<< Click to Display Table of Contents >> Navigation: PDF-XChange Editor Plus V7 User Manual > Operations Guide > Workspace Guide > Customize the Workspace |
PDF-XChange Editor features multiple settings that enable the customization of the workspace. See below for instructions on how to:
1. Click the File tab, then click Preferences.
2. Click Registration in the Categories menu.
3. Follow the instructions detailed here.
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Users of PDF-XChange Editor often use the same set of commands, tools and operations repeatedly. If that is the case then it is useful to create a customized toolbar in order to group together these elements of their work process to increase efficiency and output. Follow the instructions below to create customized toolbars:
1. Click the Help tab.
2. Click Customize Toolbars. The Customize Toolbars dialog box will open.
3. Follow the instructions detailed here.
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PDF-XChange Editor can be fully customized in order to suit the specific the needs and tastes of the user. Follow the instructions below to customize the user interface:
1. Click the Help tab.
2. Click Customize Theme. The Customize UI preferences dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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The Launch Application Toolbar facilitates the efficient opening of documents in an alternative PDF program from PDF-XChange Editor. Multiple programs can be added to the Launch Application Toolbar for your convenience. Follow the instructions below to add/remove programs:
1. Click the File tab, then click Preferences.
2. Click Launch Applications in the Categories menu. The Launch Applications preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Color Management in the Categories menu. The Color Management preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Accessibility in the Categories menu. The Accessibility preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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The PDF-XChange Editor comments feature various viewing and creation options such as to show/hide tooltips, the modification date and subject/author labels in comment pop-ups. Follow the instructions below to determine options for comments:
1. Click the File tab, then click Preferences.
2. Click Commenting in the Categories menu. The Commenting preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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The digital signature options determine various parameters of digital signatures, including creation and appearance options, verification settings and signature template options. Follow the instructions below to view and edit available options:
1. Click the File tab, then click Preferences.
2. Click Signatures in the Categories menu. The Signatures preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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The document options determine settings that relate to documents, such as tab and window settings, application start settings, history and recent documents management, save options and PDF-specification for new documents. Follow the instructions below to view and edit available options:
1. Click the File tab, then click Preferences.
2. Click Documents in the Categories menu. The Documents preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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The file association settings can be used to determine the default application for PDF files, options for viewing files in Internet Explorer, the registration options for the NP-plugin in other browsers and the preview/thumbnail handler for PDF files. Follow the instructions below to determine file associations:
1. Click the File tab, then click Preferences.
2. Click File Associations in the Categories menu. The File Associations preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Convert to PDF or Convert from PDF in the Categories menu.
3. Determine parameters as detailed here.
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Forms feature multiple settings that apply to their functionality and appearance. Follow the instructions below to view/edit form settings:
1. Click the File tab, then click Preferences.
2. Click Forms in the Categories menu. The Forms preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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Identity options include the user login name, actual name, title and organization details. This information is used in conjunction with comments, reviews and digital signatures. Follow the instructions below to determine identity options:
1. Click the File tab, then click Preferences.
2. Click Identity in the Categories menu. The Identity preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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Follow the instructions below to determine options that relate to JavaScript and the JavaScript Console:
1. Click the File tab, then click Preferences.
2. Click JavaScript in the Categories menu. The JavaScript preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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Follow the instructions below to determine measurement settings, such as the display options of rulers, grids and guides and their associated settings:
1. Click the File tab, then click Preferences.
2. Click Measurement in the Categories menu. The Measurement preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Performance in the Categories menu. The Performance preferences dialog box will open.
3. Determine Memory and Threads Usage settings as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Page Display in the Categories menu. The Page Display preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the View tab.
2. Use the options detailed here to change the page layout.
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Page text options include settings for action taken when PDF-XChange Editor detects interactive text links such as IP addresses and options for when text is copied or bookmarks are created. Follow the instructions below to determine page text options:
1. Click the File tab, then click Preferences.
2. Click Page Text in the Categories menu. The Page Text preferences dialog box will open.
3. Determine parameters as detailed here.
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1. Click the File tab, then click Preferences.
2. Click Scanner Presets in the Categories menu. The Scanner Presets preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Search Providers in the Categories menu. The Search Providers preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Speech in the Categories menu. The Speech preferences dialog box will open.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Send Mail in the Categories menu. The Send Mail preferences dialog box will open.
3. Determine parameters as detailed here.
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1. Click the File tab, then click Preferences.
2. Click Tools in the Categories menu. The Tools preferences dialog box will open.
3. Use the Default Tool dropdown menu to select either the Hand Tool or the Select Text Tool.
4. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Documents in the Categories menu. The Documents preferences dialog box will open.
3. Click Setup. The Manage Tabs and Windows dialog box will open.
4. Determine parameters as detailed here.
5. Click OK.
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1. Click the File tab, then click Preferences.
2. Click Languages in the Categories menu. The Languages preferences dialog box will open.
3. Select the desired language and click OK.
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1. Click the File tab, then click Preferences.
2. Click Initial View in the Categories menu.
3. Determine parameters as detailed here.
4. Click OK.
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1. Click the Help tab, then click Customize Toolbars. The Customize Toolbars dialog box will open.
2. Select/clear toolbar boxes to show/hide them in the UI.
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Guide lines are used to simplify and make more exact the process of aligning text and objects. Follow the instructions below to enables guides:
1. Click the View tab.
2. Click Show Guides. Further information about guides is available here.
The keyboard shortcut for this operation is Ctrl+;.
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The measurement grid is used to assist in the accurate alignment of text and objects. Follow the instructions below to enable the measurement grid:
1. Click the View tab.
2. Click Show Grid.
The keyboard shortcut for this operation is Ctrl+'.
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Page measurement information is included to enable precise document editing. When it is enabled the coordinates of the pointer are displayed in the lower-right corner of the user interface. Follow the instructions below to enable page measurement information:
1. Click the View tab.
2. Click Show Page Size/Position.
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Rulers enable the precise measurement of document objects. Follow the instructions below to display rulers:
1. Click the View tab.
2. Click Show Rulers.
The keyboard shortcut for this operation is Ctrl+R.
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PDF-XChange Editor features various plugins that heighten the functionality of the software, such as the Dropbox plugin, which makes it possible to work with files located in a Dropbox folder, and the OCR plugin, which makes the OCR process possible. Follow the instructions below to view/enable/disable plugins:
1. Click the File tab, then click Preferences.
2. Click Plugins.
3. Determine parameters as detailed here.
4. Click OK.
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Snapping is a dynamic function within PDF-XChange Editor that facilitates the precise alignment of annotations and comments to underlying measurement guides or existing objects. Follow the instructions below to enable snapping and view/edit associated parameters:
1. Click the Document Options toolbar in the lower-left corner of the user interface.
2. Hover over Snap.
3. Click Enable Snapping.
The keyboard shortcut for this operation is Ctrl+Shift+;.
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1. Click the File tab, then click Preferences.
2. Click Registration.
3. Select the Hide all licensed features from toolbars and menus box.
4. Click OK.
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1. Click the View tab.
2. Click the Panes dropdown menu, then click Reset Document Panes Layout.
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This setting is used to reset the layout of all panes within PDF-XChange Editor:
1. Click the View tab.
2. Click the Panes dropdown menu, then click Reset Main Panes Layout.
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The attachment security settings determine the action that PDF-XChange Editor takes when opening attachments. Follow the instructions below to determine these settings:
1. Click the File tab, then click Preferences.
2. Click Security in the Categories menu.
3. Determine parameters as detailed here.
4. Click OK.
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There are several editing panes within PDF-XChange Editor that assist in the editing of documents. Follow the instructions below to enable these editing panes:
1. Click the View tab.
2. Click the Panes dropdown menu. Available panes are displayed in the top section of the submenu.
3. Click panes to show/hide them in the workspace.
Further information on all editing panes is available here.
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The file open security settings determine the action that PDF-XChange Editor takes when opening files/websites. Follow the instructions below to determine these settings:
1. Click the File tab, then click Preferences.
2. Click Security in the Categories menu.
3. Determine parameters as detailed here.
4. Click OK.
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Additionally, further workspace customization options are available via the Keyboard Shortcuts.