Professional Documents
Culture Documents
PDF Expert Guide PDF
PDF Expert Guide PDF
User guide
2
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
3
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.
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You can use PDF Expert to sign
contracts and agreements right on the
iPhone or iPad.
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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
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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.
15
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.
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using is not in the list you can set up a
generic connection via WebDAV.
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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
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
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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
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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
PDF
.pdf
Viewer
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Audio .aac, .aif, .aifc, .aiff, .amr, .I16,
Player .m3u, .m4a, .m4b, .m4p,
.mp3, .pcm, .wav
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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.
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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
30
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…
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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.
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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…
34
To… Do…
35
To… Do…
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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.
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Select the tool and drag above the
text to highlight it. Tap&hold to
change the color.
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Tap to reveal more tools
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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.
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You can also use several tools by taping
and holding on the PDF file.
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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.
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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.
44
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.
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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.
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Tap Edit to add new page, copy or paste,
delete, extract or email.
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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
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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.
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Filling in the form fields
Text fields – tap on the active area of the
field to type in the text.
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Checkbox and radio button – tap an
appropriate box to make a selection.
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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
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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.
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.
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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
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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…
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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.
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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.
Disable
To disable sync for a certain folder:
1. Go to the Documents tab
2. Tap Edit
3. Tap the sync folder
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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.
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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.
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:
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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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