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PDF Expert 5

User guide

 2014 Readdle Inc.


Contents

Chapter 1. Overview ....................................... 5


Chapter 2. Main menu..................................... 8
Chapter 3. Loading documents ..................... 12
Mail app ..................................................... 12
Dropbox ..................................................... 12
Other apps................................................. 16
Other web storage ..................................... 16
iCloud ........................................................ 18
Safari ......................................................... 19
Mac OS X .................................................. 21
Windows .................................................... 23
Chapter 4. File management......................... 24
Supported file formats ............................... 24
Managing files and folders......................... 25

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Operations with files and folders ............... 27
Chapter 5. Viewing PDF files ........................ 31
Viewing ...................................................... 31
Chapter 6. Annotating ................................... 38
Chapter 7. Signatures ................................... 44
Chapter 8. Managing PDF Pages ................. 47
Chapter 9. Filling out forms ........................... 50
Supported form formats ............................. 50
Filling in the form fields .............................. 51
Clear form.................................................. 53
Chapter 10. Flattened PDFs ......................... 55
Chapter 11. Submitting and uploading .......... 57
Submit by email ......................................... 57
Upload to a web storage............................ 59
Sending to another app ............................. 60
Chapter 12. Sync .......................................... 62

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Setting up the sync .................................... 62
Disable ...................................................... 63
Chapter 13. Settings ..................................... 65
PDF Viewer ............................................... 65
File Manager ............................................. 67
Security ..................................................... 68
Wi-Fi Drive ................................................. 69
File Contents Search ................................. 70
Sync .......................................................... 70
Support ...................................................... 71
Appendix. Troubleshooting............................ 72
Backing up files ......................................... 72
Reinstallation ............................................. 73
PDF Form issue ........................................ 74

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Chapter 1. Overview
PDF Expert is an ultimate solution for PDF
reading, annotating and editing. The whole
set of PDF tools is as convenient as on a
desktop computer at the office or at home.

 PDF Expert allows you to view any PDF


file, annotate it, insert corrections or
even create a new PDF file by copying
pages from other documents.

 PDF Expert offers advanced form filling


tools for PDF forms. Text fields, check
boxes, radio buttons and other form
elements work as you expect.

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 You can use PDF Expert to sign
contracts and agreements right on the
iPhone or iPad.

Upon completion, the changes are saved in


accordance to PDF format specification.
The documents can be shared to other
electronic devices or web storages for
further viewing or modifying in any decent
PDF reader like Adobe Acrobat Reader,
Apple Preview, etc. With this you can give
access to the annotated files to your friends
and colleagues.

You can send PDF files to or from PDF


Expert via your Mac or PC, email
attachments, Dropbox, Google Drive,
OneDrive, Box.com etc. PDF Expert also
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reads most common document types,
including iWork, MS Office, text files,
images, even music and video files.

With PDF Expert on your iPhone and iPad


you can build a complete document
workflow for all professional and personal
needs.

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Chapter 2. Main menu
PDF Expert provides a clean and simple
interface, which uses all the benefits of an
iPhone screen. The buttons at the bottom
provide the most needed options. You can
also drag and drop your files and folders to
other folders and tabs.
There are 3 tabs you can use for navigation:
1. Documents – for all the local files,
2. iCloud – for files backed up to iCloud,
3. Network – for all the cloud servers
and network connections.
Display and sorting options can be revealed
by swipe from the top.

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Tap Edit to reveal the bottom toolbar.

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Swipe from the top to open the sorting
toolbar.

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Chapter 3. Loading documents

Mail app
To send a file from your mailbox to PDF
Expert:
1. Open the email in the iPhone Mail
app
2. Tap and hold on the attachment
3. Select Open in PDF Expert
A copy of the file will be saved in PDF
Expert and opened for preview.

Dropbox
With PDF Expert you can download files
and folders directly from your Dropbox or
Google Drive account. To do that:

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 Connect to Dropbox:

1. Tap Network
2. Tap Add Account…

3. Select Dropbox
4. You can either enter login and
password manually or launch
Dropbox app to authorize

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5. After authorization your Dropbox
account will be saved under Accounts
list. Tap it to review your Dropbox files

 Tap on any file to download and open it


 To download several files:
1. Tap Edit
2. Select files and folders you need
3. Tap Download

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4. The files and folders will be copied to
Downloads folder in PDF Expert
Documents tab.
You can change the target folder under
PDF Expert Settings.

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Other apps
To send a file from any other app you can use
Open In… feature, which is usually found in
the actions menu, for example in Adobe
Reader.

Other web storage


PDF Expert supports several web storage
services, like Dropbox or Google Drive
along with FTP, SFTP, SMB and WebDAV
server connections. If the server you’re

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using is not in the list you can set up a
generic connection via WebDAV.

To connect to any of the listed web storage


services:
1. Go to Network tab
2. Tap Add Account…
3. Select the server
4. Provide your credentials and other
data needed for the connection
5. Tap Save
 Tap on any file to download and open it in
PDF Expert
 To download several files:
1. Tap Edit
2. Select files and folders you need

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3. Tap Download
4. Select the target folder and tap
Download again

iCloud
With iCloud Feature in PDF Expert you can
sync PDFs and other types of files on
iPhone and iPad with PDF Expert or
Documents app.
 To enable iCloud:
1. Go to iOS Settings
2. Tap iCloud
3. Turn on Documents & Data toggle

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 To move or copy files to iCloud:

1. Go to Documents tab
2. Tap Edit
3. Chose the file or files you want to
move or copy to iCloud
4. Tap Move or Copy at the bottom
5. Select iCloud

PDF Expert syncs with Documents app and


PDF Expert on iPad, provided the device is
connected to the same iCloud account.

Safari
To send PDF files from Safari to PDF
Expert you can use 2 methods:

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 Open in PDF Expert:
1. Tap on the direct link to load the
document in Safari
2. Wait until the document is loaded
3. Tap Open in… on the black toolbar at
the top when the document opens for
preview

4. Select PDF Expert from the list of


available apps

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 URL scheme:
1. Tap on the direct link to load the
document in Safari
2. Add PDFE to the URL in the address
bar (the URL will look like this
“PDFEhttp://guides/manual.PDF”)
and tap Go. The PDF will be sent to
PDF Expert automatically.

Mac OS X
1. Click Finder icon on your Mac
2. Move your cursor to Go at the top
3. Choose Connect to Server…
4. Type in the PDF Expert IP address. It
can be found in PDF Expert

Network under Wi-Fi icon .

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5. The IP address should start with
“http://”

6. Click Connect
7. Confirm the connection on iPhone

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Windows
To set up a connection with a Microsoft
Windows computer:

1. Go to Network tab
2. Tap
3. Tap Wi-Fi Settings
4. Tap Wi-Fi Drive Help
5. Follow the steps from the article for
the Windows version you’re using to
set up the connection.

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Chapter 4. File management

Supported file formats

File .pages, .keynote, .numbers;


Viewer .doc/.docx, .xls/.xlsx, .ppt/
.pptx;
.odp, .ods, .odt, .rtf,
rtfd, .txt; .html, .htm,
.webarchive

PDF
.pdf
Viewer

Image .bmp, .gif, .ico, .jpeg, .png, .tiff,


Viewer .xbm

Video .3gp, .l16, .m3u, .m4v, .mm,


Player .mov, .mp4, .scm.

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Audio .aac, .aif, .aifc, .aiff, .amr, .I16,
Player .m3u, .m4a, .m4b, .m4p,
.mp3, .pcm, .wav

Archiver .zip, .rar

Note: PDF Expert is intended for annotating


PDF files, therefore you need to convert other
files to PDF in order to annotate these files.

Managing files and folders


You can arrange your files by dragging and
dropping them to tabs or folders.
1. Tap and hold on the file or folder
you’d like to move

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2. Drag the selected item above the
target folder. The folder will be
highlighted with blue
3. Drop the item to move it to the folder,
iCloud tab or Network storage

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To get the file out of a folder, tap and hold
the file and then drag it to “Drag here” at
the top to get to the parent folder.

Operations with files and folders


To start managing files tap Edit at the top
and select one or several files/folders.

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To… Do…
Copy
Tap Copy and select the
target folder
Move Tap Move and select the
target folder
Rename Tap Rename. You can also
rename the file by tapping its
name in Thumbnail view or
swiping over it in the list view
Delete
Tap Delete

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To… Do…
Merge Make sure that two or more
PDF files are selected then tap
and select Merge
Zip
Tap and then tap Zip.
The new zip file will be added
to the current folder
Add to
Tap and then tap Star
favorites
and the file will be listed in the
Starred Files folder
Color- Swipe from the top and tap
code Color tag to highlight a file
or folder. You can select one of
6 colors available

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To… Do…
Mail to
Tap and then tap Mail
to.
Upload
Tap and then tap
Upload to send a file or files to
the web storage PDF Expert is
connected to
Open in
Tap and then tap
another
Open in. Choose the app and
app
the file will be copied and
opened in the application
you’ve chosen
Create
Tap Create Folder at the
new
top and type the name of the
folder
new folder

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Chapter 5. Viewing PDF files
PDF Expert provides a convenient and
easy way to review and read PDF files.
The table below lists all the actions you can
perform while reading PDFs in PDF Expert:

Viewing

To… Do…

Open a Tap on any file in the Documents


PDF in Network or iCloud tab.
Tap Recents to review the list of
recently opened files or tap
Starred Files to open one of the
favorites.

Zoom Use two finger pinch gesture.


Double tap to zoom in instantly.

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To… Do…

Text
Tab and enable the Text
Reflow
Reflow toggle. PDF Expert will
generate a text version of the
PDF file you’re reading.

Scroll Swipe with one finger vertically or


through horizontally. You can change the
direction under PDF Expert
Settings.

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To… Do…

Go to
Tap and select Go to Page.
certain
Then specify the page number.
page
Tap and tap the page you
want to open.

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To… Do…

Search Tap and type the word or


phrase you’d like to find. The list
of results will start from the
current page. Tap on any item in
the list to navigate to the
appropriate place on the PDF
To search in Wikipedia or Google,
tap the corresponding button

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To… Do…

Add Tap and select the bookmark


bookmark tab to review the list of
bookmarks and navigate to one
of them.
Tap Add new Bookmark to add
new bookmark on the current
page.
Tap Edit to rename or remove a
bookmark.

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To… Do…

Navigate If a PDF has dynamic table of


via contents, you can use it in PDF
Outlines Expert for navigation.

 Tap and select Outlines


 Select the chapter to navigate to
it
 Tap the little triangle to expand
the chapter

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To… Do…
List of
You can review a list of all
markups
annotations and use them to
navigate to the appropriate pages.
 Tap
 Tap
 Tap any item in the list to go to
the page with the annotation

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Chapter 6. Annotating
To start annotating a PDF document use
any annotation tools at the bottom.

Tap and drag above several


annotations to select them.
Tap and select a pen to start
drawing on the PDF. Select color
transparency and size of the pen
tool.

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Select the tool and drag above the
text to highlight it. Tap&hold to
change the color.

Select a shape and tap on the PDF


to place it. You can select the color
of the shape and the line thickness

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Tap to reveal more tools

Tap to save personal signature. To


place a signature tap&hold on the
PDF and select Signature
Select the tool and tap on the PDF
to place a note. Tap and hold on the
note icon to drag it to another place
on the page
Tap the tool and select or create a
stamp. Tap on the PDF to place the
stamp

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Select the tool and tap the PDF to
start typing. Use controls above the
keyboard to change a font style,
color and size.

Tap to undo previous action.


Tap&hold to undo several actions.

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You can also use several tools by taping
and holding on the PDF file.

 Note option enables popup note tool

 Text is equal to the Text tool usage


 Signature allows you to add
My Signature or Customer Signature

 Stamp activates tool


 Image allows you to insert an image from
the iPhone Photo Library to PDF. You can
also use camera to take pictures.
Images can be then scaled and moved.

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 Sound enables audio recorder.
The sound note can be played in Adobe
Reader on Mac or PC and in PDF Expert on
iPhone or iPad. Please note that the audio note
is added without compression. So it is
recommended to limit the recording time to 10
minutes.

 Paste allows you to insert any text copied


to the clipboard. If you want to copy a text,
you need to tap and in order to select it and
tap Copy, which appears above the
selection.

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Chapter 7. Signatures
With PDF Expert you can sign a PDF
document or a form by adding your
personal signature in a document or to a
signature field.

Tap on the annotations toolbar to


create a signature. This signature is saved
within PDF Expert and can be placed on
any document as My Signature. Tap Save
when you are done.

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To Clear the signature tap the white sheet
icon at the upper right corner of the screen.
To place a signature on a PDF, tap and hold
on any place of the document till the popup
menu appears. Tap Signature and select
My Signature or Customer Signature:
 When My Signature is selected a
previously saved signature will be placed on
the document.
 When Customer Signature is selected,
a one-time signature is created and placed
on a document. This signature is not saved
within PDF Expert and can’t be used to
another place or a document.
To edit a signature, tap once and modify its
color, line width or delete it.

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To move or scale the signature, just tap and
hold on it.

Note: to clear or change My Signature you


need to go to PDF Expert Settings and open
PDF Viewer section. Then tap Edit My
Signature to clear or modify the current
signature.

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Chapter 8. Managing PDF Pages
With PDF Expert you can preview the
whole PDF document in thumbnails and
add, extract or copy and paste pages of
any PDF.

 Open a PDF and tap to switch to


page management mode.

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 Tap Edit to add new page, copy or paste,
delete, extract or email.

Tap to select or deselect all


pages
Tap to add a new empty page.

Tap to delete the selected


page or pages

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Tap to copy the selected page
or pages
Tap to insert the page copied
earlier
Tap to extract and email
selected page or pages
Tap to view more options

Tap to rotate the selected page


or pages
Tap to extract the selected
pages

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Chapter 9. Filling out forms
PDF Expert is a great tool to fill out PDF
forms. You can type text, select items from
drop-down lists, use check boxes, add
images to the fields, make calculations and
even sign forms with a personal signature.

Supported form formats


PDF Expert supports Acro forms created in
Adobe Acrobat or other similar apps.
The app also allows filling Static XFA forms
created in Adobe LiveCycle.
Attention: LiveCycle Dynamic XFA forms are
not supported in PDF Expert.

Follow the link to look through the list of


JavaScript supported by PDF Expert.

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Filling in the form fields
 Text fields – tap on the active area of the
field to type in the text.

Note: You can disable Highlight form fields


toggle under Settings > PDF Viewer to hide
the blue background from the field.

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 Checkbox and radio button – tap an
appropriate box to make a selection.

 Drop-down list – tap to reveal the list and


pick an item.

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 Signature field - tap it and select a
signature type you want to use. My
Signature is a regular signature saved
within PDF Expert and can be reused later.
Customer Signature is created from the
start every time you use it.

Clear form
To clear the form and remove all data from
all fields:
1. Open the form

2. Tap

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3. Select Clear Form
4. Tap Yes on the popup

Note: Signatures placed with tap&hold will


remain after the Clear Form. Only Signature
fields will be cleared.

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Chapter 10. Flattened PDFs
Flattening is a process of applying all
annotations, form data and markups to a
PDF. No changes can be made to
annotations or form data after the flattening.
Flattened PDF files are used:
 When you need to apply all annotations
to a PDF in order to prevent further
modification
 To complete the form
 To apply a signature
 To remove all active elements like links,
outlines and bookmarks
 To make annotations viewable on basic
PDF readers

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To send a flattened file by email or create
a flattened copy of a document:
1. Open the document

2. Tap
3. Tap Save a Copy or Send by Email
4. Select Flattened Document
5. Change a name and location of the
copy.

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Chapter 11. Submitting and
uploading
PDF Forms may contain a Submit button
to send the form or data from this form to a
server for further processing.

However you can use PDF Expert features


for submitting as well.

Submit by email
To submit a filled form or a regular PDF by
email:

1. Tap
2. Tap Send by Email
3. Select Document, Flattened Copy or
Annotation Summary.

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 Document allows sending the file as is,
with annotations and form data you can
change in Adobe Reader or other similar
apps.
 Flattened Copy applies all annotations
and makes form fields flat to prevent them
from further editing.
 Annotation Summary sends a list of all
markups and drawings in the file sorted by
page numbers. The original document is
also included.

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Note: PDF Expert may not be able to send
an attachment by email because of the file
size limit. The limit depends on your mail
account, for example Gmail will process up
to 25MB attachments in each email.

Upload to a web storage


 To send a file to web storage you can use
2-way sync folder. In that case you can
simply move or copy a file to Sync folder. If
the iPhone is online, the file will be
uploaded to web storage automatically.
 To upload file or files to a web storage
manually:
1. Go to Documents tab

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2. Tap Edit
3. Select a file or files

4. Tap Actions
5. Then tap Upload
6. After that, select the storage and the
target folder
7. Tap Upload

Sending to another app


To send a file to another app from PDF
Expert:

1. Open the PDF and tap


2. Tap Open In…
3. Choose the target app from the
popup.

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The copy of this file will be saved and
opened in another app.
To send a file to another app from
Documents tab:
1. Switch to Documents
2. Tap Edit

3. Tap Actions…

4. Tap Open in… and choose the


target app.

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Chapter 12. Sync
PDF Expert provides a possibility to setup
2-way synchronization with Dropbox or any
other web storage service you've
connected to. To connect to web storage,
follow the steps from Chapter 2.

Setting up the sync


Once you’ve connected to web storage,
navigate to the folder you'd like to sync with
and open it.
Tap Edit and then tap Sync at the bottom
to enable 2-way sync with this folder.
Confirm the setup and the full copy of this
folder will appear in Documents tab.

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Attention: PDF Expert will sync the entire
storage contents if you tap Sync in the root
folder of your account. It is recommended to
sync with one specific folder to make the
sync fast and reliable.

Once sync is established any change


applied to the contents of this folder will be
uploaded

Disable
To disable sync for a certain folder:
1. Go to the Documents tab
2. Tap Edit
3. Tap the sync folder

4. Tap to disable syncing

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Chapter 13. Settings
PDF Expert Settings allow you to
customize your application, configure Wi-Fi
network drive options, document viewing,
security and other preferences.

PDF Viewer
 Highlight links gives you an ability to
recognize links in PDFs.
 Highlight form fields makes PDF
Expert add a light blue background to
each active field.
 Page tap zones allow turning pages by
tapping on left or right edge of the
screen.

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 Enable one-page PDF adding an
extra blank page resolves the issue
with emailing PDF files to Microsoft
mail clients and services.
 Edit My Signature allows you to
change the signature saved in PDF
Expert
 Author allows assigning the author
name which will be applied to every
change you make in PDF files.
 Scroll pages allows to select the
direction of scrolling.
 Page number indicator allows to
choose when a page number should
appear.

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File Manager
Download files to: You can set up the
default folder for all the files you download
from any web storage:
 Downloads option will create a folder in
Documents for all the files you load
 The second option will allow
downloading files with the same file
structure as on the server
 The third option allows you to define
the folder manually each time you
download the file
The Show file name extensions adds an
extension to the file name. When the
toggle is off you can define the file type by
its icon.

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The Show Photos option enables the
special folder with an access to iPhone
Photo Library.
Clear Recent Files clears the list of
recently opened files.

Security
 Passkey Lock allows you to protect
documents from being viewed by
another person. Once set, the
application will ask the passkey on each
launch.

NOTE: To set password for wireless access to


PDF Expert, use Wi-Fi Network Drive section.

ATTENTION: If you’ve lost the passkey you


can restore your files via iTunes.

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The iOS Data Protection option disables
PDF Expert when you tap Home button,
provided you have iOS passkey lock
enabled. This prevents your files from
being accessed by others both via Wi-Fi
and USB cable, when iPhone is locked.

Wi-Fi Drive
This feature is based on WebDAV protocol
compatible with both Windows and Mac.
 Enable Drive
Turn Wi-Fi access to your files on or off.
 Ask For Password
Enable or disable password protection for
Wi-Fi access to your files

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NOTE: The password enabled in this menu is
for Wi-Fi connections only. To protect your
documents from being viewed directly on the
iPhone, use the Passkey Lock feature.

File Contents Search


This option enables indexing to search
within your files.
NOTE: Indexing takes more RAM and CPU
resources from your iPhone, so enabling this
feature may decrease the performance.

Sync
This option contains settings for Automatic
Sync. You can enable sync via Wi-Fi and
3G or disable automatic synchronization
here.

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Support
Tapping on Support button in Settings
section allows you to contact Readdle
Support team in case you have any
questions or suggestions regarding PDF
Expert performance or functionality. If you
have been faced with an issue, please
enable Verbose logging, then reproduce
the problem and contact us via Support
dialog. In this case the diagnostic log will be
attached to an email.
If the issue is related to a specific file, send
it to rdsupport@readdle.com.
Your files and logs will help us to resolve
the issue and provide a solution in the
shortest terms.

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Appendix. Troubleshooting

Backing up files
1. Install iExplorer on your Mac or PC
and choose the free Demo
version http://www.macroplant.co
m/iexplorer/
2. Launch iExplorer and connect your
device to the computer via USB
3. Click iCloud
4. Find PDF Expert
5. Open Documents folder
6. Right click on the file you need to
save
7. Select Export to folder

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Reinstallation
To reinstall PDF Expert completely:

1. Remove PDF Expert from iPhone.


2. Reboot your iPhone. (Hold Sleep
button on iPhone for 10 seconds.
Then turn the power off. After that
hold Sleep button for 3 seconds to
start the device)
3. Download PDF Expert directly from
the App Store on your iPhone using
the same account as for initial
purchase. Since you have already
purchased the product, your credit
card will not be charged.

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PDF Form issue
If you’ve experienced any difficulties with a
PDF form in PDF Expert, you can send it to
rdsupport@readdle.com and we will gladly
assist you with the form.

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