Introduction
Get Started
Open PDF
View&Navigate PDF
Create PDF
Edit PDF
- Edit Text
- Edit Image
- Link
- Crop PDF Pages
- PDF Watermarks
- PDF Background
- PDF Header and Footer
- PDF Bates Numbering
PDF OCR
- What is OCR?
- Download and Install OCR
- Perform OCR for A Single Scanned PDF
- Batch OCR for Multiple Scanned PDFs
Organize PDF
Annotate PDF
PDF Forms
- Fill in Forms
- Create Interactive Forms Manually
- Create Interactive Forms Automatically
- Form Alignment
- Form Properties
- Extract Data
- Clear/Import/Export Form Data
Convert PDF
Protect PDF
Optimize PDF
Print PDF
Share PDF
Help
Product Introduction
- Open, save, print and markup PDFs;
- Add, remove, move, re-size and rotate any graphical element within your PDF;
- Secure your PDFs with password protection;
- Convert PDF documents into Word, HTML, text and image files;
- Create interactive form field and recognize form field automatically;
- Extract data from interactive PDF forms and export in CSV format;
- Insert page numbers, bates numbering, and page elements;
- Unlock text within images using OCR;
- Perform partial OCR on specific user-defined fields in scanned PDFs;
- Batch process to convert, data extraction, bates numbering and watermark.
Download and Install
1System Requirements
- Operating System: Mac OS X 10.12 (Sierra), 10.11 (El Capitan) and 10.10 (Yosemite).
- Processor: 1Ghz Processor or above
- RAM: 512 MB RAM or above
- Available Hard Drive Space: 500 MB or above
- For more details, please visit: https://pdf.wondershare.net/pdfelement-mac/tech-spec.html
https://pdf.wondershare.net/pdfelement-mac/tech-spec.html
2Download and Install on Mac
- Visit https://pdf.wondershare.net/pdfelement-mac/ to download the trial version of Wondershare PDFelement 6 for Mac.
- The downloaded .dmg file will now be found in your Downloads folder. Double-clicking this file will start the installation and it will be sent to your Application folder automatically. When you need to use the program you can just access your Application folder, or from your Launchapd on the taskbar.
Register (Remove Trial Watermark)
1Trial Version Limitations
- Leaves a watermark on your PDF files when you save after editing or commenting the file. (It is better if you click the "File">"Save As" button on the top menu to save it to a new copy with the watermark, then it wont affect your original PDF.)
- Convert half of your PDF pages only and convert 5 pages at most when your PDF file has more than 10 pages.
- If you use the batch process to extract data, it will process two files only.
- If you use the batch process to add watermark or bates number, it will process all the files you load but will still add the trial watermark in each file.
- The OCR function is not available.
2Purchase PDFelement 6 for Mac
- Click the "Buy Now" button in the program, or visit the Official Wondershare store via this link:purchase page .
- Follow the on-screen instructions to finish the purchase process.
-
Check in the email address that you supplied in your purchase as the information will be sent to you there.
(Note: Sometimes, you may find the registration code email located in the junk/spam mail box.)
3Register PDFelement 6 for Mac
- Please go to Application folder to launch PDFelement 6 for Mac, click the "Register" button at the right side of the program window to open the register window.
- Copy & paste the registration code that you received in your e-mail, click the "Register" button to finish the registration process.
4Remove Trial Watermark
Top Menu
1File Menu
- Open: Open PDF files by browsing local folders or open the recent opened files.
- Open Recent: Open a PDF file that you have recently opened.
- Create PDF: Create PDF from multiple options, including create from file, from window capture, from seelction capture, from clipboard, combine files into PDF and blank document.
- Save: Save PDF documents to destination folder.
- Save As: Save current PDF document to a new copy in the destination folder you select.
- Optimize PDF: Reduce the file size to facilitate transferring and saving in local folder.
- Export To: Convert PDF files to various other format files, such as word, excel, powerpoint, image, epub, txt, pages, html and rtf.
- Dropbox: Open your dropbox account to upload and save PDF files to Dropbox for transferring.
- Attach to Email: Open your default email box and attach the current PDF file to send by email.
- Revert to Saved: Allows you to undo all the modifications that you have done to the current PDF files.
- Close: Close the current PDF document, and go back to the welcome interface.
- Properties: Check the current PDF document descritions, security and initial view.
- Print: Print current PDF to paper documents.
2PDFelement 6 Menu
- About PDFelement 6 : Check the version number of PDFelement 6 for Mac.
- Preferences: Set preference options for PDFelement 6 for Mac, including page display mode, OCR download and updates frequency setting.
Search Feature
- Click the "Help" on the top menu and you will see the search box.
- Type a feature or the content you are looking for. If the feature you need is in the top menu, the resulting search will be presented under the search box with the location you need.
Different Ways to Open PDF
- After opening PDFelement 6 for Mac, please drag and drop your PDF file in the product window. The PDF file will be subsequently opened.
- Click the "Open File" button at the bottom left corner and browse your computer to open a PDF file.
- Go to "File" > "Open" or "Open Recent" on top menu to open new or recent PDF files.
- Control-click the PDF file on your computer to choose "Open With", then select PDFelement 6 to open.
Open a Secured PDF
Some protected PDF files have other restrictions to prevent from printing, editing, copying, etc. When you try to print or edit this secured PDF file, you will be notified that the document is password protected. You can click the "Enter Password" button in the red highlighted notice to enter the permission password to enable the ability to edit the document.
Page View Mode
1Document Layout
- Single Page View: View one page in the document pane at a time.
- Enable Scrolling: Arrange the pages in the document pane in a continuous vertical column with scrolling enabled.
- Two Page View: Arrange the pages side by side, displaying only two pages at a time.
- Two Page Scrolling: Arrange the pages side by side in a continuous vertical column with scrolling enabled.
2Zoom
- Click the "Zoom In" or "Zoom Out" options, and the page will change accordingly.
- Select a percentage in the Zoom drop down menu and the page will change to the chosen size.
3Page Layout
- "Actual Size": To resize the page to its actual size of 100% zoom level.
- "Fit Width": To resize the page to fit the width of the window. Part of the page may be out of the view.
- "Fit Height": To resize the page to fit the height of the window. Part of the page may be out of the view.
- "Fit Page": To resize the page to fit entirely in the document pane.
4Multi-tab Viewing
Initial View
- Navigation tab:You can set whether to open the bookmark pane and thumbnail pane automatically when you open this document to view
- Page layout: You can set the layout mode to view this document.
- Magnification: You can set the view mode for this document.
- Open To Page: You can set the open page for this document. For example, if you set to open page 2, then it will open page 2 automatically when you open this document every time.
Page Navigation
- Click the "Up" button to go to the previous page of the current file. Or you can go to the "View" tab, click "Page Navigation" and choose "Previous Page".
- Hit the "Down" button to jump to the next page. Alternatively, you can choose "Next Page" from the "Page Navigation" menu under the "View" tab.
- Go to the "View" >"Go to Page" button on the top menu, enter the page number and press the "OK" button to jump to the destination page.
- Go to the "View">"Page Navigation" on the top menu, click the "First Page" button to navigate to the first page of the current file. To move to the last page, click the "Last Page" button.
Navigation Panel
1Display and Adjust Navigation Panel
2Thumbnail Panel
- Resize the panel: If you click and hold on the right edge of the panel, you can resize the panel as needed. If there is enough space, you can display two pages of thumbnails in one panel per row.
- Organize the page order: By dragging the thumbnails in the "Thumbnail Pane" you can reset the order for your pages as you need.
3Bookmark Panel
4Comment Panel
5Search Panel
One-Click PDF Creation from Files
- PDFelement 6 supports to create these formats files
- Drag the document you want to convert on to the PDFelement 6 for Mac icon in the Dock.
- If the PDFelement 6 for Mac is open, drag the file directly into the product window.
- The file will be opened in PDFelement 6 for Mac, and you can click the "File">"Save" button on the top menu to save to a PDF file on your Mac.
Creation in PDFelement 6 for Mac Window
1Create a PDF from a File
- Launch PDFelement 6 for Mac, and click the "Create PDF" box in the welcome window. Select your file from a local folder to "Open". The created PDF file will be opened in PDFelement 6 for Mac automatically, now click the "File" > "Save" button or press the "Command + S" keys to save it, where you can also rename and choose the output destination folder that you need the file to reside in.
- Alternatively, you can click "File">"Create">"PDF from File" or simply use the combo "Command+ N" keys. Open the file by browsing to a local folder, then make your modification once the file has opened in PDFelement for Mac, then click "Save" to save it into your preferred destination folder.
- Navigate the file you would like to create to PDF in the popup window and click "Open". Note: If you select multiple files to create, it will open each file in a separate tab so that you can save each as a separate PDF file.
2Create a PDF from Capture
- PDF from Window Capture: Create PDF from any window that you have opened on the desktop.
- PDF from Selection Capture: Use selection tools to create a PDF from an area that is defined by you.
- PDF from Screen Capture: Create a PDF using the full screen information.
- PDF from Clipboard: Make a PDF from the file that you have pasted to your clipboard.
3Create a PDF from Multiple Files
- Click "File" > "Create" > "Combine Files into PDF" or choose "Combine File" box in the welcome window.
- In the popup window, click "Add Files" to add multiple files you want to combine. You can choose the preferred size in the "Options" button, or you can even customize it.
- After all the files have loaded, click "Combine" to start combining all of the files.
- Rename the combined PDF, select the output folder and then click "Save" to save it.
- The combined PDF will open automatically in PDFelement 6 for Mac allowing you to view or edit it as needed.
4Create a Blank PDF
- Click "File">"Create">"Blank Document" on the top menu.
- Rename the file and choose the output folder you like.
- Click "Save" to save the PDF file which will also open a copy in the program to allow you to start editing as needed right away.
Edit Texts
- Select the "Edit" button, then click the desired text, and the cursor will appear in the text box allowing you to enter new text, and change what you already have.
- You can choose "Paragraph mode" or "Line mode" at the right side panel to edit.
- Choose the font, size, layout and color, etc as you need for the text or paragraph.
Note: If you experience a failure in editing the PDF, you may need to run it through the OCR process before editing is possible. If this is the case, you will see an orange highlighted notice informing you that it needs to have this operation run on the file. Please refer to the chapter of "Perform OCR for A Single Scanned PDF" for more instructions on how to perform OCR before editing a scanned PDF file.
Add Text to PDF
- After clicking the "Edit" button, click the "Add Text" tool to insert new text into the existing PDF document.
- Click the page where you wish to place the new text. A blue input box will appear for adding text.
- Select the font, size, layout and color, etc as you want for the text or paragraph.
Edit Images
1Add Image
- Click the "Edit" button in the toolbar, and then click the "Add Image" button on the submenu.
- Select the image from your computer insert directly.
- Click and hold on one of the eight small blue boxes on the edge to resize as needed.
- To move the image as needed, click and drag the image to the location required. Using the arrow keys on the keyboard will allow for precise movements of the images.
2Delete Image
3 Rotate/Replace/Extract/Crop Image
- Hit the "Edit" button to start editing mode, then click the target image.
- On the right side panel, you can rotate the image, replace, extract or crop it.
- Rotate: Change the orientation of the selected image.
- Replace: Select a new image as substitution to the target one.
- Extract: Take the target image out from the current PDF.
- Crop: Adjust the image to only show the important aspects for the document.
Link
1Add Link
- Go to the toolbar and choose the "Comment" icon, click the "Link" button below it.
- Click on the location in the document that you wish to place the link.
- On the right side panel, please click the box below the Actions tab to choose the correct action you want: To Page, Open File or To Web. Go to a page view: After choosing this option, please click the "Edit" button below it, then you will get a message window, just scroll to the correct page, then click the "Set Link" button in the message to set. Open a file: After choosing this option, please click the "Edit" button below it to browse a file on your Mac. Open a web page: After choosing this option, please enter the website link in the "http://" box below it.
- Click the "Appearance" tab to set the Link Type, Link Style, Highlight Style, Line Thickness and Color as you want for the link you create.
2Edit/Delete Link
Crop PDF Pages
- Click "Edit">"Crop" button in the ribbon.
- On the cropping page popup window, you can either drag the red box to select the cropping area or manually input the desired size in the source options, which you can determine the units of measurement you wish to use. The area you choose in the red box will remain, other parts will be deleted automatically.
- You will get a red box around the page. Drag the eight small blue squares to resize the red box. The content inside the red box will be kept.
- You can also set more specific parameters about the margin on the right side panel, then set the page range as you want.
- Clicking the "Crop" button on the crop panel will finalize the crop and the page will update for you automatically.
PDF Watermarks
1Add Watermark to a Single PDF
- After opening a PDF file in the program, click the "Edit">"Watermark">"Add" button.
- On the right side panel, choose "Text", "Image" or "PDF" in the box of "Source" to add watermark. Text: Enter the text in the box below as the watermark. Adjust the font type, size and color for it. Image: Click the "Choose..." button below it to select an image on your Mac as the watermark. PDF: Click the "Choose..." button below it to select a PDF file, enter the page number in teh box below to select a specific page as watermark.
- Click the "Appearance" tab to choose the rotation, opacity, location and more other options.
- Click the "Position" tab to choose the position, page range and other parameters as you want.
- After all the settings, you can preview how the watermark displays on the pages, click the "Add" button in the "Source" tab to apply the watermark when you think it's OK.
2Delete Watermark on PDF Pages
- Go to the "Edit">"Watermark">"Remove" button in the toolbar.
- Click "Yes" in the popup window, then on the right side panel, please click the "Cancel" button to remove the watermark.
3Batch Watermark Process (Only available in PDFelement 6 Professional for Mac version)
- After opening the program, click the "Batch Process" box in the welcome window.
- Click the "Watermark">"Add" button, then load multiple PDF files in the program through drag and drop, or choosing the files from the finder.
- Click the "Next" button, which will bring up the watermark window that will allow you to use the same steps as used to add a watermark to a single PDF file.
- Then select the output folder to save the output files.
PDF Background
1Add Background to PDF Pages
- Go to the "Edit">"Background">"Add" button in the toolbar.
- Select the "From Color", "Image" or "PDF" in the option of "Source" box. From Color: Choose the color as you wish from the ones listed, or use the color wheel to define your own color option. Image: Click the "Choose..." button below it to select an image on your Mac to add as background. PDF: Click the "Choose..." button below it to select a PDF on your Mac, set the specific page as the background.
- In the "Appearance" tab, you can set "Rotation", "Opacity" and other options as you need.
- In the "Position" tab, please select the "Position", "Page Range" and other settings as you need.
- Click the "Add" button in the "Source" tab to add.
2Update Background
- Click the "Update" button under the "Edit">"Background" menu.
- Choose "Replace Existing" or "Add New" option, then set the background again.
3Remove Background
PDF Header & Footer
1Add Headers & Footers
- Please go to "Edit">"Header & Footer">"Add" button in the toolbar.
- Select the "Header" and "Footer" options, set the font and color as you need.
- In the "Appearance" tab, choose your preferred date format and page number format. Enter or select the valid value for Start Page Number.
- In the "Position" tab, you are able to customer the margins to make the headers and footers appear properly in your PDF pages.
- After setting what you need, click the "Add" button in the "Source" tab to add.
2Delete Header & Footer
- Go to the "Edit">"Header & Footer">"Remove" button in the toolbar.
- Click "Yes" in the popup window, then the you can update its settings on the right side panel again or click the "Cancel" button to remove the header & footer.
PDF Bates Numbering
(Only available in PDFelement 6 Professional for Mac version)
1Add Bates Numbering to A Single PDF
- Please go to "Edit">"Bates Numbering">"Add" button.
- On the opened right side panel, you can click the "Next" button.
- In the "Header" and "Footer" option, please choose the "+" button to select the "Insert Bates Number" option.
- In the pop up window, set the specific number as you need.
- In the "Appearance" and "Position" tabs, please set the appearance, margin, page range as you need.
- Click the "Add" button, choose the output folder to save the file and complete the process.
2Remove Bates Numbering
3Add Bates Number for Batch
- After opening the program, please click the "Batch Process" box, then load multiple PDFs to perform the action on.
- Click the "Next" button, add the settings as you want. It is the same as how to add bates number for a single PDF.
- Click the "Add" button, add choose the output folder to save these new PDFs with bates numbering.
What is OCR
(Only available in PDFelement 6 Professional for Mac version)
Note: OCR function is embedded in the product PDFelement 6 Pro for Mac, it does not need to purchased separately.
Download/Install OCR
(Only available in PDFelement 6 Professional for Mac version)
Perform OCR for A Single Scanned PDF
(Only available in PDFelement 6 Professional for Mac version)
- Click the "Perform OCR" button in the grey notice or click the "Edit">"OCR" button in the toolbar, the "Recognzie Text" dialog window will pop up.
- Select the "Page Range" that you want to perform OCR, select the correct language of your PDF content in the "Document Language" otion, and you can also select the DPI as you need in the "Downsample To" option. Click the "Perform OCR" button to execute the feature.
- After performing OCR, the newly created PDF file will be opened in a new tab in the program automatically. You can click the "Edit" button to edit the text, check the chapter of Edit Text for more information. Another option is to click the "Convert" button to convert it to other formats, check the chapter of Convert PDF for more information.
Batch OCR for Multiple Scanned PDFs
(Only available in PDFelement 6 Professional for Mac version)
- Click the "Batch Process" box in the welcome window, then click the "OCR" button.
- Load multiple scanned PDF files or image-based PDF files into this window.
- Click the "Document Language" box on the right side panel to select the correct language of the PDF content in the OCR language list. You can also choose the "DPI" for your files.
- Click the "Perform OCR" button, then select the output folder where you want to save the newly created PDF files.
- After performing OCR, the output folder that you selected will be opened automatically, and you will find the new PDFs saved in it.
Organize Page
1Rotate PDF Pages
- Click the "Page">"Rotate" button in the toolbar.
- Click a single page or hold the Command key and click multliples pages to be selected at the same time.
- Choose a direction on the right side panel, and click the blue "Rotate" button to do.
2Delete PDF Pages
- Click the "Page">"Delete" button in the toolbar.
- Click a single page or hold the Command key and click multliples pages to be selected at the same time.
- Click the blue "Delete" button on the right side panel to remove.
3Insert PDF Pages
- Click the "Page">"Insert">"Insert from File" or "Insert Blank Page" button in the toolbar.
- Browse to select another PDF file that you want to insert. On the right side pane, please select the page that you want to insert in the page number box. Click the page thumbnail to select the page in this current file, and choose the position of "Before" or "After" to add.
- Click the blue "Add" button to insert directly.
4Replace PDF Pages
- Click the "Page">"Replce"> button in the toolbar, then browse to select another PDF file that you want to replace the original with.
- Set the page range in the "Original" and "Replacement" options
- Click the blue "Replace" button to complete the process.
5Extract PDF Pages
- Click the "Pages">"Extract" option in the toolbar.
- Click a single page or hold the Command key and click multliples pages to be selected at the same time.
- Choose to "Extract Pages as One File" or "Extract Pages as Separate Files".
- Click the blue "Extract" button to extract and select an output folder to save the new file.
6Split PDF Pages
- Go to the "Page">"Split" option in the toolbar.
- You can split document by number of pages or top-level bookmarks. If you want to split each page into an individual new PDF, then please choose the first option of "Number of pages" and enter 1 in the box for "Max pages".
- Click the blue "Split" button, then select the output folder to save the split PDFs.
- After completing, the output folder will be opened automatically.
7Change PDF Pages order
- Please go to the "Page" option, then click the page thumbnail that you want to move and drag it to the correct place in the document.
- Alternatively, you can hold the Command key and select multiple page thumbnails to allow for the movement of multiple pages at the same time, into the correct location in the document.
8Combine Multiple PDFs into One
- After opening the prorgam, please click the "Combine PDF" box in the welcome window.
- Load all of the PDFs that you need to combine into the program.
- Choose the page size or customize the size as you want in the box, and click the "Combine" button to start the process.
- Choose the output folder, and also rename the combined file before you save it.
- After combination, the output folder will be opened automatically.
Text Markups
- Highlight: To mark important passages of text with a fluorescent marker as a means of memory retention or for later reference.
- Strikethrough: By using the "Strikethrough" option, you indicate that the text is to be ignored or deleted.
- Underline: To indicate that there is emphasis on the information through an underline.
1Highlight PDF Text
- After opening your PDF file in the program, please click the "Comment">"Highlight" button.
- Select teh text you need and it will be highlighted immediately. The highlight properties panel will open on the right side status panel. You can choose the color and opacity as you need. The last hihglight will change to the one you choose automatically.
2Edit Highlight Properties
- Click the drop-down arrow icon besides the "Highlight" button and select the section that you wish to alter the highlight color on.
- Select the Make Properties Default option under the Comment Properties submenu to set the default appearance of highlight.
- Check the option of "Keep Tool Selected" on the bottom of the comment properties submenu to adda highlight continuously without clicking on the "Highlight" button every time.
3Add Strikethrough/Underline to PDF Text
- After opening the PDF file in the program, please click the "Comment" button to get more tools.
- Then please click the "Strikethrough" or "Underline" button, select the text you need underlined or to have a strikethrough and the operation will be applied immediately.
4Quick Access to Markup
Comments
1Add Text Comment/Sticky Notes/Text Box/Callout
- Text Comment: You can leave a Text Comment to indicate content modification or suggestion.
- Sticky Note: To leave your comments or instructions on the PDF pages, you can use the "Add Sticky Note" function which can help direct the readers to a specific text area.
- Text Box: The "Text box " option allows you to add an always visible box of text, allowing you to bring attention to important text in the PDF.
- Text Callout: It is often used to add a specific note in a PDF page, or indicate an important aspect of the document.
2Make Default Properties for Comments
3Move/Copy/Paste/Delete Comments
Stamps
1Built-in Stamp
- Clicking the "Comment" button will enable more tools for use. Click the "More" option to choose "Stamp". You can click a built-in stamp in the right-side panel to add in the PDF page where you need.
- Place the mouse curser on one of the eight blue boxes on the edge of the stamp to allow for resizing through dragging in the direction needed. It's also possible to drag the stamp by clicking and holding on it, or by using the arrow keys for precise movements.
2Signature
- Type: Use the keyboard to type the signature, choose the font, typeface, color and opacity as you want to create.
- Image: Browse an image from your computer to create that stamp, and use the red box that outlines it to crop the image size to create the stamp.
- Camera: Make sure of the camera to take a photo, or even to import an image of your hand-written signature that you have signed on a piece of paper beforehand.
- Draw: Click and hold your mouse to draw in the window. Here you are able to set color, thickness, and opacity for your created stamp.
Drawing
- Arrow : An option to give a direction that a specific annotation is meant to be attached to.
- Rectangle : A proofreading symbol used to indicate where something is to be inserted in the document.
- Polygon : To draw a closed plane figure bounded by three or more lines segments.
- Line : To mark with a line.
- Connected Lines : To draw an open plan figure with three or more line segments.
- Oval : To draw an oval or a circle.
- Squiggly Line : To draw squiggly line under the text to draw the readers' attention.
1Add Drawing Shapes to PDF
- Click the "Comment">"Shapes" button, select the shape that you need on the right side panel.
- Click the PDF page where you wish to add the shape and drag to draw an arrow or line.
2Use Pencil And Eraser Tools
- Go to the "Comment" menu in the toolbar, select the "Pencil" tool.
- Click and drag the pointer on the PDF to create the image that you need.
- If modifications need to be made to the drawing after finalizing it, click on the "Eraser"tool to erase the section that needs adjustment.
Fill in Forms
1Fill Interactive Forms
- To fill in an interactive PDF form, open the form within PDFelement 6 for Mac.
- Click on the fillable fields or boxes to input text.
- Click "File>Save" or press Command+S keys to save the electronic form into a local folder.
2Fill Non-interactive Forms
Create Interactive Forms Manually
- Text Field : Text filed is used for inputting information allowing for both alpha and numeric values to be included.
- Check Box : Check boxes allow for multiple selections to be chosen from a list of options given.
- Radio Button : Radio Buttons are also used for make selection, except for that only one selection is allowed to be checked. Once one of the radio buttons is selected, the remaining buttons will turn to grey and be non-selectable.
- Dropdown : A Dropdown is used to supply a list that can be accessed by clicking on the downward facing arrow. Once the list has been expanded, a single item can be chosen from the list to fill in the specific field.
- List Box : List Boxes appear with a scroll bar and the list is able to be scrolled for selection by using the mouse. List Boxes appear with a scroll bar that allow to find a selection by scrolling through a pre-defined list with the mouse. If more than one option from the list is needed, just press the Command key while selecting.
- Button : Buttons are used for triggering an action, such as submitting the form or resetting the form.
1Add Text Field
- Click the "Form" menu to expand form tools on the top toolbar.
- Select the "Text Field" icon to and then choose the location in the document that you need to add a text field element. The text field will be labeled as "Text Field#" by default.
- Double-clicking on the text field or click the "Show Field Properties" button on the right side panel to active the properties window which allows for modification. In the "General" tab you are able to alter the name of the field, and if you need to alter the boxes appearance that can be completed through the "Appearance" tab.
- The "Option" tab allows you to set the alignment mode for the text, and also add in a "Default Value" for the text box if you need.
- Selecting "Multi-line" or "Scroll long text" options will allow for multiple lines to be entered and also allow for a scroll option to be added to the text field allowing for extra visibility.
- You can also set a limitation of the number of characters allowed in the text field by clicking "Limit of _ characters".
- Check the "Comb of characters" to build a comb filed which is meant for typing characters in independent boxes. You can define the character numbers. Please note that this option is incompatible with other options.
- Create a field for Password entry or file selection.
- Choose the actions and triggering mode for the text field in the "Actions" tab.
- To format the text field, select a format category from the "Format".
- To enable validation of a field you can click on the option in the "Validate" tab.
- If the data in the text field is for calculation, check the calculation option and define the existing fields in which the data will be calculated by clicking the "Pick" button. For example, the following is the property for textfield 3 on the PDF, and after settings this, it will calculate textfield3=textfield2+textfield1.2.1. This mean that when you input data in textfield2 and textfield1.2.1, textfield3 will get the sum result automatically.
2Add Multiple Text Fields
3Add Check Box
- Under the "Form" tab, click the "Check Box" icon, and drag the mouse to the place that you require the check box.
- Double-click on the check box, and define its name, appearance as needed.
- In the "Options" tab, you can pick the check box style and modify the export value. If you want to set a default value for the check box, choose the "Check box is checked by default" option.
- Choose the triggering actions for the check box in the "Action" tab.
4Add Radio Button
- To add a radio button, select the radio button icon under the "Form" tab, click on the PDF page.
- Double-click the radio button, and set the name and appearance for it in the "General" and "Appearance" tab.
- Select the button style under the "Options" tab, and here you can also define the radio button choice by entering the value.
- If you want all radio buttons checked when one button is selected, check the option of "Button with the same name and choice are selected in unison".
- Modify the actions for the radio button in the "Actions" tab.
5Add Dropdown
- Under the "Form" tab, click the "Dropdown" icon.
- On the PDF page move your mouse curser to where you need to input the field.
- Double-click the field, type the name in the "General" window and modify the appearance in the "Appearance" window.
- In the "Options" tab, add an item and enter an export value in the Export Value text box. Repeat this step until you have all of the items that you need listed.
- Check the "Sort items" option if you want all the items stored by alphabetical order. To manually reorder the items, choose the item and click the "Up/Down" buttons. If you want to remove an item, select it and click the "Delete" button.
- If you are looking to have the information submitted by the user, check the "Allow customer text input" option.
6Add List Box
- In the "Option" window, name the new item that you are including and then include an export value into the "Export Value" field.
- You can arrange the items by alphabetic order by clicking "Sort items".
- If you want the respondent to select multiple items, check the "Multiple selection" option. If multiple items are able to be chosen, select the "Multiple selection" option.
- Create actions for the list box field in the "Action" window.
7Add Button
- Click the "Button" icon under the "Form" tab.
- Move your curser to the location in the PDF page and add the button by clicking on the chosen location.
- Double-click the button field, name it and modify the appearance.
- In the "Option" window, you can define the button layout. Choose your preferred icon from local folder and give it a label in the Labe text box, and then select the button layout as well as the behavior.
- Customize the actions for the button field in the "Actions" window.
Create Interactive Forms Automatically
(Only available in PDFelement 6 Professional for Mac version)
- PDFelement 6 Pro supports to create interactive forms automatically with one click, which can dramatically improve your efficiency. If you have a non-interactive PDF form containing blank lines and tables, the document is not a fillable form and will not be useable.
- After opening it in our program, you can click the "Form" button, then click the "Form Field Recognition" button on the right side to recognize the blanks and tables automatically, then you will get the fillable fields created. All the corresponding type of form fields will be automatically named with the text near the form fields.
- Click the "Select" button in the toolbar, then place the cursor in the field that you wish to fill in, and enter the information requested.
Form Alignment
- After opening the PDF file with the interactive forms, please click the "Form" button.
- Hold the Command key to click multiple fields to select them at the same time.
- Click the "Align" or "Distribute" options on the right side panel to align.
Form Properties
- Create Multiple Copies: Select the form field that you want to copy, and click the "Create Multiple Copies" button. Type in the number of fields that will be created and modify the overall size for those copies.
- Show Tab Numbers: After clicking this button, you will see the number order show on those fields according to the creation order.
- Show Field Properties: Click a form filed and then hit the "Show Field Properties". This will open the properties modification window to allow for editing. Please note that this operation does not work for multiple form fields.
Extract Data
(Only available in PDFelement 6 Professional for Mac version)
1Extract Data from A Single PDF
- If your PDF file is a scanned file or a fillable form, you can click the "Form" button, then click the "Data Extraction" button in the "Tasks" tab on the right side panel, then select the method you want to use. If your PDF file is not a scanned file and also does not contain the fillable form fields, please refer to the chapters of "Create Interactive Forms Automatically" or "Create Interactive Forms Manually" to create the fillable forms first.
- If you are extracting data from a scanned file, you will get the following message, click the "Start" button. Using your mouse, click and hold to select the area you wish to extract. You can select as many areas as you want.
- After selecting all the areas that you want to extract, please click the "Start" button, to save the current setting for future use.
- Choose the output folder to save the extracted CSV file.
- After completing the process, the output folder will be opened automatically.
2Extract Data for Batch Process
- After opening the program, please click the "Batch Process" box to open.
- Click the "Data Extraction" tab to load multiple files in it, then choose the "Mode" for the extraction process.
- If you are extracting multiple scanned PDFs, the areas you set previously can be chosen in the "Saved Settings" box on the right side. If there are no settings saved previously, click and hold the mouse to draw the areas you wish to extract, and click on "Start" to begin.
- Select the output folder to save the extracted CSV file on your Mac.
Clear/Import/Export Form Data
1Clear Form
- To remove the value that has been filled in the form fields, click the "Forms" button in Toolbar.
- Select one form field, go to the right side Pane and select "Clear Form" under the "Tasks" menu to remove the form data.
2Import Form Data
- Click the "Import Data" button and select the .fdf format file from local folder.
- Click "OK" to import data.
3Export Form Data
- Click the "Export Data" button under the "Other Task" menu on the right side.
- Set a destination folder to save the exported data as a .fdf format file saved on the Mac.
Supported Output Formats
- PDF to Word: Convert PDF to Microsoft Word (.doc & .docx)
- PDF to Excel: Convert PDF to Microsoft Excel (.xls & .xlsx)
- PDF to PPT: Convert PDF to Microsoft PowerPoint (.pptx)
- PDF to Pages: Convert PDF to Word Processing (.pages) format
- PDF to Text: Convert PDF to Text (.txt) format
- PDF to Epub: Convert PDF to Electrical Publication format (.epub)
- PDF to HTML: Convert PDF to Hyper Text Markup Language format
- PDF to Image: Convert PDF to Image formats like JPG, PNG, GIF, BMP, and TIFF
- PDF to RTF: Convert PDF to Rich Text format (.rtf)
Convert
1Convert A Single PDF
- After opeing the PDF file in the program, click the "Convert" button in the toolbar.
- Choose "To Word" or another output format as needed.
- Click the "Options" tab on the right side panel to set the page range or other settings for the output format file. The settings will be different depending on the output format that is chosen.
- After setting, click the "Convert" button and choose the output folder where you want to save the file, and start the process.
2Convert A Batch of PDFs
(Only available in PDFelement 6 Professional for Mac version)
- After opeing the program, click the "Batch Process" box in the welcome window.
- Choose the "Convert" tab and select the PDF files to add to the program.
- Choose the "Format" on the right side panel. If you choose "To Excel" as the output format, then click the "Options" tab to choose to "Convert each page to a separate worksheet" or "Convert all pages to a single worksheet".
- Click the blue "Convert" button to start to the process.
Convert Scanned PDFs to Editable Files
(Only available in PDFelement 6 Professional for Mac version)
Method 1 is to perform OCR first, please refer to the chapter of "Perform OCR for A Single Scanned PDF" for more instructions about how to perform the OCR function. After performing OCR, please click the "Convert" button to convert the newly created PDF file to an editable file in the format required.
Method 2 please do the following steps:
- After opening the scanned PDF files in the program window, please click the "Convert" button, then choose the output format as needed.
- Please enable the OCR slider on the right side panel. And please select the correct language of your PDF content in the "Document Language" box.
- Click the "Convert" button, and then choose an output folder to start the conversion.
Password and Permissions
1Encrypt with Password
- After opening the PDF file in the program, please click the "Protect">"Password">"Encrypt with Password" button.
- In the pop up Security Settings window, you can choose to set the security.
-
Tick to check "Require a password to open the document" option, and then type your password twice to confirm it.
Note: As there is no way to recover or open the document if the password is lost/forgotten, be sure to use one that you will remember.
- Printing Allowed: Set permission for printing the document, and at what resolution quality.
- Changes Allowed: Customize permissions for the modifications that can be made to the current PDF document. Steps to create permission password are as below:
- Tick to check "Restrict editing and printing of the document", enter the permission password and confirm it in the "Confirm Password" box. You can customize the encryption level by adding complex password groups. The higher the encryption level, the more difficult it is to crack the password.
- Click the "OK" button to set the password and finally don't forget to save the document.
2Remove Security
- Open the "Protect" menu. Then click the "Remove Security" button.
- There will be a pop-up window asking you to enter the permission password. Without that password, you will not be able to remove the security, thus be sure to remember the password used on that document.
- Click to save the document.
3Check PDF Permissions
4Batch Encrypt
(Only available in PDFelement 6 Professional for Mac version)
Redaction
(Only available in PDFelement 6 Professional for Mac version)
Optimize PDF
(Only available in PDFelement 6 Professional for Mac version)
- Move to the top header bar and click the "File" menu.
- Click the "Optimize PDF" button from the drop down menu.
- Choose an ideal compression quality from the "Options" list to preview and then save the optimized file in a local folder as you want.
Print Options
- Click the "File">"Print" button on the toolbar or hit "Command + P" on the keyboards to active the print command window.
- In the pop-up Print window you will be able to choose the printer, set the copies you need to print, and customize the pages. You will be shown a preview of how the printed document will appear.
- In details, you can choose the preset of printing properties, like the paper size, orientation, scale etc.
- After the settings, click "Print" and then you will get the paper copy.
Print Properties
- Printer: Choose the printer that is connected to your Mac.
- Copies: Enter the copy number for output papers.
- Pages: Choose All or customize the page range.
- Page Size: Select the appropriate page size for the current PDF files, like A4, A5 or US Letter, etc.
- Orientation: Choose to print in Portrait or Landscape, and select the Scale percentage as needed.
- Comments & Forms: Choose the option to print comment and forms in the PDF as well.
Email Attachment
- Please click to the "File" > "Attach to Email" button on top menu. Then log in your email account.
- After that, the current file will be attached to an email draft.
- You can then send your PDF file via email within the application.
Dropbox
- Go to "File" > "Dropbox" on the top menu, you will need to connect to you Dropbox account to be able to upload the file.
- Click the "Upload" button, then you can select the destination to store your file.
- Click the "Unlink" button to disconnect PDFelement for Mac from the Dropbox account.