Professional Documents
Culture Documents
COPYRIGHT: 2008, SintraWorks WEBSITE: http://sintraworks.com EMAIL: info@sintraworks.com AUTHOR: Antnio Nunes
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Table Of Contents
1 Introduction
1.1 Welcome to PDFClerk!
1.2 A Quick Rundown Of The Main PDFClerk Features
1.3 PDF Documents Versus PDFClerk Documents
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2 Managing Pages
2.1 Lists
2.1.1 Page List
2.1.3 Thumbnails
2.1.4 Search Results
2.1.5 Light Table
2.1.6 Outline List
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9 11 11 11 11
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2.2 Sorting
2.3 Importing
2.4 Exporting
2.5 Merging and Splitting Pages
2.5.1 Merging Pages
2.5.2 Splitting Pages
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3 Viewing Documents
3.1 Visual
3.1.1 Single Sheets - Facing Sheets
3.1.2 Continuous Display
3.1.3 Book Mode
3.1.4 Sheet Breaks
3.1.5 Display Box Bounds
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3.2 Interactive
3.2.1 Work Modes
3.2.2 Deactivating Links
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4 Editing Pages
4.1 Annotations
4.2 Dynamic Annotations
4.2.1 Markup Annotations
4.2.2 Note Annotations
4.2.3 Link Annotations
4.2.3.1 Automatically Linking TOC Style Entries To Their Target Page
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20 4.2.3.3 Automatically Linking Cross-Document References To Their Target Page
21 4.2.4 Shape Annotations
22 4.2.5 Free Text Annotations
23 4.2.6 Form Field Annotations
23 4.2.7 Button Widget Annotations
24 4.2.8 Choice Widget Annotations
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4.2.3.2 Automatically Linking Index Style Entries To Their Target Page(s)
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5 Outlines
5.1 Creating Outlines
5.1.1 Creating Individual Outlines
5.1.2 Creating Outlines Automatically From TOC Style Entries
5.1.3 Creating Outlines Automatically From Selected Links
5.1.4 Linking Table Of Contents Entries To Their Targets
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6 Impositions
6.1 Signatures
6.2 Standard Impositions
6.3 Step And Repeat impositions
6.4 Imposition templates
6.5 Impositions Editor
6.5.1 The Template List
6.5.2 Sheet Layout
6.5.3 Slot Orientation
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SintraWorks! 6.5.4 Finishing Marks 6.5.5 Slot Layout 6.5.6 Page Distribution 6.5.6.1 Standard layouts 6.5.6.2 Step and Repeat layouts 6.5.7 Display Boxes 6.5.8 Sheet Metrics 6.5.9 Folding Indexes
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12.2 Realigning Page Content 12.3 Scaling Page Content 12.4 Rotating Pages For Sideways Fullscreen View
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1 Introduction
1.1 Welcome to PDFClerk!
PDFClerk is a PDF editor that allows a large number of manipulations to existing PDF documents, as well as allowing the creation of PDF documents from non PDF material (such as graphics and text), or a mix of the two. It offers sensible default behaviour so that you can quickly create new PDF documents with both basic and more advanced layouts, and easily print booklets for on the road or distribution to your clients, staff or students, etc. At the same time it provides exible and advanced control over the layout of the nal document so that you can create layouts that will t your professional needs, whether for in-house printing, publication, distribution, etc. Popular other features include the ability to create and edit PDF outlines (a.k.a bookmarks), merge documents, split les into into even/odd pages, annotate pages with both dynamic content (PDF annotations) and burned in graphics and text. As you start using PDFClerk you will nd that much of what you want to do works efficiently right out of the box, but if you need more control you can delve right in and customise according to your needs.
document in PDFClerk. When the le is ready for production, the user exports the document to the PDF le format. A PDF document produced from PDFClerk will not be as editable as the PDFClerk document from which it was produced. Anything edited in a PDFClerk document, conversely, remains editable in later sessions with that document. Often PDFClerk is used to quickly impose an original PDF for printing a document as a booklet, and neither PDF document nor PDFClerk document are created. PDFClerk documents save with a modied preview of their rst page as their icon. The icon will always sport a small folded edge at the top right, a yellow and black ribbon at the bottom and a plastic binding comb at the left, so that it remains easily distinguishable from Mac OS Xs PDF preview (which uses a different looking (thinner) comb and no ribbon at the bottom).
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2 Managing Pages
2.1 Lists
There are several ways to acquire easy access to specic pages and/or sheets of a document. Except for the outline list [2 in gure 1], these all share the same space at the left of a PDFClerk document window [1 in gure 1], and each list can be selected by the row of buttons at the top of the list area [3 in gure 1].
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Figure 1 2.1.1 Page List
The Page List is the principal work area: it lists the master pages in your document. These pages usually nd their source in an imported PDF document, but they may be pages added by PDFClerk as originally blank pages, or as pages with imported text or graphical content (e.g. by importing text based documents or pictures directly into PDFClerk). You can drag any documents from the Finder directly onto the Page List. You can even drag folders and PDFClerk will import any folder contents that it understands into the document. You can also drag and drop selected rows within the list to rearrange pages. Dragging selected pages from the list to the Finder exports a PDF containing only those pages.
You can tab, shift-tab, return and shift-return to navigate and edit the rows and columns in the list. To select a range contiguous of pages: select the top or bottom target page, then shift click to select the page at the other extremity. Or use the up/down arrows while holding down the shift-key to mark a selection. To select pages at random: hold down the command-key while clicking a page to select it. Command clicking a selected page will deselect it. The page list has a power packed contextual menu that allows more operations on pages. It is accessed by control clicking anywhere within the list area, or by clicking with whatever button on a multi-button mouse is set up to produce a right-click.
The contextual menu provides the following options: Add Blank page: adds a blank page to the end of the document. Insert Blank Page: inserts a blank page before the top most selected page. Remove Selected Pages: removes all pages in the current selection. Relabel selected pages: bring up the relabel pages dialog, that allows renumbering and relabeling the page labels. The prex and suffix eldssupport the special variables "$title", "$author", "$subject", "$sourceName", "$currentPageNumber" and "$totalPages", which are dynamically replaced by their respective values in the document, both when displayed in the page list, and when rendered on the pages Rename Source of Selected Pages: allows renaming the Source property of the selected pages in one fell swoop. Reverse selected pages: Reverses the order of the selected pages. Pages do not have to form a contiguous selection. Unselected pages that lie within the range of selected pages will not be touched by the sort. Select Alternating Pages: If no selection exists selects all pages with odd indexes (rst, third, fth, etc.). If a single page is selected selects alternating pages starting with the selected page. (e.g. if page six is selected, selects: 6, 8, 10, 12, etc.) If a multiple selection exists removes every other selected page from the selection (e.g. if pages 2, 3, 4, 7 and 10 are selected, then after this command pages 2, 4, and 10 will be selected). Invert Selection: Inverts the current selection. Previously unselected pages will be selected and previously selected pages will be removed from the selection.
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The Select Alternating Pages and Invert Selection commands, when used together with the remove, relabel, rename and reverse commands provide very powerful and exible page level editing options. 2.1.2 Sheet List The Sheet List lists the sheets in an imposition when an imposition is active, making it easy to navigate among the sheets. It does not offer any sorting or editing capabilities. If you need to edit imposed layouts you must promote them to master layout rst [Tools!Impositions!Replace Master with Imposition]. 2.1.3 Thumbnails The Thumbnail View lists the pages currently displayed in the content view as a list of thumbnails. (This means it will display either the original pages, or the imposed sheets if an imposition is active. The size of the thumbnails can be controlled with the slider at the bottom of the view. 2.1.4 Search Results The Search Results list displays all occurrences of the current search term. The number of occurrences found is listed above the list in the status area to the right of the list type selection buttons. Click an occurrence of a search term to navigate to that page in the master document. Only the master document can be searched. If an imposition is active when a search term is entered, the imposition will be removed in favour of showing the master document.
2.1.5 Light Table The Light Table view expands the thumbnail view to the full width of the document window. It is accessed by the Light Table toolbar button which hides the content view and the outline list. Clicking the button when light table mode is active toggles the document window back to normal mode, with the list area on the left, and the content view on the right.
2.1.6 Outline List The Outline List displays any outlines (a.k.a. bookmarks) dened in the master document. This list is not available for imposed layouts. Clicking an entry in the list scrolls the content view to the entrys target page. When editing outlines it may be handy to turn this linking behaviour of. To do so turn on the Caps Lock key. While the key is active, the links of the outline list are inactive. Outlines are created by dragging pages from the page list and dropping them at the desired location in the outline. For more information on outlines see the chapter on outlines, starting on page 28.
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The Outline List toolbar button toggles between showing and hiding the outline list. It is only enabled when the master document is shown. When an imposition is activated the outline list is hidden and the toolbar button is disabled. If full light table mode is active when the outline list toolbar button is clicked the view switches out of light table mode.
2.2 Sorting
The sorting mechanism provided by PDFClerk is very exible. Not only does it allow you to sort by page number or the pages source name, by clicking on the respective column headers in the page list, but in combination with the powerful page selection commands it offers exible ways of sorting selected pages in a document. See the entry on Page List starting on page 9 for more information on page selection and sorting commands.
2.3 Importing
There are three ways to import content as pages into a PDFClerk document: 1. The Insert Document menu option in the File menu. This will insert the document(s) selected of any type PDFClerk understands) in the import dialog before the topmost selected page in the page list. If no page is selected the imported documents are appended to the end of the document. Holding down the control key while clicking on the OK button will force PDFClerk to sort the les alphabetically by name during the import. 2. The Interleave PDF Document menu option in the File menu. This will interleave the PDF documents selected in the import dialog with the other pages in the document. Interleaving obeys the following rules: 1. If no selection exists in the page list, the rst imported page is inserted above the top most page in the document. The second imported page is inserted after the rst page; the third imported page is inserted after the second page; etc. If the imported document has more pages than present in the list, the surplus pages are appended to the end. 2. If a single page is selected in the page list, the rst imported page is inserted after the selected page. The second imported page is inserted after the page the next page in the list; etc. If the imported document has more pages than present in the list, the surplus pages are appended to the end. 3. If multiple pages are selected an imported page will be inserted after each selected page. Surplus pages are inserted immediately after the last imported page. 3. Dragging documents (of any type PDFClerk understands) directly onto the page list. Holding down the control key while dropping the les will force PDFClerk to sort them alphabetically by name during the import.
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To import content directly onto an existing individual page, drag it from the Finder or the Media Library onto the desired page. If the dragged object is a PDF document, only the rst page will be imported. The Import Form Data From CSV menu option in the File menu allows importing of form eld data that was exported using the Form Data To CSV export option.
2.4 Exporting
PDFClerk can export its page content to disk in a number of different ways for varying purposes: Saving: when you save a PDFClerk document the default format for saving is the native PDFClerk document format. Not that this is not equivalent to a PDF document, and these documents can only be opened by PDFClerk. By saving PDFClerk documents in their native format you can resume your editing in a later session, without losing any functionality that would be lost if the document were saved as a PDF document and then subsequently imported back into a new PDFClerk document. The save dialog box provides the option to change the save format to PDF, to create a PDF document from the PDFClerk documents contents. This latter option is equivalent to choosing Single File from the Export menu. Exporting Single File: This is the same as saving to a PDFClerk le (see bullet point above). It creates a PDF document from the PDFClerk documents contents. Explode: This will create an individual PDF document for each page in the PDFClerk document, or individual documents a user dened number of pages. The documents are automatically titled with the Save As text, appended by the range of pages contained in each document. Alternatively you can choose to have the source name of the rst page in each range be used as the template le name. The last created PDF document will contain fewer pages than the range requests, if the number of pages in the PDFClerk document is not a multiple of the requested range. Split Into Even/Odd Pages: Splits the document into two PDF documents: one with all pages with an odd index, and one with all pages with an even index. Split Into Bitmap Files: Splits the documents pages into bitmapped graphics les. One le per page. Pages can be exported to TIFF, BMP, GIF, JPEG, PNG or JPEG2000, optionally with a transparent background (instead of the page color, which is usually white), at the specied pixel resolution, which defaults to 72. Text: Exports the textual contents of the PDFClerk documents as an RTF document. Note that only the PDF content will be exported. Annotations of any kind will not be included.
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Speech: Exports selected text (or whole document if no text is selected) to an AIFF audio le. Form Data To CSV: Exports form eld data to a comma separated values le. Export Selection: Where the options listed above operate on the complete set of pages contained in the PDFClerk document, this option will export only the pages that are selected in the page list at the time the export selection command is issued. This offers a convenient way to export a subset of pages from the entire document, as a single PDF document.
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3 Viewing Documents
3.1 Visual
There are several options for viewing the pages of a document. These options only affect how the document is presented on-screen. They do not affect nal PDF output. 3.1.1 Single Sheets - Facing Sheets When Single Sheets is selected the document displays a single page per row. When Facing Sheets is selected the document displays two pages side-by-side. Facing Sheets can be useful for instance to view the two halves of a spread side by side. 3.1.2 Continuous Display When Continuous Display is active the document displays in continuous mode vertically. Vertical scrolling applies to the entire document. When inactive only a single row of pages is shown at a time. (One page if Single Sheets is active, two pages if Facing Sheets is active.) It is nonetheless possible to scroll vertically through the document using the scroll-wheel on a mouse, or using the page up and page down buttons on the keyboard. 3.1.3 Book Mode When Book Mode is active, and Facing Sheets is selected, the view displays the rst page by itself (like a book cover), and two pages side by side on subsequent rows. This is useful for controlling the order of the page spreads: odd pages left, or even pages left. 3.1.4 Sheet Breaks Sometimes a documents pages are meant to be assembled seamlessly (for instance architectural plans printed across several sheets of paper). To preview pages in such a way turn off the display of Sheet Breaks. 3.1.5 Display Box Bounds PDF documents that dene secondary display boxes (like crop and trim boxes) can be displayed with a preview of those boxes printed over each page. There are four types of boxes, and the display of each one can be turned on and off individually, or you can choose to turn the display of all boxes on or off with a single command.
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3.2 Interactive
3.2.1 Work Modes There are several actions you may want to perform on the displayed document. To make it easy to perform certain actions on a page without interference from other features PDFClerk has three different work modes, each suited to a particular kind of goal. You can switch work mode by choosing the appropriate command from the Work Mode menu under the Tools menu, or by double clicking an annotation, in which case PDFClerk will automatically switch to the correct mode for that annotation. Text In text mode you can select text on the PDF page. Note that this applies only to text that is part of the page stream. To put it differently, it applies only to text that is burned into the page (which is al text you see that is not part of an annotation, so usually all or most text). If you hold down the option key while dragging over text the selection will match the selected rectangle, rather than selecting text by line. This is convenient if you want to, say, select a single column of a multi-column page. Note that PDFClerk Pro cannot delete text that is already part of the page stream. It can however overwrite it with opaque text boxes, thus visually changing the text on the page. (Within the digital document the original text, however, is not removed; not even when you export to PDF.) Edit Dynamic Annotations To edit dynamic annotations activate the Edit Dynamic Annotations mode. In this mode you cannot select text or static annotations. Edit Static Annotations To edit static annotations activate the Edit Static Annotations mode. In this mode you cannot select text or dynamic annotations. Edit All Annotations To all annotations (dynamic and static) activate the Edit All Annotations mode. In this mode you cannot select text. This mode is useful when you need to move annotations of mixed type en masse. Some type specic editing may be limited though. 3.2.2 Deactivating Links To make it easier to work with text that is hyper-linked you can deactivate hyperlinks with the Tools!Work Mode!Deactivate Links menu. When deactivated clicking on links will not jump the the links target location.
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4 Editing Pages
4.1 Annotations
There are two different kinds of annotations in PDFClerk: Dynamic Annotations: Proper PDF annotations, as specied in the PDF le format. Static Annotations: these often offer more exibility at the cost of losing editability in the nal PDF document. Which kind of annotation to use depends on your needs. Some annotations do not have a counterpart of the other kind, but if they do, the matter is often one of whether it is important that the annotation remain editable in the nal PDF document. If that is not an issue then using static annotations usually provides a more customisable object. In many cases which option to use is moot and will be a matter of personal preference. When editing either type of annotations you can display a grid to aid with object placement (Tools!Grid!Show Grid). You can also force objects to snap to grid lines when dragging them on a page (Tools!Grid!Snap To Grid).
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4.2.1 Markup Annotations Used for drawing attention to lengths of text. There are three types of markup annotations: Highlight: highlights (parts of) lines of text. Defaults to yellow. Strike Through: draws a line through the middle along the length of (parts of) lines of text. Defaults to blue. Underline: underlines (parts of) lines of text. Defaults to red. To markup the length of selected text with a markup annotation select the text and then issue one of the markup commands.
To markup blocks of text, rather than whole lines, rst issue the markup command and then drag a selection on the page. When you release the drag any part of lines of text that fall under the selection are marked up.
If the selection rectangle does not cover any textual content a markup will be created the exact size of the selection rectangle. 4.2.2 Note Annotations Note annotations put a small icon on the page, that, when clicked, pops up a post-it style note to the left of the page. There are different types of note annotations whose only practical difference is the type of icon used for the popup button: Comment, Key, Note, Help, New Paragraph, Paragraph, Insert. The textual content of the note can be edited in the Dynamic Annotations Inspector. You can also choose whether a note annotation defaults to opening its popup or not. To close an open note annotation click the small close button at the top right of the popup. 4.2.3 Link Annotations Link annotations create hyper-links to other parts of the same document, to
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pages in other PDF documents, to web addresses, email accounts or to other les on your system. You can create link annotations by issuing the a command from the menus and dragging a selection on the page over the content that you want linked. If the content contains text, the link will be made to t the text neatly. You can also select some text rst and then issue one of the link creation commands. Once the link is created you can set its destination in the Dynamic Annotations Inspector. See the entry in the chapter on the Inspector Panel starting on page 62 for more information on setting link destinations. If you want to highlight a link annotation by underlining the link object you can do so quickly by selecting the annotation, then bringing up the contextual menu of the view and selecting Frame Selected Annotations!Underline. 4.2.3.1 Automatically Linking TOC Style Entries To Their Target Page For most standard-format Table Of Contents style pages it is easy to have PDFClerk automatically create a hyper-link for each entry (i.e. each line) in the table. See section 5.1.4 on page 31 for information on how to do this.
4.2.3.2 Automatically Linking Index Style Entries To Their Target Page(s) If the entries in an index table are not hyper-linked to their target pages, you can let PDFClerk Pro attempt to quickly link each page reference through the Link Index Table Entries To Target Pages option under the Outline And Link Automation menu item under the Tools menu.
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Enter the numbers of the rst and last pages of the Index Table. Select a representative page in the preview area and then drag on the page to select the area that contains the table, excluding any headers or footers. Click Detect Columns And Offset to have PDFClerk automatically detect columns and the offset between even and odd pages. If the results are not correct you can re-select the overall area, adjust the Inter Column Gap setting and try again. The Inter Column Gap setting hints to PDFClerk the minimum distance between two columns. Dragging the slider to the left decreases the minimum distance, dragging it to the right increases the minimum distance. The Even Pages Offset eld allows manual adjustment of the offset (the distance of the text from the left margin) between even and odd pages. The Skip Regular Expr eld allows entry of plain text or a regular expression, which will be ignored if it occurs at the end of an entry, this is necessary for entries like: Circle Tool 24, 34-35. See also: Tools. Where there is additional text after the page references. For such circumstances you would enter a regular expression like: \. See also:.*, which would nd each occurrence of text starting with a period, followed by a space and the formulation See also: plus arbitrary text following it, and ignore it while analysing the line. Link Indexes Only controls whether the whole entry is linked, or only the page indexes themselves. Locate targets tells PDFClerk to look for the rst occurrence of the relevant text in the entry on the target page and to link directly to that section of the page. If you switch this option off PDFClerk will always create the links to the page itself, rather than to a specic location on the page. Index table entries do not generally lend themselves very well for this option to achieve good results across the board, but it may still be helpful. 4.2.3.3 Automatically Linking Cross-Document References To Their Target Page You can have references to other pages that occur randomly within the text of the document, with xed formulations, automatically linked to the page(s) they reference. To do so use the Link Cross-Document References To Target Pages menu item under the Outline And Link Automation menu item under the Tools menu.
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Enter the page range(s) you would like to be analysed and linked and enter a regular expression that describes the formulations that contain references to other pages in the document. The element(s) of the formulation that indicate the page reference need to be enclosed in a capture group (= enclosed in parentheses). Additional capture groups may be used for other elements, as needed to construct an adequate regular expression. Expressions that contain exactly two capture groups may be dened with one of the capture groups indicating the location on the target page to link to. You can specify whether the rst or the last capture group indicates the location. See the rst example. When Link Whole Match is selected, the complete match is linked, rather than only the page number. Example regular expressions: section\s+([a-zA-Z0-9\.]+)\s+on\s+page\s+([0-9]+) Finds occurrences like: section 5.1.4 on page 27 In addition, if Location On Target Page is set to Location First, it will link to the rst occurrence of the text 5.1.4 on page 27. on page ([0-9]+) Finds occurrences like: on page 24 (see|on)\s+page[s]?\s+([0-9]+)\s*(,|and|through)?\s*([0-9]+)?\s*(,|and|through)?\s* ([0-9]+)?\s*(,|and|through)?\s*([0-9]+)? Finds and links occurrences like: see page 12 on page 15 see pages 61, 119 on pages 40 through 43 and 167 through 170 on pages 108 and 123 through 124 see pages 148, 150 and 157
For more information on regular expression syntax see pages 32-37. 4.2.4 Shape Annotations Shape annotations draw primitive shapes. When you create a dynamic shape annotation by dragging (select one of the shape creation options from the menus rst, then drag a selection rectangle), PDFClerk will attempt to t the shape neatly around text under the selection (if it can). To avoid this behaviour you can hold the command key while dragging to have the shape exactly match the selection rectangle.
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4.2.5 Free Text Annotations Free Text annotations draw a post-it style note directly on the page on which they are created. To create a free text annotation select the free text annotation option from the menus and either click on a page, or drag a selection rectangle on a page. The rst method will create a default sized annotation, the latter option will create an annotation sized according to the selection rectangle. Editing is done in the Contents eld of the Dynamic Annotations Inspector or by double clicking the annotation and editing inline. 4.2.6 Form Field Annotations Form eld annotations allow the creation of interactive PDF forms which consist of a collection of elds for gathering information interactively from the user. PDF documents may contain an arbitrary number of elds appearing on any combination of pages, all of which together make up a single interactive form spanning the entire document. Field names: Field names are used to allow multiple form eld annotation objects to be independent of each other: form elds with the same eld name always have the same text associated with that eld name. When text is entered into one of the objects, the text associated with that eld name is changed in all objects. To ensure unique text for a form eld, you must give it a unique eld name. Form elds can have a maximum number of characters allowed in the eld. By default form elds are set a Maximum Length value of 0, which indicates there is no limit. Any positive value will be used as the upper limit of allowable number of characters in the eld. It is possible to specify the font and font size and text alignment individually for each form eld. When a form eld is being edited, the tab key will tab to the next eld in the form. The tab order between form elds can be controlled by dragging any elds yellow sequence number (visible when in Edit Dynamic Annotations mode) to another eld. This will swap the order of those two elds. The Clear All Form Fields menu item under the Dynamic Annotations menu is useful to clear any and all text currently in form elds in the document, prior to exporting the document to PDF. Form elds can be reset with a reset form action. Usually this action is assigned to a button widget annotation that is appropriately named. Currently (up to Mac OS X 10.5.x) a limitation in the system software prevents lled out forms to be exported to PDF while retaining the data entered by the user. To retain the data you need to print to PDF. This option is issuing the print command and then, in the print dialog, clicking the PDF button at the bottom left and choosing the option Save as PDF This limitation is likely to be lifted in the future. It is however currently possible to save a lled out form as a regular
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PDFClerk Pro document, and open it later with user entered data intact. This enables the lling out of a form over the course of several session. If you want to highlight a form eld annotation by putting a frame around it you can do so quickly by selecting the annotation, then bringing up the contextual menu of the view and selecting on of the options under Frame Selected Annotations. 4.2.7 Button Widget Annotations Button Widget Annotations provide user interactivity on a page of a PDF document. There are three types of buttons available: push button, radio button, and checkbox. Depending on the type of button there are different values that may be dened: 1. The buttons caption. Available only for push buttons. This is the text displayed in the button. 2. The eld name. Available to all button styles. 3. The on state text. This is the string that is associated with the on state of a radio button or checkbox control. This text is not shown to the user, but is important when retrieving information on submitted forms. The off state text is always off. For check boxes, to have the buttons behave independently they each need a unique eld name. For groups of radio buttons, each individual button in the group should have the same eld name as the others, but a different on state value. This is required for the group of radio buttons to work correctly as a unit. 4.2.8 Choice Widget Annotations Choice widget annotations provide interactivity in the form of pop-up menus and lists. You can set the type of list in the inspector. New choice widget annotations default to pop-up menu style. Each choice widget annotation can dene a list of possible choices and a default value that is shown when the document is opened. This value need not be, and often is not, an available choice in the list. It may for instance be a text prompting the user to choose an entry from the list.
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To edit static annotations activate the Edit Static Annotations work mode [command-3]. When the mode is active all static annotations are marked with a red rectangle along their border. Selected annotations will also show manipulation handles, which can be used for resizing and/or rotating the annotations directly on the page. Static annotation properties can be edited in the Metrics and the Appearance Inspector. As with other annotations you can either tell PDFClerk you want a new static annotation and then drag a selection to size an annotation, or click on a page for an annotation to appear, or you can select some text and then select one of the static annotation shapes from the menu. This will create an annotation whose bounds neatly enclose the selected text. Sticky Sketch Annotations (for hand writing): You can place sketch annotations in sticky mode by holding down the option key when you select the option from the menu. The effect is that you can issue multiple strokes for the same sketch annotation. To exit sticky mode press escape, enter or return on the keyboard. This feature is especially useful if you want to write text with a tablet pen onto a PDF page. 4.3.1 Static Text Boxes When you add a static text box by clicking on a point on a page (without dragging to size the box), a next text box is created with the bottom left (origin) of the rst letter at the position of the click. You can start typing straight away, and the text box will grow as needed to accommodate the text as it is typed. To exit typing mode, click with the mouse anywhere outside of the box. If you click on an area of the page that doesnt contain another static annotation, then the text box remains selected, which is handy if you want to nudge it a few pixels with the arrow keys (as you might do when lling in non-interactive forms). If you click on another annotation, then that annotation will become selected. You can also add a text box by clicking anywhere on a page and dragging to size the box before releasing the click. In this case the text box will have a static size as you type. It will neither grow nor shrink. An auto-resizing text box remains auto-resizable until you manually adjust its size by dragging one of the control handles when the text box is selected but not in typing mode. Once it has been manually resized there is no way to take it back to auto-resizing mode.
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and up; positive values will move the contents to the left and down. When changing the size of a media box PDFClerk can optionally scale the contents of the page to adjust to its new size, either proportionally, or independently for each axis. When scaling proportionally PDFClerk can align the contents on the page automatically. See the entry on the Display Boxes Inspector starting on page 67 for information on editing media boxes. Crop Box: Denes the region to which the contents of the page are to be clipped (cropped) when displayed or printed. Unlike the other boxes, the crop box has no dened meaning in terms intended use; it merely imposes clipping on the mediums contents. Bleed Box: Denes the region to which the contents of the page should be clipped during the nishing process, such as extra bleed area to accommodate the physical limitations of cutting, folding, and trimming equipment. The page as printed may include nishing marks that fall outside the bleed box, and are cut off when trimmed. Trim Box: Denes the dimensions of the nished product after trimming. It may be smaller than the media box to allow for production-related content, such as trim and registration marks, color bars, etc. Art Box: Denes the extent of a pages meaningful content (including potential white space) as intended by the pages creator. In PDFClerk display boxes are dened in terms of insets from the media box, similar to margins on a sheet of paper. To learn more about editing display boxes and the effect of specic settings see the entry on the Display Boxes Inspector starting on page 67. 4.5.1 Which Display Box Is Drawn? Unless changed in the application preferences, PDFClerk defaults to using the crop box when rendering pages, but it can be set to use any of the other boxes for rendering. When showing the original master pages each page is drawn according to the box selected from the Draw submenu of the Tools menu. When rendering an imposed layout however, PDFClerk always renders the media box of each imposed sheet, but renders the imposed pages themselves onto the sheet according to the selected display box. This exibility makes it possible to, e.g, impose an original document whose pages include nishing marks, without the nishing, which are inappropriate for the imposition, appearing on the imposed sheets. The sheets themselves can have nishing marks dened in PDFClerk. 4.5.2 Display Boxes On Imposed Layouts Although PDFClerk will always render imposed layouts by their media box, the layout engine can be made to automatically dene any of the other display boxes on each imposed sheet. It does this according to the settings in the imposition template for the imposed layout. After the laying out the imposition, display boxes may be adjusted for each sheet individually by using the Display Boxes inspector. Note, however, that if you change imposition mode after manually
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adjusting display boxes, you will lose those modications. PDFClerk will warn you of this when you try to switch away from an imposition which denes secondary display boxes. See the chapter on Impositions starting on starting page 38 for more information on display boxes on imposed layouts and the entry on the Display Boxes Inspector, starting on page 67 for more information on display box editing. 4.5.3 On Screen Display Boxes The View menu offers options to show the bounds of any display box on-screen. Having the display boxes visible is especially useful as a guide when editing the display boxes.
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5 Outlines
Outlines allow interactive navigation of a document. An outline consists of a treestructured hierarchy of outline items (also known as bookmarks), which serves as a visual table of contents that displays a documents structure while allowing quick access to other parts of the document. By clicking the disclosure triangles left of parent outline items the items can be interactively opened or closed. Open items show their immediate children in the hierarchy, and each child in turn may be a parent of other children and may either be open or closed. Closed items hide all their descendants in the hierarchy. Clicking the text of a visible item performs its associated action. Usually this results in a jump to another part of the document, although it is possible to dene external destinations to outline items.
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In the dialog you specify the page on which the TOC starts and the page on which the ToC ends. As you enter numbers in the input elds for the start and end pages, the preview will automatically scroll to the page with the number entered. (Note that these elds expect the number as an index to the desired page from the start of the document. This is not necessarily the same as the page label for the desired page, which isnt even necessarily a number.) Next you specify whether PDFClerk tries to create a hierarchical outline structure by following the visual indentation of each TOC entry, or whether it should follow chapter and paragraph numbering (for instance a paragraph entry might look like this: 2.4.1 The General Structure of a Table Of Contents). ToCs usually have a number of entries that do not follow the general pattern of the regular entries. For instance the rst entry may refer to the TOC itself; an Appendix entry will not have a paragraph numbering; some entries may state a chapter number before the actual name of the chapter (like: Chapter 4: The frugality of the means), but you do not want the chapter indication to be included in the created outline. For such cases you can alert PDFClerk to special terms so that it can deal with them appropriately. Terms can be a single word or an expression consisting of multiple words. PDFClerk only looks for the rst occurrence of a term in a TOC entry; subsequent occurrences of the special term will not be treated as special terms. You can specify the following characteristics and options for the terms: 1. Has Page Label: Use if the term includes a page label that doesnt appear in the normal pattern or the page label (which is either at the start of the ToC entry or at the end). 2. Hide Term: The term will not be included in the label text for the outline item created for this TOC entry. 3. Has Trailer: The term is followed by a token that qualies the term (like the 2 in Chapter 2). 4. Hide Trailer: The trailer will not be included in the label text for the outline item created for this TOC entry.
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5. Has Text Numbering: the term is preceded at the start of the line by a chapter/paragraph number. This is useful only when Indentation is set to Follow Chapter/Paragraph Numbering. 6. Link Line To Page It Appears On: This usually applies to the special terms Contents and Table Of Contents which should be linked to the page they appear on. 7. Match Case: The term will only match text that whose case matches. For instance, if this option is selected and the term is Introduction, then when introduction is found in the text on the page, it wont be considered a match. Introduction on the other hand, will be considered a match. If a document is in a language other than English you will of course need to change/enter the terms to the equivalent for the TOC elements in the other language. Attempt to locate targets tells PDFClerk to look for the rst occurrence of the relevant text in the TOC on the target page and to make the outline link directly to that section of the page. If you switch this option off PDFClerk will always create the links to the page itself, rather than to a specic location on the page. Limitations: Automatic outline generation is a convenient feature that can save you hours of manual labour where you otherwise would have to manually create each outline entry. However, it is not a full-proof method. Some entries may not be correctly parsed by PDFClerk and other issues may result in outline entries that need further manual adjustment. It is therefore recommended to check the outline list created by PDFClerk for completeness and correctness. Especially: Check that an outline was created for each TOC entry that was not specically dened to be ignored. Check for spurious entries. Most notably TOC entries that span more than 1 line will not be handled correctly by PDFClerk. Check that each entry links to the correct page (and location on the page). If the page documents labels do not match the target labels in the TOC the links will not link to the correct pages. Check the label text of each outline for correctness and spurious characters. (Systemic issues that can occur with some TOCs, like a spurious dot at the end of some outline labels, can easily be corrected using the nd and replace feature for outlines.) If the generated outlines hierarchical indentation is set to follow the visual indentation, and left and right pages have different margins, then indentation is likely to be incorrect per group of outlines generated from the more indented pages. You will need to manually move those outlines into the correct position. 5.1.3 Creating Outlines Automatically From Selected Links If a document has no outline, but has a table of contents whose entries are linked, then you can create outlines automatically by selecting the links and control clicking, or right clicking, the content view. At the bottom of the contextual menu that pops up is an option to Create Outline From Selected Links. PDFClerk will
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create an outline item for each link. PDFClerk will attempt to create a hierarchical outline in as far as the links suggest a hierarchy, but, if necessary, it is easy to further arrange the entries into a hierarchy as explained under the heading Editing and Arranging Outlines below. 5.1.4 Linking Table Of Contents Entries To Their Targets If the entries in a table of contents are not hyper-linked to their target pages, you can let PDFClerk Pro attempt to quickly link each line through the Link ToC Lines To Target Pages option under the Tools menu. The dialog is virtually identical to the Create Outline From TOC option dialog. The only differences are that indentation has no meaning and is therefore not available, and that, when the lines in the table of contents are closely spaced, it may be necessary to inset the height of the generated links so they do not overlap their neighbouring lines. To this end a Link Height Inset eld is available where you can enter an integer value that will reduce the size. The most likely useful values lie between 1 and 5.
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This dialog allows you to search for words/expressions in the list of outlines and to make individual and/or global substitutions. Searches and replacements can be either literal (the text entered in the input elds is used as is for searching and replacing) or regular expressions (the input is parsed and interpreted, which allows for very powerful searches and substitutions.) You can also batch indent/outdent outlines based on the matches. To do so, select the desired action from the bottom popup menu, enter an appropriate query in the Find eld, and click the Apply button. The regular expression engine is based on ICU regular expressions. 5.2.1.1 ICU Regular Expression Metacharacters \a \A
Match a BELL, \u0007 Match at the beginning of the input. Differs from ^ in that \A will not match after a new line within the input. Match if the current position is a word boundary. Boundaries occur at the transitions between word (\w) and non-word (\W) characters, with combining marks ignored. Match a BACKSPACE, \u0008. Match if the current position is not a word boundary. Match a control-X character. Match any character with the Unicode General Category of Nd (Number, Decimal Digit.) Match any character that is not a decimal digit. Match an ESCAPE, \u001B. Terminates a \Q ... \E quoted sequence. Match a FORM FEED, \u000C. Match if the current position is at the end of the previous match. Match a LINE FEED, \u000A. Match the named character.
\cX
\d \D \e \E \f \G \n
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Match any character with the specified Unicode Property. Match any character not having the specified Unicode Property. Quotes all following characters until \E. Match a CARRIAGE RETURN, \u000D. Match a white space character. White space is defined as [\t\n\f\r\p{Z}]. Match a non-white space character. Match a HORIZONTAL TABULATION, \u0009. Match the character with the hex value hhhh. Match the character with the hex value hhhhhhhh. Exactly eight hex digits must be provided, even though the largest Unicode code point is \U0010ffff. Match a word character. Word characters are [\p{Ll} \p{Lu}\p{Lt}\p{Lo}\p{Nd}]. Match a non-word character. Match the character with hex value hhhh. From one to six hex digits may be supplied. Match the character with two digit hex value hh. Match a Grapheme Cluster . Match if the current position is at the end of input Match if the current position is at the end of input, but before the final line terminator, if one exists. Back Reference. Match whatever the nth capturing group matched. n must be a number > 1 and < total number of capture groups in the pattern. Note: Octal escapes, such as \012, are not supported in ICU regular expressions Match any one character from the set. See UnicodeSet for a full description of what may appear in the pattern. Match any character.
\uhhhh \Uhhhhhhhh
\w \W
\x{hhhh} \xhh
\X \z \Z \n
[pattern]
.
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^
$ \
Match at the beginning of a line. Match at the end of a line. Quotes the following character. Characters that must be quoted to be treated as literals are * ? + [ ( ) { } ^ $ | \ ./
Alternation. A|B matches either A or B. Match 0 or more times. Match as many times as possible. Match 1 or more times. Match as many times as possible. Match zero or one times. Prefer one. Match exactly n times. Match at least n times. Match as many times as possible. Match between n and m times. Match as many times as possible, but not more than m. Match 0 or more times. Match as few times as possible. Match 1 or more times. Match as few times as possible. Match zero or one times. Prefer zero. Match exactly n times. Match at least n times, but no more than required for an overall pattern match. Match between n and m times. Match as few times as possible, but not less than n. Match 0 or more times. Match as many times as possible when first encountered, do not retry with fewer even if overall match fails (Possessive Match). Match 1 or more times. Possessive match. Match zero or one times. Possessive match.
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{n}
{n,}
{n,m}
*? +? ?? {n}? {n,}?
{n,m}?
*+
++ ?+
Match exactly n times. Match at least n times. Possessive Match. Match between n and m times. Possessive Match. Capturing parentheses. Range of input that matched the parenthesized subexpression is available after the match. Non-capturing parentheses. Groups the included pattern, but does not provide capturing of matching text. Somewhat more efficient than capturing parentheses. Atomic-match parentheses. First match of the parenthesized subexpression is the only one tried; if it does not lead to an overall pattern match, back up the search for a match to a position before the "(?> -format comment (?# comment ). Look-ahead assertion. True if the parenthesized pattern matches at the current input position, but does not advance the input position. Negative look-ahead assertion. True if the parenthesized pattern does not match at the current input position. Does not advance the input position. Look-behind assertion. True if the parenthesized pattern matches text preceding the current input position, with the last character of the match being the input character just before the current position. Does not alter the input position. The length of possible strings matched by the look-behind pattern must not be unbounded (no * or + operators.) Negative Look-behind assertion. True if the parenthesized pattern does not match text preceding the current input position, with the last character of the match being the input character just before the current position. Does not alter the input position. The length of possible strings matched by the look-behind pattern must not be unbounded (no * or + operators). Flag settings. Evaluate the parenthesized expression with the specified flags enabled or -disabled.
(?: ... )
(?> ... )
(?! ... )
(?<= ... )
(?<! ... )
(?ismwx-ismwx: ... )
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(?ismwx-ismwx)
Flag settings. Change the flag settings. Changes apply to the portion of the pattern following the setting. For example, (?i) changes to a case insensitive match.
The replacement text for find-and-replace operations may contain references to capture-group text from the find. References are of the form $n, where n is the number of the capture group. $n The text of capture group n will be substituted for $n. n must be >= 0 and not greater than the number of capture groups. A $ not followed by a digit has no special meaning, and will appear in the substitution text as itself, a $. Treat the following character as a literal, suppressing any special meaning. Backslash escaping in substitution text is only required for '$' and '\', but may be used on any other character without bad effects.
5.2.1.4 Examples Of Regular Expression Finds: To match a trailing dot at the end of an outline label:
\.$
The \ is needed to escape the dot so that it is parsed literally (instead of as a dot operator). The $ species that that a match is valid only if it occurs at the end of a line. To match a trailing exclamation mark at the end of an outline label: !$
The exclamation mark does not need to be escaped since it has no special meaning as an operator. The $ species that that a match is valid only if it occurs at the end of a line. To match chapter/paragraph numbering like the ones found in this guide:
^[0-9]+\.?[0-9]?\.?[0-9]?\.?[0-9]?
This will match up to four levels deep. For more information on ICU Regular Expressions see: http://www.icu-project.org/userguide/regexp.html 5.2.1.5 Auto-Incrementing Number Replacement: Allows the insertion of numbers that increment/decrement by a xed value on each subsequent outline item that matches the regular expression in the Find eld. Although it looks like regular expression syntax this is not a regular expression, yet it is only available when regular expression is enabled in the dialog and the action is Replace All. Only the rst appearance of this syntax will
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be used for the replacement value. If you enter this syntax multiple times it will insert the value of the rst occurrence multiple times. Use the syntax $[n1,n2] in the Replacement eld to insert the numbers. N1 is the starting number, n2 is the increment value. To decrement use a negative value. Examples: $[108, -2] will insert the number 108 at the rst match, 106 at the second match, etc. To add a line number at the start of each outline entry you would use ^ as the entry in the Find eld, and $[1,1] (note the trailing space) as the entry in the Replacement eld.
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6 Impositions
Imposition refers to how pages are laid out on a sheet of paper. PDFClerk either shows the original pages exactly as they are (no imposition), or it shows pages as they will be imposed onto sheets of paper, according to the chosen imposition and sheet size settings. Imposed layouts superimpose pages onto the sheets in a matrix of rows and columns. Each entry in the matrix is called a slot in PDFClerk. A two up layout has either two columns and one row, or one column and two rows. Four up layouts will have two rows and two columns. The number of slots (= number of pages) on a sheet side is always a multiple of columns * rows, and the number of slots per sheet is always double that. So, a four up layout has 2 * 2 = 4 slots per sheet side, and eight slots per sheet. Before explaining further, the following examples show how a factory provided imposition template affects the layout of the pages on onto sheets: A master PDF containing four single A4 sized pages, imported into PDFClerk with default settings. The pages are imported without any alterations:
After selecting the default 2-up imposition template, the pages are laid out in pairs onto landscape sized sheets, and scaled down to t the sheets paper size. Note that the status bar shows the name of the currently selected imposition template when one is active. It also shows the total number of sheet sides in the imposition:
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6.1 Signatures
A signature in PDFClerk terms refers to the number of sheets to be folded together to form a bindable section of a book. Normally one would not a apply a signature of more than 1 sheet for impositions other than 2-up, since the signatures for those larger layouts are usually the result of folding single sheets the required number of times and trimming them. But it is possible to specify multi-sheet signatures for such impositions if needs be; PDFClerk will do the right thing when distributing the pages among the sheets. For 1-up layouts signature has no effect and is therefore not available. PDFClerk will automatically calculate a magazine style global signature, encompassing all pages in the document, if this option is checked in the imposition template. The number of pages in a signature can be adjusted dynamically at any time through the sheets/signature input eld in the toolbar.
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printed on any single sheet of paper. E.g. to maximise the use of paper one may want to produce a batch of business cards by printing eight cards per sheet of A4 or US Letter sized paper. If, say, 80 cards are required, an imposition template would be set up that creates a 2x4 grid of slots on the sheet by specifying two columns and four rows, with one step and repeat rule that species that page 1 of the original document is to ll ten sheets. A layout may specify any number of rules to achieve more complex step and repeat effects. For more information see the entry on Page Distribution on page starting on page 45.
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2 1 3
1. The imposition template list. 2. Settings that relate to how many and how slots are laid out on the sheets; how slots are laid out internally and which nishing marks are drawn by default. 3. Settings that relate to how page indexes are alloted to slots, if and how to create display boxes on imposed sheets, sheet metrics overrides of document settings and nally how to apply creep to each slots content, depending on how the sheets are folded. 6.5.1 The Template List The Template List lists all available templates. To edit a template, select it in the list. Double click it to change its name. The + button below the list creates a new template. The - button deletes selected templates. Templates are listed in the Imposition menu according to their order in this list. You can drag the templates into the desired order. The rst nine templates in the list will automatically be assigned a keyboard shortcut. A selected imposition can be duplicated with the duplicate command. (Edit!Duplicate, [command-D])
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6.5.2 Sheet Layout Slots are laid out on a sheet in rows and columns. Here you dene how the slots are laid out. Columns and Rows: Enter the number of columns and rows to be tted onto a sheet. A sheet will have columns * rows slots. The slots can be gathered into row and column groups to affect how the slots are spaced in relationship to each other on the sheet, and to affect the application of trim marks. If no groups are dened (a value of 0, the default), all rows together are treated as a single group, and all columns together are treated as a single group. Within a group the extremities will receive trim or cut marks (solid lines), while the page edges at the interior of a group will receive fold marks (dashed lines). The gutter values specify how large a gutter to leave between each group of slots. If the gutter is large enough to hold the marks, crop and fold marks will be drawn within the gutters too, and if Force Inner is selected under Finishing the marks will draw regardless of the size of the gutters. Note that nishing marks are placed according to the edge of the pages within the slots; not according to the edge of the slots themselves. Often the effect is the same since the pages tend to t their slots exactly, but where this is not the case remember that the page is the governing factor; not the slot. This is illustrated by the trim/ fold marks (black) and bleed marks (red) in the gure below where the slots have been manually set to scale their pages down to 10% of the original:
Slot Size can be any of the following: Sheet Based: The imageable sheet height resp. width divided by the number of rows resp. columns determines the slot size. Fixed: Slots are manually sized to the xed dimensions supplied in the width and height text elds beneath the sizing style popup menu. First Page (Scaling): The imageable sheet height resp. width divided by the size of the rst page times the number of rows resp. columns determines the height resp. width of the slots. First Page (Fixed): the size of the rst page decides the size of all slots, and no scaling is applied. The contents are drawn at their original size.
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6.5.3 Slot Orientation Flip Odd/Even rows and columns: select to have even and or odd rows and columns of slots ipped vertically so that, after folding, the pages are correctly oriented within the signature. 6.5.4 Finishing Marks The settings in the Marks group dene which marks are to be rendered, and, in the case of bleed and trim marks whether their placement is derived from the document settings or from the source pages. This last option is either useful for one-up layouts where the master pages have their bleed box and or trim box set and the imposed sheets are to follow along, or for larger impositions where the template settings specify the automatic creation of the bleed and or trim boxes on the imposed sheets. Finally, the Base Marks On Slot Bounds option is to draw the marks relative to the bounds of the slots rather than to the bounds of the pages within the slots (this is especially useful for documents with source pages of various sizes). The Slot Sizing, Orientation, and the Marks settings override the equivalent document settings when selected. If they are not selected in the template, the cue will be taken from the document settings. 6.5.5 Slot Layout Slot t denes how pages are handled within the slots bounds: 1.No adjustment: pages are scaled to t their slot. 2.Proportionate: pages are scaled proportionately to to their slot. 3.Snug: pages are scaled to ll the slot precisely. 4. Width: pages are scaled proportionately to t the width of the slot. They may be clipped if their height ends up taller than their slot. 5. Height: pages are scaled proportionately to t the height of the slot. They may be clipped if their width ends up wider than their slot. 6. Fixed %: pages are scaled by the amount specied in the Horizontal and Vertical elds. If the settings result in pages that do not t their slot snugly, an the alignment setting will decide how the pages are aligned within the slot.
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Border Framing: specify if and how borders should be drawn around pages and/ or slots. Creep; In a folded (e.g. saddle stitched) booklet or signature the inner pages progressively extend (creep) further out than the outer pages. After trimming, the inner pages are narrower than the outer pages. If the pages were printed with static margins, then, after folding and trimming, the effective margins of the pages towards the center of the signature will progressively become narrower, and, if the signature is thick enough, the margins may even disappear, and some content may have been cut away during trimming.
Creep varies depending on the thickness of the paper and the number of pages in the signature. Creep is also known as thrust or push-out. Compensating for creep is also known as shingling. Setting the amount of creep To measure the sheets, use a number of stacked sheets whose thickness is easy to measure with a ruler or caliper. 1. Enter the number of sheets in the measured stack of paper in the top eld. 2. Use the ruler (or caliper for better precision) to measure the thickness of the stack. 3. Enter the thickness of the stack in the second eld. PDFClerk will calculate the creep for each page according to the sheet thickness entered here, and apply them to the page creep indexes dened in the layout if the layout has more than two pages per sheet side. Two-up layouts dont need creep indexes; they are calculated on the y. After entering the value, PDFClerk remembers the thickness of a single sheet of paper, and that is the value you will see the next time you bring up the editor. See also section 6.5.9 Folding Indexes on page 49 and the entry on creep in section 8.3.3 Imposition on page 58.
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6.5.6 Page Distribution The page distribution area shows either the page distribution matrices for dening the page index sequence for the front and back sheet sides of standard impositions or the rule editor for step and repeat layouts. 6.5.6.1 Standard layouts
Front and back side page distribution matrices The order of the page indexes determines which corresponding page is allotted to which slot on the imposed sheet, taking into account the sheets index in a signature. (See signatures on page 39.) As a simple case example: in a two up layout of with a front side page sequence of 4, 1 and back side sequence of 2, 3, a four page document will be laid out with pages resp. 4 and 1 on the front sheet side, and resp. pages 2 and 3 on the back sheet side. An eight page document would have a signature comprising two sheets. In this case the rst sheet would resp. be alloted pages 8 and 1 on the front side and pages 2 and 7 on the back. The second sheet would receive pages 6 and 3 on the front and pages 4 and 5 on the back. As you can guess, with larger documents and with larger imposition layouts the situation can quickly become rather complex. Fortunately, PDFClerk knows how to shuffle the pages around to achieve correct results. The only prerequisite is that an imposition layout is correctly dened. I.e. it should list the page indexes in the correct order. PDFClerks factory provided imposition templates will produce correct results for many of the more standard layout requirements. Default number of sheets per signature: this setting really only applies to two up layouts. If set to 0, PDFClerk automatically calculates a signature that encompasses all pages in the document. If set to a higher number, PDFClerk creates signatures of the specied size when layout out the imposition. While in imposition mode one can change the signature size in the toolbar, and PDFClerk will recalculate the page distribution to match the new setting on the y. This manual setting is not remembered when switching away from the active imposition.
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Page distribution rule editor Step and repeat layouts can impose the following two main rule types: 1. Impose listed pages: only the pages listed in the input eld are considered for distribution. They are distributed as a group either a specied number of times, or until they have lled a specied number of sheets depending on how the rule is set up.
Pages are specied individually or as ranges. Ranges are specied by the rst page in the range followed by a dash and the last page in the range. Pages and ranges are separated by commas. The input eld will automatically turn the input into tokens.
An entry of 1, 5-8
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2. Impose pages in groups of: Groups the pages in a document together into groups of the specied size, then distributes each group among the available slots, repeating each group the specied number of times before distributing the next group. E.g. in a four page document you set up a rule that imposes pages in group of 2 a total of three times. This will result in a layout that distributes pages 1 and 2 to together three times, and then distributes pages 3 and 4 together three times:
1(1)
1(2)
1(3)
2(1)
2(2)
2(3)
Two groups, each repeated 3x 6.5.7 Display Boxes Default to drawing pages by their: An imposition template can force the use of a particular display box when the imposition is activated. Afterwards the used display box can be changed by the user as desired. The settings for the individual display box types govern the automated creation of those boxes on the imposed sheets. The boxes can be off, they can be set to a pre-specied margin (manual size), or they can be calculated according to another source: The crop box can be derived from the sheet margins dened in the document settings, or overridden in the template itself. The bleed box and the trim box can be derived from the bleed mark and from the trim mark settings in the document settings. The art box can be derived from the source page in one up layouts. This setting has no effect on more complex layouts. 6.5.8 Sheet Metrics When an imposition template species a sheet size, the sheet size and margin settings of the document will be overridden by the template dened settings. The even/odd margin input elds become active only after a non-zero sheet size is provided. Note that odd/even refers to the page index in the document; not to the value of the page label.
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The folding indexes are used in conjunction with the creep value setting. They specify how many times the creep is applied to each individual slot in a layout. This setup allows total exibility in dening the creep for custom folds. Creep never applies to 1-up layouts, and is automatically calculated for 2-up layouts, so it cant be dened for these layouts with less than 3 slots per sheet side. The view shows either the index matrix for the front side of each sheet, or for the back side of each sheet. The layout of the matrix follows the layout of the columns and rows dened in the template, and each slot in the matrix identies the page index set for the slot as dened in the page distribution of standard layouts. The H value input species the horizontal displacement factor, i.e. how many times to apply the creep value to move the slots page inward horizontally. The V value species how many times to apply the creep value to move the slots page downward. Entering negative values will reverse the displacement direction, allowing for the creation of outward/upward moving creep. The factory provided layouts come with folding indexes provided, so they will automatically do the right thing when creep is applicable. The easiest way to calculate creep for your own layouts is to create a dummy of the signature by printing a mockup of the layout and folding it as required for that particular layout. Then count for each page in the folded signature (= slot) its horizontal and vertical offsets within the fold (the index). E.g. the rst page in the folded signature is always on the outside, so it will have both a horizontal and a vertical index of 0. The second page, which is on the back side of the sheet at the same position has the same indexes. The other indexes will depend on the fold sequence. Generally for the usual four up layouts, which are folded twice, and thus after nishing have an outer and one inner sheet, the third page has a vertical index of 0 and a horizontal index of 1, because it is on the inner sheet. So, after folding a 4-up layout, all page indexes on the outer
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sheet (8, 1, 2 and 7) have folding indexes of (h:0, v:0) and all page indexes on the inner sheet (6, 3, 4, 5) have folding indexes of (h:1, v:0).
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Automatically rotate each page: rotates each page to best match its orientation to the paper. No automatic page scaling: pages are not scaled to t the paper. Scale each page to t paper: pages are scaled up or down as needed to t and ll the paper. Only scale down large pages: pages that are too large to t the paper are scaled down, but smaller pages are not scaled up to ll the paper.
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source material. It cannot be opened by other PDF editing software. You save documents in PDFClerk format if there may be a need to work on a document over the course of multiple sessions. If no such need exists, all you may want to do is to print, or to export the result of a PDFClerk document session to a new PDF document, without saving the PDFClerk document itself. E.g. if all you do is to prepare a source PDF document for booklet printing, you may want to open it, impose it in 2-up layout and export the result to PDF. Then close the session without saving.
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When exporting to PDF or to graphics les you can apply a lter to the process. This allows for various adjustments to be made as the le is saved. It is even possible to create your own custom lters for tailor made results. To choose a lter click the lter popup button and select an option from the menu. To create a custom lter select the Add Filters command. This will open the ColorSync Utility. Here you can add and set-up a lter. When you are done and quit the ColorSync Utility the popup will list the new lter under the Your Filters heading. Note that you can make a Generic PDFX-3 document by applying the aptly named system provided lter for that purpose. Another popular lter is the Reduce File Size lter, which will attempt to reduce the size of bitmapped graphics in your document. The result of the Reduce File Size lter will vary depending on how many bitmapped graphics are in the document, and on how much reduction is feasible.
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The settings under this tab apply at all times to all open PDFClerk documents, inspectors and dialogs. Graphics Quality: the quality with which to draw documents. Defaults to Best. Decreasing quality can slightly speed up drawing of complex documents. Preferred Units: the units to display in by default in elds that relate to metric values (size, position, etc). Regardless of the unit chosen here, each metric input eld can at any time receive an optional unit abbreviation as input. Without unit abbreviation the input is interpreted according to the preferred units setting. PDFClerk understands the following units: Points: abbreviated as pt, e.g. 595pt Centimeters: abbreviated as cm, e.g. 27.1cm Millimeters: abbreviated as mm, e.g. 271mm Inches: abbreviated as in, e.g. 8.5in Picas: abbreviated as p inxed in the value, e.g. 3p, or 3p6 Text Box Border: you can choose to have text boxes default to drawing a border.
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Import PDF Using by default when opening/importing PDF documents, PDFClerk uses the title attribute of the PDF document, if present, as the source name of each page. If no title attribute exists than the name of the imported documents le is used as the source name. To force the documents le name to always be used as the pages source name choose File Name from the popup menu. Canvas Color sets the background color of the content view. Thumbnail View Canvas Color sets the background color of the thumbnail view. Default Slide Show Delay sets the time in seconds between slides when in slide show mode. Unrotate Objects When Added species whether to automatically orient objects added to rotated pages such that they look the right side up to the user. E.g. on a page with a 90 rotation, an object would be rotated by -90 when added to the page. Check For Updates At Startup causes PDFClerk to check for updates automatically each time in is started. Greeking Threshold sets the point size below which text is greeked when rendered to screen. (Greeking displays solid grey rectangles for lines of text, instead of individual characters). Time Stamp Changes To Annotations automatically alters the modication date eld of dynamic annotations. Stamp Changes To Annotations With User Name sets the user name eld of dynamic annotations to the name of the current user when annotations are modied. Open PDFs After Export Causes PDFClerk to open PDFs after generating them (does not apply to exploded PDF generation). Warn About Paper Size Mismatch When Printing allows a warning to appear at print time if the dimensions of the rst page do not match the paper size. Install PDF Service clicking this button installs PDFClerk as a PDF service, so that it becomes available in the each print dialogs PDF menu. Choosing PDFClerk from the menu will then print documents straight into PDFClerk, opening it if it is not running. 8.2.2 Settings For New Documents The settings under this tab cause new PDFClerk documents to be set up as specied when created, but do not affect documents after they have been created. Open Untitled Document When PDFClerk Starts, when set, will cause PDFClerk to open a new and empty, untitled document every time it is started. View tab settings specify initial content view display and operational characteristics. The options under the other tabs duplicate settings from the document settings dialog. See the description of the Document Settings Dialog starting on page 55.
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8.2.3 Printer Calibration The settings under this tab allow adjusting the output of imposed layouts to peculiarities of the destination printer by compensating for any horizontal or vertical misalignment it may exhibit. You can adjust the corrections for front and back side of sheets individually. Positive values will move the pages on the sheet to the right or down, negative values will move the pages to the left or up. To help nd the best values for the calibration settings you can print a calibration page. This will print a page according to the current calibration settings. Fold the page through the middle horizontally and then vertically (make sure you fold precisely through the middle), then check whether the folds align with the centre of the calibration axes. If the folds are off, count the number of ticks along the relevant axis and enter that value in the corresponding controls. Enter negative values if the fold is toward the sides marked -Vertical or -Horizontal and positive values if the fold is toward the + side. (You can enter fractional values, like 2.5 or 1.25.) Then reprint the calibration page to check the new settings. If necessary, repeat this procedure until satised. When you change values and move to the next eld you can see the layout change instantly in any documents main content view.
The Scale Contents setting, when activated, will cause the contents of the source pages to be scaled up or down to t their new dimensions. The Proportionally setting decides whether the scaling is axis independent, making the contents t the new dimensions snugly, or whether the axes are scaled by equal amounts until either axis has reached its new dimension. 8.3.3 Imposition The settings under the Imposition tab govern basic aspects of imposed layouts. Most settings can be overridden by template settings if desired. Sheet Dimensions govern dimensions of imposed sheets. Automatic or Fixed size. Portrait, Landscape or Automatic orientation. Independent Margins For Odd Pages and Margins For Even Pages. Margins can automatically be adjusted to the margins of the active printer, and to provide space for nishing marks. Creep amount is shown as the thickness of a single sheet of paper in the nished product. (If creep is entered in an imposition template the template value takes precedence.) See the section on creep on page 45 on how to measure and enter the thickness.) Pages The Border Width and Color of page borders govern the look of page borders if these are rendered. Slots The Border Width and Color of slot borders govern the look of slot borders if these are rendered. Page Alignment governs how pages are aligned within the slot. Page Fit governs if and how pages are scaled to t their slot. Finishing Marks The Line Width setting governs the line width with which nishing marks are rendered. 8.3.4 Paper The settings under the Paper tab govern the paper color and the many visual aspects of the nishing marks. Although most settings are straightforward, some settings merit separate mention: The Paper Color defaults to white, which is equivalent to a transparent paper background, any other color set here will be painted onto the page before drawing the contents. Force Inner Marks can be used to force the rendering of trim and/or bleed marks in layouts that specify groups of columns and or rows, and where the inter group gutters are not large enough to easily accommodate these marks.
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The Gap species how much space to leave between the edge of the page and the start of the mark alongside it. The Inset species how much to inset (move inward) the mark from its default location. Without inset, bleed and trim marks tend to overlap where they both occur. The inset is mostly used for trim marks to indicate the location where the printed media is to be cut to size. When trim or bleed marks settings specify the Per Slot setting, the marks are derived from their corresponding display boxes (bleed or trim box) on the page of each slot, and the inset values are applied when rendering the marks. When manual setting is off, the marks are derived from their corresponding display boxes on the sheet.
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8.3.5 Labels The settings under the Labels tab allow drawing the page labels (which usually consist of page numbers) onto each page. Draw Page Labels: controls whether and at what end of the page (top or bottom) the labels will be drawn. Placement: allows setting the horizontal justication of the labels on each page and the distance they are drawn away from the page's edge. Note that the horizontal margin has no effect if the labels are centre justied. Opacity: the opacity controls how much of the page's contents is allowed to shine through the box. The greater the opacity the less of the page shines through. Font: sets the font used to draw the labels. 8.3.6 Watermarks You can use the watermarks feature to place recurring patterns of objects on all or selected pages of a PDFClerk document. It is powerful, exible and straightforward to use, and useful for watermarks, headers, footers, or any other recurring pattern you can think of for placing an object onto multiple pages.
To add a le based watermark, drag a graphic or a text le to the preview area on the right hand side of the pane, or click the plus button and select a le from the Open panel. To add a watermark whose named is used for rendering, click the + Name button.
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The preview area shows how the object will look on the page specied in the "Preview Page" eld, or, if the "Preview Page" species page 0, it shows the watermark object by itself. By default the watermark takes the name of the imported le, but you can change it to anything you nd more useful. PDFClerk always works on an internal copy of the original le, so renaming or deleting the watermark will not affect the original. The rst box below the Name eld controls on which pages the object will be placed: All Pages, Even Pages, Odd Pages, First Page, Last Page, Pages in List. If you selected Pages in List, you need to enter the pages in the Page List eld. If you selected all, even or odd pages, you may wish to exclude the rst and/or last page. The font button is available only for Name based watermarks and allows setting the font, size, color, underline and strikethrough style of the rendered text. You can set rotation and opacity, overall placement and specify whether the object appears on front of the page, or behind the page. If you have multiple watermarks appearing on several pages, you can control the drawing order by putting objects in specic layers. The layers are independent for the "on top" and "behind" options. In addition to the overall placement of objects, you can ne tune their position using the gutter options. If, for instance, you have chosen top-left placement, then you can easily ne tune the placement by adjusting the values for the top and left gutter. There is exible automatic control over the sizing of the objects, or manual control if appropriate. Objects can be tiled across the page, and when tiled, if a rotation is set, you can rotate the tiled objects as a whole, or each tiled object individually by toggling the state of the Rotation button (which appears only when tiling and rotating). You can dynamically link a watermark to its on disk source so that, if the source is modied, the watermark will automatically be updated. You dont need to be running PDFClerk and have the dependent document open when modifying the source. Using the Set Source button you can also change the source of a watermark. This is convenient if you simply want to replace a watermarks source rather than deleting it and creating a new one where you have to reapply all properties. Name based watermarks support the special variables "$title", "$author", "$subject", "$sourceName", "$pageNumber" and "$totalPages", which are dynamically replaced by their respective values in the document, both when displayed in the page list, and when rendered on the pages.
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8.3.7 Security The settings under the Security tab control whether exported PDF documents are encrypted and whether some actions are restricted. To lock the produced PDF documents against opening without a password enter a User Password. To disallow printing and/or copying text from the produced PDF documents enter an Owner Password. Important: Note that although PDFClerk can open encrypted documents, it can not save them as PDFClerk documents, or export them as PDF documents. It can however print them, including printing to PDF. Pages of encrypted documents cannot be copied or duplicated, even if copying of PDF content is otherwise allowed. Note also that PDFClerk cannot import encrypted documents into existing documents. If you want to join documents together, you will rst have to open any encrypted documents in PDFClerk, enter the user and or owner password, as required and then print the unlocked document to an unencrypted PDF, which can be imported by PDFClerk.
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Templates menu item. This brings up the template editor: The editor is very straightforward: click the + button to add a new template; click the - button to remove any selected templates. To rename a template, double click its name in the list. Use the Width and Height elds to set the templates predened dimensions.
Rotation: controls the rotation of the object (by degrees). Locked for editing: Objects that are locked for editing cannot be deleted from the pages, nor can they be moved by the mouse. But they remain editable by the inspector controls.
The Appearance Inspector controls the visual attributes of objects. Only the controls for those attributes that are editable for the inspected object are enabled. The Dash Pattern eld is used to enter the pattern for custom strokes. Enter number pairs that dene resp. the size of the dash and the size of the following gap. E.g. a pattern of 4 2 6 3 will create a dash pattern with a dash of 4 units, followed by a gap of 2 units, a dash of 6 units and a gap of 3 units, and then the pattern repeats itself. The slider behind the dash pattern input eld controls the start of the pattern on the stroke. The check box to the right of the slider links the stroke pattern to the line width.
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Using blend modes for the ll color allows for convenient highlighting effects that may not be possible with the standard dynamic highlight annotation (use multiply mode). It also makes it possible to change the color (to a lighter and optionally different hue) of existing text on the page (set the target color as the ll color and use the lighten mode option).
Highlight Strikethrough Underline Note annotations can be one of seven types. Each type is rendered with an appropriate icon. The annotation can be set to be open when the PDF document is loaded. To edit the contents of the sideline note that pops up when the note annotation is clicked, edit the text in the inspectors Contents eld:
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Link Annotations can be of several types. They can point to links internal to the document, to external locations and even to email addresses. Links to other pages in the document and links to pages in external PDF documents point to a page number and the horizontal and vertical target coordinates on that page. The Get Dest. button is used to set the destination by point and click when linking to other pages within the same document: Click the button, then navigate to the target page and click on the location on the page where the document should scroll to when the link is clicked. After clicking the destination, PDFClerk beeps and scrolls back to where it was when the Get Dest. button was clicked. When a link type to an external location is selected the URL eld becomes available. After setting the URL it can be tested by clicking the Test URL button. Shape annotations have no unique properties. Unlike note annotations whose contents popup in the sideline to the left of the annotation when clicked, Free Text annotations are rendered on the page and are always open. Their only unique property is the text alignment.
Form Field annotations allow the creation of interactive PDF forms, whose elds can be clicked and lled in by the user. Before clicking:
After clicking:
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A form eld can have a limit on the number of characters than can be entered. Enter a value other than 0 into the Maximum Length eld to set the limit. The Field Name property is important, since form elds with the same eld name will always have the same contents. Editing the text of one form eld will edit the text of all form elds with the same eld name. PDFClerk automatically creates form elds with unique names whenever it creates new form elds, but you can change the eld name to a more signicant description of the elds meaning if desired. Button annotations can be one of three types: Push Button Radio Button Check Box You choose the button type from the popup menu. Push Buttons have a caption that is used as the text on the button. A push buttons eld name is only relevant for Reset Form actions, but currently PDFClerk cannot create reset form actions that depend on eld names. For Radio buttons and Check boxes the eld name is signicant since, together with the On State Text value it controls their behaviour in groups of button annotations. To function properly as a group, Radio buttons within a group should all have the same eld name, but individually unique On State Text values. E.g. a group of three radio buttons might have all have the same eld name value of Are you sure?, but different on state text values of resp. Yes, No and Maybe. Check boxes need unique eld names to function properly, regardless of whether they are grouped together with other check boxes. Their on state text values may be equal or different as appropriate.
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Choice annotations can be of two types: Popup Menu List Like form elds, they need unique eld names to function independently of each other. Even if they list different choices, if elds have the same eld name then when editing, if the user selects a choice from one eld, this will be reected in the other elds (in the case of popup menus). The Default Value is displayed (popup menu) or selected (list) in the annotation before a choice is made from the list. Use the + and - buttons to and choices to or remove choices from the list.
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Edit Media Box Templates menu item. This brings up the template editor: The editor is very straightforward: click the + button to add a new template; click the - button to remove any selected templates. To rename a template, double click its name in the list. Enter the desired page dimensions and specify whether and how the contents are scaled.
Insets From Media Box: The Popup Button allows you to choose which display boxs values to consult or edit. You can individually set the top, left, bottom and right margins, by specifying a distance from the edge of the page. The Apply settings to selected pages button takes the settings for the currently displayed display box and applies it to all selected pages. Mirror margins on opposite pages: if this option is checked when applying a box to selected pages then the left and right margins are swapped on pages that are conceptually on the opposite side (i.e. odd vs even pages). The action button hosts the resizing templates menu for the display boxes. This menu lists the currently dened resizing templates and provides access to the template editor. To quickly resize a display box to a predened size, click the action button and select a template from the menu (or press the number or letter shortcut listed at the far right of the desired menu item). To dene new templates or to remove existing templates, select the Edit Display Box Templates menu item. This brings up the template editor: Click the + button to add a new template; click the button to remove any selected templates. To rename a template double click its name in the list. Select the display box affected by this template and enter the desired insets from the media box.
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The Forced Display Box option, when set, will force the page at hand to be rendered with that particular box in imposed layouts. It has no effect on nonimposed layouts.
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11 Remote Control
The Listen to Remote Control feature allows one to use the remote control to navigate documents. When the feature is activated, there are two ways to navigate: Normal window mode Fullscreen mode: The PDF content view lls the screen. Keyboard shortcuts are still available as is the contextual menu. Fullscreen mode is automatically entered by pressing the play button on the remote. To exit fullscreen mode double click the play button. Navigation listens to the following remote control commands: Left Button: moves to the previous page. Left Button (hold): moves to the rst page. Right Button: moves to the next page. Right Button (hold): moves to the last page. + Button: Zooms in. + Button (double click): Increases the delay between slides by one second. (By a quarter second if the delay is less than one second. Only applicable while in play mode.) + Button (hold): Increases the volume by 5%. - Button: Zooms out. - Button (double click): Decreases the delay between slides by one second. (By a quarter second if the delay is one second or less. The minimum delay is one quarter second. Only applicable while in play mode.) - Button (hold): Decreases the volume by 5%. Menu Button (quadruple click): Quits PDFClerk. Play Button: Starts or stops playing the document. Playing always starts from the page currently shown. If fullscreen is not active when the play command is issued, fullscreen mode is automatically activated. Play Button (double click): If not in fullscreen mode, then enters fullscreen mode with playback paused at the current page. If fullscreen mode is active, then exits fullscreen mode. Play Button (hold): Turn on autosizing. The volume commands are particularly useful while playing a document, using PDFClerk Pro as a kiosk, to allow changing the sound volume (e.g. background music) without needing to exit the presentation mode.
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! ! ! ! set actionClass to the class of theAction ! ! ! ! set t to the action type of theAction ! ! ! ! if t is "URL" or t is "URI" then ! ! ! ! ! set u to the URL of theAction ! ! ! ! else if t is "GoTo" then ! ! ! ! ! tell theAction ! ! ! ! ! ! set the destination to {target page:p2, ! ! ! ! ! ! ! ! ! ! target point:{7, 9}} ! ! ! ! ! ! set d1 to the destination ! ! ! ! ! ! set the destination to {target page:p1, ! ! ! ! ! ! ! ! ! target point:{100, 250}} ! ! ! ! ! ! set d2 to the destination ! ! ! ! ! end tell ! ! ! ! else if t is "GoToR" then ! ! ! ! ! set pageIndex to the page index of theAction ! ! ! ! ! set pt to the point of theAction ! ! ! ! ! set u to the URL of theAction ! ! ! ! ! set the point of theAction to {10, 20} ! ! ! ! end if ! ! ! end tell ! ! end tell ! end tell end tell Some dynamic annotation creation commands: set rect1 to make new dynamic rectangle with properties {bounds:{100, 100, 80, 120}, border style:dashed, line width:9, dash pattern:{5, 2, 9, 2}} set oval1 to make new dynamic oval with properties {bounds:{200, 100, 80, 120}, interior color:orangeColor} set line1 to make new dynamic line with properties {bounds:{200, 100, 80, 120}, modification date:(current date) - 9 * minutes, should display:yes, should print:no, color:{30000, 10000, 60000}, contents:"Hello world!"} set line2 to make new dynamic line with properties {bounds:{300, 100, 80, 120}, start point:{10, 20}, end point:{80, 118}, shape start:square, shape end:closed arrow, interior color:{30000, 10000, 40000}, line width:9.25} set choice1 to make new choice widget with properties {bounds:{400, 20, 80, 120}, background color:orangeColor, choices:{"1", "2", "Haha"}, choice:"Haha", field name:"My field name", show as list:yes, font color:orangeColor} set button to make new button widget with properties {bounds:{400, 20, 80, 120}, field name:"My field name", font color:orangeColor, caption:"Carnation", control type:push button, state:0, on state value:"Nice!"} set ftext to make new note widget with properties {bounds:{40, 400, 64, 64}, contents:"Please open the door.", icon type:key icon} set formField to make new form field with properties {bounds:{40, 400, 164, 24}, maximum length:4, string value:"My default", field name:"R2d2"} delete formField
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Sorting pages: tell application "PDFClerk Pro" ! tell document 1 ! ! sort pages by label value direction descending ! ! sort pages by label value direction ascending ! ! sort pages by source name value direction ascending ! end tell end tell Creating a link to an internal page: tell the mouse up action of the first dynamic annotation to set the ! destination to {target page:p1, target point:{11, 12}}
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