PDF Expert Guide

PDF Expert 5 User guide

 2014 Readdle Inc.

Contents

Chapter 1. Overview ....................................... 5 Chapter 2. Main menu..................................... 8 Chapter 3. Loading documents ..................... 12 Mail app..................................................... 12 Dropbox..................................................... 12 Other apps................................................. 16 Other web storage..................................... 16 iCloud ........................................................ 18 Safari ......................................................... 19 Mac OS X .................................................. 21 Windows.................................................... 23 Chapter 4. File management......................... 24 Supported file formats ............................... 24 Managing files and folders......................... 25

3 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

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

Chapter 1. Overview PDF Expert is an ultimate solution for PDF reading, annotating and editing. The whole set of PDF tools is as convenient as on a desktop computer at the office or at home.  PDF Expert allows you to view any PDF file, annotate it, insert corrections or even create a new PDF file by copying pages from other documents.  PDF Expert offers advanced form filling tools for PDF forms. Text fields, check boxes, radio buttons and other form elements work as you expect.

 You can use PDF Expert to sign contracts and agreements right on the iPhone or iPad. Upon completion, the changes are saved in accordance to PDF format specification. The documents can be shared to other electronic devices or web storages for further viewing or modifying in any decent PDF reader like Adobe Acrobat Reader, Apple Preview, etc. With this you can give access to the annotated files to your friends and colleagues. You can send PDF files to or from PDF Expert via your Mac or PC, email attachments, Dropbox, Google Drive, OneDrive, Box.com etc. PDF Expert also

reads most common document types, including iWork, MS Office, text files, images, even music and video files. With PDF Expert on your iPhone and iPad you can build a complete document workflow for all professional and personal needs.

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.

Tap Edit to reveal the bottom toolbar.

Swipe from the top to open the sorting toolbar.

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:

 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

5. After authorization your Dropbox account will be saved under Accounts list. Tap it to review your Dropbox files  Tap on any file to download and open it  To download several files: 1. Tap Edit 2. Select files and folders you need 3. Tap Download

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.

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

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

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

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

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

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

PDF Expert syncs with Documents app and PDF Expert on iPad, provided the device is connected to the same iCloud account.

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

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

4. Select PDF Expert from the list of available apps

 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

“ PDFE http://guides/manual.PDF”) and tap Go. The PDF will be sent to PDF Expert automatically.

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

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

6. Click Connect 7. Confirm the connection on iPhone

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.

Chapter 4. File management

Supported file formats

File Viewer

.pages, .keynote, .numbers; .doc/.docx, .xls/.xlsx, .ppt/ .pptx;

.odp, .ods, .odt, .rtf, rtfd, .txt; .html, .htm, .webarchive

PDF Viewer Image Viewer Video Player

.pdf

.bmp, .gif, .ico, .jpeg, .png, .tiff, .xbm .3gp, .l16, .m3u, .m4v, .mm, .mov, .mp4, .scm.

Audio Player

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

Archiver .zip, .rar

Note : PDF Expert is intended for annotating PDF files, therefore you need to convert other files to PDF in order to annotate these files.

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

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

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

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

To… Copy

Do…

Copy and select the

Tap

target folder

Move

Move and select the

Tap

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

To…

Do…

Merge

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

Zip

Add to favorites Tap and then tap

Color- code

To…

Do…

Mail to

Mail

Tap and then tap

to.

Upload

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

Open in another app

Create new folder

Chapter 5. Viewing PDF files PDF Expert provides a convenient and easy way to review and read PDF files. The table below lists all the actions you can perform while reading PDFs in PDF Expert: Viewing To… Do… Open a PDF Tap on any file in the Documents in Network or iCloud tab. Tap Recents to review the list of recently opened files or tap Starred Files to open one of the favorites. Zoom Use two finger pinch gesture. Double tap to zoom in instantly.

To… Do… Text Reflow

Tab and enable the Text Reflow toggle . PDF Expert will generate a text version of the PDF file you’re reading. Swipe with one finger vertically or horizontally. You can change the direction under PDF Expert Settings.

Scroll through

To… Do… Go to certain page

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

To… Do…

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

To… Do… Tap

and select the bookmark

Add bookmark

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

To… Do…

Navigate via Outlines

If a PDF has dynamic table of contents, you can use it in PDF Expert for navigation.  Tap and select Outlines  Select the chapter to navigate to it  Tap the little triangle to expand the chapter

To… Do… List of markups

You can review a list of all 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

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

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

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

Select a shape and tap on the PDF to place it. You can select the color of the shape and the line thickness

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

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

Tap to undo previous action. Tap&hold to undo several actions.

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

 Note option enables popup note tool

 Text is equal to the Text tool usage  Signature allows you to add My Signature or Customer Signature tool  Image allows you to insert an image from the iPhone Photo Library to PDF. You can also use camera to take pictures. Images can be then scaled and moved.  Stamp activates

 Sound enables audio recorder. The sound note can be played in Adobe Reader on Mac or PC and in PDF Expert on iPhone or iPad. Please note that the audio note is added without compression. So it is recommended to limit the recording time to 10 minutes.  Paste allows you to insert any text copied to the clipboard. If you want to copy a text, you need to tap and in order to select it and tap Copy, which appears above the selection.

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

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.

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

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

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

 Open a PDF and tap page management mode.

to switch to

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

Tap to select or deselect all pages Tap to add a new empty page. Tap to delete the selected page or pages

Tap to copy the selected page or pages Tap to insert the page copied earlier

Tap to extract and email selected page or pages Tap to view more options

Tap to rotate the selected page or pages Tap to extract the selected pages

Chapter 9. Filling out forms PDF Expert is a great tool to fill out PDF forms. You can type text, select items from drop-down lists, use check boxes, add images to the fields, make calculations and even sign forms with a personal signature. Supported form formats PDF Expert supports Acro forms created in Adobe Acrobat or other similar apps. The app also allows filling Static XFA forms created in Adobe LiveCycle. Attention: LiveCycle Dynamic XFA forms are not supported in PDF Expert.

Follow the link to look through the list of JavaScript supported by PDF Expert.

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

Note: You can disable Highlight form fields toggle under Settings > PDF Viewer to hide the blue background from the field.

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

 Drop-down list – tap to reveal the list and pick an item.

 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

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

Note: Signatures placed with tap&hold will remain after the Clear Form. Only Signature fields will be cleared.

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

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.

Chapter 11. Submitting and uploading

PDF Forms may contain a Submit button to send the form or data from this form to a server for further processing. However you can use PDF Expert features for submitting as well. Submit by email To submit a filled form or a regular PDF by email: 1. Tap 2. Tap Send by Email 3. Select Document, Flattened Copy or Annotation Summary.

 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.

Note: PDF Expert may not be able to send an attachment by email because of the file size limit. The limit depends on your mail account, for example Gmail will process up to 25MB attachments in each email. Upload to a web storage  To send a file to web storage you can use 2-way sync folder. In that case you can simply move or copy a file to Sync folder. If the iPhone is online, the file will be uploaded to web storage automatically.  To upload file or files to a web storage manually: 1. Go to Documents tab

2. Tap Edit 3. Select a file or files

4. Tap Actions 5. Then tap Upload 6. After that, select the storage and the target folder 7. Tap Upload Sending to another app To send a file to another app from PDF Expert: 1. Open the PDF and tap 2. Tap Open In… 3. Choose the target app from the popup.

The copy of this file will be saved and opened in another app. To send a file to another app from Documents tab: 1. Switch to Documents 2. Tap Edit 3. Tap Actions … 4. Tap Open in … and choose the target app.

Chapter 12. Sync PDF Expert provides a possibility to setup 2-way synchronization with Dropbox or any other web storage service you've connected to. To connect to web storage, follow the steps from Chapter 2. Setting up the sync Once you’ve connected to web storage, navigate to the folder you'd like to sync with and open it . Tap Edit and then tap Sync at the bottom to enable 2-way sync with this folder. Confirm the setup and the full copy of this folder will appear in Documents tab.

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

Once sync is established any change applied to the contents of this folder will be

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

4. Tap

to disable syncing

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.

 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.

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.

The Show Photos option enables the special folder with an access to iPhone Photo Library. Clear Recent Files clears the list of recently opened files. Security  Passkey Lock allows you to protect documents from being viewed by another person. Once set, the application will ask the passkey on each launch. NOTE: To set password for wireless access to PDF Expert, use Wi-Fi Network Drive section. ATTENTION: If you’ve lost the passkey you can restore your files via iTunes.

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

NOTE: The password enabled in this menu is for Wi-Fi connections only. To protect your documents from being viewed directly on the iPhone, use the Passkey Lock feature . File Contents Search This option enables indexing to search within your files. NOTE: Indexing takes more RAM and CPU resources from your iPhone, so enabling this feature may decrease the performance. Sync This option contains settings for Automatic Sync. You can enable sync via Wi-Fi and 3G or disable automatic synchronization here.

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.

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

Reinstallation To reinstall PDF Expert completely:

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

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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