• If you want users to enter a password 2. In the Security profiles pane, click on
User guide  |  Secure files  |  31

each policy to view it’s details. profile, and then click Next.
To edit a security policy 4. Do one or more of the following
1. On the Secure tab, in the Secure • If you want users to enter a password
Document group, click Manage to open your file, click the Require a
Policies . password to the document box, and
then enter your password.
2. In the Security profiles pane, click on
the policy and then click Edit. • If you want to restrict usage
permissions once a file is opened, click
3. In the Security Profile dialog, update
the Require a password to change
the name and description and then
security and access specific functions
click Next.
box, and then enter your password
4. Select and update the settings you and click the options you want to
would like to update. restrict.
5. Click Finish. 5. Click Finish.
To add a security profile To delete a security policy
1. On the Secure tab, in the Secure 1. On the Secure tab, in the Secure
Document group, click Manage Document group, click Manage
Policies . Policies .
2. Click New. 2. In the Security profiles pane, click on
the policy and then click Delete.
3. In the New Security Profile dialog,
enter a name and description for your

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