Better PDF For Business ...............................................................................................................................5
Terms You May See In This Guide..................................................................................................................... .6
Popular Uses Of PDF.....................................................................................................................................6
Evaluating PDF Converter Enterprise 8 .............................................................................................................. .7
What Makes PDF Converter Enterprise 8 Different Than PDF Converter Professional 8 ................................... .7
PDF File Creation............................................................................................................................................... 8
Questions To Ask When Considering A PDF Solution: Creation............................................................................... 8
Creating PDF Files From Other Formats...................................................................................................................8
Print to PDF................................................................................................................................................................ 8
Creation By Opening A Document Within PDF Converter Enterprise 8 .................................................................... 9
Create PDF Document From Within PDF Converter Enterprise 8............................................................................. 9
One-Click PDFCreation IconsFrom Within MicrosoftWord, Excel,Powerpoint andOutlook ....................................... 9
One-Click PDFCreation IconsFrom Within Internet Explorer.......................................................................................10
Batch Create Using PDF Create Assistant................................................................................................................ 10
Batch Create Using PDF File Creation Profiles.........................................................................................................11
PDF Packages............................................................................................................................................................ 12
Questions To Ask When Considering A PDF Solution – Packages & Portfolios ....................................................... 12
PDF Package Creation............................................................................................................................................... 12
PDF Portfolios............................................................................................................................................................. 14
Creating A PDF Portfolio ...........................................................................................................................................14
PDF Conversion........................................................................................................................................................ 16
Converting PDF Files Into Other Formats.................................................................................................................. 16
Questions To Ask When Considering A PDF Solution - Conversion......................................................................... 16
PDF To Microsoft Word and PDF To Microsoft Excel................................................................................................. 16
PDF To Searchable PDF............................................................................................................................................ 17
Batch Convert PDF files using the PDF Converter Assistant..................................................................................... 17
The Auto-Detect Image-Only Feature – From Scanned To Editable PDF Files........................................................ 18
Convert An Area......................................................................................................................................................... 19
Basic PDF Editing.............................................................................................................................................. 22
Touchup Objects - Moving And Rotating Objects ...................................................................................................... 24
Advanced PDF Editing....................................................................................................................................... 25
PDF View vs. Advanced Edit view ............................................................................................................................. 25
Steps to use Advanced Edit features ......................................................................................................................... 25
Comments And Annotations .................................................................................................................................. 27
Dragon Notes by Voice............................................................................................................................................... 28
Text Boxes And Callouts............................................................................................................................................ 30
Active Markup Tool..................................................................................................................................................... 30
Launch And Setup Of Account...................................................................................................................................33
Gaaiho Collaboration Starting window, Chat Window and Toolbar ........................................................................... 34
Using PDF Collaboration............................................................................................................................................ 36
Document Comparison – PDF To PDF.......................................................................................................................41
Forms .........................................................................................................................................................................42
Turning Static/Scanned Forms Into Fillable Forms Using Formtyper..........................................................................42
Adding Form Fields / Form Controls............................................................................................................................42
Submit A Form .............................................................................................................................................................42
Extract Data from Single or Multiple Forms.................................................................................................................43
Digital Signatures.........................................................................................................................................................45
Create PDF/A Through The Save Menu......................................................................................................................47
Batch Create PDF/A Files Using the PDF Create Assistant........................................................................................48
PDF Search................................................................................................................................................................50
Using Looks Like SearchTM feature............................................................................................................................50
Using Looks Like SearchTM feature with Markup.......................................................................................................51
Using Looks Like SearchTM feature with Redaction...................................................................................................52
Notifications and Open Options ...................................................................................................................................55
Dropbox, Evernote and the Nuance Cloud Connector.................................................................................................56
Actions that can be performed from the Connections Menu........................................................................................57
What is the Nuance Cloud Connector? .......................................................................................................................58
Using and Configuring the Nuance Cloud Connector .................................................................................................58
Livelink® Ecm - Enterprise Server 9.7.0 and 10 From Opentext Corp. ......................................................................61
Xerox DocuShare 6 and 6.5.........................................................................................................................................61
Support Within PDF Converter Enterprise 8................................................................................................................61
Create and Send to DMS from Internet Explorer.........................................................................................................62
Support Within PDF Create Assistant..........................................................................................................................62
Support Within PDF Converter Assistant.....................................................................................................................63
Integration Into The Document Management System .................................................................................................63
Integration Into Interwoven Worksite ...........................................................................................................................63
Integration Into Hummingbird Enterprise.....................................................................................................................63
Fax Via Email .............................................................................................................................................................64
Configure via e-mail settings........................................................................................................................................64
Fax via e-mail...............................................................................................................................................................65
To enable the File Storage option................................................................................................................................66
Opening and Saving files with File Storage Enabled...................................................................................................67
Configuring “Send To PDF Pro” ..................................................................................................................................68
Using “Send To PDF Pro” ...........................................................................................................................................69
Outlook Preview Pane ..............................................................................................................................................70
Multilingual User Interface.......................................................................................................................................71
Send to PaperPort.....................................................................................................................................................72
Support for Digital Rights Management .................................................................................................................72
PDF Audio..................................................................................................................................................................73
Using Audio Features...................................................................................................................................................73
Read PDF Aloud ..........................................................................................................................................................74
Read To File ................................................................................................................................................................74
PDF Autopilot - Batch Mode ....................................................................................................................................75
WELCOME!
Welcome to your Nuance PDF Converter Enterprise 8 evaluation!
Thank you for taking the time to evaluate Nuance PDF Converter Enterprise and our commitment to “Better
PDF for Business.” PDFConverterEnterprise8,thelatestversionof Nuance’sflagshipenterprise-ready
AtNuance we’refocusedon helping you work faster,and enabling you todo thingswith PDFyou might notknow
were possible.To thatend;we’ve created toolsdesignedto save you time.Lots oftime. PDFConverter
With all the business features you need in an application that’s easier to use, easier to license, easier on your
schedule and easier on your budget, PDF Converter Enterprise 8 is a better PDF for business.
About this Guide
Thisguideservestwo purposes:First and foremostitprovidesawalkthrough of thePDF ConverterEnterprise
application,while asthe same time calling out some ofthekey questionsthat shouldbe addressed when
evaluating anyPDF solution.Whilenot encompassingeveryaspectof the PDFConverterEnterprise application,
this guidedoesdetailthemajorgroupings offunctionalitywhilecallingout someof themoreadvanced, and time
savingfeatures.
BETTER PDF FOR BUSINESS
At Nuance wetalk about deliveringBetterPDF forBusiness; that means a lotofdifferentthings:
It means delivering a PDF product designed specifically for business users, with business innovations designed to
save you time and increase your productivity.
It means better PDF pricing, pricing designed to get PDF on every desktop in your organization, eliminating the
difficult tasks of deciding who gets what functionality, and having to manage more than one PDF solution
to meet your organizational and budgetary needs.
It means easy-to-understand, 1-page licensing programs designed with you in mind, without seat counting
requirements or audits enabling you to predictably plan and budget for your PDF needs.
What we’ve built at Nuance, is a PDF application and a PDF licensing program that really works better for
business. So what Better PDF for Business means is a better company to do PDF business with.
TERMS YOU MAY SEE IN THIS GUIDE
Creation -The processoftaking a documentin some format,and usingthat fileasthe sourceforcreatinga PDF
file.
Conversion – The process of taking a PDF file, and turning it back into a fully-formatted, editable document
in another format such as Word, Excel, PowerPoint, and WordPerfect.
OCR – OCR stands for Optical Character Recognition or the process of identifying and inserting text based
only on recognizing the characters from an image or picture.
ImageonlyPDF – Image-only PDFrefers toatypeof PDF file that was created eitherby a scanneror was
created usinga“Print asImage”settingintothe PDF format.Image-onlyPDF filesare literallyjust picturesofthe
pagesofthe document with notextual informationassociatedwiththem. Asaresult,image-onlyPDF filescannot
support text searchingor editingunless theyhavebeenconverted toaSearchablePDF.
Searchable PDF– Searchable PDFrefersto an Image-only PDFthat has been convertedusingOCR.In that
conversion process thetext from the image-only PDFis recognizedand inserted invisiblybehindthe image ofthe
page.The resultis a filethatlookslike animage-only orscanneddocument,but hassearchable text hidden within
thefile.
PDFNormal –PDFNormalrefers toa PDFfilethatwascreatedfrom a digitaldocument (suchas Word,Excel,
etc.)As a result,PDF normalfilescan besearchedand edited nativelywithinPDFsolutions,withouttheneedto run
a conversion.
Document Assembly – Document Assembly refers to the process of creating a single PDF file from multiple
source files. Document assembly can also refer to the ability to re-arrange pages within the document;
replace, extract or delete pages from the document; and taking any necessary steps, such as updating
headers/footers and page numbers, to provide a single unified document.
PDF Packages – PDFPackages areacollectionof files,both PDFand other filetypes, stored withinaPDF
“wrapper”similartotheWinzipprocess. Packages provideamechanismfororganizing your documents into a
single groupingrather thansharingmultiple individualfiles.PDF Packagesdifferfrom documentassembly in that
within a PDFPackage eachfile is discrete,not merged withthe other files. As a result,each document canhave
its ownsecuritysettings withinthe package.
PDFPortfolios– PDF Portfoliosare thenext generationof PDFPackages.WherePackagesallowyou to include
PDFandother filetypes, Portfoliosallowyou toinclude PDF, otherfiletypes, and even folders.Now you canbuild
entirefolderhierarchies withina single PDFfile witha muchmorepolishedpresentation layer thatcan include
videoorflashinstructions onhow toutilize thefiles withinthe Portfolio.
DMS – DMS stands for Document Management Systems, server based solutions that act as a repository for
an organizations documents. As related to PDF Converter Enterprise 7, the supported DMS include
SharePoint, Interwoven, Hummingbird, and Open Text.
POPULAR USES OF PDF
ThePortableDocumentFormat(PDF)wascreatedin1993 tohelpalleviatetheproblemsassociated with
electronic documentexchangeat thattime.PDF filesweredesigned asaway toencapsulate a complete
documentdescriptionthat includedtext,fonts,images, andvectorgraphics,in a compresseduniversally readable
format.
PDF has become the de facto standard for digital document collaboration in the workplace. As an approved
ISO standard, a standard that is implemented by over 1,800 hardware and softwarevendors, a PDF is a PDF
no matter what manufacturer’s software was used to create it.
In additionto documentexchange,some of themore popular usesof the PDF formatinclude:
PDF Converter Enterprise 8 is the complete PDF solution designed specifically for the business user. With
more than 3,000,000 seats sold and supported, business professionals worldwide are making Nuance PDF
software their first choice. Create 100% industry-standard PDF files from any PC application. PDF Converter
Enterprise 8 accurately converts PDF files into fully-formatted Microsoft Word TM, Excel®, PowerPoint®,
XPS, and Corel® WordPerfect® documents that you can edit. Using the intuitive interface, your favorite
features will be right at your fingertips, making PDF Converter Enterprise 8 one of the easiest PDF
applications to use.
WHAT MAKES PDF CONVERTER ENTERPRISE DIFFERENT FROM PDF CONVERTER PROFESSIONAL?
PDF Converter Enterprise has been designed with a more robust feature set specifically designed for medium to
large organizations. Conversely PDF Converter Professional has been designed as the retail counterpart to the
Enterprise product.
PDF Converter Enterprise 8 offers all of the functionality within PDF Converter Professional 8, plus:
Redaction – the ability to permanently remove “sensitive” information such as social security numbers or
addresses from within PDF documents (commonly referred to as “blacking out” information).
Bates Stamping and advanced header and footer functionality – Create custom stamping profiles for
stamping information into headers and footers.
Document Management System support – Support and integration for selected Document Management
Systems (DMS).
Ability create and send PDFfiles to DMS from the Portfolio interface or Internet Explorer.
API layer for controlling functions within the application in order to create custom-coded workflows.
Network Deployment Configuration Tools – Support for WTS and Citrix deployments as well as a
“configurator” which allows the IT administrator to determine and customize which functionality within the
application and which application default settings are pushed to your users.
Support for network scanning and eCopy ShareScan with monitored Scan Inboxes.
Certified with Citrix® and Windows Terminal Services (Thin Client Deployment/Use).
PDF/A and 508 Compliance Checker – ability to fix files that do not comply with PDF/A or 508
Accessibility regulations.
PDF FILE CREATION
Questionsto ask when consideringa PDF solution:Creation
PDFConverterEnterprise8 offersavarietyofmethodsfor creating PDF files.Someof themethodsare describedbelow.
PRINT TO PDF
Printing to PDF using a “PDF Print Driver” is the most common method for creating PDFfiles. However, the limitationof
thismethodis that onlyone file at a timecan be processed.
CREATE PDF DOCUMENT FROM WITHIN PDF CONVERTER ENTERPRISE 8
PDFConverterEnterprisealso offersa varietyof PDF creationmethods directlywithinthe application. Click the
‘NewPDF’icon anduse the drop-down listto selectwhat type of a PDFdocumentyou want to create:
1. Blank PDF - Providesa blank PDFpagewithwhich youcan startadding content.
4. Makesurethedrop down menu for “Create aPDF foreach InputDocument” isselected.
5. Click “OK”to beginprocessing.
6. Your new PDF files are created in the order they were listed. Save each PDF file to continue processing the
next application file.
Note: Selecting “Combine Files into one PDF document” or “Overlay files as one PDF document” will result in the
creation of a single PDF file, either containing all of the pages from the selected documents, or the resulting
overlays that were created. “Package files in one PDF document” will be covered later in this guide.
USING PDF FILE CREATION PROFILES
PDF file creation profiles allow the user to determine specific settings (compatibility, compression, security, etc.) to
be used when creating new PDF files.
4. Type “PDF-A” asthenameofyourprofile toutilizethe formatdesignated forlong-term PDFpreservation.
5. At thetop of themenu change“compatible with” to “PDF/A-1b”.
6. Leaveall otheroptionsand click“OK”.
PDF PACKAGES
CreatingaPDF packageissimilartothe Combining files processdescribedaboveinthe batch creationprocess.
However when packaging files, each selectedfile is placedwithin a PDFwrapperratherthan being appended to the
originaldocument.The resultingPDF package isa singlePDF filethat when opened contains multipledocuments,
eachretainingits ownuniqueidentityratherthan being fusedinto one large document. PDFPackagescan alsohouse
non-PDF files.PDF Packages aremost commonlyused for documentorganization and ease of distribution. AllPDF
content withinaPDF packagecan be searchedon from a single search,orprintedfrom a singleprint command.
Questionsto ask when consideringa PDF solution – Packages&Portfolios
1. Cantheprogramdoafull-contentsearch ona longdocument?
2. CanI packagemultiplePDFdocumentsintoonefile?
3. CanI include foldersora folderstructureto organizemyfilesas withPortfolios?
1. Launch PDF Create Assistant and select “Package files into one PDF document”, or within PDF Converter
Enterprise simply click on “New Package”.
2. Click “Add” to begin selecting documents for inclusion in the package.
3. Browse and select the documents you wish to work with. Note: All documents selected will be turned into PDF
documents for inclusion in the package. The inclusion of non-PDF documents within a PDF package will be
addressed later in this section.
4. Click “Option” and choose whether to use the default “Create Assistant Template” as the cover sheet to the
package or to use the first page of the first documentClick “OK”to beginprocessing.
5. YournewPDFPackagefileiscreated.
To addotherfile types, open thePDF packageand simply drag and drop other files intothe filelist.
Note: Non-PDF files will not be viewable and editable within PDF Converter Enterprise as they are not PDF files,
but they can be launched in their original application from within PDF Converter Enterprise.
1. Launch PDF Converter Enterprise and select FILE.
2. Select CREATE PDF PORTFOLIO from the drop down list.
3. Drag and Drop any PDF Files or Folders you’d like to include in the Portfolio, or utilize the buttons at the
bottom to do the same.
4. Select theAdd Header andIntroductionTab andchoosethe optionsthat best meetyour needs.
5. Next, simply select your color scheme.
6. Then add any additional file properties on the following tab.
7. Finally save your portfolio.
PDF CONVERSION
Converting PDF Files into Other Formats
There are two main methods of Converting PDF documents into other formats. The first is from within PDF Converter
Enterprise, thesecondis through thePDF ConverterAssistant,both methodsare explained below.
Questionsto ask whenconsidering a PDFsolution - Conversion
2. ClickontheConvert PDF icon andselect “WordDocument.”
3. Choose a place to save the converted document andclick OK.
4. The document will be opened in Microsoft Word, scroll through the document and see that the elements in the
Worddocument look exactlythe sameas the original PDFdocument.
CONVERT PDF TO MICROSOFT EXCEL
1. Opena spreadsheetPDFdocument.
2. Click the Convert PDFicon and select‘Launch PDFConverter’ tostart the PDFConverterAssistant.
5. Click Convert and choose “All Files” to begin converting your PDF into text.
CONVERT PDF TO SEARCHABLE PDF
1. Converting a PDF to Searchable PDF converts an image-only PDF file (typically a scanned picture of the
document) into a text searchable PDF file by recognizing the text in the picture (using OCR technology) and adding
that text behind the scenes. This allows the user to search and find content within the document.
2. Open the PDF Create Assistant.
3. Click on the Profiles... button.
4. Select the “Searchable” checkbox.
5. Click ‘OK’
BATCH CONVERT PDFS TO ANOTHER DOCUMENT TYPE USING THE PDF CONVERTER ASSISTANT
To convert a lot of files at one time, utilize the PDF Converter Assistant utility. It lets you compile multiple PDF files
to be converted into another file type, so you can batch convert a lot of files at once.
1. To use this utility, you can either launch the PDF Converter Assistant from the Start Menu or you can access the
PDF Converter Assistant through the Converter menu from within the application.
2. Click “Add” to begin selecting documents for PDF conversion.
3. Once your PDF files are selected, you have the option to choose how you want the output to be handled under the
View > Output menu.
4. You can select for all to be combined into one file or converted into separate files and also the location and naming
for the files to be delivered.
5. Click the output document file type that you want all of the files to be converted into
6. Click “OK” to begin processing
THE AUTO-DETECT IMAGE-ONLY FEATURE – FROM SCANNED TO EDITABLE PDF FILES
1. Onceenabled when an Image-only fileis detected, a dialog box willpop-upgiving the user thefollowingoptions:
2. Ifyouselect“Makethedocumentfullysearchable”,the applicationwillpreserve the pictureof thepageandaddan
18
invisiblelayer oftextunderit usingOCR,or OpticalCharacterRecognition technology.In thisway,you can searchfor
wordsin the document,but we'renot ableto editthetext.
3. Ifyouselect“Makethedocumentfullysearchableand editable”,the documentwillbe completelyconvertedintoa text
document,and theoriginalscanned fileisnotmaintained.The application willtryto faithfully reproducetheoriginal,but
youmaysee somechanges. Thebenefitof this processis thatallthetextcan beedited,as well assearched.
4. Thenextoptionis to “Make thisafillable formusingFormTyper”,you wouldonlyselectthisoptionif ourscannedfileis a
form thatwe wouldliketo makefillable.
5. Thelastoptionis to “take noaction”if we wouldliketo leaveitas anPDFImageonlyfile.You would choose thisoptionif
wedonotneedto searchor edit anyofthe datawithinthe file.
CONVERT AN AREA
PDF Converter Enterprise 7 offers the ability to convert just a selected area of a page into Word, Excel, PowerPoint
and WordPerfect. Converting an Area is a great way to extract tables out of documents, or to simply reuse a portion
of an existing document.
1. In PDF Converter Professional select the Convert Button.
2. Scroll to the bottom of the options and choose the Convert Area tool.
3. Next, the snapshot tool will be selected automatically in order for you to mark the area of the document
you’d like to convert.
4. When the SAVE AS menu opens, name your file and simply select the file type.
DOCUMENT ASSEMBLY / DOCUMENT SPLITTING
Document Assembly
1. Open a multi-page document.
2. Select VIEW and then DocumentAssembly.
3. Pages can now be easily shuffled with simple Drag and Drop control
1. To add additional pages, select INSERT and choose additional files or pages to add, or simply drag and drop
files, even non-PDF files, into the view. Non-PDF files will be converted to PDF prior to being inserted into the
document.
2. Using the Document Assembly toolbar (only available in Document Assembly view) you can Insert, Replace,
Delete, and Extract pages.
3. Additionally, File Splitting functionality is available in this view. (See Document Splitting section below)
4. In order to create a polished assembled document, unify your headers and footers by either updating them, or
removing old headers and footers and replacing them with a new one.
5. Finally, click the RenumberPages button to correct the page numbers so that they correspond with your newly
re-ordered document.
Note: With these settings, a four page document will be split into two 2-page documents. The naming convention
that is used for splitting documents is “Segment001of doc name”. Choose from 8 different splitting methods to split
your large document into smaller segments, including our newest addition Split By File Size.
BASIC PDF EDITING
DOCUMENT EDITING – TOUCHUP
PDF Converter Enterprise provides you with a Touchup Tool for editing basic content within a PDF document; The
TouchupTool is designed to edittextualcontent andimages, graphs andother elementswithinthe document.
Questionsto ask whenconsidering a PDFsolution - Editing
Can theproductedit PDFdocumentcontent?
Canthe producteditor manipulategraphics and chartswithina PDFfile?
4. Rightclick in thehighlighted textand select“Properties.”
5. Onthe “Text”tab changethe fontto ArialBold.
6. Changethefillcolortomaroon.
7. Changethefontsizeto 8 point.
8. Close the properties boxand view your text changes.
Note:Typically,ifyou click onthe “Touch-UpText”tool andare unableto directlyedit text asyou doin MicrosoftWord,
that meansthe PDF document you areworking with has text properties (font,pointsize,etc.)thatarenotavailableon
your system. Inorderto editthe text you need tofollowsteps 1-8describedhere andsave the changed file.Onceyou
save the fileyou canreopen itand edittext exactly asyou doin MicrosoftWord.
9. Selectthefirstparagraphof text.
10. Right click and select “Cut.”
11. The firstparagraph of textis removed and theremainingtextismovedtofill in the space.